Latest Institutional Purchases of Schwab Strategic Us Tips ETF (SCHP)
This list provides information on the latest institutional transactions involving Schwab Strategic Us Tips ETF (SCHP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
8.71K+ 4.44% |
$449K - $468K
|
205K
$5.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.09K+ 1.8% |
$417K - $435K
|
458K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
7.98K+ 13.91% |
$411K - $429K
|
65.3K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.9KNew |
$408K - $425K
|
7.9K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.79K+ 4.89% |
$402K - $419K
|
167K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.31K+ 14.9% |
$377K - $393K
|
56.4K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
7.15K+ 6.38% |
$369K - $384K
|
119K
$3.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.71KNew |
$346K - $361K
|
6.71K
$175K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.34K+ 132.34% |
$327K - $341K
|
11.1K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.13K+ 3.66% |
$316K - $330K
|
173K
$4.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6.02KNew |
$310K - $324K
|
6.02K
$157K
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5.94K+ 1.59% |
$306K - $319K
|
379K
$9.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
5.87K+ 4.87% |
$303K - $316K
|
126K
$3.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
5.86KNew |
$302K - $315K
|
5.86K
$153K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.79K+ 68.21% |
$299K - $312K
|
14.3K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.79KNew |
$298K - $311K
|
5.79K
$151K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.66KNew |
$292K - $305K
|
5.66K
$148K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
5.48K+ 1.1% |
$283K - $295K
|
503K
$13.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.46K+ 2.41% |
$282K - $294K
|
232K
$6.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
5.32K+ 8.18% |
$275K - $286K
|
70.4K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.16K+ 4.07% |
$266K - $278K
|
132K
$3.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
5.12KNew |
$264K - $275K
|
5.12K
$134K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5.09K+ 1.46% |
$262K - $274K
|
354K
$9.25M
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.69K+ 5.23% |
$242K - $252K
|
94.2K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4.3K+ 12.68% |
$222K - $231K
|
38.2K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.22K+ 430.38% |
$218K - $227K
|
5.2K
$136K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.22K+ 127.49% |
$217K - $227K
|
7.52K
$197K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.16KNew |
$214K - $224K
|
4.16K
$109K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
4.08KNew |
$210K - $219K
|
4.08K
$107K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.93K+ 26.78% |
$203K - $211K
|
18.6K
$487K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.89KNew |
$201K - $209K
|
3.89K
$102K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.86KNew |
$199K - $208K
|
3.86K
$101K
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
3.82KNew |
$197K - $205K
|
3.82K
$99.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.82KNew |
$197K - $205K
|
3.82K
$99.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.79KNew |
$195K - $204K
|
3.79K
$99.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.76KNew |
$194K - $202K
|
3.76K
$98.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.67K+ 6.23% |
$189K - $197K
|
62.6K
$1.64M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.07K+ 3.34% |
$158K - $165K
|
94.8K
$2.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.03K+ 8.3% |
$156K - $163K
|
39.5K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.81K+ 0.79% |
$145K - $151K
|
359K
$9.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.8K+ 10.25% |
$144K - $151K
|
30.1K
$788K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.69K+ 11.83% |
$139K - $145K
|
25.5K
$666K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.6K+ 0.9% |
$134K - $140K
|
292K
$7.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2.55KNew |
$132K - $137K
|
2.55K
$66.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.52K+ 3.06% |
$130K - $136K
|
84.8K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.3K+ 4.69% |
$119K - $124K
|
51.3K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.17K+ 32.64% |
$112K - $117K
|
8.82K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.01K+ 92.45% |
$104K - $108K
|
4.18K
$109K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.89K+ 4.67% |
$97.2K - $101K
|
42.2K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.82K+ 2.19% |
$93.7K - $97.7K
|
84.8K
$2.22M
|