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 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
130+ 100.0% |
$6.71K - $6.99K
|
260
$6.8K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
125New |
$6.45K - $6.72K
|
125
$3.27K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
108New |
$5.57K - $5.81K
|
108
$2.82K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
103+ 0.11% |
$5.31K - $5.54K
|
97.5K
$2.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
101New |
$5.21K - $5.43K
|
101
$2.64K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
83New |
$4.28K - $4.46K
|
83
$2.17K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
80New |
$4.13K - $4.3K
|
80
$2.09K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
76New |
$3.92K - $4.09K
|
76
$1.99K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
69+ 1.04% |
$3.56K - $3.71K
|
6.71K
$175K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
66+ 75.86% |
$3.4K - $3.55K
|
153
$4K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
51+ 1.0% |
$2.63K - $2.74K
|
5.13K
$134K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
45New |
$2.32K - $2.42K
|
45
$1.18K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
41New |
$2.11K - $2.21K
|
41
$1.07K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
37+ 1.02% |
$1.91K - $1.99K
|
3.66K
$95.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
36+ 0.34% |
$1.86K - $1.94K
|
10.6K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
29New |
$1.5K - $1.56K
|
29
$758
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
25New |
$1.29K - $1.34K
|
25
$654
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
15+ 0.14% |
$774 - $807
|
10.5K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
15+ 0.2% |
$774 - $807
|
7.58K
$198K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 0.71% |
$309 - $323
|
857
$22.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5New |
$258 - $269
|
5
$131
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5New |
$258 - $269
|
5
$131
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4+ 0.94% |
$206 - $215
|
428
$11.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.21% |
$155 - $161
|
1.46K
$38.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3+ 1.05% |
$155 - $161
|
290
$7.58K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3New |
$155 - $161
|
3
$78.4
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.89% |
$155 - $161
|
341
$8.92K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2New |
$103 - $108
|
2
$52.3
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 1.19% |
$103 - $108
|
170
$4.45K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2+ 0.03% |
$103 - $108
|
7.06K
$185K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 4.35% |
$51.6 - $53.8
|
24
$628
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.85% |
$51.6 - $53.8
|
119
$3.11K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.68% |
$51.6 - $53.8
|
148
$3.87K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 1.27% |
$51.6 - $53.8
|
80
$2.09K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 1.14% |
$51.6 - $53.8
|
89
$2.33K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.3M+ 691.39% |
$937M - $958M
|
21M
$549M
|
|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
2.51MNew |
$128M - $131M
|
2.51M
$65.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Oikos Holdings LLC
|
BUY
|
- |
734KNew |
$37.5M - $38.4M
|
734K
$19.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
389K+ 15.07% |
$19.9M - $20.3M
|
2.97M
$77.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
BUY
|
- |
40KNew |
$2.05M - $2.09M
|
40K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30KNew |
$1.53M - $1.57M
|
30K
$784K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
27.8K+ 16.43% |
$1.42M - $1.45M
|
197K
$5.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
23.2KNew |
$1.19M - $1.21M
|
23.2K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
17K+ 26.98% |
$869K - $888K
|
80K
$2.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
12.8K+ 5.59% |
$656K - $671K
|
242K
$6.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.51K+ 75.63% |
$435K - $445K
|
19.8K
$517K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
8.08KNew |
$413K - $422K
|
8.08K
$211K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
7.12KNew |
$364K - $372K
|
7.12K
$186K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
6.4KNew |
$327K - $334K
|
6.4K
$167K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.05KNew |
$309K - $316K
|
6.05K
$158K
|
|