Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-48.2K- 51.61% |
$2.47M - $2.53M
|
45.2K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-25.9K- 1.31% |
$1.33M - $1.36M
|
1.95M
$52.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-14.9K- 78.66% |
$763K - $780K
|
4.04K
$108K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-11.3K- 96.77% |
$579K - $592K
|
377
$10.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-8.6K- 27.42% |
$442K - $451K
|
22.8K
$610K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-8.6K- 35.38% |
$442K - $451K
|
15.7K
$421K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-6.39K- 21.15% |
$328K - $335K
|
23.8K
$638K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-5.45K- 5.19% |
$280K - $286K
|
99.5K
$2.67M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.73K- 40.31% |
$140K - $143K
|
4.04K
$108K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-2.66K- 48.95% |
$136K - $139K
|
2.77K
$74.3K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.32K- 20.27% |
$67.9K - $69.4K
|
5.21K
$139K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.1K- 18.97% |
$56.5K - $57.7K
|
4.7K
$126K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-800- 14.29% |
$41.1K - $42K
|
4.8K
$129K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-800- 14.63% |
$41.1K - $42K
|
4.67K
$125K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-486- 11.09% |
$24.9K - $25.5K
|
3.9K
$104K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-350- 6.92% |
$18K - $18.4K
|
4.71K
$126K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-338- 58.58% |
$17.3K - $17.7K
|
239
$6.4K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-286- 32.28% |
$14.7K - $15K
|
600
$16.1K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-150- 3.16% |
$7.7K - $7.87K
|
4.6K
$123K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-127- 0.11% |
$6.52K - $6.66K
|
112K
$3.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-56- 19.18% |
$2.87K - $2.94K
|
236
$6.32K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-54- 0.72% |
$2.77K - $2.83K
|
7.43K
$199K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-36- 0.4% |
$1.85K - $1.89K
|
9K
$241K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-32- 35.96% |
$1.64K - $1.68K
|
57
$1.53K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-14- 0.22% |
$718 - $734
|
6.3K
$169K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
SELL
|
- |
-13- 0.3% |
$667 - $682
|
4.3K
$115K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4- 0.07% |
$205 - $210
|
5.92K
$159K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.3M- 79.32% |
$64.6M - $68.2M
|
339K
$9.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-588K- 34.04% |
$29.2M - $30.8M
|
1.14M
$30.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-248K- 73.84% |
$12.3M - $13M
|
87.7K
$2.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-42K- 32.82% |
$2.09M - $2.2M
|
86K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-15.3K- 42.52% |
$763K - $805K
|
20.7K
$556K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-10.3K- 12.92% |
$514K - $543K
|
69.7K
$1.87M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.89K- 19.52% |
$144K - $152K
|
11.9K
$319K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.34K- 97.94% |
$116K - $122K
|
49
$1.31K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.85K- 29.37% |
$91.9K - $97.1K
|
4.45K
$119K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-436- 2.38% |
$21.7K - $22.9K
|
17.9K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-418- 9.18% |
$20.8K - $21.9K
|
4.13K
$111K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-400- 3.01% |
$19.9K - $21K
|
12.9K
$345K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-368- 5.61% |
$18.3K - $19.3K
|
6.2K
$166K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-275- 4.0% |
$13.7K - $14.4K
|
6.6K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-200- 4.96% |
$9.94K - $10.5K
|
3.83K
$103K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-195- 92.86% |
$9.69K - $10.2K
|
15
$402
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-108- 1.83% |
$5.37K - $5.67K
|
5.8K
$155K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-95- 2.34% |
$4.72K - $4.98K
|
3.97K
$106K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-65- 3.31% |
$3.23K - $3.41K
|
1.9K
$50.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-63- 77.78% |
$3.13K - $3.3K
|
18
$482
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-53- 2.36% |
$2.63K - $2.78K
|
2.19K
$58.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-10- 3.16% |
$497 - $525
|
306
$8.19K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-7- 9.21% |
$348 - $367
|
69
$1.85K
|
|