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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.67K- 30.19% |
$85.1K - $87K
|
3.85K
$101K
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.45K- 24.43% |
$73.9K - $75.5K
|
4.47K
$117K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-946- 4.53% |
$48.3K - $49.4K
|
20K
$522K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-845- 0.71% |
$43.2K - $44.1K
|
118K
$3.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-801- 4.35% |
$40.9K - $41.8K
|
17.6K
$461K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
SELL
|
- |
-800- 0.52% |
$40.9K - $41.8K
|
153K
$4.01M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-724- 71.83% |
$37K - $37.8K
|
284
$7.43K
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-640- 3.0% |
$32.7K - $33.4K
|
20.7K
$541K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-517- 34.08% |
$26.4K - $27K
|
1K
$26.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-511- 9.98% |
$26.1K - $26.7K
|
4.61K
$120K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-390- 11.09% |
$19.9K - $20.4K
|
3.13K
$81.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-376- 7.85% |
$19.2K - $19.6K
|
4.41K
$115K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-341- 90.93% |
$17.4K - $17.8K
|
34
$889
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-293- 43.99% |
$15K - $15.3K
|
373
$9.75K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-270- 6.26% |
$13.8K - $14.1K
|
4.05K
$106K
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-261- 3.03% |
$13.3K - $13.6K
|
8.35K
$218K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-243- 20.84% |
$12.4K - $12.7K
|
923
$24.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-209- 5.1% |
$10.7K - $10.9K
|
3.89K
$102K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-114- 22.98% |
$5.83K - $5.96K
|
382
$9.99K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-107- 49.54% |
$5.47K - $5.59K
|
109
$2.85K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-66Closed |
$3.37K - $3.45K
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-55- 52.88% |
$2.81K - $2.87K
|
49
$1.28K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-39- 9.38% |
$1.99K - $2.04K
|
377
$9.86K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-26- 0.65% |
$1.33K - $1.36K
|
4K
$105K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-3- 4.69% |
$153 - $157
|
61
$1.6K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-345K- 6.42% |
$17.7M - $18.1M
|
5.03M
$132M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-107K- 96.53% |
$5.48M - $5.6M
|
3.84K
$100K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-48.2K- 51.61% |
$2.47M - $2.53M
|
45.2K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-25.9K- 1.31% |
$1.33M - $1.36M
|
1.95M
$50.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-14.9K- 78.66% |
$763K - $780K
|
4.04K
$106K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-11.3K- 96.77% |
$579K - $592K
|
377
$9.86K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-8.6K- 27.42% |
$442K - $451K
|
22.8K
$595K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-8.6K- 35.38% |
$442K - $451K
|
15.7K
$411K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-6.39K- 21.15% |
$328K - $335K
|
23.8K
$623K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-5.45K- 5.19% |
$280K - $286K
|
99.5K
$2.6M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.73K- 40.31% |
$140K - $143K
|
4.04K
$106K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-2.66K- 48.95% |
$136K - $139K
|
2.77K
$72.5K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.32K- 20.27% |
$67.9K - $69.4K
|
5.21K
$136K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.1K- 18.97% |
$56.5K - $57.7K
|
4.7K
$123K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-800- 14.29% |
$41.1K - $42K
|
4.8K
$126K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-800- 14.63% |
$41.1K - $42K
|
4.67K
$122K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-486- 11.09% |
$24.9K - $25.5K
|
3.9K
$102K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-350- 6.92% |
$18K - $18.4K
|
4.71K
$123K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-344- 5.29% |
$17.7K - $18K
|
6.16K
$161K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-338- 58.58% |
$17.3K - $17.7K
|
239
$6.25K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-286- 32.28% |
$14.7K - $15K
|
600
$15.7K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-170- 52.31% |
$8.72K - $8.92K
|
155
$4.05K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-150- 3.16% |
$7.7K - $7.87K
|
4.6K
$120K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-132- 39.88% |
$6.77K - $6.92K
|
199
$5.2K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-127- 0.11% |
$6.52K - $6.66K
|
112K
$2.94M
|
|