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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.18K- 23.82% |
$60.8K - $63.6K
|
3.78K
$101K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.11K- 21.75% |
$57.3K - $59.9K
|
4K
$107K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.09KClosed |
$56.2K - $58.8K
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-884Closed |
$45.5K - $47.6K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-750- 10.99% |
$38.6K - $40.4K
|
6.07K
$163K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-553- 7.46% |
$28.5K - $29.8K
|
6.86K
$184K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-489- 98.79% |
$25.2K - $26.3K
|
6
$161
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-379- 8.31% |
$19.5K - $20.4K
|
4.18K
$112K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-366- 7.58% |
$18.8K - $19.7K
|
4.47K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-82- 71.3% |
$4.22K - $4.41K
|
33
$884
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-75- 1.6% |
$3.86K - $4.04K
|
4.6K
$123K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-23- 60.53% |
$1.18K - $1.24K
|
15
$402
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-6- 0.15% |
$309 - $323
|
3.99K
$107K
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-74.1K- 86.02% |
$3.84M - $4.29M
|
12K
$322K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-26.9K- 26.4% |
$1.39M - $1.55M
|
74.9K
$2M
|
|
|
Oct 24, 2022
Q3 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-19.5K- 70.79% |
$1.01M - $1.13M
|
8.06K
$216K
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-16.9K- 2.03% |
$874K - $977K
|
817K
$21.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.1K- 72.74% |
$784K - $876K
|
5.67K
$152K
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-14.2K- 28.31% |
$737K - $824K
|
36K
$965K
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-13.3K- 31.52% |
$688K - $769K
|
28.9K
$773K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-10.6K- 56.54% |
$550K - $615K
|
8.16K
$219K
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9.94K- 68.36% |
$515K - $575K
|
4.6K
$123K
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-8.56K- 60.95% |
$444K - $496K
|
5.49K
$147K
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-5.59K- 11.16% |
$289K - $323K
|
44.5K
$1.19M
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.04K- 37.09% |
$209K - $234K
|
6.85K
$183K
|
|
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-3.6KClosed |
$186K - $208K
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.38K- 38.74% |
$175K - $196K
|
5.34K
$143K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.52K- 29.31% |
$131K - $146K
|
6.08K
$163K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.61K- 25.4% |
$83.5K - $93.3K
|
4.73K
$127K
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-1.42K- 7.47% |
$73.5K - $82.1K
|
17.6K
$471K
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.34K- 7.94% |
$69.4K - $77.5K
|
15.5K
$416K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.28K- 12.45% |
$66.3K - $74K
|
8.99K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.18K- 13.26% |
$60.9K - $68.1K
|
7.69K
$206K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-986- 8.92% |
$51.1K - $57.1K
|
10.1K
$270K
|
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-737- 14.43% |
$38.2K - $42.7K
|
4.37K
$117K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-653- 13.27% |
$33.8K - $37.8K
|
4.27K
$114K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-485Closed |
$25.1K - $28.1K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-470- 10.62% |
$24.3K - $27.2K
|
3.96K
$106K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-390- 1.29% |
$20.2K - $22.6K
|
29.8K
$797K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-348- 3.04% |
$18K - $20.1K
|
11.1K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-323- 27.77% |
$16.7K - $18.7K
|
840
$22.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-303- 2.62% |
$15.7K - $17.5K
|
11.2K
$301K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-291- 6.66% |
$15.1K - $16.8K
|
4.08K
$109K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-279- 24.6% |
$14.5K - $16.1K
|
855
$22.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-254Closed |
$13.2K - $14.7K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-180- 53.41% |
$9.32K - $10.4K
|
157
$4.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-168- 1.31% |
$8.7K - $9.72K
|
12.6K
$338K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-43- 7.79% |
$2.23K - $2.49K
|
509
$13.6K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-11- 22.0% |
$570 - $637
|
39
$1.04K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-11- 0.25% |
$570 - $637
|
4.46K
$119K
|
|