Morningstar Investment Services LLC Schwab Strategic Us Tips ETF Transaction History

Morningstar Investment Services LLC

  • $546 Million
  • Q1 2025

A detailed history of Morningstar Investment Services LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Morningstar Investment Services LLC holds 58,144 shares of SCHP stock, worth $1.57 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
58,144
Previous 174,830 66.74%
Holding current value
$1.57 Million
Previous $4.52 Million 65.39%
% of portfolio
0.29%
Previous 0.41%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$25.69 - $26.89 $3 Million - $3.14 Million
-116,686 Reduced 66.74%
58,144 $1.56 Million
Q4 2024

Feb 12, 2025
SELL
$25.74 - $53.78 $8.02 Million - $16.8 Million
-311,725 Reduced 64.07%
174,830 $4.52 Million
Q3 2024

Nov 07, 2024
BUY
$51.58 - $53.79 $11.7 Million - $12.2 Million
227,411 Added 87.75%
486,555 $26.1 Million
Q2 2024

Aug 13, 2024
SELL
$51.1 - $52.24 $558,523 - $570,983
-10,930 Reduced 4.05%
259,144 $13.5 Million
Q1 2024

May 15, 2024
SELL
$51.32 - $52.45 $14 Million - $14.3 Million
-272,656 Reduced 50.24%
270,074 $14.1 Million
Q4 2023

Feb 13, 2024
BUY
$49.69 - $52.46 $12.4 Million - $13.1 Million
248,909 Added 84.71%
542,730 $28.4 Million
Q3 2023

Nov 14, 2023
SELL
$50.37 - $52.48 $131,516 - $137,025
-2,611 Reduced 0.88%
293,821 $14.9 Million
Q2 2023

Aug 14, 2023
SELL
$52.18 - $54.02 $4.76 Million - $4.92 Million
-91,152 Reduced 23.52%
296,432 $15.5 Million
Q1 2023

May 15, 2023
BUY
$51.68 - $53.62 $20 Million - $20.8 Million
387,584 New
387,584 $20.8 Million
Q4 2022

Feb 10, 2023
SELL
$51.47 - $53.83 $260,180 - $272,110
-5,055 Reduced 1.26%
394,713 $20.5 Million
Q3 2022

Nov 14, 2022
SELL
$51.8 - $57.88 $614,607 - $686,746
-11,865 Reduced 2.88%
399,768 $21 Million
Q2 2022

Aug 12, 2022
SELL
$55.59 - $60.15 $14.3 Million - $15.5 Million
-256,880 Reduced 38.43%
411,633 $23 Million
Q1 2022

May 10, 2022
SELL
$59.94 - $62.99 $28.7 Million - $30.2 Million
-479,094 Reduced 41.75%
668,513 $40.7 Million
Q4 2021

Feb 01, 2022
SELL
$62.25 - $63.89 $1.51 Million - $1.55 Million
-24,273 Reduced 2.07%
1,147,607 $72.2 Million
Q3 2021

Nov 12, 2021
SELL
$62.25 - $63.89 $7.11 Million - $7.29 Million
-114,167 Reduced 8.88%
1,171,880 $73.3 Million
Q2 2021

Aug 12, 2021
BUY
$61.03 - $62.53 $13.4 Million - $13.7 Million
218,892 Added 20.51%
1,286,047 $80.3 Million
Q1 2021

May 11, 2021
BUY
$60.52 - $62.31 $1.09 Million - $1.12 Million
17,973 Added 1.71%
1,067,155 $65.2 Million
Q4 2020

Feb 11, 2021
SELL
$60.73 - $62.08 $7.37 Million - $7.54 Million
-121,389 Reduced 10.37%
1,049,182 $65.1 Million
Q3 2020

Nov 10, 2020
BUY
$60.05 - $61.93 $7.45 Million - $7.68 Million
124,062 Added 11.85%
1,170,571 $72.3 Million
Q2 2020

Jul 30, 2020
BUY
$57.69 - $60.12 $1.52 Million - $1.59 Million
26,414 Added 2.59%
1,046,509 $62.9 Million
Q1 2020

May 04, 2020
BUY
$53.09 - $59.55 $14.8 Million - $16.6 Million
279,505 Added 37.74%
1,020,095 $58.8 Million
Q4 2019

Feb 10, 2020
BUY
$56.32 - $57.23 $1.2 Million - $1.22 Million
21,232 Added 2.95%
740,590 $41.9 Million
Q3 2019

Nov 12, 2019
BUY
$56.24 - $57.07 $1.83 Million - $1.86 Million
32,595 Added 4.75%
719,358 $40.8 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-51,116 Reduced 6.93%
686,763 $38.7 Million
Q1 2019

May 13, 2019
BUY
N/A
8,382 Added 1.15%
737,879 $40.6 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-35,001 Reduced 4.58%
729,497 $38.8 Million
Q3 2018

Nov 08, 2018
BUY
N/A
40,018 Added 5.52%
764,498 $41.3 Million
Q2 2018

Aug 03, 2018
SELL
N/A
-7,842 Reduced 1.07%
724,480 $39.8 Million
Q1 2018

May 10, 2018
BUY
N/A
139,775 Added 23.59%
732,322 $40.2 Million
Q4 2017

Feb 08, 2018
BUY
N/A
92,245 Added 18.44%
592,547 $32.8 Million
Q3 2017

Nov 09, 2017
BUY
N/A
500,302
500,302 $27.6 Million

Others Institutions Holding SCHP

# of Institutions
759
Shares Held
352M
Call Options Held
4.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC US TIPS ETF

SCHP Quotes by TradingView
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
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