Latest Institutional Transactions on Schwab Strategic Us Tips ETF (SCHP)
This table provides information on the latest institutional transactions involving Schwab Strategic Us Tips ETF (SCHP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
493K+ 658.69% |
$12.7M - $26.5M
|
568K
$14.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
207K+ 117.14% |
$5.34M - $11.2M
|
385K
$9.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.95K+ 35.28% |
$153K - $320K
|
22.8K
$592K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
372K+ 100.78% |
$9.57M - $20M
|
741K
$19.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
14.5KNew |
$373K - $779K
|
14.5K
$376K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
11.3K+ 78.04% |
$292K - $610K
|
25.9K
$671K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
82New |
$2.11K - $4.41K
|
82
$2.13K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.43K+ 208.94% |
$62.5K - $131K
|
3.59K
$93.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
248K+ 94.76% |
$6.39M - $13.4M
|
511K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
198KNew |
$5.09M - $10.6M
|
198K
$5.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
115K+ 518.93% |
$2.96M - $6.19M
|
137K
$3.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
120KNew |
$3.1M - $6.48M
|
120K
$3.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
51.6K+ 105.71% |
$1.33M - $2.78M
|
100K
$2.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
229New |
$5.89K - $12.3K
|
229
$5.94K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
6.41K+ 106.23% |
$165K - $345K
|
12.5K
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
63+ 61.17% |
$1.62K - $3.39K
|
166
$4.31K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-364- 2.6% |
$9.37K - $19.6K
|
13.7K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
133K+ 103.78% |
$3.43M - $7.16M
|
261K
$6.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
51.5K+ 119.02% |
$1.32M - $2.77M
|
94.7K
$2.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-614- 99.84% |
$15.8K - $33K
|
1
$26
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
60.6K+ 101.33% |
$1.56M - $3.26M
|
120K
$3.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
8.71K+ 100.0% |
$224K - $469K
|
17.4K
$452K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
111K+ 83.28% |
$2.87M - $5.99M
|
245K
$6.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
15.4K+ 52.89% |
$396K - $827K
|
44.4K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
95K+ 99.48% |
$2.45M - $5.11M
|
191K
$4.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
65.5K+ 44.82% |
$1.68M - $3.52M
|
211K
$5.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
126K+ 100.06% |
$3.24M - $6.78M
|
252K
$6.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.69K+ 88.97% |
$94.9K - $198K
|
7.83K
$203K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
143K+ 141.32% |
$3.69M - $7.71M
|
245K
$6.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.3K+ 91.73% |
$1.11M - $2.33M
|
90.5K
$2.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
32.4K+ 96.36% |
$833K - $1.74M
|
66K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
138+ 100.0% |
$3.55K - $7.42K
|
276
$7.16K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
12.6K+ 58.11% |
$325K - $678K
|
34.3K
$891K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.33K+ 612.07% |
$60K - $125K
|
2.71K
$70.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
223+ 71.94% |
$5.74K - $12K
|
533
$13.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6+ 0.06% |
$154 - $323
|
10.6K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
930+ 100.22% |
$23.9K - $50K
|
1.86K
$48.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.15K+ 46.49% |
$235K - $492K
|
28.8K
$748K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
93.6K+ 83.31% |
$2.41M - $5.03M
|
206K
$5.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.3K+ 100.0% |
$33.5K - $70.1K
|
2.61K
$67.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
9.61K+ 158.61% |
$247K - $517K
|
15.7K
$407K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.21K+ 95.48% |
$160K - $334K
|
12.7K
$330K
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
9.58K+ 100.0% |
$247K - $515K
|
19.2K
$497K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
240K+ 103.09% |
$6.17M - $12.9M
|
472K
$12.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.8K+ 81.48% |
$303K - $634K
|
26.2K
$681K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
70K+ 83.53% |
$1.8M - $3.76M
|
154K
$3.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.8K+ 68.27% |
$97.8K - $204K
|
9.37K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.03K+ 100.0% |
$207K - $432K
|
16.1K
$417K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
29.6K+ 87.76% |
$762K - $1.59M
|
63.3K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
306+ 106.62% |
$7.88K - $16.5K
|
593
$15.4K
|