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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
353+ 8.72% |
$18.2K - $19K
|
4.4K
$113K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.53K- 21.84% |
$130K - $136K
|
9.06K
$234K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
275KNew |
$14.2M - $14.8M
|
275K
$7.09M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9KNew |
$464K - $484K
|
9K
$232K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.87K- 7.17% |
$96.3K - $100K
|
24.2K
$623K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.21% |
$155 - $161
|
1.46K
$37.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.79K+ 68.21% |
$299K - $312K
|
14.3K
$369K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.07K+ 3.34% |
$158K - $165K
|
94.8K
$2.45M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 4.35% |
$51.6 - $53.8
|
24
$619
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
69+ 1.04% |
$3.56K - $3.71K
|
6.71K
$173K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.07K- 14.63% |
$313K - $327K
|
35.4K
$914K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-257K- 74.81% |
$13.3M - $13.8M
|
86.6K
$2.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.21K+ 7.8% |
$475K - $495K
|
127K
$3.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 0.71% |
$309 - $323
|
857
$22.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
13.2KNew |
$682K - $711K
|
13.2K
$341K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.02K+ 121.85% |
$465K - $485K
|
16.4K
$424K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.93K+ 26.78% |
$203K - $211K
|
18.6K
$480K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
484+ 1.27% |
$25K - $26K
|
38.7K
$998K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-499- 3.7% |
$25.7K - $26.8K
|
13K
$335K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-316- 2.86% |
$16.3K - $17K
|
10.7K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
705KNew |
$36.4M - $37.9M
|
705K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-14.7K- 66.78% |
$756K - $789K
|
7.3K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
50.4K+ 87.87% |
$2.6M - $2.71M
|
108K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.69K+ 11.83% |
$139K - $145K
|
25.5K
$657K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 34.23% |
$112K - $117K
|
4.17K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.5K- 26.68% |
$800K - $835K
|
42.7K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.31K+ 14.9% |
$377K - $393K
|
56.4K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-56.4K- 3.23% |
$2.91M - $3.04M
|
1.69M
$43.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.11K- 17.37% |
$57.3K - $59.7K
|
5.28K
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30.7K+ 86.04% |
$1.59M - $1.65M
|
66.5K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
17K+ 1.93% |
$874K - $912K
|
895K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
385K+ 179.05% |
$19.8M - $20.7M
|
599K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
489K+ 68.45% |
$25.2M - $26.3M
|
1.2M
$31.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-265K- 10.19% |
$13.7M - $14.3M
|
2.34M
$60.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.6K+ 65476.67% |
$1.01M - $1.06M
|
19.7K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.58K- 83.07% |
$133K - $139K
|
526
$13.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
280+ 0.33% |
$14.4K - $15.1K
|
84.7K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
590+ 0.52% |
$30.4K - $31.7K
|
115K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.49K- 8.08% |
$231K - $241K
|
51.1K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.61K- 2.6% |
$238K - $248K
|
173K
$4.45M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.1K+ 27.91% |
$674K - $703K
|
59.9K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
236+ 1.23% |
$12.2K - $12.7K
|
19.4K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
880+ 4.65% |
$45.4K - $47.3K
|
19.8K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.09K- 53.52% |
$469K - $489K
|
7.89K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8- 8.79% |
$413 - $430
|
83
$2.14K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-98.6K- 5.69% |
$5.09M - $5.3M
|
1.64M
$42.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.36KClosed |
$328K - $342K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.7K+ 35.8% |
$915K - $954K
|
67.3K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
41.5K+ 1.15% |
$2.14M - $2.23M
|
3.65M
$94.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
408+ 7.25% |
$21K - $21.9K
|
6.04K
$156K
|