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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11.5KNew |
$588K - $601K
|
11.5K
$301K
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-3- 4.69% |
$153 - $157
|
61
$1.6K
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15+ 0.13% |
$767 - $784
|
11.2K
$294K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
844New |
$43.1K - $44.1K
|
844
$22.1K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
48+ 54.55% |
$2.45K - $2.51K
|
136
$3.56K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
768New |
$39.2K - $40.1K
|
768
$20.1K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 42.02% |
$5.11K - $5.22K
|
138
$3.61K
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-261- 3.03% |
$13.3K - $13.6K
|
8.35K
$218K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-53- 92.98% |
$2.71K - $2.77K
|
4
$105
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
10+ 0.11% |
$511 - $522
|
8.71K
$228K
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-511- 9.98% |
$26.1K - $26.7K
|
4.61K
$121K
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-55- 52.88% |
$2.81K - $2.87K
|
49
$1.28K
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-209- 5.1% |
$10.7K - $10.9K
|
3.89K
$102K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.47% |
$51.1 - $52.2
|
213
$5.57K
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-68- 1.44% |
$3.47K - $3.55K
|
4.65K
$122K
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
SELL
|
- |
-350- 33.33% |
$17.9K - $18.3K
|
700
$18.3K
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-111- 0.33% |
$5.67K - $5.8K
|
33.8K
$884K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
727+ 194.91% |
$37.1K - $38K
|
1.1K
$28.8K
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
12.8K+ 5.59% |
$656K - $671K
|
242K
$6.35M
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
31New |
$1.58K - $1.62K
|
31
$811
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-845- 0.71% |
$43.2K - $44.1K
|
118K
$3.08M
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
164+ 62.84% |
$8.38K - $8.57K
|
425
$11.1K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.54KNew |
$78.6K - $80.3K
|
1.54K
$40.2K
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-653- 5.0% |
$33.4K - $34.1K
|
12.4K
$325K
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-60- 7.32% |
$3.07K - $3.13K
|
760
$19.9K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35- 5.38% |
$1.79K - $1.83K
|
615
$16.1K
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.72K- 25.86% |
$87.6K - $89.6K
|
4.92K
$129K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
755+ 62.35% |
$38.6K - $39.4K
|
1.97K
$51.5K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
1.35K+ 1.18% |
$68.9K - $70.5K
|
116K
$3.03M
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-376- 7.85% |
$19.2K - $19.6K
|
4.41K
$115K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-724- 71.83% |
$37K - $37.8K
|
284
$7.43K
|
|
Q1 2024 | |||||||
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4- 0.07% |
$205 - $210
|
5.92K
$155K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
400+ 181.82% |
$20.5K - $21K
|
620
$16.2K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
146New |
$7.49K - $7.66K
|
146
$3.82K
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
29New |
$1.49K - $1.52K
|
29
$759
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
51New |
$2.62K - $2.67K
|
51
$1.33K
|
|
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
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-132- 39.88% |
$6.77K - $6.92K
|
199
$5.21K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.7KNew |
$139K - $142K
|
2.7K
$70.7K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-286- 32.28% |
$14.7K - $15K
|
600
$15.7K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
340New |
$17.4K - $17.8K
|
340
$8.9K
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-800- 14.29% |
$41.1K - $42K
|
4.8K
$126K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.41K+ 8672.16% |
$432K - $441K
|
8.51K
$223K
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
10KNew |
$513K - $525K
|
10K
$262K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
28+ 40.58% |
$1.44K - $1.47K
|
97
$2.54K
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-170- 52.31% |
$8.72K - $8.92K
|
155
$4.06K
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-350- 6.92% |
$18K - $18.4K
|
4.71K
$123K
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-127- 0.11% |
$6.52K - $6.66K
|
112K
$2.94M
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
16.2K+ 45.21% |
$832K - $850K
|
52.1K
$1.36M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.47K+ 11.9% |
$383K - $392K
|
70.2K
$1.84M
|