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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
54.8K+ 70.57% |
$2.81M - $2.87M
|
132K
$3.46M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-11.3K- 96.77% |
$579K - $592K
|
377
$9.87K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
58New |
$2.98K - $3.04K
|
58
$1.52K
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-25.9K- 1.31% |
$1.33M - $1.36M
|
1.95M
$51M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
133New |
$6.83K - $6.98K
|
133
$3.48K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.32K- 20.27% |
$67.9K - $69.4K
|
5.21K
$136K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-54- 0.72% |
$2.77K - $2.83K
|
7.43K
$194K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
64.7KNew |
$3.32M - $3.39M
|
64.7K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
5.24KNew |
$269K - $275K
|
5.24K
$137K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.93K+ 51.2% |
$253K - $259K
|
14.6K
$381K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-486- 11.09% |
$24.9K - $25.5K
|
3.9K
$102K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
202New |
$10.4K - $10.6K
|
202
$5.29K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
79New |
$4.05K - $4.14K
|
79
$2.07K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-32- 35.96% |
$1.64K - $1.68K
|
57
$1.49K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-344- 5.29% |
$17.7K - $18K
|
6.16K
$161K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-107K- 96.53% |
$5.48M - $5.6M
|
3.84K
$100K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-150- 3.16% |
$7.7K - $7.87K
|
4.6K
$120K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
394K+ 2.25% |
$20.2M - $20.7M
|
17.9M
$469M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
11.4KNew |
$587K - $599K
|
11.4K
$299K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-800- 14.63% |
$41.1K - $42K
|
4.67K
$122K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-5.45K- 5.19% |
$280K - $286K
|
99.5K
$2.6M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
9.36KNew |
$480K - $491K
|
9.36K
$245K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.18K+ 102.98% |
$214K - $219K
|
8.23K
$215K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.73K- 40.31% |
$140K - $143K
|
4.04K
$106K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-8- 4.71% |
$411 - $420
|
162
$4.24K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
302+ 7.14% |
$15.5K - $15.8K
|
4.53K
$119K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
8.36KNew |
$429K - $439K
|
8.36K
$219K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-6.39K- 21.15% |
$328K - $335K
|
23.8K
$624K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
4New |
$205 - $210
|
4
$105
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
32+ 0.76% |
$1.64K - $1.68K
|
4.25K
$111K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.8KNew |
$606K - $620K
|
11.8K
$309K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-8.6K- 27.42% |
$442K - $451K
|
22.8K
$596K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.28K+ 82.97% |
$168K - $172K
|
7.24K
$189K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
392New |
$20.1K - $20.6K
|
392
$10.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-63- 23.51% |
$3.23K - $3.3K
|
205
$5.36K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
180New |
$9.24K - $9.44K
|
180
$4.71K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
172New |
$8.83K - $9.02K
|
172
$4.5K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-64- 0.34% |
$3.28K - $3.36K
|
18.5K
$485K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-36- 0.4% |
$1.85K - $1.89K
|
9K
$235K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-8.6K- 35.38% |
$442K - $451K
|
15.7K
$411K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
SELL
|
- |
-13- 0.3% |
$667 - $682
|
4.3K
$113K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.49KNew |
$333K - $340K
|
6.49K
$170K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.1K- 18.97% |
$56.5K - $57.7K
|
4.7K
$123K
|
|
|
Apr 19, 2024
Q1 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-16.3K- 62.98% |
$836K - $855K
|
9.58K
$251K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.03K+ 17.18% |
$104K - $106K
|
13.8K
$362K
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-14.9K- 78.66% |
$763K - $780K
|
4.04K
$106K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.2K+ 17.01% |
$525K - $537K
|
70.4K
$1.84M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
18.6K+ 100.17% |
$957K - $978K
|
37.3K
$975K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-56- 19.18% |
$2.87K - $2.94K
|
236
$6.18K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.15KNew |
$59.1K - $60.4K
|
1.15K
$30.1K
|