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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5KNew |
$248K - $262K
|
5K
$131K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.17KNew |
$108K - $114K
|
2.17K
$56.7K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-195- 92.86% |
$9.69K - $10.2K
|
15
$393
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
3+ 1.42% |
$149 - $157
|
214
$5.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-95- 2.34% |
$4.72K - $4.98K
|
3.97K
$104K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.84KNew |
$191K - $201K
|
3.84K
$100K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-65- 3.31% |
$3.23K - $3.41K
|
1.9K
$49.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
13.3K+ 330.44% |
$661K - $698K
|
17.3K
$454K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.2K+ 17.82% |
$507K - $535K
|
67.5K
$1.77M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-368- 5.61% |
$18.3K - $19.3K
|
6.2K
$162K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-220- 2.91% |
$10.9K - $11.5K
|
7.35K
$192K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
35New |
$1.74K - $1.84K
|
35
$916
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.6K- 16.49% |
$79.4K - $83.8K
|
8.1K
$212K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4+ 17.39% |
$199 - $210
|
27
$707
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.13KNew |
$205K - $217K
|
4.13K
$108K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.86KNew |
$192K - $203K
|
3.86K
$101K
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-1.15K- 9.58% |
$57.1K - $60.3K
|
10.9K
$284K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
212New |
$10.5K - $11.1K
|
212
$5.55K
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.12K+ 3.07% |
$105K - $111K
|
71K
$1.86M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
44.3KNew |
$2.2M - $2.33M
|
44.3K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
251New |
$12.5K - $13.2K
|
251
$6.57K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.86K+ 65.75% |
$142K - $150K
|
7.2K
$188K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-10.3K- 12.92% |
$514K - $543K
|
69.7K
$1.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
200New |
$9.94K - $10.5K
|
200
$5.23K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-42K- 32.82% |
$2.09M - $2.2M
|
86K
$2.25M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
2+ 1.05% |
$99.4 - $105
|
193
$5.05K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
50+ 1.34% |
$2.48K - $2.62K
|
3.79K
$99.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.89K- 19.52% |
$144K - $152K
|
11.9K
$312K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.82K- 16.33% |
$90.6K - $95.6K
|
9.34K
$244K
|
|
| Q3 2023 | |||||||
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3K+ 300.0% |
$151K - $157K
|
4K
$105K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
68New |
$3.43K - $3.57K
|
68
$1.78K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
10New |
$504 - $525
|
10
$262
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8+ 1.4% |
$403 - $420
|
578
$15.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1KNew |
$50.4K - $52.5K
|
1K
$26.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.65K+ 82.78% |
$234K - $244K
|
10.3K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.02K- 6.35% |
$102K - $106K
|
29.8K
$780K
|
|
|
Nov 14, 2023
Q3 2023
|
Merk Investments LLC
Menlo Park, CA |
BUY
|
- |
137+ 0.93% |
$6.9K - $7.19K
|
14.9K
$391K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.8KNew |
$947K - $987K
|
18.8K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5.54K- 9.53% |
$279K - $291K
|
52.6K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.2KNew |
$665K - $693K
|
13.2K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
580KNew |
$29.2M - $30.4M
|
580K
$15.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10New |
$504 - $525
|
10
$262
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-6.38K- 48.87% |
$321K - $335K
|
6.67K
$175K
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-13.7K- 62.56% |
$691K - $720K
|
8.21K
$215K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.08K- 39.34% |
$256K - $266K
|
7.83K
$205K
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-3.6K- 35.29% |
$181K - $189K
|
6.6K
$173K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-350- 3.21% |
$17.6K - $18.4K
|
10.6K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-531- 4.65% |
$26.7K - $27.9K
|
10.9K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26+ 1.03% |
$1.31K - $1.36K
|
2.56K
$67K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
57.2K+ 154694.59% |
$2.88M - $3M
|
57.3K
$1.5M
|
|