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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-15.8K- 69.26% |
$795K - $828K
|
7K
$183K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.23KNew |
$61.8K - $64.4K
|
1.23K
$32.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
25New |
$1.26K - $1.31K
|
25
$654
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.58K- 22.62% |
$79.3K - $82.7K
|
5.39K
$141K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$5.04K - $5.25K
|
100
$2.62K
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-11.2K- 4.8% |
$566K - $589K
|
223K
$5.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-3.25K- 35.85% |
$164K - $170K
|
5.81K
$152K
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
12.8K+ 10.33% |
$644K - $671K
|
137K
$3.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
98New |
$4.94K - $5.14K
|
98
$2.56K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
45+ 0.49% |
$2.27K - $2.36K
|
9.21K
$241K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
29.3KNew |
$1.48M - $1.54M
|
29.3K
$767K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
678+ 9.23% |
$34.2K - $35.6K
|
8.02K
$210K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-141- 61.04% |
$7.1K - $7.4K
|
90
$2.36K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2+ 5.41% |
$101 - $105
|
39
$1.02K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
90+ 450.0% |
$4.53K - $4.72K
|
110
$2.88K
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-790- 2.22% |
$39.8K - $41.5K
|
34.8K
$910K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-835- 5.06% |
$42.1K - $43.8K
|
15.7K
$410K
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
SELL
|
- |
-45.4K- 45.87% |
$2.29M - $2.38M
|
53.6K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-36- 7.06% |
$1.81K - $1.89K
|
474
$12.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
21.7KNew |
$1.09M - $1.14M
|
21.7K
$567K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.64K- 27.79% |
$82.8K - $86.3K
|
4.27K
$112K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-3- 11.54% |
$151 - $157
|
23
$602
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
9.74KNew |
$491K - $511K
|
9.74K
$255K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-14.9K- 75.17% |
$750K - $781K
|
4.92K
$129K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-9.56K- 46.16% |
$482K - $502K
|
11.2K
$292K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16+ 2.93% |
$806 - $840
|
562
$14.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-8Closed |
$403 - $420
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-5- 3.73% |
$252 - $262
|
129
$3.38K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-191- 27.56% |
$9.62K - $10K
|
502
$13.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
31New |
$1.56K - $1.63K
|
31
$811
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-6.1K- 60.16% |
$307K - $320K
|
4.04K
$106K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1New |
$52.2 - $54
|
1
$26.2
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.25KNew |
$326K - $338K
|
6.25K
$164K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-318Closed |
$16.6K - $17.2K
|
0
$0
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
175New |
$9.13K - $9.45K
|
175
$4.58K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
181New |
$9.44K - $9.78K
|
181
$4.74K
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-4.43KClosed |
$231K - $239K
|
0
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-924- 18.02% |
$48.2K - $49.9K
|
4.2K
$110K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
146New |
$7.62K - $7.89K
|
146
$3.82K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-399- 8.63% |
$20.8K - $21.6K
|
4.23K
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
195+ 3.98% |
$10.2K - $10.5K
|
5.09K
$133K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.05K- 83.51% |
$211K - $219K
|
800
$20.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22KNew |
$1.15M - $1.19M
|
22K
$575K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.6KNew |
$449K - $465K
|
8.6K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
526New |
$27.4K - $28.4K
|
526
$13.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
2.72K+ 4.83% |
$142K - $147K
|
59.1K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1+ 0.01% |
$52.2 - $54
|
7.42K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
253New |
$13.2K - $13.7K
|
253
$6.62K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 24.72% |
$69.9K - $72.4K
|
4.08K
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-99- 2.45% |
$5.17K - $5.35K
|
3.94K
$103K
|
|