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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
54.7KNew |
$2.85M - $2.95M
|
54.7K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.03KNew |
$210K - $218K
|
4.03K
$106K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
46+ 460.0% |
$2.4K - $2.48K
|
56
$1.47K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3.85KNew |
$201K - $208K
|
3.85K
$101K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
403New |
$21K - $21.8K
|
403
$10.6K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-419- 8.01% |
$21.9K - $22.6K
|
4.81K
$126K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-8- 3.43% |
$417 - $432
|
225
$5.91K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-47- 13.43% |
$2.45K - $2.54K
|
303
$7.96K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
292+ 5.46% |
$15.2K - $15.8K
|
5.64K
$148K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-6K- 57.86% |
$313K - $324K
|
4.37K
$115K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.05K- 38.62% |
$316K - $327K
|
9.61K
$252K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1KNew |
$52.2K - $54K
|
1K
$26.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-138- 2.03% |
$7.2K - $7.45K
|
6.66K
$175K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.88KNew |
$202K - $209K
|
3.88K
$102K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.23KNew |
$64.4K - $66.7K
|
1.23K
$32.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
1.01K+ 12.77% |
$52.6K - $54.5K
|
8.9K
$234K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.62KNew |
$293K - $304K
|
5.62K
$148K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13+ 0.81% |
$678 - $702
|
1.62K
$42.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
8+ 0.21% |
$417 - $432
|
3.83K
$100K
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-37.7K- 71.37% |
$1.97M - $2.04M
|
15.1K
$397K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-9.66K- 11.1% |
$504K - $522K
|
77.4K
$2.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
49+ 0.8% |
$2.56K - $2.65K
|
6.14K
$161K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-42- 0.84% |
$2.19K - $2.27K
|
4.96K
$130K
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.3KNew |
$224K - $232K
|
4.3K
$113K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.44K- 34.9% |
$232K - $240K
|
8.28K
$218K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
195KNew |
$10.2M - $10.5M
|
195K
$5.11M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
38.4KNew |
$2M - $2.08M
|
38.4K
$1.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
391New |
$20.4K - $21.1K
|
391
$10.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-20- 0.27% |
$1.04K - $1.08K
|
7.51K
$197K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-870- 16.26% |
$45.4K - $47K
|
4.48K
$118K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.06KNew |
$264K - $273K
|
5.06K
$133K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
550+ 145.89% |
$28.7K - $29.7K
|
927
$24.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
3+ 0.04% |
$157 - $162
|
8.38K
$220K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
13+ 2.3% |
$678 - $702
|
578
$15.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-3.56K- 35.81% |
$186K - $192K
|
6.38K
$168K
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-23.9K- 63.74% |
$1.25M - $1.29M
|
13.6K
$358K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
615New |
$32.1K - $33.2K
|
615
$16.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
255K+ 335.31% |
$13.3M - $13.8M
|
331K
$8.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10New |
$522 - $540
|
10
$263
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-16.9K- 66.07% |
$882K - $913K
|
8.68K
$228K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-265- 3.4% |
$13.8K - $14.3K
|
7.54K
$198K
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
3.82KNew |
$199K - $206K
|
3.82K
$100K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-245- 43.44% |
$12.8K - $13.2K
|
319
$8.38K
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
17+ 0.4% |
$887 - $918
|
4.26K
$112K
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-106- 1.65% |
$5.53K - $5.73K
|
6.33K
$166K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-27- 0.61% |
$1.41K - $1.46K
|
4.38K
$115K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-243- 4.97% |
$12.7K - $13.1K
|
4.64K
$122K
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-3.15K- 44.36% |
$165K - $170K
|
3.95K
$104K
|