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 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4.64KNew |
$240K - $249K
|
4.64K
$121K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-310- 12.99% |
$16K - $16.6K
|
2.08K
$54.3K
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.97KNew |
$205K - $213K
|
3.97K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.5K- 59.34% |
$698K - $725K
|
9.26K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.85KNew |
$303K - $314K
|
5.85K
$153K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.76K- 85.29% |
$142K - $148K
|
475
$12.4K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
80.3KNew |
$4.15M - $4.3M
|
80.3K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-14.9KClosed |
$768K - $797K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
54New |
$2.79K - $2.9K
|
54
$1.41K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.14K+ 4.82% |
$59.1K - $61.3K
|
24.9K
$652K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-839- 15.78% |
$43.4K - $45K
|
4.48K
$117K
|
|
|
May 11, 2023
Q1 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-1.38K- 20.14% |
$71.1K - $73.8K
|
5.46K
$143K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
250New |
$12.9K - $13.4K
|
250
$6.54K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-31.8KClosed |
$1.64M - $1.7M
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-25- 0.49% |
$1.29K - $1.34K
|
5.09K
$133K
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.08K- 4.06% |
$55.9K - $58K
|
25.5K
$668K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
382New |
$19.7K - $20.5K
|
382
$10K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
13.6K+ 26.23% |
$705K - $732K
|
65.7K
$1.72M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23+ 0.52% |
$1.19K - $1.23K
|
4.45K
$117K
|
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
127+ 2.26% |
$6.56K - $6.81K
|
5.76K
$151K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
27New |
$1.4K - $1.45K
|
27
$707
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.15% |
$51.7 - $53.6
|
676
$17.7K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.4KNew |
$228K - $236K
|
4.4K
$115K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
7.1KNew |
$367K - $381K
|
7.1K
$186K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
282+ 6.74% |
$14.6K - $15.1K
|
4.46K
$117K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
34+ 0.68% |
$1.76K - $1.82K
|
5.06K
$132K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-15- 15.15% |
$775 - $804
|
84
$2.2K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
554+ 27700.0% |
$28.6K - $29.7K
|
556
$14.6K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.18KNew |
$113K - $117K
|
2.18K
$57K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
68.2KNew |
$3.52M - $3.66M
|
68.2K
$1.78M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.28K+ 32.0% |
$66K - $68.5K
|
5.27K
$138K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-97- 71.85% |
$5.01K - $5.2K
|
38
$994
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
12.2KNew |
$631K - $655K
|
12.2K
$320K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
12.6KNew |
$651K - $676K
|
12.6K
$330K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.81K- 32.51% |
$93.6K - $97.2K
|
3.76K
$98.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-6.34K- 24.79% |
$327K - $340K
|
19.2K
$503K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-31.7K- 99.75% |
$1.64M - $1.7M
|
80
$2.09K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-4.36K- 47.11% |
$225K - $234K
|
4.9K
$128K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-850- 87.63% |
$43.9K - $45.6K
|
120
$3.14K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.48K+ 27.7% |
$232K - $240K
|
20.7K
$540K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 18.18% |
$103 - $107
|
13
$340
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
648New |
$33.5K - $34.7K
|
648
$17K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-635- 9.76% |
$32.8K - $34K
|
5.87K
$154K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.88K- 41.22% |
$149K - $154K
|
4.1K
$107K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-525- 11.47% |
$27.1K - $28.2K
|
4.05K
$106K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.05K- 9.32% |
$54.1K - $56.1K
|
10.2K
$266K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.6KNew |
$82.4K - $85.5K
|
1.6K
$41.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-23.2K- 60.74% |
$1.2M - $1.24M
|
15K
$392K
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-27.9K- 51.61% |
$1.44M - $1.49M
|
26.1K
$684K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.29% |
$155 - $161
|
1.03K
$27K
|