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 |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
66.3KNew |
$1.74M - $1.79M
|
66.3K
$1.77M
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-21.2K- 63.59% |
$555K - $571K
|
12.1K
$324K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
21.3K+ 32.34% |
$557K - $573K
|
87.1K
$2.32M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-141K- 6.55% |
$3.69M - $3.79M
|
2.01M
$53.6M
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
5+ 0.26% |
$131 - $135
|
1.94K
$51.8K
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.27K- 9.46% |
$33.1K - $34.1K
|
12.1K
$323K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-22- 23.66% |
$576 - $592
|
71
$1.89K
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.24K- 2.76% |
$32.4K - $33.4K
|
43.6K
$1.16M
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
11.7KNew |
$308K - $316K
|
11.7K
$313K
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
30.7K+ 2.53% |
$803K - $826K
|
1.24M
$33.1M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.35K- 33.98% |
$166K - $171K
|
12.3K
$329K
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
37New |
$969 - $996
|
37
$987
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
748+ 1206.45% |
$19.6K - $20.1K
|
810
$21.6K
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-14.7K- 39.15% |
$386K - $397K
|
22.9K
$611K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.38K- 1.8% |
$141K - $145K
|
294K
$7.84M
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.69K+ 35.79% |
$96.6K - $99.4K
|
14K
$374K
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.04K+ 5.29% |
$79.5K - $81.8K
|
60.4K
$1.61M
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
144+ 1.91% |
$3.77K - $3.88K
|
7.68K
$205K
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
673+ 5.5% |
$17.6K - $18.1K
|
12.9K
$344K
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.31K- 4.4% |
$34.3K - $35.3K
|
28.5K
$761K
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 0.78% |
$270K - $278K
|
1.33M
$35.4M
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-358- 4.46% |
$9.37K - $9.64K
|
7.66K
$204K
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.88K- 4.19% |
$259K - $266K
|
226K
$6.02M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
210+ 13.59% |
$5.5K - $5.66K
|
1.76K
$46.8K
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-352- 96.44% |
$9.22K - $9.48K
|
13
$347
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-500- 4.54% |
$13.1K - $13.5K
|
10.5K
$281K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.51K- 67.48% |
$91.9K - $94.6K
|
1.69K
$45.1K
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
5.87K+ 16.43% |
$154K - $158K
|
41.6K
$1.11M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
54K+ 60.57% |
$1.41M - $1.45M
|
143K
$3.82M
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
121K+ 608.09% |
$3.16M - $3.25M
|
140K
$3.75M
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.66K+ 2.49% |
$69.6K - $71.6K
|
110K
$2.93M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.01% |
$26.2 - $26.9
|
11K
$294K
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-196K- 11.1% |
$5.12M - $5.27M
|
1.57M
$41.8M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.5K- 12.97% |
$39.2K - $40.4K
|
10.1K
$268K
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
10.3KNew |
$270K - $278K
|
10.3K
$275K
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-281- 8.3% |
$7.36K - $7.57K
|
3.1K
$82.8K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.94KNew |
$234K - $241K
|
8.94K
$239K
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
8.65K+ 9.11% |
$226K - $233K
|
104K
$2.76M
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
49.4K+ 3.03% |
$1.29M - $1.33M
|
1.68M
$44.8M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20.4K+ 2.61% |
$534K - $549K
|
802K
$21.4M
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
3.33K+ 6.19% |
$87K - $89.5K
|
57.1K
$1.52M
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
6.69K+ 2.36% |
$175K - $180K
|
290K
$7.74M
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.5K+ 1.78% |
$91.6K - $94.2K
|
200K
$5.33M
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
597+ 0.83% |
$15.6K - $16.1K
|
72.2K
$1.93M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-688- 99.85% |
$18K - $18.5K
|
1
$26.7
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59+ 51.75% |
$1.54K - $1.59K
|
173
$4.62K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.21K+ 13.4% |
$57.9K - $59.5K
|
18.7K
$499K
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.37K+ 6.62% |
$35.8K - $36.8K
|
22K
$587K
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
35.3K+ 9.66% |
$925K - $951K
|
401K
$10.7M
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
39.4K+ 20.77% |
$1.03M - $1.06M
|
229K
$6.11M
|