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 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
87+ 1.89% |
$4.48K - $4.68K
|
4.68K
$122K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.1KNew |
$211K - $221K
|
4.1K
$107K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
23.7KNew |
$1.22M - $1.28M
|
23.7K
$620K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$537K - $561K
|
10.4K
$273K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4.07K- 5.61% |
$210K - $219K
|
68.5K
$1.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
168K+ 2116.25% |
$8.63M - $9.03M
|
176K
$4.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-5.67K- 25.62% |
$292K - $305K
|
16.5K
$431K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
4.24KNew |
$218K - $228K
|
4.24K
$111K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.8K- 97.83% |
$92.6K - $96.9K
|
40
$1.05K
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
9.35KNew |
$481K - $503K
|
9.35K
$245K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
407New |
$20.9K - $21.9K
|
407
$10.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-7.28K- 63.01% |
$375K - $392K
|
4.28K
$112K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-553- 7.46% |
$28.5K - $29.8K
|
6.86K
$180K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
56New |
$2.88K - $3.01K
|
56
$1.47K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 2.29% |
$257 - $269
|
223
$5.84K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
12.8KNew |
$660K - $691K
|
12.8K
$336K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-23- 60.53% |
$1.18K - $1.24K
|
15
$393
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.24K+ 5.01% |
$115K - $121K
|
47K
$1.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.95KNew |
$255K - $266K
|
4.95K
$130K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
132+ 455.17% |
$6.79K - $7.11K
|
161
$4.21K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
5.72KNew |
$294K - $308K
|
5.72K
$150K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
8.95KNew |
$461K - $482K
|
8.95K
$234K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-85- 91.4% |
$4.37K - $4.58K
|
8
$209
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-54.7K- 79.2% |
$2.81M - $2.94M
|
14.4K
$376K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-5.93K- 52.33% |
$305K - $319K
|
5.4K
$141K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
56New |
$2.88K - $3.01K
|
56
$1.47K
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
158+ 1.86% |
$8.13K - $8.51K
|
8.63K
$226K
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
430+ 5.24% |
$22.1K - $23.1K
|
8.63K
$226K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-21.4K- 69.86% |
$1.1M - $1.15M
|
9.22K
$241K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-22.4K- 34.95% |
$1.15M - $1.21M
|
41.7K
$1.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-366- 7.58% |
$18.8K - $19.7K
|
4.47K
$117K
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-75- 1.6% |
$3.86K - $4.04K
|
4.6K
$120K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.59K- 18.49% |
$81.7K - $85.5K
|
7K
$183K
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-31K- 87.54% |
$1.6M - $1.67M
|
4.42K
$116K
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4.36KNew |
$224K - $235K
|
4.36K
$114K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-884Closed |
$45.5K - $47.6K
|
0
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
31New |
$1.6K - $1.67K
|
31
$811
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
5.24KNew |
$269K - $282K
|
5.24K
$137K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-6- 0.15% |
$309 - $323
|
3.99K
$104K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
112New |
$5.76K - $6.03K
|
112
$2.93K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
39New |
$2.01K - $2.1K
|
39
$1.02K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-2.7K- 37.49% |
$139K - $145K
|
4.51K
$118K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-7.64K- 28.22% |
$393K - $411K
|
19.4K
$508K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
102New |
$5.25K - $5.49K
|
102
$2.67K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.16KNew |
$111K - $116K
|
2.16K
$56.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-489- 98.79% |
$25.2K - $26.3K
|
6
$157
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-74.1K- 94.21% |
$3.81M - $3.99M
|
4.55K
$119K
|
|
| Q3 2022 | |||||||
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
66New |
$3.42K - $3.82K
|
66
$1.73K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-485Closed |
$25.1K - $28.1K
|
0
$0
|
|