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 |
|---|---|---|---|---|---|---|---|
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-3.6KClosed |
$186K - $208K
|
0
$0
|
|
|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
381+ 2.85% |
$19.7K - $22.1K
|
13.8K
$360K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
947+ 102.6% |
$49.1K - $54.8K
|
1.87K
$48.9K
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
6.89KNew |
$357K - $399K
|
6.89K
$180K
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-5.59K- 11.16% |
$289K - $323K
|
44.5K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-323- 27.77% |
$16.7K - $18.7K
|
840
$22K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
348+ 1.25% |
$18K - $20.1K
|
28.3K
$740K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
12.9K+ 62.91% |
$669K - $747K
|
33.4K
$875K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.61K- 25.4% |
$83.5K - $93.3K
|
4.73K
$124K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
18+ 0.38% |
$932 - $1.04K
|
4.71K
$123K
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-14.2K- 28.31% |
$737K - $824K
|
36K
$943K
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9.94K- 68.36% |
$515K - $575K
|
4.6K
$120K
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
6KNew |
$311K - $347K
|
6K
$157K
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-16.9K- 2.03% |
$874K - $977K
|
817K
$21.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.18K- 13.26% |
$60.9K - $68.1K
|
7.69K
$201K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
7.61KNew |
$394K - $440K
|
7.61K
$199K
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
43.1KNew |
$2.23M - $2.5M
|
43.1K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
6.1KNew |
$316K - $353K
|
6.1K
$160K
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-168- 1.31% |
$8.7K - $9.72K
|
12.6K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.34K- 7.94% |
$69.4K - $77.5K
|
15.5K
$406K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
93.1K+ 54.78% |
$4.82M - $5.39M
|
263K
$6.88M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-11- 22.0% |
$570 - $637
|
39
$1.02K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-986- 8.92% |
$51.1K - $57.1K
|
10.1K
$264K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.1K- 72.74% |
$784K - $876K
|
5.67K
$148K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-291- 6.66% |
$15.1K - $16.8K
|
4.08K
$107K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
25.9KNew |
$1.34M - $1.5M
|
25.9K
$676K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-10.6K- 56.54% |
$550K - $615K
|
8.16K
$214K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
97New |
$5.02K - $5.61K
|
97
$2.54K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-390- 1.29% |
$20.2K - $22.6K
|
29.8K
$779K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-279- 24.6% |
$14.5K - $16.1K
|
855
$22.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
27.3K+ 223.62% |
$1.41M - $1.58M
|
39.5K
$1.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-13.3K- 31.52% |
$688K - $769K
|
28.9K
$756K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2.24KNew |
$116K - $129K
|
2.24K
$58.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-303- 2.62% |
$15.7K - $17.5K
|
11.2K
$294K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
460New |
$23.8K - $26.6K
|
460
$12K
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
139+ 2.06% |
$7.2K - $8.05K
|
6.87K
$180K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7.01KNew |
$363K - $406K
|
7.01K
$184K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-26.9K- 26.4% |
$1.39M - $1.55M
|
74.9K
$1.96M
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-11- 0.25% |
$570 - $637
|
4.46K
$117K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1New |
$51.8 - $57.9
|
1
$26.2
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.28K- 12.45% |
$66.3K - $74K
|
8.99K
$235K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
20+ 1.49% |
$1.04K - $1.16K
|
1.37K
$35.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-470- 10.62% |
$24.3K - $27.2K
|
3.96K
$104K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.29K+ 127.16% |
$326K - $364K
|
11.2K
$294K
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-74.1K- 86.02% |
$3.84M - $4.29M
|
12K
$315K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
558New |
$28.9K - $32.3K
|
558
$14.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-361- 62.89% |
$18.7K - $20.9K
|
213
$5.57K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
44New |
$2.28K - $2.55K
|
44
$1.15K
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-1.42K- 7.47% |
$73.5K - $82.1K
|
17.6K
$460K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
77.2K+ 87.69% |
$4M - $4.47M
|
165K
$4.33M
|