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 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-34Closed |
$1.89K - $2.05K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.23KClosed |
$235K - $254K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
12.7KNew |
$704K - $762K
|
12.7K
$331K
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.77KClosed |
$321K - $347K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
30New |
$1.67K - $1.8K
|
30
$785
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-23.8K- 74.79% |
$1.33M - $1.43M
|
8.04K
$210K
|
|
Jul 19, 2022
Q2 2022
|
Toews Corp
|
SELL
|
- |
-93.9KClosed |
$5.22M - $5.65M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10.7KClosed |
$595K - $644K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
6New |
$334 - $361
|
6
$157
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.62K- 98.09% |
$146K - $158K
|
51
$1.33K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-973Closed |
$54.1K - $58.5K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.69K- 28.19% |
$93.7K - $101K
|
4.29K
$112K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.9K+ 44.59% |
$161K - $174K
|
9.4K
$246K
|
|
Jul 15, 2022
Q2 2022
|
Titan Capital Management, LLC
|
SELL
|
- |
-118KClosed |
$6.57M - $7.11M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Unconventional Investor, LLC
|
SELL
|
- |
-4.18KClosed |
$232K - $252K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-653- 2.46% |
$36.3K - $39.3K
|
25.9K
$678K
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
SELL
|
- |
-61.8KClosed |
$3.44M - $3.72M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
953New |
$53K - $57.3K
|
953
$24.9K
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-3.61K- 62.68% |
$201K - $217K
|
2.15K
$56.2K
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.85KClosed |
$214K - $232K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.21KClosed |
$234K - $253K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-4.06KClosed |
$226K - $244K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-3.55KClosed |
$197K - $213K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-199Closed |
$11.1K - $12K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.64KNew |
$425K - $460K
|
7.64K
$200K
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
SELL
|
- |
-25.1KClosed |
$1.39M - $1.51M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-5.81KClosed |
$323K - $349K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
84.2K+ 2.33% |
$4.68M - $5.07M
|
3.7M
$96.8M
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-3.67KClosed |
$204K - $221K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.21K- 55.16% |
$67.4K - $73K
|
986
$25.8K
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-6.54KClosed |
$364K - $394K
|
0
$0
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-375Closed |
$20.8K - $22.6K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 05, 2024
Q1 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
206KNew |
$12.3M - $12.9M
|
206K
$5.38M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-39.6KClosed |
$2.37M - $2.49M
|
0
$0
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-102KClosed |
$6.12M - $6.43M
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-511Closed |
$30.6K - $32.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1Closed |
$59.9 - $63
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-7.94KClosed |
$476K - $500K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-5.12KClosed |
$307K - $323K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-198Closed |
$11.9K - $12.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-113KClosed |
$6.77M - $7.11M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-7.91KClosed |
$474K - $498K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-46Closed |
$2.76K - $2.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-126Closed |
$7.55K - $7.94K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-12KClosed |
$719K - $756K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.61KClosed |
$96.6K - $101K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-40.2KClosed |
$2.41M - $2.53M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.61KClosed |
$336K - $353K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-5.46KClosed |
$327K - $344K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-4.25KClosed |
$254K - $267K
|
0
$0
|