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 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
39.4K+ 20.77% |
$1.03M - $1.06M
|
229K
$6.11M
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.46K+ 3.27% |
$64.5K - $66.3K
|
77.8K
$2.07M
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
139K+ 10.72% |
$3.65M - $3.75M
|
1.44M
$38.4M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
9+ 0.0% |
$236 - $242
|
190K
$5.06M
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.41K- 17.06% |
$142K - $146K
|
26.3K
$702K
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
58.2K+ 23.66% |
$1.52M - $1.57M
|
304K
$8.11M
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
437New |
$11.4K - $11.8K
|
437
$11.7K
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
690+ 1.72% |
$18.1K - $18.6K
|
40.7K
$1.09M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.58K- 27.21% |
$93.8K - $96.5K
|
9.59K
$256K
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8.68K+ 92.62% |
$227K - $234K
|
18K
$481K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11K+ 12.92% |
$287K - $295K
|
95.7K
$2.55M
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.83K+ 16.52% |
$153K - $157K
|
41.1K
$1.1M
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-316- 3.29% |
$8.27K - $8.51K
|
9.28K
$247K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.28KNew |
$217K - $223K
|
8.28K
$221K
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 0.96% |
$340 - $350
|
1.37K
$36.5K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
26.1K+ 158.49% |
$685K - $704K
|
42.6K
$1.14M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16.8K- 69.8% |
$440K - $453K
|
7.28K
$194K
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-411- 13.36% |
$10.8K - $11.1K
|
2.67K
$71.1K
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.03K- 39.52% |
$27K - $27.7K
|
1.58K
$42K
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-446K- 56.82% |
$11.7M - $12M
|
339K
$9.05M
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
24.8K+ 12.81% |
$650K - $669K
|
219K
$5.83M
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 0.85% |
$298K - $307K
|
1.35M
$35.9M
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.84K- 16.62% |
$48.2K - $49.6K
|
9.24K
$246K
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
67+ 0.86% |
$1.75K - $1.8K
|
7.87K
$210K
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-350- 0.59% |
$9.16K - $9.43K
|
59.2K
$1.58M
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
384New |
$10.1K - $10.3K
|
384
$10.2K
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-220- 56.85% |
$5.76K - $5.92K
|
167
$4.46K
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
505+ 0.25% |
$13.2K - $13.6K
|
205K
$5.48M
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
4.05K+ 1.28% |
$106K - $109K
|
319K
$8.52M
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
37.4K+ 53.88% |
$980K - $1.01M
|
107K
$2.85M
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-7.14K- 4.11% |
$187K - $192K
|
166K
$4.44M
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
7.7KNew |
$202K - $207K
|
7.7K
$206K
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-569- 0.97% |
$14.9K - $15.3K
|
57.8K
$1.54M
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.42K- 2.82% |
$37.2K - $38.3K
|
49.1K
$1.31M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-6.51K- 18.53% |
$170K - $175K
|
28.6K
$763K
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-316- 0.34% |
$8.27K - $8.51K
|
92.8K
$2.48M
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-2.41K- 6.67% |
$63K - $64.8K
|
33.7K
$899K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19.2K+ 18.49% |
$502K - $516K
|
123K
$3.28M
|
|
Jul 11, 2025
Q2 2025
|
Quadratic Capital Management LLC
|
SELL
|
- |
-5.28M- 37.24% |
$138M - $142M
|
8.9M
$237M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.29K- 9.15% |
$86.1K - $88.5K
|
32.7K
$871K
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-500- 3.33% |
$13.1K - $13.5K
|
14.5K
$387K
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-3.88K- 4.74% |
$102K - $104K
|
78K
$2.08M
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.2K+ 17.42% |
$57.5K - $59.2K
|
14.8K
$395K
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
5.4K+ 4.59% |
$141K - $146K
|
123K
$3.29M
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.15% |
$78.5 - $80.8
|
1.94K
$51.8K
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
526K+ 48.63% |
$13.8M - $14.2M
|
1.61M
$42.9M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-237- 0.94% |
$6.2K - $6.38K
|
25K
$666K
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-40- 11.2% |
$1.05K - $1.08K
|
317
$8.46K
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-250- 0.4% |
$6.55K - $6.73K
|
62.6K
$1.67M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
77.8K+ 3.96% |
$2.04M - $2.1M
|
2.04M
$54.5M
|