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 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Financial Consulate, Inc
|
SELL
|
- |
-16.8KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-35Closed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Gemmer Asset Management LLC
|
SELL
|
- |
-395Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Perkins Coie Trust CO
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Dec 21, 2023
Q1 2019
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-13.5KClosed |
N/A
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-132Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-4.16KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-51.7KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-3.31KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Salomon & Ludwin, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-28Closed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-380Closed |
N/A
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-12.5KClosed |
N/A
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Strategic Advisors LLC
|
SELL
|
- |
-5.3KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Nov 09, 2023
Q4 2018
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-206Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Appleton Group, LLC
|
SELL
|
- |
-3.83KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
116KNew |
N/A
|
116K
$3.03M
|
|
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-19- 95.0% |
N/A
|
1
$26.2
|
|
|
Feb 14, 2019
Q4 2018
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-3.99KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.31KClosed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.99KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-843Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Arcadia Investment Management Corp
|
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.24KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-228Closed |
N/A
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
Regions Financial Corp
|
SELL
|
- |
-1.61KClosed |
N/A
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Seneca House Advisors
|
SELL
|
- |
-7.63KClosed |
N/A
|
0
$0
|
|
|
Oct 18, 2018
Q3 2018
|
Legacy Advisors, LLC
|
SELL
|
- |
-72Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7+ 0.86% |
N/A
|
818
$21.4K
|
|
| Q1 2018 | |||||||
|
May 04, 2018
Q1 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-286Closed |
N/A
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Access Financial Services, Inc.
|
SELL
|
- |
-191KClosed |
N/A
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Telemus Capital, LLC
|
SELL
|
- |
-1.03KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-61.5KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-4.43KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2018
Q4 2017
|
Ironwood Financial, LLC
|
SELL
|
- |
-385Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 09, 2017
Q3 2017
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.07KClosed |
N/A
|
0
$0
|
|
|
Oct 12, 2017
Q3 2017
|
Horrell Capital Management, Inc.
|
BUY
|
- |
82New |
N/A
|
82
$2.15K
|
|