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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2020
Q2 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-4.39KClosed |
$253K - $264K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-38.6KClosed |
$2.23M - $2.32M
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Mv Capital Management, Inc.
|
BUY
|
- |
566New |
$32.7K - $34K
|
566
$14.9K
|
|
|
Jul 28, 2020
Q2 2020
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-29.2KClosed |
$1.68M - $1.76M
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-4.91KClosed |
$283K - $295K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4.61KClosed |
$266K - $277K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-15Closed |
$865 - $902
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$53.1 - $59.6
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-23Closed |
$1.22K - $1.37K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-577Closed |
$30.6K - $34.4K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-6Closed |
$319 - $357
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-31.8KClosed |
$1.69M - $1.89M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-893Closed |
$47.4K - $53.2K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-7.43KClosed |
$394K - $442K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-635Closed |
$33.7K - $37.8K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-280Closed |
$15.8K - $16K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.75KClosed |
$98.8K - $100K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.32KClosed |
$300K - $304K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-451KClosed |
$25.4M - $25.8M
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-143Closed |
$8.05K - $8.18K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-383Closed |
$21.6K - $21.9K
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Jentner Corp
|
SELL
|
- |
-7.44KClosed |
$419K - $426K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Avity Investment Management Inc.
|
SELL
|
- |
-4.4KClosed |
$248K - $252K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
City Holding CO
|
SELL
|
- |
-372Closed |
$21K - $21.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-14.6KClosed |
$819K - $832K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-253Closed |
$14.2K - $14.4K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-27Closed |
$1.52K - $1.54K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2Closed |
$112 - $114
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Duncker Streett & CO Inc
|
SELL
|
- |
-16.8KClosed |
$946K - $960K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-560Closed |
$31.5K - $32K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-34Closed |
$1.91K - $1.94K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.77KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-13.4KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.7KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-730Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-57Closed |
N/A
|
0
$0
|
|
|
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
|
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
|
|