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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
62.3KNew |
$3.78M - $3.87M
|
62.3K
$1.69M
|
|
| Q3 2020 | |||||||
|
Jun 23, 2021
Q3 2020
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-66.9KClosed |
$4.02M - $4.14M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.33KClosed |
$200K - $206K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.1KNew |
$1.09M - $1.12M
|
18.1K
$490K
|
|
|
Nov 12, 2020
Q3 2020
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.78KClosed |
$107K - $110K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-370Closed |
$22.2K - $22.9K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-630Closed |
$37.8K - $39K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-573Closed |
$34.4K - $35.5K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-274Closed |
$16.5K - $17K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
4.07KNew |
$244K - $252K
|
4.07K
$110K
|
|
|
Oct 20, 2020
Q3 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3.7KClosed |
$222K - $229K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
BUY
|
- |
141New |
$8.47K - $8.73K
|
141
$3.82K
|
|
| Q2 2020 | |||||||
|
Nov 07, 2023
Q2 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-15- 27.27% |
$865 - $902
|
40
$1.08K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-229- 10.2% |
$13.2K - $13.8K
|
2.02K
$54.6K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-75Closed |
$4.33K - $4.51K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-133- 2.77% |
$7.67K - $8K
|
4.67K
$126K
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-201Closed |
$11.6K - $12.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-11.9KClosed |
$684K - $713K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-124- 46.97% |
$7.15K - $7.45K
|
140
$3.79K
|
|
|
Aug 12, 2020
Q2 2020
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-4.95KClosed |
$286K - $298K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-7.79KClosed |
$449K - $468K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.49KClosed |
$259K - $270K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-29Closed |
$1.67K - $1.74K
|
0
$0
|
|
|
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
$15.3K
|
|
|
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 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
|
|