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 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.65K+ 7.11% |
$69.3K - $71.3K
|
39.9K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.26K- 7.84% |
$112K - $115K
|
50.1K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 3.7% |
$39.5K - $40.6K
|
42.3K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.19KNew |
$31K - $31.9K
|
1.19K
$31.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-11.1K- 54.24% |
$290K - $299K
|
9.36K
$250K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
409+ 2.36% |
$10.7K - $11K
|
17.7K
$473K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.96K+ 21.82% |
$77.4K - $79.6K
|
16.5K
$441K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
384+ 3.41% |
$10.1K - $10.3K
|
11.7K
$311K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-133- 61.57% |
$3.48K - $3.58K
|
83
$2.21K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
18.9K+ 12.88% |
$496K - $510K
|
166K
$4.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.07MNew |
$28.1M - $28.9M
|
1.07M
$28.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
192KNew |
$5.03M - $5.17M
|
192K
$5.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
4.66K+ 8.25% |
$122K - $126K
|
61.2K
$1.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-114K- 64.17% |
$2.99M - $3.08M
|
63.9K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
140+ 0.18% |
$3.67K - $3.77K
|
76.8K
$2.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5+ 0.01% |
$131 - $135
|
55.9K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
15+ 0.15% |
$393 - $404
|
10.1K
$269K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.02K+ 2.88% |
$52.9K - $54.5K
|
72.1K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-27.2K- 0.49% |
$712K - $732K
|
5.47M
$146M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
49.4KNew |
$1.29M - $1.33M
|
49.4K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.1K+ 4.56% |
$343K - $353K
|
301K
$8.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-13- 0.11% |
$340 - $350
|
11.9K
$319K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
7.56KNew |
$198K - $204K
|
7.56K
$202K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
890New |
$23.3K - $24K
|
890
$23.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.48K+ 2.43% |
$38.8K - $39.9K
|
62.4K
$1.66M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
5.96K+ 8.65% |
$156K - $160K
|
74.8K
$2M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.29K+ 11.82% |
$217K - $223K
|
78.5K
$2.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
63+ 5.76% |
$1.65K - $1.7K
|
1.16K
$30.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
956+ 3.32% |
$25K - $25.7K
|
29.8K
$795K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-200- 14.29% |
$5.24K - $5.39K
|
1.2K
$32K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.65K+ 4.04% |
$69.4K - $71.3K
|
68.2K
$1.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
49+ 0.03% |
$1.28K - $1.32K
|
141K
$3.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
12K+ 7.96% |
$315K - $324K
|
163K
$4.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
49.2K+ 38.21% |
$1.29M - $1.33M
|
178K
$4.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
343+ 0.87% |
$8.98K - $9.24K
|
39.9K
$1.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.93K- 34.38% |
$76.8K - $79K
|
5.6K
$149K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-6.07K- 5.61% |
$159K - $163K
|
102K
$2.73M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8.74K- 14.65% |
$229K - $235K
|
50.9K
$1.36M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-7.73K- 0.73% |
$202K - $208K
|
1.04M
$27.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.2K- 0.65% |
$31.5K - $32.4K
|
184K
$4.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
218K+ 88.91% |
$5.71M - $5.87M
|
463K
$12.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
22.1K+ 53.75% |
$579K - $595K
|
63.2K
$1.69M
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.36K+ 50.86% |
$35K - $36.7K
|
4.04K
$108K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-3.88K- 19.38% |
$99.7K - $104K
|
16.1K
$430K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.47K- 3.94% |
$37.7K - $39.4K
|
35.8K
$955K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
51.9K+ 1731466.62% |
$1.33M - $1.4M
|
51.9K
$1.39M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-580- 5.48% |
$14.9K - $15.6K
|
10K
$267K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-8.83K- 12.93% |
$227K - $237K
|
59.5K
$1.59M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25K- 18.87% |
$642K - $672K
|
107K
$2.87M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.42K- 3.45% |
$36.4K - $38.1K
|
39.7K
$1.06M
|
|