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 |
---|---|---|---|---|---|---|---|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-662- 6.28% |
$17K - $17.8K
|
9.88K
$264K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.88K- 13.01% |
$74K - $77.4K
|
19.3K
$514K
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
523K+ 110.59% |
$13.4M - $14.1M
|
997K
$26.6M
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-100- 0.17% |
$2.57K - $2.69K
|
57.3K
$1.53M
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4+ 33.33% |
$103 - $108
|
16
$427
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
109+ 7.79% |
$2.8K - $2.93K
|
1.51K
$40.3K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.2KNew |
$981K - $1.03M
|
38.2K
$1.02M
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
10.8KNew |
$277K - $290K
|
10.8K
$288K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-85.5K- 87.5% |
$2.2M - $2.3M
|
12.2K
$326K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.72K- 21.94% |
$44.1K - $46.1K
|
6.1K
$163K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8- 12.9% |
$206 - $215
|
54
$1.44K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.79K- 4.3% |
$71.6K - $75K
|
62.1K
$1.66M
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-7.76K- 0.31% |
$199K - $209K
|
2.52M
$67.3M
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8+ 5.8% |
$206 - $215
|
146
$3.9K
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-4.63K- 2.15% |
$119K - $125K
|
210K
$5.61M
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.14K+ 1.94% |
$29.2K - $30.5K
|
59.7K
$1.59M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1New |
$25.7 - $26.9
|
1
$26.7
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.74K- 15.86% |
$173K - $181K
|
35.8K
$954K
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-330- 0.2% |
$8.48K - $8.87K
|
167K
$4.45M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.58K- 7.41% |
$66.2K - $69.2K
|
32.2K
$858K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42.1K+ 42.53% |
$1.08M - $1.13M
|
141K
$3.77M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.07K- 9.56% |
$233K - $244K
|
85.8K
$2.29M
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.08K+ 4.78% |
$53.3K - $55.8K
|
45.5K
$1.21M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
149K+ 284.3% |
$3.82M - $4M
|
201K
$5.36M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
530K+ 28.53% |
$13.6M - $14.2M
|
2.39M
$63.7M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.04M- 27.01% |
$26.6M - $27.8M
|
2.8M
$74.6M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
12.8K+ 594.84% |
$329K - $344K
|
15K
$399K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-408- 6.12% |
$10.5K - $11K
|
6.25K
$167K
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
13.9KNew |
$356K - $373K
|
13.9K
$370K
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.08K+ 9.89% |
$53.5K - $56K
|
23.1K
$617K
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-2.7K- 6.24% |
$69.3K - $72.6K
|
40.6K
$1.08M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-42.2K- 14.13% |
$1.08M - $1.14M
|
257K
$6.84M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.98K+ 4.43% |
$76.5K - $80.1K
|
70.2K
$1.87M
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-305K- 2.78% |
$7.83M - $8.2M
|
10.7M
$284M
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.9M- 24.89% |
$48.8M - $51.1M
|
5.74M
$153M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
15.6KNew |
$400K - $418K
|
15.6K
$415K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.68K- 5.07% |
$120K - $126K
|
87.7K
$2.34M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-93- 2.12% |
$2.39K - $2.5K
|
4.3K
$115K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.56K- 3.99% |
$40K - $41.9K
|
37.4K
$999K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.29K+ 0.98% |
$84.6K - $88.6K
|
340K
$9.07M
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-66- 2.66% |
$1.7K - $1.77K
|
2.42K
$64.5K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
128K+ 65.82% |
$3.29M - $3.45M
|
323K
$8.62M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.55K+ 28.26% |
$168K - $176K
|
29.7K
$793K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.12M- 63.88% |
$28.7M - $30M
|
632K
$16.9M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
49.1K+ 180.74% |
$1.26M - $1.32M
|
76.2K
$2.03M
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-33.8K- 0.44% |
$868K - $908K
|
7.61M
$203M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
26+ 0.59% |
$668 - $699
|
4.46K
$119K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
242KNew |
$6.22M - $6.51M
|
242K
$6.46M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
24.8KNew |
$637K - $667K
|
24.8K
$662K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-53.7K- 7.37% |
$1.38M - $1.44M
|
675K
$18M
|