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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.18KNew |
$61K - $63.6K
|
1.18K
$30.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-2.23K- 9.35% |
$115K - $120K
|
21.6K
$565K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-538- 52.13% |
$27.8K - $28.9K
|
494
$12.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
388+ 7.41% |
$20K - $20.9K
|
5.63K
$147K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.72K- 6.26% |
$192K - $200K
|
55.7K
$1.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.72K- 5.16% |
$140K - $146K
|
50.1K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-159- 1.94% |
$8.2K - $8.55K
|
8.03K
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.86K- 1.97% |
$96K - $100K
|
92.4K
$2.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-33- 19.64% |
$1.7K - $1.78K
|
135
$3.53K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5New |
$258 - $269
|
5
$131
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-324K- 43.35% |
$16.7M - $17.4M
|
424K
$11.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-457- 1.28% |
$23.6K - $24.6K
|
35.4K
$926K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-51- 0.28% |
$2.63K - $2.74K
|
17.9K
$469K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-11.7K- 52.64% |
$605K - $631K
|
10.6K
$276K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.09K- 1.88% |
$108K - $112K
|
109K
$2.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.84K+ 0.66% |
$95K - $99K
|
282K
$7.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
11.4K+ 9.95% |
$588K - $613K
|
126K
$3.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-679- 99.85% |
$35K - $36.5K
|
1
$26.2
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-818- 6.13% |
$42.2K - $44K
|
12.5K
$328K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-163K- 76.06% |
$8.41M - $8.77M
|
51.3K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
153+ 1.87% |
$7.89K - $8.23K
|
8.36K
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-265- 0.95% |
$13.7K - $14.3K
|
27.7K
$725K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.69K- 10.99% |
$87.2K - $91K
|
13.7K
$358K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-618- 12.99% |
$31.9K - $33.2K
|
4.14K
$108K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-77- 1.87% |
$3.97K - $4.14K
|
4.05K
$106K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.3K+ 6.32% |
$533K - $555K
|
174K
$4.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-594- 11.98% |
$30.6K - $32K
|
4.36K
$114K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-736- 4.95% |
$38K - $39.6K
|
14.1K
$370K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
12.7K+ 2.81% |
$656K - $684K
|
466K
$12.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-699- 4.61% |
$36.1K - $37.6K
|
14.5K
$378K
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
43.7K+ 108.77% |
$2.26M - $2.35M
|
83.9K
$2.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.88K- 29.35% |
$148K - $155K
|
6.93K
$181K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-11- 0.58% |
$567 - $592
|
1.89K
$49.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.89KNew |
$201K - $209K
|
3.89K
$102K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
18.1KNew |
$933K - $973K
|
18.1K
$473K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.88K- 17.75% |
$149K - $155K
|
13.4K
$350K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
105+ 9.92% |
$5.42K - $5.65K
|
1.16K
$30.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-7- 0.27% |
$361 - $377
|
2.58K
$67.4K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.89K+ 4.67% |
$97.2K - $101K
|
42.2K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.3K- 8.11% |
$67K - $69.9K
|
14.7K
$385K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
18K+ 5.13% |
$929K - $969K
|
369K
$9.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-662- 8.95% |
$34.1K - $35.6K
|
6.74K
$176K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.41K+ 13.22% |
$228K - $237K
|
37.8K
$989K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5New |
$258 - $269
|
5
$131
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
6.56K+ 2.57% |
$338K - $353K
|
262K
$6.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2- 0.08% |
$103 - $108
|
2.35K
$61.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
318+ 757.14% |
$16.4K - $17.1K
|
360
$9.42K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.28K- 7.83% |
$117K - $123K
|
26.8K
$702K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
316+ 0.91% |
$16.3K - $17K
|
35K
$915K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5+ 0.08% |
$258 - $269
|
6.02K
$158K
|