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 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
44.9KNew |
$1.15M - $1.21M
|
44.9K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
810+ 2.18% |
$20.8K - $21.8K
|
38K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
36New |
$925 - $968
|
36
$960
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3+ 0.05% |
$77.1 - $80.7
|
6.57K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
32.2K+ 77.08% |
$828K - $867K
|
74.1K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
29.4KNew |
$754K - $790K
|
29.4K
$783K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.43K+ 418.93% |
$62.5K - $65.5K
|
3.02K
$80.4K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-17.4K- 11.38% |
$446K - $467K
|
135K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-264K- 22.72% |
$6.77M - $7.09M
|
896K
$23.9M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
9.51K+ 10.05% |
$244K - $256K
|
104K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-4.62K- 21.78% |
$119K - $124K
|
16.6K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4.04K- 9.1% |
$104K - $109K
|
40.4K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
111K+ 151.16% |
$2.86M - $2.99M
|
185K
$4.93M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-54- 0.01% |
$1.39K - $1.45K
|
572K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.59K- 11.52% |
$40.9K - $42.9K
|
12.2K
$327K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3.03K+ 3.6% |
$77.7K - $81.3K
|
87.1K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
9.77K+ 8.56% |
$251K - $263K
|
124K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-45.2K- 31.02% |
$1.16M - $1.21M
|
100K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.74K- 3.47% |
$44.7K - $46.8K
|
48.4K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.43K- 0.82% |
$62.5K - $65.4K
|
295K
$7.86M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.9K- 4.32% |
$126K - $132K
|
109K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-6.11K- 20.37% |
$157K - $164K
|
23.9K
$637K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-608K- 19.41% |
$15.6M - $16.4M
|
2.53M
$67.4M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
529KNew |
$13.6M - $14.2M
|
529K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-2.45K- 10.61% |
$62.9K - $65.9K
|
20.6K
$551K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.3K+ 54.53% |
$266K - $278K
|
29.3K
$782K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-18.1K- 39.94% |
$466K - $487K
|
27.2K
$727K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.07K- 2.51% |
$27.4K - $28.7K
|
41.4K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
104K+ 382.37% |
$2.67M - $2.79M
|
131K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-40.2K- 79.03% |
$1.03M - $1.08M
|
10.7K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
10.4KNew |
$267K - $280K
|
10.4K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-224K- 20.68% |
$5.76M - $6.03M
|
860K
$22.9M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
17.1K+ 125.1% |
$439K - $459K
|
30.7K
$820K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-10.3K- 10.04% |
$265K - $277K
|
92.4K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
175K+ 37.5% |
$4.5M - $4.71M
|
642K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-58- 21.48% |
$1.49K - $1.56K
|
212
$5.66K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
34.8K+ 2.16% |
$893K - $935K
|
1.64M
$43.8M
|
|
|
May 14, 2025
Q1 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
289K+ 3.85% |
$7.43M - $7.78M
|
7.81M
$208M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
134K+ 324.21% |
$3.44M - $3.6M
|
175K
$4.67M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.14K- 1.5% |
$29.3K - $30.7K
|
75K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
179New |
$4.6K - $4.81K
|
179
$4.78K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.43K+ 0.91% |
$62.5K - $65.5K
|
269K
$7.19M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
18.9K+ 5.98% |
$486K - $509K
|
335K
$8.95M
|
|
|
May 14, 2025
Q1 2025
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
6.33K+ 20.94% |
$163K - $170K
|
36.6K
$976K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.14K+ 11.38% |
$29.4K - $30.8K
|
11.2K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-14KClosed |
$359K - $376K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
97.1KNew |
$2.49M - $2.61M
|
97.1K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22.6KClosed |
$580K - $607K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.14K+ 3.33% |
$209K - $219K
|
252K
$6.73M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-7.28K- 12.5% |
$187K - $196K
|
50.9K
$1.36M
|