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 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
17.1K+ 15.64% |
$440K - $460K
|
127K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.71K- 17.68% |
$69.5K - $72.7K
|
12.6K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
157K+ 11.29% |
$4.03M - $4.22M
|
1.55M
$41.3M
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-4.9K- 2.48% |
$126K - $132K
|
193K
$5.14M
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
BUY
|
- |
66.2K+ 52.52% |
$1.7M - $1.78M
|
192K
$5.13M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.18K+ 5.25% |
$107K - $112K
|
83.9K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-110K- 22.18% |
$2.82M - $2.96M
|
386K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.01K- 5.19% |
$154K - $162K
|
110K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
7.86K+ 1271.84% |
$202K - $211K
|
8.48K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.9K- 48.42% |
$48.8K - $51K
|
2.02K
$53.9K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4+ 0.05% |
$103 - $108
|
7.36K
$196K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 5.92% |
$33.7K - $35.3K
|
20.8K
$556K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.5K- 4.64% |
$141K - $148K
|
113K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-147K- 1.31% |
$3.79M - $3.96M
|
11.1M
$295M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.3K+ 0.72% |
$33.4K - $35K
|
182K
$4.86M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-83.6K- 5.06% |
$2.15M - $2.25M
|
1.57M
$41.8M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
14.2K+ 100.0% |
$365K - $382K
|
28.4K
$757K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
624+ 2.91% |
$16K - $16.8K
|
22.1K
$589K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-11.6K- 15.87% |
$298K - $312K
|
61.5K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-370- 92.96% |
$9.51K - $9.95K
|
28
$747
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
129New |
$3.31K - $3.47K
|
129
$3.44K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
481+ 3.05% |
$12.4K - $12.9K
|
16.3K
$434K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
4.25M+ 113.26% |
$109M - $114M
|
8M
$214M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
697K+ 14.35% |
$17.9M - $18.8M
|
5.56M
$148M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.24K+ 0.58% |
$31.9K - $33.4K
|
216K
$5.75M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
473+ 5.46% |
$12.2K - $12.7K
|
9.13K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
768+ 3.58% |
$19.7K - $20.7K
|
22.2K
$593K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.51K+ 4.01% |
$38.7K - $40.6K
|
39.1K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27.9K+ 3.79% |
$717K - $751K
|
764K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
96+ 0.97% |
$2.47K - $2.58K
|
10K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.83M+ 53.28% |
$47M - $49.2M
|
5.27M
$141M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
22K+ 184.18% |
$565K - $591K
|
33.9K
$905K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-119K- 63.47% |
$3.07M - $3.21M
|
68.7K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.1K+ 5.07% |
$336K - $351K
|
271K
$7.22M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-400- 25.0% |
$10.3K - $10.8K
|
1.2K
$32K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-51.1K- 6.07% |
$1.31M - $1.37M
|
790K
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-272K- 39.71% |
$6.99M - $7.31M
|
413K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
492+ 252.31% |
$12.6K - $13.2K
|
687
$18.3K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-727- 15.13% |
$18.7K - $19.5K
|
4.08K
$109K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
85.3K+ 9267.5% |
$2.19M - $2.29M
|
86.2K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-14K- 51.64% |
$360K - $377K
|
13.1K
$350K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
48.3KNew |
$1.24M - $1.3M
|
48.3K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.2M+ 1240.82% |
$417M - $437M
|
17.6M
$468M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
21.7KNew |
$558K - $584K
|
21.7K
$580K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.51K+ 7.46% |
$142K - $148K
|
79.4K
$2.12M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-111- 0.93% |
$2.85K - $2.98K
|
11.8K
$315K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
11.2K+ 23.29% |
$287K - $300K
|
59K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
15.7KNew |
$404K - $423K
|
15.7K
$419K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-303- 3.62% |
$7.78K - $8.15K
|
8.06K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-159- 1.16% |
$4.08K - $4.28K
|
13.5K
$360K
|