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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2.25K+ 1.42% |
$116K - $121K
|
161K
$4.21M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.16KNew |
$214K - $224K
|
4.16K
$109K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39K- 3.82% |
$2.01M - $2.1M
|
982K
$25.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
6+ 0.94% |
$309 - $323
|
643
$16.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-120K- 14.03% |
$6.21M - $6.48M
|
738K
$19.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.1K- 11.79% |
$519K - $541K
|
75.2K
$1.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-61- 1.47% |
$3.15K - $3.28K
|
4.09K
$107K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-385- 0.83% |
$19.9K - $20.7K
|
45.9K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
103+ 0.11% |
$5.31K - $5.54K
|
97.5K
$2.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
217K+ 7.66% |
$11.2M - $11.7M
|
3.05M
$79.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18.4K+ 33.03% |
$951K - $992K
|
74.3K
$1.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.12K+ 2.0% |
$57.9K - $60.4K
|
57.1K
$1.5M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-27.7K- 74.75% |
$1.43M - $1.49M
|
9.37K
$245K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.23K- 24.91% |
$115K - $120K
|
6.72K
$176K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1K- 23.46% |
$51.7K - $54K
|
3.27K
$85.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
3.82KNew |
$197K - $205K
|
3.82K
$99.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-53.5K- 27.56% |
$2.76M - $2.88M
|
141K
$3.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2- 18.18% |
$103 - $108
|
9
$236
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3.58K- 5.1% |
$185K - $193K
|
66.7K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.2% |
$51.6 - $53.8
|
489
$12.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.65K- 14.65% |
$85.1K - $88.8K
|
9.61K
$252K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-108- 0.11% |
$5.57K - $5.81K
|
101K
$2.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10- 0.76% |
$516 - $538
|
1.3K
$34.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
44+ 16.54% |
$2.27K - $2.37K
|
310
$8.11K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-7.73K- 33.99% |
$399K - $416K
|
15K
$393K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.16K- 1.26% |
$59.8K - $62.4K
|
91.2K
$2.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
6.06KNew |
$312K - $326K
|
6.06K
$159K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
80New |
$4.13K - $4.3K
|
80
$2.09K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-351- 82.78% |
$18.1K - $18.9K
|
73
$1.91K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
905+ 0.23% |
$46.7K - $48.7K
|
397K
$10.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-209- 0.68% |
$10.8K - $11.2K
|
30.6K
$801K
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.81K- 0.47% |
$93.3K - $97.3K
|
382K
$10M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
41New |
$2.11K - $2.21K
|
41
$1.07K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
63+ 0.98% |
$3.25K - $3.39K
|
6.51K
$170K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.89K+ 2.46% |
$97.3K - $101K
|
78.4K
$2.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
104+ 6.07% |
$5.36K - $5.59K
|
1.82K
$47.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-726- 7.44% |
$37.4K - $39.1K
|
9.03K
$236K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.55K- 6.96% |
$183K - $191K
|
47.4K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
41.6K+ 48.82% |
$2.14M - $2.24M
|
127K
$3.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.3K+ 4.12% |
$581K - $606K
|
285K
$7.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.89% |
$155 - $161
|
341
$8.92K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
14+ 19.44% |
$722 - $753
|
86
$2.25K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-78- 32.23% |
$4.02K - $4.2K
|
164
$4.29K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
4.99K+ 27.7% |
$257K - $268K
|
23K
$601K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
6.16KNew |
$318K - $331K
|
6.16K
$161K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
8.21KNew |
$423K - $441K
|
8.21K
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-11.8K- 44.82% |
$609K - $635K
|
14.5K
$380K
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-2.46K- 13.53% |
$127K - $132K
|
15.7K
$411K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
18.2K+ 10.93% |
$936K - $976K
|
184K
$4.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
985+ 5.27% |
$50.8K - $53K
|
19.7K
$515K
|