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 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
991+ 31.94% |
$25.5K - $26.6K
|
4.09K
$109K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.51K+ 339.97% |
$64.5K - $67.5K
|
3.25K
$86.6K
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
3.16K+ 0.91% |
$81.2K - $85K
|
350K
$9.34M
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
53K+ 4.48% |
$1.36M - $1.42M
|
1.24M
$33M
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
180New |
$4.62K - $4.84K
|
180
$4.8K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-15.4K- 2.65% |
$394K - $413K
|
564K
$15M
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.55K- 3.86% |
$91.1K - $95.4K
|
88.2K
$2.35M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.25KNew |
$83.5K - $87.4K
|
3.25K
$86.7K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
387K+ 99.16% |
$9.95M - $10.4M
|
778K
$20.7M
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
8.19KNew |
$210K - $220K
|
8.19K
$219K
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
5.59K+ 2.15% |
$144K - $150K
|
266K
$7.1M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-26.7K- 13.11% |
$687K - $719K
|
177K
$4.73M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.3K- 29.76% |
$677K - $708K
|
62.2K
$1.66M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.88K- 26.79% |
$177K - $185K
|
18.8K
$502K
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
20.8KNew |
$535K - $560K
|
20.8K
$555K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.65K+ 42.36% |
$68K - $71.1K
|
8.89K
$237K
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-46.2K- 17.39% |
$1.19M - $1.24M
|
220K
$5.86M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-56.2K- 66.45% |
$1.44M - $1.51M
|
28.3K
$756K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.37M+ 6.18% |
$60.9M - $63.7M
|
40.7M
$1.09B
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
80.6K+ 393.23% |
$2.07M - $2.17M
|
101K
$2.7M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
456K+ 92.89% |
$11.7M - $12.2M
|
946K
$25.2M
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
236New |
$6.06K - $6.35K
|
236
$6.3K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-191K- 7.48% |
$4.91M - $5.14M
|
2.36M
$63M
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.52K- 3.59% |
$39.1K - $41K
|
40.9K
$1.09M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.96K- 2.11% |
$102K - $106K
|
184K
$4.91M
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
66.1K+ 28.27% |
$1.7M - $1.78M
|
300K
$8.01M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-600- 18.56% |
$15.4K - $16.1K
|
2.63K
$70.2K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
280KNew |
$7.18M - $7.52M
|
280K
$7.46M
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-934- 31.07% |
$24K - $25.1K
|
2.07K
$55.3K
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
9New |
$231 - $242
|
9
$240
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
720K+ 100.83% |
$18.5M - $19.4M
|
1.43M
$38.3M
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1+ 0.2% |
$25.7 - $26.9
|
495
$13.2K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4- 0.93% |
$103 - $108
|
424
$11.3K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-933- 4.36% |
$24K - $25.1K
|
20.5K
$546K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-40.8K- 99.88% |
$1.05M - $1.1M
|
47
$1.25K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.46K- 11.75% |
$37.5K - $39.2K
|
10.9K
$292K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-20.5K- 3.4% |
$528K - $552K
|
583K
$15.5M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-426- 4.48% |
$10.9K - $11.5K
|
9.08K
$242K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
129+ 22.99% |
$3.31K - $3.47K
|
690
$18.4K
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
11.6KNew |
$299K - $313K
|
11.6K
$311K
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
9.13KNew |
$235K - $246K
|
9.13K
$244K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-16.3K- 90.74% |
$420K - $439K
|
1.67K
$44.5K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.38K+ 0.97% |
$190K - $199K
|
772K
$20.6M
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.7K+ 3.91% |
$95K - $99.4K
|
98.4K
$2.62M
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
71.2K+ 9.61% |
$1.83M - $1.92M
|
812K
$21.7M
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-544- 4.29% |
$14K - $14.6K
|
12.1K
$324K
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
109K+ 128.56% |
$2.8M - $2.93M
|
194K
$5.17M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.65K+ 3.63% |
$222K - $233K
|
247K
$6.59M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-645- 2.59% |
$16.6K - $17.3K
|
24.3K
$648K
|