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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
35.2K+ 32.44% |
$922K - $948K
|
144K
$3.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-983- 11.06% |
$25.7K - $26.5K
|
7.91K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-2.9K- 23.92% |
$76K - $78.2K
|
9.24K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
147New |
$3.85K - $3.96K
|
147
$3.98K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.43K- 18.97% |
$168K - $173K
|
27.5K
$744K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
66.4KNew |
$1.74M - $1.79M
|
66.4K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
53+ 0.28% |
$1.39K - $1.43K
|
19.3K
$523K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
617New |
$16.2K - $16.6K
|
617
$16.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.6KNew |
$199K - $205K
|
7.6K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-87- 9.83% |
$2.28K - $2.34K
|
798
$21.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-56.6K- 75.45% |
$1.48M - $1.52M
|
18.4K
$499K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.64K+ 0.47% |
$69.1K - $71.1K
|
566K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
20.4K+ 45.56% |
$535K - $550K
|
65.3K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.6KNew |
$330K - $340K
|
12.6K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
10.6KNew |
$278K - $286K
|
10.6K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
91+ 1.24% |
$2.38K - $2.45K
|
7.45K
$202K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
10.4K+ 0.84% |
$273K - $281K
|
1.25M
$33.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.39K+ 4.09% |
$115K - $118K
|
112K
$3.03M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
936+ 1.2% |
$24.5K - $25.2K
|
78.8K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.06K+ 3.27% |
$185K - $190K
|
223K
$6.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
4+ 1.21% |
$105 - $108
|
335
$9.07K
|
|
|
Aug 12, 2025
Q2 2025
|
Rock Creek Group, LP
|
BUY
|
- |
180K+ 93.87% |
$4.72M - $4.86M
|
372K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-624- 2.83% |
$16.3K - $16.8K
|
21.5K
$581K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-189K- 86.08% |
$4.95M - $5.09M
|
30.6K
$828K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
26.5K+ 312.47% |
$694K - $713K
|
35K
$947K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.1K- 0.92% |
$317K - $326K
|
1.31M
$35.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
46New |
$1.2K - $1.24K
|
46
$1.25K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
20.4KNew |
$534K - $550K
|
20.4K
$552K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-96- 22.64% |
$2.51K - $2.59K
|
328
$8.88K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.6K- 79.92% |
$67.9K - $69.9K
|
652
$17.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.75K- 1.09% |
$72.1K - $74.1K
|
250K
$6.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
60.8K+ 394.0% |
$1.59M - $1.64M
|
76.2K
$2.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
98+ 0.76% |
$2.57K - $2.64K
|
13K
$353K
|
|
|
Aug 12, 2025
Q2 2025
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-844K- 98.21% |
$22.1M - $22.7M
|
15.4K
$417K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-492- 71.62% |
$12.9K - $13.2K
|
195
$5.28K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.19K- 53.57% |
$57.4K - $59.1K
|
1.9K
$51.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
64.1K+ 4.14% |
$1.68M - $1.73M
|
1.61M
$43.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
296+ 1.82% |
$7.75K - $7.97K
|
16.6K
$449K
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
15.4K+ 96.53% |
$403K - $414K
|
31.3K
$847K
|
|
|
Aug 12, 2025
Q2 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
28.1K+ 129.25% |
$735K - $756K
|
49.8K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2+ 0.02% |
$52.4 - $53.9
|
11.2K
$303K
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
16K+ 4.58% |
$420K - $432K
|
366K
$9.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
79+ 1.2% |
$2.07K - $2.13K
|
6.65K
$180K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-2.7K- 16.27% |
$70.7K - $72.7K
|
13.9K
$376K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
220New |
$5.76K - $5.92K
|
220
$5.96K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.28K+ 2.25% |
$33.4K - $34.4K
|
57.9K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
123K+ 15.62% |
$3.23M - $3.32M
|
913K
$24.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
32.5K+ 349.68% |
$851K - $876K
|
41.8K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200K+ 1995.63% |
$5.25M - $5.4M
|
210K
$5.7M
|