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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-435K- 96.11% |
$11.2M - $23.4M
|
17.6K
$470K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.32M+ 3310.7% |
$33.9M - $70.8M
|
1.36M
$36.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.84K+ 12.15% |
$202K - $422K
|
72.3K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
111K+ 92.92% |
$2.85M - $5.96M
|
230K
$6.14M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
38.1K+ 111.3% |
$979K - $2.05M
|
72.2K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
8.23K+ 100.0% |
$212K - $443K
|
16.5K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
8.6K+ 104.84% |
$221K - $463K
|
16.8K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
37.6K+ 106.23% |
$969K - $2.02M
|
73.1K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
16.2K+ 140.49% |
$416K - $869K
|
27.6K
$737K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.4K+ 100.0% |
$61.8K - $129K
|
4.8K
$128K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
33.4K+ 99.18% |
$861K - $1.8M
|
67.2K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
248+ 288.37% |
$6.38K - $13.3K
|
334
$8.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
229K+ 665.36% |
$5.89M - $12.3M
|
263K
$7.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
9.68K+ 97.47% |
$249K - $521K
|
19.6K
$523K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
19New |
$489 - $1.02K
|
19
$507
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
239KNew |
$6.16M - $12.9M
|
239K
$6.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 100.0% |
$289K - $604K
|
22.4K
$598K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
16.3K+ 75.29% |
$418K - $874K
|
37.8K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
160K+ 99.61% |
$4.13M - $8.62M
|
321K
$8.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.04K+ 99.95% |
$104K - $217K
|
8.09K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.31K+ 64.05% |
$111K - $232K
|
11K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
5.05K+ 81.99% |
$130K - $271K
|
11.2K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
162+ 100.0% |
$4.17K - $8.71K
|
324
$8.64K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
480+ 292.68% |
$12.4K - $25.8K
|
644
$17.2K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
721New |
$18.6K - $38.8K
|
721
$19.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
15.1K+ 285.35% |
$390K - $814K
|
20.4K
$545K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
371+ 75.87% |
$9.55K - $20K
|
860
$22.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
31+ 100.0% |
$798 - $1.67K
|
62
$1.65K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11.7K+ 85.75% |
$302K - $632K
|
25.4K
$678K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
20.6KNew |
$529K - $1.11M
|
20.6K
$548K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
655+ 101.87% |
$16.9K - $35.2K
|
1.3K
$34.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-93.7K- 33.2% |
$2.41M - $5.04M
|
188K
$5.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
167+ 101.83% |
$4.3K - $8.98K
|
331
$8.82K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
57.1K+ 109.71% |
$1.47M - $3.07M
|
109K
$2.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.35K+ 100.0% |
$189K - $395K
|
14.7K
$392K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
118New |
$3.04K - $6.35K
|
118
$3.15K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 200.0% |
$206 - $430
|
12
$320
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
44.6K+ 97.2% |
$1.15M - $2.4M
|
90.5K
$2.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
27K+ 102.48% |
$694K - $1.45M
|
53.3K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.3K+ 98.18% |
$856K - $1.79M
|
67.2K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.63K+ 39.96% |
$145K - $303K
|
19.7K
$525K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
34+ 100.0% |
$875 - $1.83K
|
68
$1.81K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9K+ 100.0% |
$232K - $484K
|
18K
$480K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-62.7K- 45.85% |
$1.61M - $3.37M
|
74.1K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
55.5K+ 95.57% |
$1.43M - $2.99M
|
114K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
229K+ 158.8% |
$5.89M - $12.3M
|
373K
$9.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.16K+ 100.0% |
$133K - $277K
|
10.3K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
285K+ 89.55% |
$7.34M - $15.3M
|
603K
$16.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
189+ 168.75% |
$4.86K - $10.2K
|
301
$8.02K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
71.2K+ 90.77% |
$1.83M - $3.83M
|
150K
$3.99M
|