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 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.14K- 12.55% |
$29.2K - $30.5K
|
7.91K
$211K
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
1.47K+ 13.96% |
$37.8K - $39.6K
|
12K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
23.5K+ 92.17% |
$603K - $632K
|
49K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
12+ 0.0% |
$308 - $323
|
517K
$13.8M
|
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
836K+ 5.37% |
$21.5M - $22.5M
|
16.4M
$438M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-37- 0.66% |
$951 - $995
|
5.53K
$148K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
284K+ 27.45% |
$7.3M - $7.64M
|
1.32M
$35.2M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-5.77K- 7.75% |
$148K - $155K
|
68.7K
$1.83M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.36M- 96.28% |
$86.2M - $90.2M
|
130K
$3.46M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
271K+ 295.59% |
$6.96M - $7.28M
|
362K
$9.67M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
58K+ 3.18% |
$1.49M - $1.56M
|
1.88M
$50.2M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
48New |
$1.23K - $1.29K
|
48
$1.28K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
15.9KNew |
$409K - $428K
|
15.9K
$425K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
6.75KNew |
$173K - $181K
|
6.75K
$180K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
368New |
$9.45K - $9.9K
|
368
$9.82K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.5KNew |
$270K - $282K
|
10.5K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-849- 1.48% |
$21.8K - $22.8K
|
56.6K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
18K+ 7.16% |
$463K - $485K
|
270K
$7.2M
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
4.93K+ 1.48% |
$127K - $133K
|
339K
$9.04M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-847- 2.9% |
$21.8K - $22.8K
|
28.4K
$757K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
1.06K+ 0.19% |
$27.2K - $28.5K
|
548K
$14.6M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
31New |
$796 - $834
|
31
$827
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-97.8K- 70.28% |
$2.51M - $2.63M
|
41.4K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2K+ 25.0% |
$51.4K - $53.8K
|
10K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
540KNew |
$13.9M - $14.5M
|
540K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
8.36KNew |
$215K - $225K
|
8.36K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-152K- 71.77% |
$3.9M - $4.09M
|
59.8K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
110K+ 13.77% |
$2.83M - $2.97M
|
912K
$24.3M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
366KNew |
$9.39M - $9.83M
|
366K
$9.76M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
358New |
$9.2K - $9.63K
|
358
$9.55K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.1K+ 11.34% |
$361K - $378K
|
138K
$3.68M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
730K+ 47.16% |
$18.8M - $19.6M
|
2.28M
$60.8M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
476+ 1.8% |
$12.2K - $12.8K
|
26.9K
$717K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-8.23K- 7.11% |
$211K - $221K
|
107K
$2.87M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-47- 0.13% |
$1.21K - $1.26K
|
35.8K
$956K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
23.9K+ 17.59% |
$614K - $643K
|
160K
$4.26M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
470+ 0.65% |
$12.1K - $12.6K
|
72.8K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
13.6K+ 42.87% |
$348K - $365K
|
45.2K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7.51KNew |
$193K - $202K
|
7.51K
$200K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-117K- 66.74% |
$3M - $3.14M
|
58.1K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
200+ 1.78% |
$5.14K - $5.38K
|
11.4K
$304K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5K+ 1.34% |
$128K - $134K
|
378K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.51KNew |
$38.8K - $40.6K
|
1.51K
$40.3K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
152K+ 105.21% |
$3.91M - $4.1M
|
297K
$7.93M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.6K+ 7.75% |
$144K - $151K
|
77.8K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
5.89K+ 1.83% |
$151K - $158K
|
327K
$8.73M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
100+ 0.92% |
$2.57K - $2.69K
|
11K
$293K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-17K- 44.94% |
$437K - $457K
|
20.8K
$556K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
182+ 16.13% |
$4.68K - $4.89K
|
1.31K
$35K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-198- 7.91% |
$5.09K - $5.32K
|
2.3K
$61.5K
|