Latest Institutional Purchases of Schwab Strategic Us Tips ETF (SCHP)
This list provides information on the latest institutional transactions involving Schwab Strategic Us Tips ETF (SCHP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
9.74KNew |
$491K - $511K
|
9.74K
$255K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.65K+ 82.78% |
$234K - $244K
|
10.3K
$268K
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3K+ 300.0% |
$151K - $157K
|
4K
$105K
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.23KNew |
$61.8K - $64.4K
|
1.23K
$32.1K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1KNew |
$50.4K - $52.5K
|
1K
$26.2K
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
678+ 9.23% |
$34.2K - $35.6K
|
8.02K
$210K
|
|
Nov 14, 2023
Q3 2023
|
Merk Investments LLC
Menlo Park, CA |
BUY
|
- |
137+ 0.93% |
$6.9K - $7.19K
|
14.9K
$391K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$5.04K - $5.25K
|
100
$2.62K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
98New |
$4.94K - $5.14K
|
98
$2.56K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
90+ 450.0% |
$4.53K - $4.72K
|
110
$2.88K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
68New |
$3.43K - $3.57K
|
68
$1.78K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
45+ 0.49% |
$2.27K - $2.36K
|
9.21K
$241K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
31New |
$1.56K - $1.63K
|
31
$811
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26+ 1.03% |
$1.31K - $1.36K
|
2.56K
$67K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
25New |
$1.26K - $1.31K
|
25
$654
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16+ 2.93% |
$806 - $840
|
562
$14.7K
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
10New |
$504 - $525
|
10
$262
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10New |
$504 - $525
|
10
$262
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8+ 1.4% |
$403 - $420
|
578
$15.1K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2+ 5.41% |
$101 - $105
|
39
$1.02K
|
|
Q2 2023 | |||||||
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
255K+ 335.31% |
$13.3M - $13.8M
|
331K
$8.66M
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
195KNew |
$10.2M - $10.5M
|
195K
$5.09M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
54.7KNew |
$2.85M - $2.95M
|
54.7K
$1.43M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
38.4KNew |
$2M - $2.08M
|
38.4K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22KNew |
$1.15M - $1.19M
|
22K
$575K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.6KNew |
$449K - $465K
|
8.6K
$225K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.25KNew |
$326K - $338K
|
6.25K
$164K
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.62KNew |
$293K - $304K
|
5.62K
$147K
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.06KNew |
$264K - $273K
|
5.06K
$132K
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.3KNew |
$224K - $232K
|
4.3K
$112K
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.03KNew |
$210K - $218K
|
4.03K
$105K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.88KNew |
$202K - $209K
|
3.88K
$101K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3.85KNew |
$201K - $208K
|
3.85K
$101K
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
3.82KNew |
$199K - $206K
|
3.82K
$99.9K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
2.72K+ 4.83% |
$142K - $147K
|
59.1K
$1.55M
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.23KNew |
$64.4K - $66.7K
|
1.23K
$32.3K
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
1.01K+ 12.77% |
$52.6K - $54.5K
|
8.9K
$233K
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1KNew |
$52.2K - $54K
|
1K
$26.2K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
615New |
$32.1K - $33.2K
|
615
$16.1K
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
550+ 145.89% |
$28.7K - $29.7K
|
927
$24.3K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
526New |
$27.4K - $28.4K
|
526
$13.8K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
403New |
$21K - $21.8K
|
403
$10.5K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
391New |
$20.4K - $21.1K
|
391
$10.2K
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
292+ 5.46% |
$15.2K - $15.8K
|
5.64K
$148K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
253New |
$13.2K - $13.7K
|
253
$6.62K
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
195+ 3.98% |
$10.2K - $10.5K
|
5.09K
$133K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
181New |
$9.44K - $9.78K
|
181
$4.74K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
175New |
$9.13K - $9.45K
|
175
$4.58K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
146New |
$7.62K - $7.89K
|
146
$3.82K
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
49+ 0.8% |
$2.56K - $2.65K
|
6.14K
$161K
|