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 |
---|---|---|---|---|---|---|---|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
146New |
$7.62K - $7.89K
|
146
$3.83K
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
49+ 0.8% |
$2.56K - $2.65K
|
6.14K
$161K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
46+ 460.0% |
$2.4K - $2.48K
|
56
$1.47K
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
17+ 0.4% |
$887 - $918
|
4.26K
$112K
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13+ 0.81% |
$678 - $702
|
1.62K
$42.6K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
13+ 2.3% |
$678 - $702
|
578
$15.2K
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
13New |
$678 - $702
|
13
$341
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10New |
$522 - $540
|
10
$263
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
8+ 0.21% |
$417 - $432
|
3.83K
$100K
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
3+ 0.04% |
$157 - $162
|
8.38K
$220K
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1New |
$52.2 - $54
|
1
$26.3
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1+ 0.01% |
$52.2 - $54
|
7.42K
$195K
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1New |
$52.2 - $54
|
1
$26.3
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
80.3KNew |
$4.15M - $4.3M
|
80.3K
$2.11M
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
68.2KNew |
$3.52M - $3.66M
|
68.2K
$1.79M
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
13.6K+ 26.23% |
$705K - $732K
|
65.7K
$1.72M
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
12.6KNew |
$651K - $676K
|
12.6K
$331K
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
12.2KNew |
$631K - $655K
|
12.2K
$321K
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
7.1KNew |
$367K - $381K
|
7.1K
$186K
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.85KNew |
$303K - $314K
|
5.85K
$154K
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4.64KNew |
$240K - $249K
|
4.64K
$122K
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.48K+ 27.7% |
$232K - $240K
|
20.7K
$542K
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.4KNew |
$228K - $236K
|
4.4K
$116K
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.97KNew |
$205K - $213K
|
3.97K
$104K
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
3.82KNew |
$197K - $205K
|
3.82K
$100K
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.18KNew |
$113K - $117K
|
2.18K
$57.2K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.65K+ 4.49% |
$85.1K - $88.3K
|
38.3K
$1M
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.6KNew |
$82.4K - $85.5K
|
1.6K
$41.9K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.28K+ 32.0% |
$66K - $68.5K
|
5.27K
$138K
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.14K+ 4.82% |
$59.1K - $61.3K
|
24.9K
$654K
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
648New |
$33.5K - $34.7K
|
648
$17K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
554+ 27700.0% |
$28.6K - $29.7K
|
556
$14.6K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
382New |
$19.7K - $20.5K
|
382
$10K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
282+ 6.74% |
$14.6K - $15.1K
|
4.46K
$117K
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
250New |
$12.9K - $13.4K
|
250
$6.57K
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
127+ 2.26% |
$6.56K - $6.81K
|
5.76K
$151K
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
117New |
$6.05K - $6.27K
|
117
$3.07K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
54New |
$2.79K - $2.9K
|
54
$1.42K
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
34+ 0.68% |
$1.76K - $1.82K
|
5.06K
$133K
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
27New |
$1.4K - $1.45K
|
27
$709
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23+ 0.52% |
$1.19K - $1.23K
|
4.45K
$117K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.29% |
$155 - $161
|
1.03K
$27.1K
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 18.18% |
$103 - $107
|
13
$341
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
634K+ 8.14% |
$32.6M - $34.1M
|
8.42M
$221M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
560KNew |
$28.8M - $30.1M
|
560K
$14.7M
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
168K+ 2116.25% |
$8.63M - $9.03M
|
176K
$4.61M
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
28.1KNew |
$1.44M - $1.51M
|
28.1K
$737K
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
23.7KNew |
$1.22M - $1.28M
|
23.7K
$623K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.3KNew |
$1.04M - $1.09M
|
20.3K
$532K
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
12.8KNew |
$660K - $691K
|
12.8K
$337K
|