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 |
|---|---|---|---|---|---|---|---|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.5K+ 147.95% |
$489K - $511K
|
15.9K
$417K
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
9.35KNew |
$481K - $503K
|
9.35K
$245K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
8.95KNew |
$461K - $482K
|
8.95K
$234K
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
6.47KNew |
$333K - $348K
|
6.47K
$169K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
5.72KNew |
$294K - $308K
|
5.72K
$150K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
5.24KNew |
$269K - $282K
|
5.24K
$137K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.95KNew |
$255K - $266K
|
4.95K
$130K
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
4.68K+ 11.39% |
$241K - $252K
|
45.8K
$1.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4.36KNew |
$224K - $235K
|
4.36K
$114K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
4.24KNew |
$218K - $228K
|
4.24K
$111K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.1KNew |
$211K - $221K
|
4.1K
$107K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.07KNew |
$209K - $219K
|
4.07K
$107K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.05KNew |
$208K - $218K
|
4.05K
$106K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
4.01KNew |
$206K - $216K
|
4.01K
$105K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.91KNew |
$150K - $156K
|
2.91K
$76.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.24K+ 5.01% |
$115K - $121K
|
47K
$1.23M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.16KNew |
$111K - $116K
|
2.16K
$56.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.82KNew |
$93.8K - $98.1K
|
1.82K
$47.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.78K+ 42.35% |
$91.5K - $95.7K
|
5.97K
$156K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1.33K+ 0.14% |
$68.6K - $71.7K
|
963K
$25.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
786+ 2.54% |
$40.5K - $42.3K
|
31.8K
$832K
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
430+ 5.24% |
$22.1K - $23.1K
|
8.63K
$226K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
407New |
$20.9K - $21.9K
|
407
$10.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
366New |
$18.8K - $19.7K
|
366
$9.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
226New |
$11.6K - $12.2K
|
226
$5.91K
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
158+ 1.86% |
$8.13K - $8.51K
|
8.63K
$226K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
132+ 455.17% |
$6.79K - $7.11K
|
161
$4.21K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
122+ 1.78% |
$6.28K - $6.57K
|
6.97K
$182K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
112New |
$5.76K - $6.03K
|
112
$2.93K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
111New |
$5.71K - $5.98K
|
111
$2.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
102New |
$5.25K - $5.49K
|
102
$2.67K
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
87+ 1.89% |
$4.48K - $4.68K
|
4.68K
$122K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
56New |
$2.88K - $3.01K
|
56
$1.47K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
56New |
$2.88K - $3.01K
|
56
$1.47K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
53New |
$2.73K - $2.85K
|
53
$1.39K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
39New |
$2.01K - $2.1K
|
39
$1.02K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
31New |
$1.6K - $1.67K
|
31
$811
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12New |
$618 - $646
|
12
$314
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 2.29% |
$257 - $269
|
223
$5.84K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
357KNew |
$18.5M - $20.6M
|
357K
$9.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
93.1K+ 54.78% |
$4.82M - $5.39M
|
263K
$6.88M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
77.2K+ 87.69% |
$4M - $4.47M
|
165K
$4.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
43.1KNew |
$2.23M - $2.5M
|
43.1K
$1.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
27.3K+ 223.62% |
$1.41M - $1.58M
|
39.5K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
25.9KNew |
$1.34M - $1.5M
|
25.9K
$676K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
16.5K+ 14.42% |
$855K - $956K
|
131K
$3.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
12.9K+ 62.91% |
$669K - $747K
|
33.4K
$875K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
7.61KNew |
$394K - $440K
|
7.61K
$199K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7.01KNew |
$363K - $406K
|
7.01K
$184K
|
|