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 |
---|---|---|---|---|---|---|---|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
6.89KNew |
$357K - $399K
|
6.89K
$180K
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.29K+ 127.16% |
$326K - $364K
|
11.2K
$294K
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
6.1KNew |
$316K - $353K
|
6.1K
$160K
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
6KNew |
$311K - $347K
|
6K
$157K
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.3K+ 68.62% |
$223K - $249K
|
10.6K
$276K
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.11KNew |
$213K - $238K
|
4.11K
$108K
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2.24KNew |
$116K - $129K
|
2.24K
$58.5K
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1.73K+ 27.54% |
$89.8K - $100K
|
8.03K
$210K
|
|
Oct 04, 2022
Q3 2022
|
Spence Asset Management
|
BUY
|
- |
1.17KNew |
$60.3K - $67.4K
|
1.17K
$30.5K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
947+ 102.6% |
$49.1K - $54.8K
|
1.87K
$48.9K
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
893+ 16.01% |
$46.3K - $51.7K
|
6.47K
$169K
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
558New |
$28.9K - $32.3K
|
558
$14.6K
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
460New |
$23.8K - $26.6K
|
460
$12K
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
383+ 9.68% |
$19.8K - $22.2K
|
4.34K
$114K
|
|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
381+ 2.85% |
$19.7K - $22.1K
|
13.8K
$360K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
348+ 1.25% |
$18K - $20.1K
|
28.3K
$740K
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
139+ 2.06% |
$7.2K - $8.05K
|
6.87K
$180K
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
97New |
$5.02K - $5.61K
|
97
$2.54K
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
BUY
|
- |
86New |
$4.45K - $4.98K
|
86
$2.25K
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
66New |
$3.42K - $3.82K
|
66
$1.73K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
44New |
$2.28K - $2.55K
|
44
$1.15K
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
40+ 0.43% |
$2.07K - $2.32K
|
9.39K
$246K
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
34+ 0.61% |
$1.76K - $1.97K
|
5.59K
$146K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
20+ 1.49% |
$1.04K - $1.16K
|
1.37K
$35.7K
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
18+ 0.38% |
$932 - $1.04K
|
4.71K
$123K
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1New |
$51.8 - $57.9
|
1
$26.2
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
91.6KNew |
$5.09M - $5.51M
|
91.6K
$2.4M
|
|
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
84.2K+ 2.33% |
$4.68M - $5.07M
|
3.7M
$96.8M
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
58.1KNew |
$3.23M - $3.49M
|
58.1K
$1.52M
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
43.6K+ 135.1% |
$2.42M - $2.62M
|
75.8K
$1.98M
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
12.7KNew |
$704K - $762K
|
12.7K
$331K
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
8.25KNew |
$459K - $496K
|
8.25K
$216K
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.64KNew |
$425K - $460K
|
7.64K
$200K
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
6.19KNew |
$344K - $372K
|
6.19K
$162K
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
5.43KNew |
$302K - $326K
|
5.43K
$142K
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.99KNew |
$277K - $300K
|
4.99K
$130K
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.57KNew |
$254K - $275K
|
4.57K
$120K
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.52KNew |
$251K - $272K
|
4.52K
$118K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.9K+ 44.59% |
$161K - $174K
|
9.4K
$246K
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
1.03K+ 17.46% |
$57.3K - $62K
|
6.94K
$182K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
953New |
$53K - $57.3K
|
953
$24.9K
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
820+ 20.07% |
$45.6K - $49.3K
|
4.91K
$128K
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
691+ 2.99% |
$38.4K - $41.6K
|
23.8K
$623K
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
665+ 6.68% |
$37K - $40K
|
10.6K
$278K
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
589+ 10.08% |
$32.7K - $35.4K
|
6.43K
$168K
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
580+ 9.36% |
$32.2K - $34.9K
|
6.78K
$177K
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
368New |
$20.5K - $22.1K
|
368
$9.63K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
333+ 3.23% |
$18.5K - $20K
|
10.7K
$279K
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
139New |
$7.73K - $8.36K
|
139
$3.64K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
135New |
$7.5K - $8.12K
|
135
$3.53K
|