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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
84.2K+ 2.33% |
$4.68M - $5.07M
|
3.7M
$96M
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
58.1KNew |
$3.23M - $3.49M
|
58.1K
$1.51M
|
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
43.6K+ 135.1% |
$2.42M - $2.62M
|
75.8K
$1.97M
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
12.7KNew |
$704K - $762K
|
12.7K
$329K
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
8.25KNew |
$459K - $496K
|
8.25K
$214K
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.64KNew |
$425K - $460K
|
7.64K
$198K
|
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
6.19KNew |
$344K - $372K
|
6.19K
$161K
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
5.43KNew |
$302K - $326K
|
5.43K
$141K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.99KNew |
$277K - $300K
|
4.99K
$129K
|
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.57KNew |
$254K - $275K
|
4.57K
$119K
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.52KNew |
$251K - $272K
|
4.52K
$117K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.9K+ 44.59% |
$161K - $174K
|
9.4K
$244K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
1.03K+ 17.46% |
$57.3K - $62K
|
6.94K
$180K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
953New |
$53K - $57.3K
|
953
$24.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
820+ 20.07% |
$45.6K - $49.3K
|
4.91K
$127K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
691+ 2.99% |
$38.4K - $41.6K
|
23.8K
$618K
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
665+ 6.68% |
$37K - $40K
|
10.6K
$276K
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
589+ 10.08% |
$32.7K - $35.4K
|
6.43K
$167K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
580+ 9.36% |
$32.2K - $34.9K
|
6.78K
$176K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
368New |
$20.5K - $22.1K
|
368
$9.55K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
333+ 3.23% |
$18.5K - $20K
|
10.7K
$276K
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
139New |
$7.73K - $8.36K
|
139
$3.61K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
135New |
$7.5K - $8.12K
|
135
$3.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
97+ 0.95% |
$5.39K - $5.83K
|
10.3K
$267K
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
70+ 0.69% |
$3.89K - $4.21K
|
10.1K
$263K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
30New |
$1.67K - $1.8K
|
30
$779
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
27New |
$1.5K - $1.62K
|
27
$701
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
25New |
$1.39K - $1.5K
|
25
$649
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
6New |
$334 - $361
|
6
$156
|
|
| Q1 2022 | |||||||
|
Apr 05, 2024
Q1 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
206KNew |
$12.3M - $12.9M
|
206K
$5.34M
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.47KNew |
$148K - $156K
|
2.47K
$64.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
600New |
$36K - $37.8K
|
600
$15.6K
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
449+ 2.28% |
$26.9K - $28.3K
|
20.1K
$522K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
239New |
$14.3K - $15.1K
|
239
$6.2K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6New |
$360 - $378
|
6
$156
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.2KNew |
$634K - $651K
|
10.2K
$264K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.38KNew |
$148K - $152K
|
2.38K
$61.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
876New |
$54.5K - $56K
|
876
$22.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
375New |
$23.3K - $24K
|
375
$9.74K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
227New |
$14.1K - $14.5K
|
227
$5.89K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
29New |
$1.81K - $1.85K
|
29
$753
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
28KNew |
$1.74M - $1.79M
|
28K
$726K
|
|
|
Feb 11, 2022
Q3 2021
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
5KNew |
$311K - $319K
|
5K
$130K
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
3.33K+ 36.94% |
$207K - $212K
|
12.3K
$320K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.74KNew |
$411K - $421K
|
6.74K
$175K
|
|
|
Aug 11, 2021
Q2 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.15KNew |
$253K - $259K
|
4.15K
$108K
|
|
| Q1 2021 | |||||||
|
Apr 16, 2021
Q1 2021
|
Adirondack Trust CO
|
BUY
|
- |
459New |
$27.8K - $28.6K
|
459
$11.9K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
62.3KNew |
$3.78M - $3.87M
|
62.3K
$1.62M
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
16.1KNew |
$979K - $1M
|
16.1K
$419K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.1KNew |
$1.09M - $1.12M
|
18.1K
$470K
|
|