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 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.1K+ 1.42% |
$1.04M - $1.08M
|
1.44M
$37.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.6K+ 65476.67% |
$1.01M - $1.06M
|
19.7K
$515K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
19K+ 3.58% |
$982K - $1.02M
|
551K
$14.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18.4K+ 33.03% |
$951K - $992K
|
74.3K
$1.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
18.2K+ 10.93% |
$936K - $976K
|
184K
$4.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
18.1KNew |
$933K - $973K
|
18.1K
$473K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
18K+ 5.13% |
$929K - $969K
|
369K
$9.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
17.9K+ 10.51% |
$922K - $961K
|
188K
$4.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.7K+ 35.8% |
$915K - $954K
|
67.3K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
17K+ 1.93% |
$874K - $912K
|
895K
$23.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.5K+ 15.01% |
$853K - $890K
|
127K
$3.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
15.1K+ 6.39% |
$781K - $815K
|
252K
$6.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
15.1K+ 12.01% |
$778K - $812K
|
141K
$3.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
14.5K+ 8.91% |
$747K - $780K
|
177K
$4.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
13.9K+ 9.03% |
$715K - $746K
|
168K
$4.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
13.5K+ 76.69% |
$694K - $724K
|
31K
$812K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.4K+ 10.29% |
$693K - $723K
|
144K
$3.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.4KNew |
$693K - $723K
|
13.4K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
13.4KNew |
$693K - $723K
|
13.4K
$352K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
13.3K+ 5.74% |
$687K - $716K
|
245K
$6.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.3KNew |
$686K - $715K
|
13.3K
$348K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
13.2KNew |
$682K - $711K
|
13.2K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.1K+ 27.91% |
$674K - $703K
|
59.9K
$1.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
12.8K+ 301.68% |
$658K - $686K
|
17K
$445K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
12.7K+ 2.81% |
$656K - $684K
|
466K
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.5K+ 3.55% |
$647K - $675K
|
366K
$9.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.5K+ 91.05% |
$645K - $673K
|
26.2K
$687K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11.7K+ 9.79% |
$605K - $630K
|
131K
$3.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
11.4K+ 9.95% |
$588K - $613K
|
126K
$3.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.3K+ 4.12% |
$581K - $606K
|
285K
$7.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.3K+ 116.12% |
$580K - $605K
|
20.9K
$548K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11.1K+ 5.86% |
$572K - $596K
|
200K
$5.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.3K+ 6.32% |
$533K - $555K
|
174K
$4.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
10.3KNew |
$529K - $551K
|
10.3K
$268K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
9.83K+ 7.44% |
$507K - $529K
|
142K
$3.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
9.61K+ 6.76% |
$496K - $517K
|
152K
$3.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9.5KNew |
$490K - $511K
|
9.5K
$249K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.21K+ 7.8% |
$475K - $495K
|
127K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.13K+ 10.93% |
$471K - $491K
|
92.7K
$2.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.02K+ 121.85% |
$465K - $485K
|
16.4K
$430K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.87KNew |
$458K - $477K
|
8.87K
$232K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
8.71K+ 4.44% |
$449K - $468K
|
205K
$5.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.64K+ 28.87% |
$445K - $465K
|
38.5K
$1.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
8.28K+ 144.49% |
$427K - $445K
|
14K
$367K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
8.21KNew |
$423K - $441K
|
8.21K
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.09K+ 1.8% |
$417K - $435K
|
458K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
7.98K+ 13.91% |
$411K - $429K
|
65.3K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.9KNew |
$408K - $425K
|
7.9K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.79K+ 4.89% |
$402K - $419K
|
167K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.31K+ 14.9% |
$377K - $393K
|
56.4K
$1.48M
|