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 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
44.2K+ 67.6% |
$1.14M - $2.37M
|
109K
$2.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
43.8K+ 81.34% |
$1.13M - $2.35M
|
97.5K
$2.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.3K+ 91.73% |
$1.11M - $2.33M
|
90.5K
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
43.3K+ 144.51% |
$1.11M - $2.33M
|
73.2K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
43.2K+ 114.38% |
$1.11M - $2.32M
|
81K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
42.5KNew |
$1.09M - $2.29M
|
42.5K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
42.4KNew |
$1.09M - $2.28M
|
42.4K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
41.5K+ 108.68% |
$1.07M - $2.23M
|
79.7K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.1K+ 86.57% |
$1.06M - $2.21M
|
88.5K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
40.8KNew |
$1.05M - $2.2M
|
40.8K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
40K+ 101.06% |
$1.03M - $2.15M
|
79.5K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
39.2KNew |
$1.01M - $2.11M
|
39.2K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
38.8K+ 96.72% |
$998K - $2.08M
|
78.8K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
38.3K+ 104.91% |
$987K - $2.06M
|
74.9K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
38.2KNew |
$982K - $2.05M
|
38.2K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
38.1K+ 111.3% |
$979K - $2.05M
|
72.2K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
37.8K+ 98.56% |
$973K - $2.03M
|
76.2K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
37.6K+ 106.23% |
$969K - $2.02M
|
73.1K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
37.6K+ 122.53% |
$968K - $2.02M
|
68.3K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
35.8K+ 92.48% |
$921K - $1.92M
|
74.5K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35K+ 58.38% |
$900K - $1.88M
|
94.9K
$2.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
34.4K+ 87.11% |
$885K - $1.85M
|
73.9K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
34.3K+ 103.5% |
$884K - $1.85M
|
67.5K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
33.4K+ 99.18% |
$861K - $1.8M
|
67.2K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.3K+ 98.18% |
$856K - $1.79M
|
67.2K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
32.6K+ 112.39% |
$840K - $1.75M
|
61.6K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
32.5K+ 83.35% |
$837K - $1.75M
|
71.5K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
32.4K+ 92.77% |
$835K - $1.74M
|
67.4K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
32.4K+ 96.36% |
$833K - $1.74M
|
66K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32K+ 125.69% |
$824K - $1.72M
|
57.5K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
31.6KNew |
$814K - $1.7M
|
31.6K
$832K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
31.6K+ 34.18% |
$813K - $1.7M
|
124K
$3.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
31.5K+ 104.48% |
$810K - $1.69M
|
61.6K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31K+ 85.35% |
$797K - $1.66M
|
67.2K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30.8K+ 100.49% |
$792K - $1.65M
|
61.4K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
30KNew |
$772K - $1.61M
|
30K
$789K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
29.9K+ 100.0% |
$771K - $1.61M
|
59.9K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
29.8K+ 84.29% |
$768K - $1.6M
|
65.2K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
29.6K+ 87.76% |
$762K - $1.59M
|
63.3K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
29.3K+ 100.0% |
$754K - $1.57M
|
58.6K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
29.2K+ 105.32% |
$751K - $1.57M
|
56.9K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
28.4K+ 96.36% |
$732K - $1.53M
|
57.9K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
28K+ 202.07% |
$720K - $1.5M
|
41.8K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
28K+ 99.09% |
$720K - $1.5M
|
56.2K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
27.9K+ 77.72% |
$719K - $1.5M
|
63.8K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
27.1KNew |
$699K - $1.46M
|
27.1K
$714K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
27K+ 102.48% |
$694K - $1.45M
|
53.3K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
26.2KNew |
$675K - $1.41M
|
26.2K
$690K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
26.1K+ 108.65% |
$672K - $1.4M
|
50.2K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25.8K+ 79.66% |
$664K - $1.39M
|
58.2K
$1.53M
|