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 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.51K+ 75.63% |
$435K - $445K
|
19.8K
$517K
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
8.08KNew |
$413K - $422K
|
8.08K
$211K
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
7.12KNew |
$364K - $372K
|
7.12K
$186K
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
6.4KNew |
$327K - $334K
|
6.4K
$167K
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.05KNew |
$309K - $316K
|
6.05K
$158K
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.11KNew |
$261K - $267K
|
5.11K
$134K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.09KNew |
$260K - $266K
|
5.09K
$133K
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
5.03KNew |
$257K - $263K
|
5.03K
$132K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.15KNew |
$212K - $217K
|
4.15K
$109K
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
3.97KNew |
$203K - $207K
|
3.97K
$104K
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
3.68K+ 8.62% |
$188K - $192K
|
46.4K
$1.21M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.87K+ 59.75% |
$147K - $150K
|
7.67K
$201K
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.5K+ 5.51% |
$128K - $131K
|
48K
$1.26M
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.49KNew |
$127K - $130K
|
2.49K
$65K
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.4KNew |
$123K - $125K
|
2.4K
$62.9K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.22KNew |
$113K - $116K
|
2.22K
$58K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2KNew |
$102K - $104K
|
2K
$52.3K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.69K+ 13.21% |
$86.6K - $88.5K
|
14.5K
$380K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.54KNew |
$78.6K - $80.3K
|
1.54K
$40.2K
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.4K+ 5.01% |
$71.4K - $73K
|
29.3K
$766K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
1.35K+ 1.18% |
$68.9K - $70.5K
|
116K
$3.03M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
844New |
$43.1K - $44.1K
|
844
$22.1K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
768New |
$39.2K - $40.1K
|
768
$20.1K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
755+ 62.35% |
$38.6K - $39.4K
|
1.97K
$51.5K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
727+ 194.91% |
$37.1K - $38K
|
1.1K
$28.8K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
700New |
$35.8K - $36.6K
|
700
$18.3K
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
512New |
$26.2K - $26.7K
|
512
$13.4K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
356New |
$18.2K - $18.6K
|
356
$9.32K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
321New |
$16.4K - $16.8K
|
321
$8.4K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
298+ 1.03% |
$15.2K - $15.6K
|
29.3K
$767K
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
164+ 3.29% |
$8.38K - $8.57K
|
5.16K
$135K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
164+ 62.84% |
$8.38K - $8.57K
|
425
$11.1K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
157New |
$8.02K - $8.2K
|
157
$4.11K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
137New |
$7K - $7.16K
|
137
$3.59K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
112+ 24.78% |
$5.72K - $5.85K
|
564
$14.8K
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
110+ 1.36% |
$5.62K - $5.75K
|
8.23K
$215K
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
104New |
$5.31K - $5.43K
|
104
$2.72K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$5.11K - $5.22K
|
100
$2.62K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
95+ 58.64% |
$4.85K - $4.96K
|
257
$6.73K
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
95New |
$4.85K - $4.96K
|
95
$2.49K
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
93New |
$4.75K - $4.86K
|
93
$2.43K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
89New |
$4.55K - $4.65K
|
89
$2.33K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
74New |
$3.78K - $3.87K
|
74
$1.94K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
48+ 54.55% |
$2.45K - $2.51K
|
136
$3.56K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
47New |
$2.4K - $2.46K
|
47
$1.23K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
40New |
$2.04K - $2.09K
|
40
$1.05K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
37New |
$1.89K - $1.93K
|
37
$968
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
35+ 60.34% |
$1.79K - $1.83K
|
93
$2.43K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
34New |
$1.74K - $1.78K
|
34
$890
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
31New |
$1.58K - $1.62K
|
31
$811
|