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 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
13+ 0.24% |
$664 - $679
|
5.51K
$144K
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
12+ 0.22% |
$613 - $627
|
5.41K
$141K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
12+ 0.77% |
$613 - $627
|
1.57K
$41.1K
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
10+ 0.11% |
$511 - $522
|
8.71K
$228K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6New |
$307 - $313
|
6
$157
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3New |
$153 - $157
|
3
$78.5
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1+ 5.56% |
$51.1 - $52.2
|
19
$497
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.47% |
$51.1 - $52.2
|
213
$5.57K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
394K+ 2.25% |
$20.2M - $20.7M
|
17.9M
$469M
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
64.7KNew |
$3.32M - $3.39M
|
64.7K
$1.69M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
54.8K+ 70.57% |
$2.81M - $2.87M
|
132K
$3.46M
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
18.6K+ 100.17% |
$957K - $978K
|
37.3K
$975K
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
16.2K+ 45.21% |
$832K - $850K
|
52.1K
$1.36M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.8KNew |
$606K - $620K
|
11.8K
$309K
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
11.4KNew |
$587K - $599K
|
11.4K
$299K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.2K+ 17.01% |
$525K - $537K
|
70.4K
$1.84M
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
10KNew |
$513K - $525K
|
10K
$262K
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
9.36KNew |
$480K - $491K
|
9.36K
$245K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.41K+ 8672.16% |
$432K - $441K
|
8.51K
$223K
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
8.36KNew |
$429K - $439K
|
8.36K
$219K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.47K+ 11.9% |
$383K - $392K
|
70.2K
$1.84M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.49KNew |
$333K - $340K
|
6.49K
$170K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
5.24KNew |
$269K - $275K
|
5.24K
$137K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.93K+ 51.2% |
$253K - $259K
|
14.6K
$381K
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.18K+ 102.98% |
$214K - $219K
|
8.23K
$215K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.28K+ 82.97% |
$168K - $172K
|
7.24K
$189K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.7KNew |
$139K - $142K
|
2.7K
$70.7K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.03K+ 17.18% |
$104K - $106K
|
13.8K
$362K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.15KNew |
$59.1K - $60.4K
|
1.15K
$30.1K
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
438+ 6.77% |
$22.5K - $23K
|
6.9K
$181K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
400+ 181.82% |
$20.5K - $21K
|
620
$16.2K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
392New |
$20.1K - $20.6K
|
392
$10.3K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
340New |
$17.4K - $17.8K
|
340
$8.9K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
302+ 7.14% |
$15.5K - $15.8K
|
4.53K
$119K
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
202New |
$10.4K - $10.6K
|
202
$5.29K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
180New |
$9.24K - $9.44K
|
180
$4.71K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
172New |
$8.83K - $9.02K
|
172
$4.5K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
146New |
$7.49K - $7.66K
|
146
$3.82K
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
133New |
$6.83K - $6.98K
|
133
$3.48K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
79New |
$4.05K - $4.14K
|
79
$2.07K
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
58New |
$2.98K - $3.04K
|
58
$1.52K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
51New |
$2.62K - $2.67K
|
51
$1.33K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
32+ 0.76% |
$1.64K - $1.68K
|
4.25K
$111K
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
29New |
$1.49K - $1.52K
|
29
$759
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
28+ 40.58% |
$1.44K - $1.47K
|
97
$2.54K
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17New |
$872 - $892
|
17
$445
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
16+ 5.9% |
$821 - $839
|
287
$7.51K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
4New |
$205 - $210
|
4
$105
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1New |
$51.3 - $52.5
|
1
$26.2
|