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 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
145KNew |
$7.2M - $7.6M
|
145K
$3.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
45KNew |
$2.23M - $2.36M
|
45K
$1.18M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
44.8K+ 14.46% |
$2.22M - $2.35M
|
354K
$9.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
44.3KNew |
$2.2M - $2.33M
|
44.3K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
26.8KNew |
$1.33M - $1.41M
|
26.8K
$702K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
16.5K+ 6.71% |
$821K - $867K
|
263K
$6.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
13.3K+ 330.44% |
$661K - $698K
|
17.3K
$454K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.2K+ 17.82% |
$507K - $535K
|
67.5K
$1.77M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
9.55KNew |
$474K - $501K
|
9.55K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.81KNew |
$438K - $462K
|
8.81K
$231K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
8.61KNew |
$428K - $452K
|
8.61K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.54KNew |
$275K - $291K
|
5.54K
$145K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5KNew |
$248K - $262K
|
5K
$131K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.13KNew |
$205K - $217K
|
4.13K
$108K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.86KNew |
$192K - $203K
|
3.86K
$101K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.84KNew |
$191K - $201K
|
3.84K
$100K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.84KNew |
$191K - $201K
|
3.84K
$100K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.86K+ 65.75% |
$142K - $150K
|
7.2K
$188K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.17KNew |
$108K - $114K
|
2.17K
$56.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.12K+ 3.07% |
$105K - $111K
|
71K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.91K+ 1017.02% |
$95K - $100K
|
2.1K
$55K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
577New |
$28.7K - $30.3K
|
577
$15.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
549+ 32.58% |
$27.3K - $28.8K
|
2.23K
$58.5K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
465New |
$23.1K - $24.4K
|
465
$12.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
445+ 3.24% |
$22.1K - $23.3K
|
14.2K
$371K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
400New |
$19.9K - $21K
|
400
$10.5K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
275New |
$13.7K - $14.4K
|
275
$7.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
256+ 3.16% |
$12.7K - $13.4K
|
8.36K
$219K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
251New |
$12.5K - $13.2K
|
251
$6.57K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
212New |
$10.5K - $11.1K
|
212
$5.55K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
200New |
$9.94K - $10.5K
|
200
$5.23K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
174New |
$8.65K - $9.13K
|
174
$4.55K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
131New |
$6.51K - $6.87K
|
131
$3.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
108New |
$5.37K - $5.67K
|
108
$2.83K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
82New |
$4.07K - $4.3K
|
82
$2.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
55New |
$2.73K - $2.89K
|
55
$1.44K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
50+ 1.34% |
$2.48K - $2.62K
|
3.79K
$99.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
35New |
$1.74K - $1.84K
|
35
$916
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
30New |
$1.49K - $1.57K
|
30
$785
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
15New |
$745 - $787
|
15
$393
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4+ 17.39% |
$199 - $210
|
27
$707
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
3+ 1.42% |
$149 - $157
|
214
$5.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
2+ 1.05% |
$99.4 - $105
|
193
$5.05K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
580KNew |
$29.2M - $30.4M
|
580K
$15.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
57.2K+ 154694.59% |
$2.88M - $3M
|
57.3K
$1.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
29.3KNew |
$1.48M - $1.54M
|
29.3K
$767K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
21.7KNew |
$1.09M - $1.14M
|
21.7K
$567K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.8KNew |
$947K - $987K
|
18.8K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.2KNew |
$665K - $693K
|
13.2K
$346K
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
12.8K+ 10.33% |
$644K - $671K
|
137K
$3.58M
|
|