Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-656K- 43.41% |
$33.9M - $35.3M
|
856K
$22.4M
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-625K- 89.31% |
$32.2M - $33.6M
|
74.8K
$1.96M
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-409K- 97.94% |
$21.1M - $22M
|
8.59K
$225K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-324K- 43.35% |
$16.7M - $17.4M
|
424K
$11.1M
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-273K- 98.64% |
$14.1M - $14.7M
|
3.75K
$98.2K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-265K- 10.19% |
$13.7M - $14.3M
|
2.34M
$61.2M
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-257K- 74.81% |
$13.3M - $13.8M
|
86.6K
$2.27M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-169K- 11.55% |
$8.74M - $9.11M
|
1.3M
$34M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-163K- 76.06% |
$8.41M - $8.77M
|
51.3K
$1.34M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-143K- 30.93% |
$7.35M - $7.67M
|
318K
$8.33M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-133K- 20.63% |
$6.87M - $7.16M
|
512K
$13.4M
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-120K- 14.03% |
$6.21M - $6.48M
|
738K
$19.3M
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-114K- 96.43% |
$5.9M - $6.15M
|
4.24K
$111K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-98.6K- 5.69% |
$5.09M - $5.3M
|
1.64M
$42.8M
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-88.9K- 37.84% |
$4.58M - $4.78M
|
146K
$3.82M
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-88.6K- 5.04% |
$4.57M - $4.77M
|
1.67M
$43.7M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83K- 53.32% |
$4.28M - $4.47M
|
72.7K
$1.9M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-56.4K- 3.23% |
$2.91M - $3.04M
|
1.69M
$44.2M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-53.5K- 27.56% |
$2.76M - $2.88M
|
141K
$3.68M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-51.4K- 75.29% |
$2.65M - $2.76M
|
16.9K
$441K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39K- 3.82% |
$2.01M - $2.1M
|
982K
$25.7M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38.6K- 27.45% |
$1.99M - $2.07M
|
102K
$2.67M
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-37.3K- 5.15% |
$1.92M - $2M
|
687K
$18M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-33.4K- 22.91% |
$1.72M - $1.8M
|
112K
$2.94M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-31.3K- 7.45% |
$1.61M - $1.68M
|
388K
$10.2M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-29.9K- 15.49% |
$1.54M - $1.61M
|
163K
$4.27M
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-29.2K- 38.96% |
$1.51M - $1.57M
|
45.8K
$1.2M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.9K- 17.52% |
$1.49M - $1.55M
|
136K
$3.56M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.7K- 27.81% |
$1.48M - $1.54M
|
74.4K
$1.95M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-27.7K- 74.75% |
$1.43M - $1.49M
|
9.37K
$245K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.1K- 3.68% |
$1.35M - $1.4M
|
684K
$17.9M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-20.9K- 6.68% |
$1.08M - $1.12M
|
292K
$7.64M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.3K- 29.01% |
$995K - $1.04M
|
47.2K
$1.24M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-17.8K- 64.91% |
$918K - $957K
|
9.62K
$252K
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-17.7K- 26.56% |
$911K - $950K
|
48.8K
$1.28M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.5K- 65.24% |
$850K - $887K
|
8.79K
$230K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.5K- 26.68% |
$800K - $835K
|
42.7K
$1.12M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-15.2K- 4.73% |
$784K - $818K
|
307K
$8.02M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-14.7K- 66.78% |
$756K - $789K
|
7.3K
$191K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.5K- 60.64% |
$748K - $780K
|
9.41K
$246K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14.4K- 93.66% |
$742K - $773K
|
973
$25.5K
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-11.8K- 44.82% |
$609K - $635K
|
14.5K
$380K
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-11.7K- 52.64% |
$605K - $631K
|
10.6K
$276K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.5K- 9.55% |
$593K - $618K
|
109K
$2.85M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-10.6K- 33.34% |
$548K - $571K
|
21.2K
$556K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.3K- 1.08% |
$531K - $554K
|
940K
$24.6M
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-10.3K- 26.15% |
$531K - $554K
|
29.1K
$761K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 21.93% |
$525K - $548K
|
36.3K
$949K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.1K- 11.79% |
$519K - $541K
|
75.2K
$1.97M
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-9.63K- 15.19% |
$497K - $518K
|
53.8K
$1.41M
|