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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.05K- 9.32% |
$54.1K - $56.1K
|
10.2K
$268K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-850- 87.63% |
$43.9K - $45.6K
|
120
$3.16K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-839- 15.78% |
$43.4K - $45K
|
4.48K
$118K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-635- 9.76% |
$32.8K - $34K
|
5.87K
$154K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-525- 11.47% |
$27.1K - $28.2K
|
4.05K
$107K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-513- 9.89% |
$26.5K - $27.5K
|
4.67K
$123K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-310- 12.99% |
$16K - $16.6K
|
2.08K
$54.6K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-97- 71.85% |
$5.01K - $5.2K
|
38
$999
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-37- 9.51% |
$1.91K - $1.98K
|
352
$9.26K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-30- 15.46% |
$1.55K - $1.61K
|
164
$4.31K
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-25- 0.49% |
$1.29K - $1.34K
|
5.09K
$134K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-15- 15.15% |
$775 - $804
|
84
$2.21K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.15% |
$51.7 - $53.6
|
676
$17.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-94.4K- 89.2% |
$4.86M - $5.08M
|
11.4K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-70.9K- 88.36% |
$3.65M - $3.82M
|
9.34K
$246K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-54.7K- 79.2% |
$2.81M - $2.94M
|
14.4K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-41.8KClosed |
$2.15M - $2.25M
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-31K- 87.54% |
$1.6M - $1.67M
|
4.42K
$116K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-22.4K- 34.95% |
$1.15M - $1.21M
|
41.7K
$1.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-21.4K- 69.86% |
$1.1M - $1.15M
|
9.22K
$242K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-13.8K- 76.79% |
$711K - $743K
|
4.17K
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.72K- 33.28% |
$397K - $416K
|
15.5K
$407K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-7.64K- 28.22% |
$393K - $411K
|
19.4K
$511K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-7.28K- 63.01% |
$375K - $392K
|
4.28K
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.8K- 50.0% |
$350K - $366K
|
6.8K
$179K
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-6.58K- 57.14% |
$339K - $354K
|
4.94K
$130K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-5.93K- 52.33% |
$305K - $319K
|
5.4K
$142K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-5.67K- 25.62% |
$292K - $305K
|
16.5K
$433K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4.07K- 5.61% |
$210K - $219K
|
68.5K
$1.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-2.7K- 37.49% |
$139K - $145K
|
4.51K
$118K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.57K- 14.1% |
$132K - $138K
|
15.6K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-2.52K- 10.33% |
$130K - $135K
|
21.9K
$575K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.8K- 97.83% |
$92.6K - $96.9K
|
40
$1.05K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.59K- 18.49% |
$81.7K - $85.5K
|
7K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.18K- 23.82% |
$60.8K - $63.6K
|
3.78K
$99.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.11K- 21.75% |
$57.3K - $59.9K
|
4K
$105K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.09KClosed |
$56.2K - $58.8K
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-884Closed |
$45.5K - $47.6K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-750- 10.99% |
$38.6K - $40.4K
|
6.07K
$160K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-553- 7.46% |
$28.5K - $29.8K
|
6.86K
$181K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-489- 98.79% |
$25.2K - $26.3K
|
6
$158
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-379- 8.31% |
$19.5K - $20.4K
|
4.18K
$110K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-366- 7.58% |
$18.8K - $19.7K
|
4.47K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-82- 71.3% |
$4.22K - $4.41K
|
33
$868
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-75- 1.6% |
$3.86K - $4.04K
|
4.6K
$121K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-23- 60.53% |
$1.18K - $1.24K
|
15
$395
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-6- 0.15% |
$309 - $323
|
3.99K
$105K
|
|
| Q3 2022 | |||||||
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-160K- 97.0% |
$8.26M - $9.23M
|
4.93K
$130K
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-74.1K- 86.02% |
$3.84M - $4.29M
|
12K
$317K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-26.9K- 26.4% |
$1.39M - $1.55M
|
74.9K
$1.97M
|
|