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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.58K- 22.62% |
$79.3K - $82.7K
|
5.39K
$141K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-835- 5.06% |
$42.1K - $43.8K
|
15.7K
$410K
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-790- 2.22% |
$39.8K - $41.5K
|
34.8K
$910K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-531- 4.65% |
$26.7K - $27.9K
|
10.9K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-350- 3.21% |
$17.6K - $18.4K
|
10.6K
$276K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-191- 27.56% |
$9.62K - $10K
|
502
$13.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-141- 61.04% |
$7.1K - $7.4K
|
90
$2.36K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-36- 7.06% |
$1.81K - $1.89K
|
474
$12.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-8Closed |
$403 - $420
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-5- 3.73% |
$252 - $262
|
129
$3.38K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-3- 11.54% |
$151 - $157
|
23
$602
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-37.7K- 71.37% |
$1.97M - $2.04M
|
15.1K
$396K
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-23.9K- 63.74% |
$1.25M - $1.29M
|
13.6K
$356K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-16.9K- 66.07% |
$882K - $913K
|
8.68K
$227K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-9.66K- 11.1% |
$504K - $522K
|
77.4K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.05K- 38.62% |
$316K - $327K
|
9.61K
$252K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-6K- 57.86% |
$313K - $324K
|
4.37K
$114K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.44K- 34.9% |
$232K - $240K
|
8.28K
$217K
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-4.43KClosed |
$231K - $239K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.05K- 83.51% |
$211K - $219K
|
800
$20.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-3.56K- 35.81% |
$186K - $192K
|
6.38K
$167K
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-3.15K- 44.36% |
$165K - $170K
|
3.95K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 24.72% |
$69.9K - $72.4K
|
4.08K
$107K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-924- 18.02% |
$48.2K - $49.9K
|
4.2K
$110K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-870- 16.26% |
$45.4K - $47K
|
4.48K
$117K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-419- 8.01% |
$21.9K - $22.6K
|
4.81K
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-399- 8.63% |
$20.8K - $21.6K
|
4.23K
$111K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-318Closed |
$16.6K - $17.2K
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-265- 3.4% |
$13.8K - $14.3K
|
7.54K
$197K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-245- 43.44% |
$12.8K - $13.2K
|
319
$8.35K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-243- 4.97% |
$12.7K - $13.1K
|
4.64K
$122K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-138- 2.03% |
$7.2K - $7.45K
|
6.66K
$174K
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-106- 1.65% |
$5.53K - $5.73K
|
6.33K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-99- 2.45% |
$5.17K - $5.35K
|
3.94K
$103K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-47- 13.43% |
$2.45K - $2.54K
|
303
$7.93K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-42- 0.84% |
$2.19K - $2.27K
|
4.96K
$130K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-27- 0.61% |
$1.41K - $1.46K
|
4.38K
$115K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-20- 0.27% |
$1.04K - $1.08K
|
7.51K
$197K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-8- 3.43% |
$417 - $432
|
225
$5.89K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-31.8KClosed |
$1.64M - $1.7M
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-31.7K- 99.75% |
$1.64M - $1.7M
|
80
$2.09K
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-27.9K- 51.61% |
$1.44M - $1.49M
|
26.1K
$684K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-23.2K- 60.74% |
$1.2M - $1.24M
|
15K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-14.9KClosed |
$768K - $797K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.5K- 59.34% |
$698K - $725K
|
9.26K
$242K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-12.1K- 99.97% |
$626K - $650K
|
4
$105
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-7.07K- 2.16% |
$365K - $379K
|
320K
$8.38M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-7.02K- 60.83% |
$363K - $377K
|
4.52K
$118K
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-6.34K- 24.79% |
$327K - $340K
|
19.2K
$503K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-4.36K- 47.11% |
$225K - $234K
|
4.9K
$128K
|
|