Latest Institutional Transactions on Schwab Strategic U.S. Reit ETF (SCHH)
This table provides information on the latest institutional transactions involving Schwab Strategic U.S. Reit ETF (SCHH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.81K+ 0.91% |
$33.6K - $36.6K
|
201K
$3.99M
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.39K- 1.44% |
$25.7K - $28K
|
94.6K
$1.88M
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
20+ 6.85% |
$371 - $404
|
312
$6.2K
|
|
Q1 2024 | |||||||
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.61K+ 8463.16% |
$31.2K - $33.7K
|
1.63K
$32.3K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
261+ 2.9% |
$5.06K - $5.46K
|
9.27K
$184K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
51KNew |
$990K - $1.07M
|
51K
$1.01M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-99- 49.75% |
$1.92K - $2.07K
|
100
$1.99K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.02K- 2.63% |
$19.8K - $21.3K
|
37.7K
$749K
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
812+ 5.36% |
$15.7K - $17K
|
16K
$317K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
198KNew |
$3.84M - $4.14M
|
198K
$3.93M
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
16+ 37.21% |
$310 - $335
|
59
$1.17K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
344New |
$6.67K - $7.2K
|
344
$6.83K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-314- 44.04% |
$6.09K - $6.57K
|
399
$7.92K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.37K- 27.31% |
$124K - $133K
|
17K
$337K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-366- 3.54% |
$7.1K - $7.66K
|
9.97K
$198K
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.53K- 20.82% |
$87.8K - $94.8K
|
17.2K
$342K
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-7.32K- 19.11% |
$142K - $153K
|
31K
$615K
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.31K+ 4.65% |
$25.3K - $27.3K
|
29.4K
$584K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29.7K+ 1199.31% |
$576K - $622K
|
32.2K
$640K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.6K- 3.47% |
$361K - $390K
|
518K
$10.3M
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
46.4K+ 240.07% |
$899K - $970K
|
65.7K
$1.3M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
56+ 0.06% |
$1.09K - $1.17K
|
87K
$1.73M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-351- 63.7% |
$6.81K - $7.35K
|
200
$3.97K
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
119New |
$2.31K - $2.49K
|
119
$2.36K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
31New |
$601 - $649
|
31
$616
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.9K- 19.75% |
$288K - $311K
|
60.5K
$1.2M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.31M- 40.14% |
$103M - $111M
|
7.92M
$157M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.93K- 8.68% |
$154K - $166K
|
83.4K
$1.66M
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
447New |
$8.67K - $9.36K
|
447
$8.88K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.1K+ 2.73% |
$777K - $839K
|
1.51M
$30M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2K- 0.9% |
$38.7K - $41.8K
|
219K
$4.36M
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
9.13K+ 2.0% |
$177K - $191K
|
466K
$9.25M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
683+ 352.06% |
$13.2K - $14.3K
|
877
$17.4K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
298K+ 2765.71% |
$5.78M - $6.24M
|
309K
$6.14M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-394- 2.04% |
$7.64K - $8.25K
|
18.9K
$375K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-500- 50.71% |
$9.7K - $10.5K
|
486
$9.65K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.51K- 17.52% |
$48.7K - $52.6K
|
11.8K
$235K
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.78K+ 1062.5% |
$112K - $121K
|
6.32K
$126K
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
920+ 0.91% |
$17.8K - $19.3K
|
102K
$2.02M
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
31.6K+ 10.32% |
$614K - $662K
|
338K
$6.72M
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
662+ 1298.04% |
$12.8K - $13.9K
|
713
$14.2K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.3K+ 17.24% |
$937K - $1.01M
|
329K
$6.53M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.3K+ 21.13% |
$296K - $320K
|
87.7K
$1.74M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.89K+ 816.86% |
$94.9K - $102K
|
5.49K
$109K
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.7KNew |
$208K - $225K
|
10.7K
$213K
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.5K- 0.43% |
$29.1K - $31.4K
|
351K
$6.98M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.62K+ 54.91% |
$128K - $139K
|
18.7K
$371K
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-525- 0.48% |
$10.2K - $11K
|
110K
$2.18M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.2K+ 147.56% |
$1.01M - $1.09M
|
87.6K
$1.74M
|