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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.88K- 20.67% |
$59.1K - $66.9K
|
11K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
141KNew |
$2.89M - $3.27M
|
141K
$3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.55K- 2.71% |
$155K - $176K
|
271K
$5.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.5K- 7.6% |
$134K - $151K
|
79.1K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 1.08% |
$41.1 - $46.5
|
188
$4.01K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.07% |
$164 - $186
|
12.1K
$258K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
67K+ 198.46% |
$1.38M - $1.56M
|
101K
$2.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
13.1K+ 12.58% |
$270K - $305K
|
117K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
963+ 0.95% |
$19.8K - $22.4K
|
102K
$2.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
231+ 0.4% |
$4.75K - $5.37K
|
57.6K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.48K+ 24.8% |
$113K - $127K
|
27.5K
$588K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.28K- 4.94% |
$46.8K - $52.9K
|
43.8K
$934K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-42.9K- 68.1% |
$881K - $997K
|
20.1K
$428K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
379+ 115.55% |
$7.79K - $8.82K
|
707
$15.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-92- 16.85% |
$1.89K - $2.14K
|
454
$9.68K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.42KNew |
$29.2K - $33.1K
|
1.42K
$30.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-388- 3.89% |
$7.97K - $9.02K
|
9.6K
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.09K+ 3.53% |
$63.5K - $71.9K
|
90.8K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.65% |
$20.6 - $23.3
|
154
$3.28K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
183+ 0.35% |
$3.76K - $4.26K
|
52.1K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4.11KNew |
$84.4K - $95.6K
|
4.11K
$87.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.62K+ 2.95% |
$33.3K - $37.7K
|
56.5K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-21.4K- 12.58% |
$440K - $498K
|
149K
$3.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-35.2K- 3.28% |
$723K - $818K
|
1.04M
$22.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
207+ 1.24% |
$4.25K - $4.81K
|
16.9K
$361K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.63K+ 0.74% |
$136K - $154K
|
905K
$19.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
289KNew |
$5.94M - $6.73M
|
289K
$6.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
730New |
$15K - $17K
|
730
$15.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-60- 1.53% |
$1.23K - $1.4K
|
3.87K
$82.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-298- 2.97% |
$6.12K - $6.93K
|
9.75K
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
31.5KNew |
$647K - $732K
|
31.5K
$671K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.44K- 4.82% |
$29.6K - $33.5K
|
28.4K
$607K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.5K- 7.36% |
$30.8K - $34.8K
|
18.8K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.26K+ 0.62% |
$25.9K - $29.3K
|
204K
$4.35M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
245KNew |
$5.03M - $5.69M
|
245K
$5.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
376New |
$7.73K - $8.75K
|
376
$8.02K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.18K- 1.88% |
$24.2K - $27.4K
|
61.6K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.5K+ 25.21% |
$217K - $245K
|
52.4K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.39K- 82.97% |
$28.5K - $32.3K
|
285
$6.08K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.36K+ 11.23% |
$48.5K - $54.9K
|
23.4K
$499K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09K- 99.91% |
$22.3K - $25.3K
|
1
$21.3
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
69.7K+ 136.96% |
$1.43M - $1.62M
|
121K
$2.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.54K+ 7.95% |
$31.7K - $35.8K
|
20.9K
$446K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
205+ 1.88% |
$4.21K - $4.77K
|
11.1K
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-900- 1.71% |
$18.5K - $20.9K
|
51.6K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.69K+ 3.43% |
$55.2K - $62.5K
|
81K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.2K- 2.91% |
$24.7K - $27.9K
|
40K
$853K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.86K- 11.42% |
$79.3K - $89.8K
|
30K
$639K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
45.3KNew |
$930K - $1.05M
|
45.3K
$965K
|