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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
262New |
$5.18K - $6.16K
|
262
$5.56K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.9KNew |
$77.1K - $91.8K
|
3.9K
$82.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
8.7KNew |
$172K - $205K
|
8.7K
$185K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
122New |
$2.41K - $2.87K
|
122
$2.59K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
15.9K+ 3.25% |
$315K - $375K
|
506K
$10.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.97KNew |
$197K - $235K
|
9.97K
$212K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-799- 4.94% |
$15.8K - $18.8K
|
15.4K
$327K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-7.41K- 42.99% |
$147K - $174K
|
9.82K
$209K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
4+ 1.28% |
$79.1 - $94.1
|
316
$6.71K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
467+ 1.58% |
$8.65K - $9.43K
|
29.9K
$636K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
15.4K+ 20.95% |
$285K - $310K
|
88.7K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-25.9K- 39.44% |
$480K - $523K
|
39.8K
$845K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-898- 6.95% |
$16.6K - $18.1K
|
12K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-42.9K- 19.74% |
$796K - $868K
|
175K
$3.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-17.3K- 39.44% |
$320K - $349K
|
26.5K
$563K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-15Closed |
$278 - $303
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.0% |
$37.1 - $40.4
|
102
$2.17K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-787K- 17.68% |
$14.6M - $15.9M
|
3.67M
$77.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.27K- 10.34% |
$97.6K - $106K
|
45.7K
$970K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
40New |
$741 - $808
|
40
$850
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
57.4M+ 209.87% |
$1.06B - $1.16B
|
84.7M
$1.8B
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-3.49K- 3.4% |
$64.7K - $70.5K
|
99.4K
$2.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.51K- 0.77% |
$121K - $131K
|
834K
$17.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-36.9K- 75.52% |
$684K - $746K
|
12K
$254K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10.2KNew |
$189K - $206K
|
10.2K
$217K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
19.7KNew |
$365K - $398K
|
19.7K
$419K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-490- 4.58% |
$9.08K - $9.9K
|
10.2K
$217K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-186- 44.29% |
$3.45K - $3.76K
|
234
$4.97K
|
|
|
Aug 07, 2024
Q2 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-234- 1.84% |
$4.34K - $4.73K
|
12.5K
$265K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
15.8K+ 14.61% |
$294K - $320K
|
124K
$2.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-843- 0.19% |
$15.6K - $17K
|
449K
$9.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.8KNew |
$219K - $239K
|
11.8K
$251K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
640New |
$11.9K - $12.9K
|
640
$13.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-387- 63.76% |
$7.17K - $7.82K
|
220
$4.67K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-105- 55.26% |
$1.95K - $2.12K
|
85
$1.81K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
445+ 1.88% |
$8.25K - $8.99K
|
24.1K
$512K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
102New |
$1.89K - $2.06K
|
102
$2.17K
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-15.8K- 57.75% |
$293K - $319K
|
11.6K
$245K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
58+ 9.56% |
$1.07K - $1.17K
|
665
$14.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-6.92K- 31.91% |
$128K - $140K
|
14.8K
$314K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
223+ 150.68% |
$4.13K - $4.5K
|
371
$7.88K
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
4.37KNew |
$80.9K - $88.2K
|
4.37K
$92.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
800New |
$14.8K - $16.2K
|
800
$17K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-60- 4.48% |
$1.11K - $1.21K
|
1.28K
$27.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-301- 20.6% |
$5.58K - $6.08K
|
1.16K
$24.6K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-50- 29.41% |
$927 - $1.01K
|
120
$2.55K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.79K- 95.22% |
$33.2K - $36.2K
|
90
$1.91K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
456New |
$8.45K - $9.21K
|
456
$9.69K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.13KNew |
$20.9K - $22.8K
|
1.13K
$24K
|
|