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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
70+ 0.9% |
$1.24K - $1.43K
|
7.81K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
804New |
$14.2K - $16.4K
|
804
$18.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
37+ 0.17% |
$654 - $757
|
22K
$510K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
248KNew |
$4.38M - $5.07M
|
248K
$5.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
30.7K+ 40.45% |
$543K - $629K
|
107K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.6KNew |
$223K - $258K
|
12.6K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
100K+ 9.09% |
$1.77M - $2.05M
|
1.2M
$27.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
78New |
$1.38K - $1.6K
|
78
$1.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
21.6KNew |
$382K - $442K
|
21.6K
$500K
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
95KNew |
$1.68M - $1.94M
|
95K
$2.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
25.7K+ 73.74% |
$454K - $525K
|
60.4K
$1.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
50.8KNew |
$898K - $1.04M
|
50.8K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.35K- 45.66% |
$23.8K - $27.5K
|
1.6K
$37K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.45KNew |
$25.5K - $29.6K
|
1.45K
$33.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.9KNew |
$33.6K - $38.9K
|
1.9K
$43.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
43New |
$760 - $880
|
43
$994
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
10.6KNew |
$188K - $217K
|
10.6K
$245K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-13.2K- 47.2% |
$233K - $270K
|
14.7K
$341K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.75K- 48.25% |
$172K - $199K
|
10.5K
$242K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.54K- 63.95% |
$27.2K - $31.4K
|
866
$20K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
68New |
$1.2K - $1.39K
|
68
$1.57K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
56.7K+ 44.58% |
$1M - $1.16M
|
184K
$4.25M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.24KNew |
$22K - $25.5K
|
1.24K
$28.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
404New |
$7.14K - $8.27K
|
404
$9.34K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.58KNew |
$28K - $32.4K
|
1.58K
$36.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
82New |
$1.45K - $1.68K
|
82
$1.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
895New |
$15.8K - $18.3K
|
895
$20.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2New |
$35.4 - $40.9
|
2
$46.2
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
26KNew |
$460K - $532K
|
26K
$601K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
101New |
$1.79K - $2.07K
|
101
$2.33K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
99+ 0.83% |
$1.75K - $2.03K
|
12K
$278K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
144+ 225.0% |
$2.55K - $2.95K
|
208
$4.81K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
555New |
$9.81K - $11.4K
|
555
$12.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
BUY
|
- |
109K+ 5.52% |
$1.93M - $2.24M
|
2.09M
$48.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
12.7KNew |
$224K - $259K
|
12.7K
$293K
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
18.3KNew |
$323K - $374K
|
18.3K
$423K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
139+ 18.31% |
$2.46K - $2.84K
|
898
$20.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-16.6K- 38.45% |
$294K - $340K
|
26.6K
$615K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-881- 8.02% |
$15.6K - $18K
|
10.1K
$233K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3.63KClosed |
$64.1K - $74.2K
|
0
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
8.03KNew |
$142K - $164K
|
8.03K
$186K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.92K- 10.52% |
$33.9K - $39.2K
|
16.3K
$377K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.99K- 5.15% |
$35.2K - $40.7K
|
36.7K
$848K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
37New |
$654 - $757
|
37
$855
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
264New |
$4.67K - $5.4K
|
264
$6.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
268New |
$4.74K - $5.48K
|
268
$6.19K
|
|
| Q3 2022 | |||||||
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
185New |
$3.41K - $4.37K
|
185
$4.28K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-568- 35.81% |
$10.5K - $13.4K
|
1.02K
$23.5K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
200KNew |
$3.69M - $4.72M
|
200K
$4.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
28.9K+ 199.72% |
$534K - $683K
|
43.4K
$1M
|
|