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 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
95+ 0.78% |
N/A
|
12.3K
$244K
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.87K- 0.97% |
N/A
|
294K
$5.86M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
86New |
N/A
|
86
$1.72K
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
158KNew |
N/A
|
158K
$3.16M
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
24.6K+ 55.68% |
N/A
|
68.8K
$1.37M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
62New |
N/A
|
62
$1.24K
|
|
Oct 12, 2022
Q3 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6.35K+ 1.08% |
N/A
|
594K
$11.9M
|
|
Q2 2022 | |||||||
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-8.34KClosed |
N/A
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1KNew |
N/A
|
1K
$20K
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-624Closed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.15KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.3KNew |
N/A
|
11.3K
$226K
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-177KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$217K
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
376New |
N/A
|
376
$7.5K
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-8.35K- 37.54% |
N/A
|
13.9K
$277K
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-400- 55.4% |
N/A
|
322
$6.42K
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-8.2KClosed |
N/A
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-440Closed |
N/A
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-221KClosed |
N/A
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-8.17KClosed |
N/A
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.59K- 23.1% |
N/A
|
12K
$239K
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-184KClosed |
N/A
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.44KNew |
N/A
|
1.44K
$28.7K
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-9.24KClosed |
N/A
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
22New |
N/A
|
22
$439
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4+ 0.02% |
N/A
|
24.3K
$486K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-893Closed |
N/A
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-552Closed |
N/A
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.97K+ 8.45% |
N/A
|
38.1K
$760K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-216Closed |
N/A
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.1KClosed |
N/A
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-16.3KClosed |
N/A
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
25New |
N/A
|
25
$499
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-78.2KClosed |
N/A
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.37K+ 34.65% |
N/A
|
17K
$339K
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.37K+ 36.29% |
N/A
|
16.4K
$327K
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
17+ 0.18% |
N/A
|
9.62K
$192K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
34New |
N/A
|
34
$678
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.3KNew |
N/A
|
1.3K
$26K
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-212Closed |
N/A
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-115K- 87.12% |
N/A
|
17K
$339K
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-307KClosed |
N/A
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-320K- 93.55% |
N/A
|
22K
$439K
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.82K- 52.11% |
N/A
|
3.51K
$70K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
357New |
N/A
|
357
$7.12K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.11KClosed |
N/A
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-8.61KClosed |
N/A
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
95K+ 75.4% |
N/A
|
221K
$4.41M
|