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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
14.9KNew |
$275K - $351K
|
14.9K
$344K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.92K- 22.8% |
$128K - $163K
|
23.4K
$542K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
109KNew |
$2.01M - $2.57M
|
109K
$2.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-3.65K- 24.78% |
$67.3K - $86.1K
|
11.1K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-198- 1.19% |
$3.65K - $4.67K
|
16.4K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-1.65K- 12.65% |
$30.4K - $38.9K
|
11.4K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
300KNew |
$5.54M - $7.08M
|
300K
$6.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
18New |
$332 - $425
|
18
$416
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-240- 34.29% |
$4.43K - $5.66K
|
460
$10.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
174New |
$3.21K - $4.11K
|
174
$4.02K
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.67K- 8.86% |
$30.8K - $39.3K
|
17.1K
$396K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
557+ 1.56% |
$10.3K - $13.1K
|
36.2K
$836K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.96KNew |
$54.6K - $69.9K
|
2.96K
$68.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-8.03K- 28.79% |
$148K - $189K
|
19.9K
$459K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.5KNew |
$120K - $153K
|
6.5K
$150K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-40K- 79.46% |
$739K - $945K
|
10.3K
$239K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
7.6KNew |
$140K - $179K
|
7.6K
$176K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
71.8KNew |
$1.32M - $1.69M
|
71.8K
$1.66M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-15- 0.05% |
$277 - $354
|
29K
$670K
|
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
519+ 1.97% |
$9.58K - $12.2K
|
26.8K
$620K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.39K- 15.2% |
$44K - $56.3K
|
13.3K
$308K
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
186KNew |
$3.42M - $4.38M
|
186K
$4.29M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
95+ 0.78% |
$1.75K - $2.24K
|
12.3K
$283K
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.87K- 0.97% |
$52.9K - $67.6K
|
294K
$6.79M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
158KNew |
$2.92M - $3.73M
|
158K
$3.65M
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
24.6K+ 55.68% |
$454K - $581K
|
68.8K
$1.59M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
62New |
$1.14K - $1.46K
|
62
$1.43K
|
|
|
Oct 12, 2022
Q3 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6.35K+ 1.08% |
$117K - $150K
|
594K
$13.7M
|
|
| Q2 2022 | |||||||
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-287Closed |
$5.79K - $7.45K
|
0
$0
|
|
|
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-8.34KClosed |
$168K - $217K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1KNew |
$20.2K - $26K
|
1K
$23.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2Closed |
$40.4 - $51.9
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-624Closed |
$12.6K - $16.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.15KClosed |
$23.3K - $29.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.3KNew |
$229K - $295K
|
11.3K
$262K
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-177KClosed |
$3.57M - $4.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$219K - $282K
|
10.9K
$251K
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
376New |
$7.59K - $9.76K
|
376
$8.69K
|
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-8.35K- 37.54% |
$169K - $217K
|
13.9K
$321K
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-400- 55.4% |
$8.07K - $10.4K
|
322
$7.44K
|
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-8.2KClosed |
$165K - $213K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-440Closed |
$8.88K - $11.4K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-221KClosed |
$4.47M - $5.75M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-8.17KClosed |
$165K - $212K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.59K- 23.1% |
$72.5K - $93.3K
|
12K
$276K
|
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-184KClosed |
$3.71M - $4.78M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.44KNew |
$29.1K - $37.4K
|
1.44K
$33.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-9.24KClosed |
$186K - $240K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4+ 0.02% |
$80.7 - $104
|
24.3K
$562K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-893Closed |
$18K - $23.2K
|
0
$0
|
|