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 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-16.6K- 38.45% |
$294K - $340K
|
26.6K
$565K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-881- 8.02% |
$15.6K - $18K
|
10.1K
$215K
|
|
|
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
$171K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.92K- 10.52% |
$33.9K - $39.2K
|
16.3K
$346K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.99K- 5.15% |
$35.2K - $40.7K
|
36.7K
$779K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
37New |
$654 - $757
|
37
$786
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
264New |
$4.67K - $5.4K
|
264
$5.61K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
268New |
$4.74K - $5.48K
|
268
$5.69K
|
|
| Q3 2022 | |||||||
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
185New |
$3.41K - $4.37K
|
185
$3.93K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-568- 35.81% |
$10.5K - $13.4K
|
1.02K
$21.6K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
200KNew |
$3.69M - $4.72M
|
200K
$4.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
28.9K+ 199.72% |
$534K - $683K
|
43.4K
$923K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
14.9KNew |
$275K - $351K
|
14.9K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.92K- 22.8% |
$128K - $163K
|
23.4K
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
109KNew |
$2.01M - $2.57M
|
109K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-3.65K- 24.78% |
$67.3K - $86.1K
|
11.1K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-198- 1.19% |
$3.65K - $4.67K
|
16.4K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-1.65K- 12.65% |
$30.4K - $38.9K
|
11.4K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
300KNew |
$5.54M - $7.08M
|
300K
$6.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
18New |
$332 - $425
|
18
$382
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-240- 34.29% |
$4.43K - $5.66K
|
460
$9.77K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
174New |
$3.21K - $4.11K
|
174
$3.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.67K- 8.86% |
$30.8K - $39.3K
|
17.1K
$364K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
557+ 1.56% |
$10.3K - $13.1K
|
36.2K
$768K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.96KNew |
$54.6K - $69.9K
|
2.96K
$62.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-8.03K- 28.79% |
$148K - $189K
|
19.9K
$422K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.5KNew |
$120K - $153K
|
6.5K
$138K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-40K- 79.46% |
$739K - $945K
|
10.3K
$220K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
7.6KNew |
$140K - $179K
|
7.6K
$161K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
71.8KNew |
$1.32M - $1.69M
|
71.8K
$1.52M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-15- 0.05% |
$277 - $354
|
29K
$616K
|
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
519+ 1.97% |
$9.58K - $12.2K
|
26.8K
$569K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.39K- 15.2% |
$44K - $56.3K
|
13.3K
$283K
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
186KNew |
$3.42M - $4.38M
|
186K
$3.94M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
95+ 0.78% |
$1.75K - $2.24K
|
12.3K
$260K
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.87K- 0.97% |
$52.9K - $67.6K
|
294K
$6.24M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
158KNew |
$2.92M - $3.73M
|
158K
$3.36M
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
24.6K+ 55.68% |
$454K - $581K
|
68.8K
$1.46M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
62New |
$1.14K - $1.46K
|
62
$1.32K
|
|
|
Oct 12, 2022
Q3 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6.35K+ 1.08% |
$117K - $150K
|
594K
$12.6M
|
|
| 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
$21.2K
|
|
|
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
$241K
|
|
|
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
$231K
|
|