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 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-303K- 9.2% |
$6.23M - $7.05M
|
2.99M
$64.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
15New |
$308 - $349
|
15
$323
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.68KNew |
$96.2K - $109K
|
4.68K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.54K+ 11.64% |
$52.2K - $59.1K
|
24.4K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.25K+ 3.37% |
$66.8K - $75.6K
|
99.6K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
256KNew |
$5.26M - $5.95M
|
256K
$5.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
48+ 4.78% |
$986 - $1.12K
|
1.05K
$22.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.01MNew |
$20.7M - $23.4M
|
1.01M
$21.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
21.7K+ 2.67% |
$446K - $505K
|
833K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.67K+ 2.72% |
$54.8K - $62K
|
101K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.71K- 1.03% |
$76.2K - $86.3K
|
357K
$7.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30Closed |
$617 - $698
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
127+ 0.16% |
$2.61K - $2.95K
|
77.9K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.08K+ 48.28% |
$125K - $142K
|
18.7K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.95% |
$61.7 - $69.8
|
318
$6.84K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.59K- 0.98% |
$73.8K - $83.5K
|
363K
$7.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-27- 0.24% |
$555 - $628
|
11.2K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
3.49K+ 0.81% |
$71.7K - $81.1K
|
435K
$9.35M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-149- 31.77% |
$3.06K - $3.47K
|
320
$6.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-62- 0.25% |
$1.27K - $1.44K
|
24.5K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.74K- 8.08% |
$35.8K - $40.5K
|
19.8K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
545+ 1.75% |
$11.2K - $12.7K
|
31.8K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.03K+ 22.43% |
$21.1K - $23.9K
|
5.6K
$121K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
428New |
$8.8K - $9.96K
|
428
$9.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.3K+ 6.09% |
$561K - $635K
|
476K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.13K+ 12.25% |
$84.8K - $96K
|
37.8K
$814K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.05K- 85.97% |
$83.2K - $94.2K
|
661
$14.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
44.4KNew |
$912K - $1.03M
|
44.4K
$955K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
89New |
$1.83K - $2.07K
|
89
$1.92K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
SELL
|
- |
-3- 0.01% |
$61.7 - $69.8
|
20.3K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.85K+ 14.86% |
$79.1K - $89.6K
|
29.8K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-49- 0.55% |
$1.01K - $1.14K
|
8.9K
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.15K+ 2.56% |
$106K - $120K
|
206K
$4.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-256- 1.48% |
$5.26K - $5.95K
|
17.1K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-808- 0.23% |
$16.6K - $18.8K
|
346K
$7.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
480New |
$9.86K - $11.2K
|
480
$10.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.89K+ 4.3% |
$38.8K - $44K
|
45.9K
$987K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.81K+ 2.37% |
$37.2K - $42.1K
|
78.1K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
700+ 22.77% |
$14.4K - $16.3K
|
3.77K
$81.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-19.8K- 19.85% |
$406K - $460K
|
79.8K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.26K- 70.18% |
$26K - $29.4K
|
537
$11.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.11K+ 20.81% |
$187K - $212K
|
52.9K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
18New |
$370 - $419
|
18
$387
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
442New |
$9.08K - $10.3K
|
442
$9.51K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.61K- 36.41% |
$136K - $154K
|
11.5K
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-814- 5.86% |
$16.7K - $18.9K
|
13.1K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-199- 98.03% |
$4.09K - $4.63K
|
4
$86.1
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-161- 1.84% |
$3.31K - $3.74K
|
8.59K
$185K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
137+ 13.14% |
$2.82K - $3.19K
|
1.18K
$25.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
958+ 3.03% |
$19.7K - $22.3K
|
32.6K
$701K
|