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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.9K+ 4.45% |
$72.2K - $78.7K
|
91.5K
$2.1M
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-32.9K- 32.35% |
$610K - $665K
|
68.8K
$1.58M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-42.9K- 19.74% |
$796K - $868K
|
175K
$4M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
40+ 2.16% |
$741 - $808
|
1.89K
$43.4K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
13.2K+ 825.0% |
$245K - $267K
|
14.8K
$339K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-17.3K- 39.44% |
$320K - $349K
|
26.5K
$607K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-296- 0.95% |
$5.48K - $5.98K
|
30.8K
$707K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.46K- 89.67% |
$27K - $29.5K
|
168
$3.85K
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-12.1K- 7.92% |
$224K - $244K
|
141K
$3.22M
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-53- 8.69% |
$982 - $1.07K
|
557
$12.8K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-15Closed |
$278 - $303
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-267- 2.49% |
$4.95K - $5.39K
|
10.5K
$240K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.82K- 11.94% |
$52.2K - $56.9K
|
20.8K
$476K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.4K- 54.82% |
$509K - $554K
|
22.6K
$518K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.04K+ 22.02% |
$37.8K - $41.2K
|
11.3K
$259K
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
735+ 1.24% |
$13.6K - $14.8K
|
59.9K
$1.37M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
79+ 0.22% |
$1.46K - $1.6K
|
36.7K
$840K
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.83K- 1.88% |
$33.9K - $37K
|
95.7K
$2.19M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 19.86% |
$336K - $367K
|
110K
$2.51M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.0% |
$37.1 - $40.4
|
102
$2.34K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
918+ 130.77% |
$17K - $18.5K
|
1.62K
$37.1K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.1KNew |
$316K - $345K
|
17.1K
$391K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.8K+ 5.78% |
$274K - $298K
|
270K
$6.19M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32+ 0.1% |
$593 - $646
|
31.7K
$725K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.66K- 6.95% |
$67.8K - $73.9K
|
49K
$1.12M
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
41.4K+ 14.18% |
$767K - $836K
|
333K
$7.64M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.2K- 5.85% |
$411K - $448K
|
357K
$8.17M
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
47+ 0.1% |
$871 - $949
|
49.3K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19K+ 11.77% |
$352K - $384K
|
180K
$4.13M
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-284K- 19.83% |
$5.27M - $5.74M
|
1.15M
$26.3M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
115K+ 4.19% |
$2.12M - $2.31M
|
2.85M
$65.3M
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-162- 0.66% |
$3K - $3.27K
|
24.5K
$560K
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-287- 1.63% |
$5.32K - $5.8K
|
17.3K
$397K
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
14+ 0.04% |
$259 - $283
|
37.1K
$849K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-28.5K- 88.52% |
$528K - $576K
|
3.7K
$84.7K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-58.5K- 11.31% |
$1.08M - $1.18M
|
459K
$10.5M
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
29.4K+ 62.39% |
$545K - $594K
|
76.5K
$1.75M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-109K- 33.28% |
$2.03M - $2.21M
|
219K
$5.02M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-787K- 17.68% |
$14.6M - $15.9M
|
3.67M
$84M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-32K- 4.57% |
$593K - $646K
|
668K
$15.3M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.34K- 5.42% |
$173K - $189K
|
163K
$3.73M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.56K+ 3.04% |
$84.5K - $92.1K
|
154K
$3.54M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-128- 0.69% |
$2.37K - $2.59K
|
18.6K
$425K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
876+ 122.86% |
$16.2K - $17.7K
|
1.59K
$36.4K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
528+ 2.49% |
$9.78K - $10.7K
|
21.8K
$499K
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.34K- 6.36% |
$43.3K - $47.2K
|
34.4K
$788K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.2K+ 33.79% |
$522K - $569K
|
112K
$2.56M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
21.6K+ 1349.13% |
$401K - $437K
|
23.2K
$533K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.74K- 71.18% |
$143K - $156K
|
3.13K
$71.8K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.27K- 10.34% |
$97.6K - $106K
|
45.7K
$1.05M
|