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 05, 2020
Q2 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-1.25KClosed |
$18.4K - $25.4K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Legacy Bridge, LLC
|
SELL
|
- |
-25Closed |
$369 - $509
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-69.6KClosed |
$1.03M - $1.42M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-8.46KClosed |
$125K - $172K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-280Closed |
$4.14K - $5.7K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
25.3KNew |
$374K - $516K
|
25.3K
$532K
|
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.09KClosed |
$16.1K - $22.2K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
SELL
|
- |
-12.2KClosed |
$181K - $249K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-1.18KClosed |
$17.4K - $23.9K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-28Closed |
$414 - $570
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-394Closed |
$5.82K - $8.02K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-28.9KClosed |
$427K - $588K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-17.1KClosed |
$252K - $347K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.4KClosed |
$94.5K - $130K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Dec 12, 2024
Q1 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-16KClosed |
$217K - $388K
|
0
$0
|
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-51.9KClosed |
$703K - $1.26M
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-123Closed |
$1.67K - $2.99K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-4.96KClosed |
$67.1K - $120K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.91KClosed |
$39.5K - $70.7K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.19KClosed |
$83.9K - $150K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$13.5 - $24.3
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-115KClosed |
$1.55M - $2.78M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-10.3KClosed |
$139K - $249K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4.72KClosed |
$63.8K - $114K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-6.8KClosed |
$92.1K - $165K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-159KClosed |
$2.16M - $3.87M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-101KClosed |
$1.37M - $2.46M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3Closed |
$40.6 - $72.8
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-8.04KClosed |
$109K - $195K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-78Closed |
$1.06K - $1.89K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Bridges Investment Management Inc
|
SELL
|
- |
-7.14KClosed |
$96.7K - $173K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12Closed |
$162 - $291
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-5.61KClosed |
$76K - $136K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-5.71KClosed |
$77.3K - $138K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.45KClosed |
$60.2K - $108K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Ieq Capital, LLC
|
SELL
|
- |
-6.97KClosed |
$94.4K - $169K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-5.36KClosed |
$72.6K - $130K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Aspiriant, LLC
|
SELL
|
- |
-21.8KClosed |
$296K - $530K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-53.5KClosed |
$725K - $1.3M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-10.8KClosed |
$146K - $261K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.68KClosed |
$77K - $138K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-25Closed |
$339 - $607
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-56.1KClosed |
$759K - $1.36M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-3Closed |
$40.6 - $72.8
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-58Closed |
$785 - $1.41K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.58KClosed |
$62K - $111K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-78Closed |
$1.06K - $1.89K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Verity Wealth Advisors
|
SELL
|
- |
-5.84KClosed |
$79K - $142K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-50Closed |
$677 - $1.21K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
9.39KNew |
$209K - $226K
|
9.39K
$197K
|
|