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 13, 2020
Q3 2020
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-181KClosed |
$3.08M - $3.39M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-51.7KClosed |
$879K - $969K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-18.2KClosed |
$310K - $342K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-59Closed |
$1K - $1.11K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-123KClosed |
$2.09M - $2.3M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-8.03KClosed |
$136K - $150K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Xr Securities LLC
|
SELL
|
- |
-26.6KClosed |
$451K - $497K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-12.2KClosed |
$208K - $229K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.01KClosed |
$34.1K - $37.6K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-551Closed |
$9.36K - $10.3K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-80Closed |
$1.36K - $1.5K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-185Closed |
$3.14K - $3.47K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-15.9KClosed |
$270K - $298K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Wall Capital Group, Inc.
|
SELL
|
- |
-13.9KClosed |
$236K - $260K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-47Closed |
$799 - $880
|
0
$0
|
|
| Q2 2020 | |||||||
|
Dec 19, 2024
Q2 2020
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.81KClosed |
$26.7K - $36.8K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-249- 24.17% |
$3.68K - $5.07K
|
781
$16.3K
|
|
|
Aug 20, 2020
Q2 2020
|
Cypress Capital, LLC
|
SELL
|
- |
-201KClosed |
$2.97M - $4.09M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-613Closed |
$9.05K - $12.5K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-73Closed |
$1.08K - $1.49K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.21KClosed |
$91.8K - $126K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-13Closed |
$192 - $265
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-34KClosed |
$502K - $692K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-114KClosed |
$1.68M - $2.32M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Kingfisher Capital LLC
|
SELL
|
- |
-8.84KClosed |
$131K - $180K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-100Closed |
$1.48K - $2.04K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-78Closed |
$1.15K - $1.59K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-126Closed |
$1.86K - $2.56K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-14.5KClosed |
$214K - $294K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-695Closed |
$10.3K - $14.1K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-105KClosed |
$1.55M - $2.13M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
85New |
$1.26K - $1.73K
|
85
$1.77K
|
|
|
Aug 07, 2020
Q2 2020
|
Citizens & Northern Corp
|
SELL
|
- |
-315KClosed |
$4.65M - $6.41M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-100Closed |
$1.48K - $2.04K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-6.86KClosed |
$101K - $140K
|
0
$0
|
|
|
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
$529K
|
|
|
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
|
|