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 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11.6KClosed |
$269K - $274K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-205Closed |
$4.75K - $4.84K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-97Closed |
$2.25K - $2.29K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-6Closed |
$139 - $142
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.15KClosed |
$26.7K - $27.2K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.51KClosed |
$35K - $35.7K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-128K- 98.14% |
$2.97M - $3.03M
|
2.44K
$50.9K
|
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-891Closed |
$20.7K - $21K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-4Closed |
$92.7 - $94.4
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-762Closed |
$17.7K - $18K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 16, 2019
Q2 2019
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-51.1KClosed |
N/A
|
0
$0
|
|
|
Aug 16, 2019
Q2 2019
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.46KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.5KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-26.8KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-240Closed |
N/A
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.13KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-3.53KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-336Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-567Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Churchill Management Corp
|
SELL
|
- |
-5.32KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-384Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Jun 03, 2019
Q1 2019
|
Lake Point Wealth Management
|
BUY
|
- |
119New |
N/A
|
119
$2.48K
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.8KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-339Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-7Closed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-1.8KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-18Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Phillips Financial Management, LLC
|
SELL
|
- |
-11.1KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.43KClosed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Essex Savings Bank
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-18Closed |
N/A
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Financial Consulate, Inc
|
SELL
|
- |
-38.1KClosed |
N/A
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-7.94KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Corundum Group, Inc.
|
SELL
|
- |
-9.59KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
197KNew |
N/A
|
197K
$4.1M
|
|
|
Feb 14, 2019
Q4 2018
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-6.29KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-129KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-47.7KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
24+ 184.62% |
N/A
|
37
$772
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-555Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.98KClosed |
N/A
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Retirement Planning Group
|
SELL
|
- |
-5.76KClosed |
N/A
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Capital Advisors Inc
|
SELL
|
- |
-48.8KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-49Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-18.1KClosed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-12Closed |
N/A
|
0
$0
|
|
|
Jan 22, 2019
Q4 2018
|
Carlson Capital Management
|
SELL
|
- |
-4.83KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 19, 2018
Q3 2018
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-17.7KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
22.4KNew |
N/A
|
22.4K
$467K
|
|