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 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
100New |
$2.06K - $2.33K
|
100
$2.15K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
7.03K+ 1.83% |
$144K - $164K
|
391K
$8.42M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
16.5KNew |
$340K - $384K
|
16.5K
$356K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.02% |
$20.6 - $23.3
|
4.18K
$89.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-79.5K- 51.22% |
$1.63M - $1.85M
|
75.7K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.29KNew |
$67.7K - $76.6K
|
3.29K
$70.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
10.9KNew |
$224K - $254K
|
10.9K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-359- 92.05% |
$7.38K - $8.35K
|
31
$667
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
55.6K+ 16.16% |
$1.14M - $1.29M
|
400K
$8.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
167K+ 22.49% |
$3.44M - $3.9M
|
912K
$19.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
119+ 24.79% |
$2.45K - $2.77K
|
599
$12.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.63K+ 4.31% |
$136K - $154K
|
160K
$3.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-91- 10.69% |
$1.87K - $2.12K
|
760
$16.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
75+ 0.28% |
$1.54K - $1.74K
|
26.6K
$571K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
5.48K+ 5.73% |
$113K - $127K
|
101K
$2.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.42K- 38.24% |
$90.9K - $103K
|
7.14K
$154K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
412New |
$8.47K - $9.58K
|
412
$8.87K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 3.23% |
$28.4K - $32.2K
|
44.2K
$951K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
824New |
$16.9K - $19.2K
|
824
$17.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.8K- 11.94% |
$201K - $228K
|
72.3K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-39- 1.51% |
$801 - $907
|
2.55K
$54.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
156New |
$3.21K - $3.63K
|
156
$3.36K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.7K+ 1.61% |
$365K - $413K
|
1.12M
$24.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-18.8K- 4.1% |
$385K - $436K
|
438K
$9.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
103K+ 1.36% |
$2.11M - $2.39M
|
7.65M
$165M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.4K- 2.6% |
$295K - $334K
|
539K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
144+ 0.09% |
$2.96K - $3.35K
|
154K
$3.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
19+ 0.07% |
$390 - $442
|
27.5K
$591K
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
21.5KNew |
$441K - $500K
|
21.5K
$462K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-12K- 8.31% |
$246K - $278K
|
132K
$2.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 1.22% |
$61.7 - $69.8
|
248
$5.34K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.04K+ 19.87% |
$41.9K - $47.4K
|
12.3K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
909K+ 1.72% |
$18.7M - $21.1M
|
53.8M
$1.16B
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-112- 0.61% |
$2.3K - $2.61K
|
18.2K
$392K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5.1K+ 34.11% |
$105K - $119K
|
20.1K
$431K
|
|
|
Feb 11, 2025
Q4 2024
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
13.5KNew |
$277K - $313K
|
13.5K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
13New |
$267 - $302
|
13
$280
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
96New |
$1.97K - $2.23K
|
96
$2.07K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
43.1KNew |
$887K - $1M
|
43.1K
$929K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
52New |
$1.07K - $1.21K
|
52
$1.12K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.15K- 9.97% |
$106K - $120K
|
46.4K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.4K+ 23.35% |
$193K - $219K
|
49.6K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
749+ 6.09% |
$15.4K - $17.4K
|
13K
$281K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 1.52% |
$61.7 - $69.8
|
200
$4.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.13K+ 5.27% |
$23.3K - $26.4K
|
22.6K
$487K
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-69.5K- 4.47% |
$1.43M - $1.62M
|
1.49M
$32M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3New |
$61.7 - $69.8
|
3
$64.6
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.53K- 58.08% |
$31.5K - $35.7K
|
1.11K
$23.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.27K+ 8.58% |
$87.8K - $99.3K
|
54.1K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
253K+ 3.62% |
$5.2M - $5.88M
|
7.23M
$156M
|