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 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
1.9K+ 2.66% |
$35.1K - $38.3K
|
73.1K
$1.68M
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-551Closed |
$10.2K - $11.1K
|
0
$0
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
366+ 2.21% |
$6.78K - $7.39K
|
16.9K
$388K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
29+ 19.33% |
$537 - $586
|
179
$4.1K
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5.74K- 90.83% |
$106K - $116K
|
580
$13.3K
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-15.6K- 9.83% |
$288K - $314K
|
143K
$3.27M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
40New |
$741 - $808
|
40
$916
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.21K+ 8.2% |
$22.4K - $24.4K
|
15.9K
$365K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
57.4M+ 209.87% |
$1.06B - $1.16B
|
84.7M
$1.94B
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-217K- 89.23% |
$4.03M - $4.39M
|
26.2K
$601K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.3K- 1.61% |
$117K - $127K
|
386K
$8.84M
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-3.49K- 3.4% |
$64.7K - $70.5K
|
99.4K
$2.28M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
40.6K+ 154.14% |
$752K - $819K
|
66.9K
$1.53M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.51K- 0.77% |
$121K - $131K
|
834K
$19.1M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.07K+ 14.06% |
$19.9K - $21.7K
|
8.71K
$200K
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16- 0.09% |
$296 - $323
|
18.1K
$415K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-85.8K- 8.0% |
$1.59M - $1.73M
|
986K
$22.6M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.76K+ 1.17% |
$51.2K - $55.8K
|
240K
$5.49M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.49K+ 20.45% |
$27.6K - $30K
|
8.76K
$201K
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-18.6K- 49.21% |
$345K - $376K
|
19.2K
$440K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
247+ 13.68% |
$4.58K - $4.99K
|
2.05K
$47K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-254- 2.39% |
$4.71K - $5.13K
|
10.4K
$237K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
135+ 3375.0% |
$2.5K - $2.73K
|
139
$3.18K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-36.9K- 75.52% |
$684K - $746K
|
12K
$274K
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.58K- 4.14% |
$66.2K - $72.2K
|
82.8K
$1.9M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26K+ 35.14% |
$482K - $526K
|
100K
$2.29M
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-10.5K- 38.58% |
$195K - $213K
|
16.8K
$384K
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.13K- 3.53% |
$20.9K - $22.8K
|
30.8K
$706K
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
14.4K+ 3.51% |
$267K - $291K
|
424K
$9.72M
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.55K+ 14.88% |
$103K - $112K
|
42.9K
$982K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10.2KNew |
$189K - $206K
|
10.2K
$234K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
19.7KNew |
$365K - $398K
|
19.7K
$452K
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.51K+ 0.94% |
$28K - $30.5K
|
163K
$3.74M
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
23+ 0.03% |
$426 - $465
|
71K
$1.63M
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
12.5K+ 3.19% |
$231K - $252K
|
404K
$9.26M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-490- 4.58% |
$9.08K - $9.9K
|
10.2K
$234K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.74K+ 6.71% |
$106K - $116K
|
91.2K
$2.09M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
36New |
$667 - $727
|
36
$825
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-155- 89.6% |
$2.87K - $3.13K
|
18
$412
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-222- 25.31% |
$4.11K - $4.48K
|
655
$15K
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
322+ 2.43% |
$5.97K - $6.5K
|
13.6K
$311K
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.02K- 5.5% |
$55.9K - $61K
|
51.9K
$1.19M
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
18.3KNew |
$339K - $370K
|
18.3K
$419K
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-260- 0.66% |
$4.82K - $5.25K
|
39K
$893K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.08K- 4.13% |
$20K - $21.8K
|
25K
$574K
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.45K+ 4.79% |
$45.3K - $49.4K
|
53.5K
$1.23M
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-29.5K- 15.37% |
$547K - $596K
|
163K
$3.72M
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-400- 3.72% |
$7.41K - $8.08K
|
10.3K
$237K
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4.21K+ 17.44% |
$78K - $85.1K
|
28.4K
$650K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.1K+ 9.35% |
$651K - $709K
|
411K
$9.41M
|