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 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
253K+ 3.62% |
$5.2M - $5.88M
|
7.23M
$154M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-834- 5.71% |
$17.1K - $19.4K
|
13.8K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-13.8K- 9.79% |
$284K - $321K
|
127K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
7.48K+ 17.97% |
$154K - $174K
|
49.1K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-27- 2.13% |
$555 - $628
|
1.24K
$26.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7+ 0.01% |
$144 - $163
|
106K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
5.65K+ 9.1% |
$116K - $132K
|
67.8K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
53.4KNew |
$1.1M - $1.24M
|
53.4K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
45.4KNew |
$934K - $1.06M
|
45.4K
$968K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
22.1KNew |
$453K - $513K
|
22.1K
$470K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-39.4K- 4.12% |
$809K - $916K
|
917K
$19.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.29K+ 310.11% |
$129K - $146K
|
8.32K
$177K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300New |
$6.17K - $6.98K
|
300
$6.39K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.17K+ 26.46% |
$65.2K - $73.8K
|
15.2K
$323K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
365New |
$7.5K - $8.49K
|
365
$7.77K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
3New |
$61.7 - $69.8
|
3
$63.9
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
852+ 3.16% |
$17.5K - $19.8K
|
27.8K
$593K
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-4.08K- 1.16% |
$83.9K - $95K
|
348K
$7.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.62K+ 5.47% |
$115K - $131K
|
108K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.95% |
$61.7 - $69.8
|
318
$6.77K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.08K+ 4.35% |
$42.8K - $48.5K
|
49.9K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-63- 17.85% |
$1.29K - $1.47K
|
290
$6.18K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-24.3K- 34.52% |
$500K - $566K
|
46.1K
$983K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.94K- 0.37% |
$39.9K - $45.1K
|
516K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-272- 0.92% |
$5.59K - $6.33K
|
29.4K
$626K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.12K+ 2.48% |
$64.1K - $72.6K
|
129K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-180- 1.3% |
$3.7K - $4.19K
|
13.6K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-406K- 69.42% |
$8.34M - $9.43M
|
179K
$3.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.84K+ 5.27% |
$99.4K - $112K
|
96.6K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
69.4K+ 48.99% |
$1.43M - $1.61M
|
211K
$4.49M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
182K+ 21.04% |
$3.74M - $4.23M
|
1.05M
$22.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.08K- 3.75% |
$42.7K - $48.4K
|
53.4K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.86K- 5.5% |
$38.2K - $43.3K
|
31.9K
$680K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.8K+ 7.94% |
$57.6K - $65.2K
|
38.1K
$812K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-537- 13.67% |
$11K - $12.5K
|
3.39K
$72.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
29.4K+ 25.48% |
$603K - $683K
|
145K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
2.43K+ 10.73% |
$49.9K - $56.5K
|
25.1K
$534K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.32K+ 311.28% |
$47.7K - $53.9K
|
3.06K
$65.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-337- 1.63% |
$6.93K - $7.84K
|
20.3K
$433K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8+ 1.12% |
$164 - $186
|
723
$15.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
160KNew |
$3.28M - $3.72M
|
160K
$3.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
326New |
$6.7K - $7.58K
|
326
$6.94K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
220+ 110.0% |
$4.52K - $5.12K
|
420
$8.95K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
90+ 43.06% |
$1.85K - $2.09K
|
299
$6.37K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.7K+ 2.57% |
$76K - $86K
|
147K
$3.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.17K+ 21.07% |
$44.7K - $50.5K
|
12.5K
$266K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
851K+ 3.08% |
$17.5M - $19.8M
|
28.4M
$606M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.28K+ 15.45% |
$67.5K - $76.4K
|
24.5K
$523K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-684- 0.86% |
$14.1K - $15.9K
|
79.3K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-298- 0.94% |
$6.12K - $6.93K
|
31.5K
$671K
|