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 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
147New |
$2.91K - $3.46K
|
147
$3.34K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
22+ 6.65% |
$435 - $518
|
353
$8.03K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
464+ 2.89% |
$9.18K - $10.9K
|
16.5K
$375K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
25+ 0.99% |
$495 - $588
|
2.56K
$58.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.05K- 51.07% |
$20.7K - $24.7K
|
1K
$22.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.04K- 11.98% |
$60.2K - $71.6K
|
22.4K
$509K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.63K+ 21.25% |
$71.7K - $85.3K
|
20.7K
$470K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.93K+ 3.77% |
$97.5K - $116K
|
136K
$3.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-875- 54.01% |
$17.3K - $20.6K
|
745
$16.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-41K- 29.18% |
$811K - $965K
|
99.5K
$2.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
7.07K+ 1.86% |
$140K - $166K
|
388K
$8.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.43K- 3.9% |
$28.4K - $33.7K
|
35.3K
$803K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
144K+ 2.1% |
$2.84M - $3.38M
|
6.98M
$159M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.44K- 15.99% |
$127K - $151K
|
33.8K
$769K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.09K- 6.79% |
$61K - $72.6K
|
42.4K
$964K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-625- 5.85% |
$12.4K - $14.7K
|
10.1K
$229K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.63K- 1.0% |
$32.3K - $38.4K
|
161K
$3.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
10KNew |
$199K - $236K
|
10K
$228K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
964+ 4.34% |
$19.1K - $22.7K
|
23.2K
$527K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.45K+ 8.95% |
$127K - $152K
|
78.4K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-57.5K- 23.98% |
$1.14M - $1.35M
|
182K
$4.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-8.3K- 18.25% |
$164K - $195K
|
37.2K
$845K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.35K+ 4.64% |
$86.1K - $102K
|
98.1K
$2.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
222K+ 12.78% |
$4.4M - $5.23M
|
1.96M
$44.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
351+ 2.59% |
$6.94K - $8.26K
|
13.9K
$316K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 0.2% |
$158 - $188
|
3.93K
$89.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
280+ 0.84% |
$5.54K - $6.59K
|
33.8K
$769K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
78.3KNew |
$1.55M - $1.84M
|
78.3K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 0.36% |
$19.8 - $23.5
|
276
$6.28K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-770- 0.8% |
$15.2K - $18.1K
|
95.5K
$2.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-271- 2.45% |
$5.36K - $6.38K
|
10.8K
$245K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-3.09K- 17.2% |
$61K - $72.6K
|
14.9K
$338K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-20.1K- 2.19% |
$398K - $474K
|
898K
$20.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.14K+ 11.19% |
$22.5K - $26.7K
|
11.3K
$257K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
607+ 3.64% |
$12K - $14.3K
|
17.3K
$393K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6New |
$119 - $141
|
6
$136
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-26- 14.53% |
$514 - $612
|
153
$3.48K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.32K- 1.08% |
$26K - $30.9K
|
120K
$2.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.49K- 5.09% |
$188K - $223K
|
177K
$4.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-524- 0.74% |
$10.4K - $12.3K
|
70.4K
$1.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.04K+ 61.12% |
$20.5K - $24.4K
|
2.73K
$62.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
4.49K+ 4.5% |
$88.8K - $106K
|
104K
$2.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-527- 5.09% |
$10.4K - $12.4K
|
9.82K
$223K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
322+ 1.1% |
$6.37K - $7.58K
|
29.7K
$674K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.1K+ 104.73% |
$556K - $662K
|
55K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1- -0.0% |
$19.8 - $23.5
|
36.6K
$831K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-586- 2.81% |
$11.6K - $13.8K
|
20.3K
$461K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
320K+ 1.17% |
$6.32M - $7.52M
|
27.6M
$627M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
255+ 1.1% |
$5.04K - $6K
|
23.4K
$532K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
4.56K+ 1.31% |
$90.1K - $107K
|
352K
$8M
|