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 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.02K- 1.77% |
$167K - $182K
|
500K
$11.5M
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-16.7K- 17.31% |
$310K - $338K
|
80K
$1.83M
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-26.7K- 42.98% |
$496K - $540K
|
35.5K
$813K
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
12.6K+ 9.69% |
$233K - $254K
|
142K
$3.26M
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-283- 2.58% |
$5.24K - $5.72K
|
10.7K
$245K
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14KNew |
$260K - $283K
|
14K
$321K
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
38.8K+ 11.47% |
$719K - $784K
|
377K
$8.64M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.59K- 7.89% |
$66.6K - $72.6K
|
42K
$961K
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1M- 80.66% |
$18.6M - $20.3M
|
241K
$5.52M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.61K- 87.15% |
$67K - $73K
|
533
$12.2K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-105- 55.26% |
$1.95K - $2.12K
|
85
$1.95K
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.87K- 7.75% |
$34.6K - $37.7K
|
22.2K
$509K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
1+ 0.12% |
$18.5 - $20.2
|
866
$19.8K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-386- 0.04% |
$7.15K - $7.8K
|
934K
$21.4M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.28K- 8.24% |
$116K - $127K
|
69.9K
$1.6M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-7.04K- 7.49% |
$130K - $142K
|
87K
$1.99M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1K- 19.75% |
$18.6K - $20.3K
|
4.08K
$93.4K
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
17.7KNew |
$327K - $357K
|
17.7K
$405K
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
445+ 1.88% |
$8.25K - $8.99K
|
24.1K
$552K
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
489K+ 272.82% |
$9.05M - $9.87M
|
668K
$15.3M
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-12.9K- 8.85% |
$238K - $260K
|
132K
$3.03M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1K+ 18.21% |
$18.5K - $20.2K
|
6.49K
$149K
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
709+ 0.72% |
$13.1K - $14.3K
|
99.8K
$2.29M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.33K+ 3.74% |
$43.2K - $47K
|
64.6K
$1.48M
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
55.7KNew |
$1.03M - $1.13M
|
55.7K
$1.28M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.4K+ 54.22% |
$119K - $129K
|
18.2K
$417K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
102New |
$1.89K - $2.06K
|
102
$2.34K
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
530KNew |
$9.82M - $10.7M
|
530K
$12.1M
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-15.8K- 57.75% |
$293K - $319K
|
11.6K
$265K
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
654+ 2.97% |
$12.1K - $13.2K
|
22.7K
$520K
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-590- 2.15% |
$10.9K - $11.9K
|
26.8K
$614K
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.55K- 5.83% |
$47.3K - $51.6K
|
41.2K
$944K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
58+ 9.56% |
$1.07K - $1.17K
|
665
$15.2K
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.09K- 0.84% |
$20.2K - $22K
|
128K
$2.94M
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
14.3K+ 56.3% |
$266K - $290K
|
39.8K
$912K
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2.66K- 7.45% |
$49.3K - $53.8K
|
33.1K
$758K
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.25K+ 4.68% |
$23.1K - $25.2K
|
27.9K
$638K
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-363- 1.76% |
$6.73K - $7.33K
|
20.2K
$464K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
31New |
$574 - $626
|
31
$710
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.44K+ 5.37% |
$26.6K - $29K
|
28.2K
$646K
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-6.92K- 31.91% |
$128K - $140K
|
14.8K
$339K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
223+ 150.68% |
$4.13K - $4.5K
|
371
$8.5K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-611- 27.04% |
$11.3K - $12.3K
|
1.65K
$37.8K
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
4.37KNew |
$80.9K - $88.2K
|
4.37K
$100K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-605- 0.67% |
$11.2K - $12.2K
|
89.1K
$2.04M
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
800New |
$14.8K - $16.2K
|
800
$18.3K
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-38- 12.14% |
$704 - $768
|
275
$6.3K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-60- 4.48% |
$1.11K - $1.21K
|
1.28K
$29.3K
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
SELL
|
- |
-177- 0.84% |
$3.28K - $3.58K
|
20.8K
$478K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-301- 20.6% |
$5.58K - $6.08K
|
1.16K
$26.6K
|