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 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-138- 5.66% |
$2.84K - $3.21K
|
2.3K
$49K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
9.21K+ 4.37% |
$189K - $214K
|
220K
$4.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.74K- 9.03% |
$35.8K - $40.5K
|
17.5K
$373K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.34K+ 61.56% |
$110K - $124K
|
14K
$298K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
983New |
$20.2K - $22.9K
|
983
$20.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
2.06K+ 11.91% |
$42.3K - $47.9K
|
19.3K
$412K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
86New |
$1.77K - $2K
|
86
$1.83K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.01K+ 1500.0% |
$20.7K - $23.4K
|
1.07K
$22.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.21K+ 25.67% |
$86.4K - $97.8K
|
20.6K
$439K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.11K- 7.46% |
$22.8K - $25.8K
|
13.7K
$293K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-6.27K- 5.25% |
$129K - $146K
|
113K
$2.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-761- 0.85% |
$15.6K - $17.7K
|
89K
$1.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.6K+ 4.86% |
$238K - $269K
|
250K
$5.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
34K+ 40.64% |
$700K - $792K
|
118K
$2.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11.2K- 4.81% |
$230K - $261K
|
222K
$4.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
230+ 84.56% |
$4.73K - $5.35K
|
502
$10.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.09K+ 22.12% |
$105K - $118K
|
28.1K
$598K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.53K+ 5.1% |
$31.3K - $35.5K
|
31.4K
$669K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-656- 5.35% |
$13.5K - $15.3K
|
11.6K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 16.13% |
$103 - $116
|
26
$554
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
19.9KNew |
$408K - $462K
|
19.9K
$423K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
192New |
$3.95K - $4.47K
|
192
$4.09K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.64K- 1.9% |
$54.2K - $61.3K
|
136K
$2.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.74K+ 10.54% |
$76.8K - $86.9K
|
39.2K
$835K
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
25.8K+ 32.3% |
$531K - $601K
|
106K
$2.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-145- 0.77% |
$2.98K - $3.37K
|
18.7K
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.41K- 11.38% |
$49.4K - $56K
|
18.7K
$399K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-22K- 1.9% |
$452K - $512K
|
1.14M
$24.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.32K- 2.09% |
$47.6K - $53.8K
|
108K
$2.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-200- 1.12% |
$4.11K - $4.65K
|
17.7K
$378K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
501K+ 910294.56% |
$10.3M - $11.6M
|
501K
$10.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.75K- 8.78% |
$77.1K - $87.2K
|
39K
$830K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
15.7K+ 154.33% |
$323K - $365K
|
25.9K
$552K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-312K- 15.92% |
$6.42M - $7.27M
|
1.65M
$35.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
466+ 3.64% |
$9.58K - $10.8K
|
13.3K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
487+ 2.08% |
$10K - $11.3K
|
23.9K
$509K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-43.5K- 60.7% |
$894K - $1.01M
|
28.2K
$600K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-548- 2.36% |
$11.3K - $12.7K
|
22.6K
$482K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.11K+ 14.07% |
$146K - $165K
|
57.7K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-994- 4.66% |
$20.4K - $23.1K
|
20.4K
$434K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.78K+ 11.16% |
$77.6K - $87.9K
|
37.6K
$801K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.58K- 37.57% |
$73.5K - $83.2K
|
5.95K
$127K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
181+ 0.46% |
$3.72K - $4.21K
|
39.1K
$834K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-3.66K- 2.28% |
$75.3K - $85.2K
|
157K
$3.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-145- 50.88% |
$2.98K - $3.37K
|
140
$2.98K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.66K- 79.12% |
$34.2K - $38.7K
|
439
$9.35K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
60+ 0.29% |
$1.23K - $1.4K
|
20.5K
$437K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-523- 2.49% |
$10.7K - $12.2K
|
20.5K
$436K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
35+ 109.38% |
$719 - $814
|
67
$1.43K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
162+ 1.14% |
$3.33K - $3.77K
|
14.4K
$307K
|