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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-137- 0.41% |
$2.71K - $3.22K
|
32.9K
$749K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
232+ 1.15% |
$4.59K - $5.46K
|
20.5K
$466K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
602+ 4.3% |
$11.9K - $14.2K
|
14.6K
$332K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-643- 3.21% |
$12.7K - $15.1K
|
19.4K
$441K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
339K+ 389.87% |
$6.71M - $7.98M
|
426K
$9.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
97+ 0.26% |
$1.92K - $2.28K
|
37.1K
$843K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.12K- 10.19% |
$141K - $168K
|
62.8K
$1.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
138K+ 3374.4% |
$2.72M - $3.24M
|
142K
$3.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
94+ 12.42% |
$1.86K - $2.21K
|
851
$19.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.26K- 60.83% |
$24.9K - $29.6K
|
810
$18.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
444+ 264.29% |
$8.78K - $10.4K
|
612
$13.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
56New |
$1.11K - $1.32K
|
56
$1.27K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
375+ 1.65% |
$7.42K - $8.82K
|
23.1K
$524K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.12K- 2.65% |
$22.1K - $26.3K
|
41.1K
$933K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-233- 0.36% |
$4.61K - $5.48K
|
64.4K
$1.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-6.22K- 39.52% |
$123K - $146K
|
9.52K
$217K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$36.1K - $42.9K
|
1.82K
$41.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
26.8K+ 6.63% |
$530K - $631K
|
431K
$9.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
9.98KNew |
$197K - $235K
|
9.98K
$227K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
245+ 1.57% |
$4.85K - $5.76K
|
15.9K
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.91KNew |
$57.5K - $68.4K
|
2.91K
$66.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
634+ 0.71% |
$12.5K - $14.9K
|
89.7K
$2.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-318- 47.18% |
$6.29K - $7.48K
|
356
$8.1K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-40.8K- 54.71% |
$806K - $959K
|
33.8K
$768K
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
970+ 1.9% |
$19.2K - $22.8K
|
51.9K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5.23K- 5.81% |
$103K - $123K
|
84.8K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.64K- 10.89% |
$32.5K - $38.6K
|
13.4K
$305K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.91KNew |
$37.7K - $44.9K
|
1.91K
$43.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-157- 1.52% |
$3.11K - $3.69K
|
10.2K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-6.39K- 4.83% |
$126K - $150K
|
126K
$2.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
964+ 4.57% |
$19.1K - $22.7K
|
22.1K
$502K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-91- 0.63% |
$1.8K - $2.14K
|
14.3K
$326K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.21K- 5.5% |
$43.7K - $52K
|
38K
$864K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-210K- 85.46% |
$4.15M - $4.93M
|
35.7K
$811K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.21K+ 831.23% |
$83.2K - $99K
|
4.71K
$107K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.1K+ 5.71% |
$21.7K - $25.8K
|
20.3K
$462K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-89- 0.87% |
$1.76K - $2.09K
|
10.2K
$232K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.1K- 3.74% |
$358K - $426K
|
466K
$10.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-132- 0.47% |
$2.61K - $3.11K
|
28K
$638K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1+ 8.33% |
$19.8 - $23.5
|
13
$296
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.23K- 3.06% |
$24.3K - $28.9K
|
39K
$886K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-279- 0.51% |
$5.52K - $6.56K
|
54.8K
$1.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-670- 1.15% |
$13.3K - $15.8K
|
57.4K
$1.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-332- 1.24% |
$6.57K - $7.81K
|
26.5K
$602K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-17.5K- 13.67% |
$347K - $413K
|
111K
$2.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10+ 1.63% |
$198 - $235
|
622
$14.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
67New |
$1.33K - $1.58K
|
67
$1.52K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1KNew |
$19.8K - $23.5K
|
1K
$22.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.8K+ 67.22% |
$333K - $396K
|
41.9K
$952K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-40.6K- 68.3% |
$802K - $955K
|
18.8K
$428K
|