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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
783New |
$16.1K - $18.2K
|
783
$16.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.33KNew |
$27.4K - $31K
|
1.33K
$28.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-507- 2.04% |
$10.4K - $11.8K
|
24.4K
$519K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.79K+ 7.34% |
$57.3K - $64.9K
|
40.8K
$868K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.9K+ 3.04% |
$266K - $301K
|
439K
$9.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
461+ 0.72% |
$9.47K - $10.7K
|
64.8K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-789- 3.6% |
$16.2K - $18.4K
|
21.1K
$450K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
34.1K+ 6.3% |
$700K - $792K
|
575K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
32+ 1.1% |
$658 - $744
|
2.94K
$62.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
29+ 0.27% |
$596 - $675
|
10.8K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.31K- 3.53% |
$26.9K - $30.4K
|
35.7K
$761K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-478K- 98.69% |
$9.82M - $11.1M
|
6.34K
$135K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-206- 1.64% |
$4.23K - $4.79K
|
12.4K
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-527- 1.21% |
$10.8K - $12.3K
|
43.1K
$918K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
17+ 0.66% |
$349 - $395
|
2.58K
$55K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-583- 5.17% |
$12K - $13.6K
|
10.7K
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
18.3K+ 30.3% |
$377K - $426K
|
78.8K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
14+ 0.06% |
$288 - $326
|
21.9K
$466K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
553+ 3.36% |
$11.4K - $12.9K
|
17K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
15.6KNew |
$321K - $363K
|
15.6K
$333K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7+ 1.13% |
$144 - $163
|
629
$13.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.86K- 9.12% |
$79.4K - $89.9K
|
38.5K
$820K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-3.1K- 8.35% |
$63.8K - $72.2K
|
34.1K
$726K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-489- 1.48% |
$10K - $11.4K
|
32.4K
$691K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.76% |
$20.6 - $23.3
|
133
$2.83K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
664+ 2.88% |
$13.6K - $15.4K
|
23.7K
$505K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.08KNew |
$22.2K - $25.1K
|
1.08K
$23K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-168- 0.08% |
$3.45K - $3.91K
|
199K
$4.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
8+ 0.08% |
$164 - $186
|
9.53K
$203K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
160K+ 499.68% |
$3.29M - $3.72M
|
192K
$4.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.2K+ 1.32% |
$292K - $330K
|
1.09M
$23.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.77K+ 14.87% |
$160K - $181K
|
60K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
952New |
$19.6K - $22.1K
|
952
$20.3K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 1.09% |
$61.7 - $69.8
|
279
$5.94K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
951+ 7.56% |
$19.5K - $22.1K
|
13.5K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
8.33K+ 24.71% |
$171K - $194K
|
42K
$895K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-342- 1.22% |
$7.03K - $7.95K
|
27.7K
$590K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.02K- 8.83% |
$21K - $23.7K
|
10.5K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
96+ 18.53% |
$1.97K - $2.23K
|
614
$13.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-708- 3.46% |
$14.5K - $16.5K
|
19.8K
$421K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.88K- 20.67% |
$59.1K - $66.9K
|
11K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
141KNew |
$2.89M - $3.27M
|
141K
$3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.55K- 2.71% |
$155K - $176K
|
271K
$5.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.5K- 7.6% |
$134K - $151K
|
79.1K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 1.08% |
$41.1 - $46.5
|
188
$4K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.07% |
$164 - $186
|
12.1K
$258K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
67K+ 198.46% |
$1.38M - $1.56M
|
101K
$2.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
13.1K+ 12.58% |
$270K - $305K
|
117K
$2.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32.9KNew |
$677K - $766K
|
32.9K
$702K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
963+ 0.95% |
$19.8K - $22.4K
|
102K
$2.18M
|