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 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-22.5K- 51.36% |
$376K - $470K
|
21.3K
$422K
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-9.77K- 9.1% |
$164K - $205K
|
97.5K
$1.94M
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
708+ 1.58% |
$11.9K - $14.8K
|
45.4K
$901K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-138- 7.68% |
$2.31K - $2.89K
|
1.66K
$32.9K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
16New |
$268 - $335
|
16
$318
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
11.1KNew |
$185K - $232K
|
11.1K
$220K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8New |
$134 - $168
|
8
$159
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.34K- 3.73% |
$56K - $70.1K
|
86.3K
$1.71M
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-27.2K- 67.38% |
$456K - $569K
|
13.2K
$261K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
36.1KNew |
$605K - $756K
|
36.1K
$717K
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
23.1KNew |
$388K - $485K
|
23.1K
$459K
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-28K- 3.64% |
$470K - $587K
|
743K
$14.7M
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
48New |
$804 - $1.01K
|
48
$953
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.1KNew |
$203K - $254K
|
12.1K
$241K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
420New |
$7.04K - $8.8K
|
420
$8.34K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
980New |
$16.4K - $20.5K
|
980
$19.5K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
48.5KNew |
$813K - $1.02M
|
48.5K
$963K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
130New |
$2.18K - $2.72K
|
130
$2.58K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-63- 15.99% |
$1.06K - $1.32K
|
331
$6.57K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4.81KNew |
$80.6K - $101K
|
4.81K
$95.5K
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-207- 2.0% |
$3.47K - $4.34K
|
10.1K
$201K
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
9.8KNew |
$164K - $205K
|
9.8K
$195K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-81- 6.3% |
$1.36K - $1.7K
|
1.21K
$23.9K
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.98K- 8.93% |
$33.2K - $41.5K
|
20.2K
$401K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
90New |
$1.51K - $1.89K
|
90
$1.79K
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
36K+ 108.04% |
$603K - $754K
|
69.3K
$1.37M
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
312New |
$5.23K - $6.54K
|
312
$6.19K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.24K- 66.87% |
$71.1K - $88.9K
|
2.1K
$41.7K
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-80- 2.51% |
$1.34K - $1.68K
|
3.11K
$61.7K
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-6.3K- 5.14% |
$106K - $132K
|
116K
$2.31M
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
13.1KNew |
$219K - $274K
|
13.1K
$259K
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.1KNew |
$202K - $253K
|
12.1K
$239K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.8KNew |
$248K - $310K
|
14.8K
$294K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.68K+ 3.51% |
$61.6K - $77.1K
|
108K
$2.15M
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9.66KNew |
$162K - $202K
|
9.66K
$192K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.8KNew |
$30.2K - $37.7K
|
1.8K
$35.7K
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
159+ 1.15% |
$2.66K - $3.33K
|
14K
$277K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.28K+ 10.53% |
$21.5K - $26.8K
|
13.4K
$267K
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3K- 14.21% |
$50.3K - $62.9K
|
18.1K
$360K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
35+ 1.18% |
$587 - $733
|
3K
$59.5K
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
106New |
$1.78K - $2.22K
|
106
$2.1K
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
204+ 1700.0% |
$3.42K - $4.27K
|
216
$4.29K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
2.94KNew |
$49.2K - $61.5K
|
2.94K
$58.3K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-28- 73.68% |
$469 - $587
|
10
$199
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
184New |
$3.08K - $3.85K
|
184
$3.65K
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
9.8KNew |
$164K - $205K
|
9.8K
$195K
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$16.8 - $21
|
16.2K
$321K
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
12.6KNew |
$211K - $264K
|
12.6K
$250K
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
198KNew |
$3.31M - $4.14M
|
198K
$3.92M
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3- 0.19% |
$50.3 - $62.8
|
1.54K
$30.5K
|