Latest Institutional Purchases of Schwab Strategic U.S. Reit ETF (SCHH)

SCHH Quotes by TradingView

This list provides information on the latest institutional transactions involving Schwab Strategic U.S. Reit ETF (SCHH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 22, 2024 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
14
New
$245 - $284
14 $304
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
12
New
$210 - $243
12 $260
Nov 14, 2023 Q3 2023
Gordian Capital Singapore Pte LTD

Singapore, U0
BUY
 -
1
New
$17.5 - $20.3
1 $21.7
Q2 2023
Jul 27, 2023 Q2 2023
Carlsbad Wealth Advisory Group, Inc.

Carlsbad, CA
BUY
 -
191K
New
$3.51M - $3.75M
191K $4.15M
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
25.4K
New
$466K - $499K
25.4K $552K
Jul 26, 2023 Q2 2023
Bell Bank

BUY
 -
11.5K
New
$211K - $226K
11.5K $249K
Aug 14, 2023 Q2 2023
Stokes Family Office, LLC

BUY
 -
11.2K
New
$205K - $219K
11.2K $242K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
5.53K
New
$101K - $109K
5.53K $120K
Aug 14, 2023 Q2 2023
Main Management LLC

San Francisco, CA
BUY
 -
3.7K
New
$67.9K - $72.7K
3.7K $80.3K
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
1.46K
New
$26.8K - $28.7K
1.46K $31.7K
Aug 14, 2023 Q2 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
275
New
$5.04K - $5.4K
275 $5.97K
Aug 14, 2023 Q2 2023
Jackson Hole Capital Partners, LLC

BUY
 -
213
+ 40.96%
$3.91K - $4.18K
733 $15.9K
Aug 11, 2023 Q2 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
185
+ 0.89%
$3.39K - $3.63K
21.1K $457K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
147
New
$2.7K - $2.89K
147 $3.19K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
120
New
$2.2K - $2.36K
120 $2.6K
Aug 14, 2023 Q2 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
77
New
$1.41K - $1.51K
77 $1.67K
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
33
+ 0.89%
$605 - $648
3.74K $81K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
32
+ 15.69%
$587 - $628
236 $5.12K
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
BUY
 -
29
+ 0.07%
$532 - $570
39.3K $854K
Jul 24, 2023 Q2 2023
Sage Mountain Advisors LLC

BUY
 -
23
New
$422 - $452
23 $499
Aug 08, 2023 Q2 2023
Column Capital Advisors, LLC

BUY
 -
20
+ 1.06%
$367 - $393
1.91K $41.4K
Jul 25, 2023 Q2 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
1
+ 0.01%
$18.3 - $19.6
10.7K $232K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
1
+ 1.82%
$18.3 - $19.6
56 $1.22K
Q1 2023
May 15, 2023 Q1 2023
David A. Siegel Two Sigma Advisers, LP | New York, Ny
BUY
 -
202K
New
$3.63M - $4.39M
202K $4.38M
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
145K
New
$2.6M - $3.15M
145K $3.14M
May 12, 2023 Q1 2023
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
123K
+ 10.91%
$2.22M - $2.68M
1.25M $27.2M
Apr 27, 2023 Q1 2023
First National Corp

BUY
 -
39.3K
+ 14.92%
$708K - $856K
303K $6.57M
May 03, 2023 Q1 2023
Curi Wealth Management, LLC

BUY
 -
26.2K
+ 33.54%
$471K - $570K
104K $2.26M
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
16.8K
New
$303K - $367K
16.8K $366K
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
15.4K
New
$277K - $335K
15.4K $334K
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
7.26K
+ 202.17%
$131K - $158K
10.9K $236K
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
514
New
$9.26K - $11.2K
514 $11.2K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
481
+ 2.32%
$8.66K - $10.5K
21.2K $460K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
300
New
$5.4K - $6.53K
300 $6.51K
May 15, 2023 Q1 2023
Values First Advisors, Inc.

BUY
 -
172
New
$3.1K - $3.75K
172 $3.73K
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
135
New
$2.43K - $2.94K
135 $2.93K
May 01, 2023 Q1 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
120
+ 0.74%
$2.16K - $2.61K
16.3K $354K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
108
New
$1.95K - $2.35K
108 $2.34K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
73
New
$1.31K - $1.59K
73 $1.58K
Dec 14, 2023 Q1 2023
Slocum, Gordon & CO LLP

Newport, RI
BUY
 -
51
New
$919 - $1.11K
51 $1.11K
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
23
New
$414 - $501
23 $499
Apr 28, 2023 Q1 2023
Townsend Asset Management Corp

BUY
 -
14
New
$252 - $305
14 $304
Q4 2022
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
248K
New
$4.38M - $5.07M
248K $5.38M
Jan 24, 2023 Q4 2022
Matrix Trust CO

BUY
 -
109K
+ 5.52%
$1.93M - $2.24M
2.09M $45.3M
Feb 13, 2023 Q4 2022
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
BUY
 -
100K
+ 9.09%
$1.77M - $2.05M
1.2M $26M
Feb 13, 2023 Q4 2022
Moran Wealth Management, LLC

Naples, FL
BUY
 -
95K
New
$1.68M - $1.94M
95K $2.06M
Feb 10, 2023 Q4 2022
Patton Fund Management, Inc.

BUY
 -
50.8K
New
$898K - $1.04M
50.8K $1.1M
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
30.7K
+ 40.45%
$543K - $629K
107K $2.32M
Jan 30, 2023 Q4 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
26K
New
$460K - $532K
26K $565K

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