Latest Institutional Purchases of Schwab Strategic U.S. Reit ETF (SCHH)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
120New |
$2.2K - $2.36K
|
120
$2.55K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
77New |
$1.41K - $1.51K
|
77
$1.63K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
33+ 0.89% |
$605 - $648
|
3.74K
$79.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
32+ 15.69% |
$587 - $628
|
236
$5.01K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
29+ 0.07% |
$532 - $570
|
39.3K
$835K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
23New |
$422 - $452
|
23
$488
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
22New |
$403 - $432
|
22
$467
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
20+ 1.06% |
$367 - $393
|
1.91K
$40.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1+ 0.01% |
$18.3 - $19.6
|
10.7K
$227K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 1.82% |
$18.3 - $19.6
|
56
$1.19K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
202KNew |
$3.63M - $4.39M
|
202K
$4.28M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
145KNew |
$2.6M - $3.15M
|
145K
$3.07M
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
123K+ 10.91% |
$2.22M - $2.68M
|
1.25M
$26.6M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
39.3K+ 14.92% |
$708K - $856K
|
303K
$6.43M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
26.2K+ 33.54% |
$471K - $570K
|
104K
$2.21M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
16.8KNew |
$303K - $367K
|
16.8K
$358K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
15.4KNew |
$277K - $335K
|
15.4K
$327K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
7.26K+ 202.17% |
$131K - $158K
|
10.9K
$230K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.03KNew |
$127K - $153K
|
7.03K
$149K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.18KNew |
$21.3K - $25.7K
|
1.18K
$25.1K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
514New |
$9.26K - $11.2K
|
514
$10.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
481+ 2.32% |
$8.66K - $10.5K
|
21.2K
$450K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
300New |
$5.4K - $6.53K
|
300
$6.37K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
172New |
$3.1K - $3.75K
|
172
$3.65K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
135New |
$2.43K - $2.94K
|
135
$2.87K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
120+ 0.74% |
$2.16K - $2.61K
|
16.3K
$347K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
108New |
$1.95K - $2.35K
|
108
$2.29K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
73New |
$1.31K - $1.59K
|
73
$1.55K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
51New |
$919 - $1.11K
|
51
$1.08K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
23New |
$414 - $501
|
23
$488
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
14New |
$252 - $305
|
14
$297
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
248KNew |
$4.38M - $5.07M
|
248K
$5.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
BUY
|
- |
109K+ 5.52% |
$1.93M - $2.24M
|
2.09M
$44.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
100K+ 9.09% |
$1.77M - $2.05M
|
1.2M
$25.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
95KNew |
$1.68M - $1.94M
|
95K
$2.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
50.8KNew |
$898K - $1.04M
|
50.8K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
30.7K+ 40.45% |
$543K - $629K
|
107K
$2.27M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
26KNew |
$460K - $532K
|
26K
$552K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
25.7K+ 73.74% |
$454K - $525K
|
60.4K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
21.6KNew |
$382K - $442K
|
21.6K
$459K
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
21.2KNew |
$375K - $434K
|
21.2K
$450K
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
18.3KNew |
$323K - $374K
|
18.3K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
13KNew |
$230K - $267K
|
13K
$277K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
12.7KNew |
$224K - $259K
|
12.7K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.6KNew |
$223K - $258K
|
12.6K
$268K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
10.6KNew |
$188K - $217K
|
10.6K
$225K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
8.03KNew |
$142K - $164K
|
8.03K
$171K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.26KNew |
$39.9K - $46.2K
|
2.26K
$47.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.9KNew |
$33.6K - $38.9K
|
1.9K
$40.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.58KNew |
$28K - $32.4K
|
1.58K
$33.6K
|
|