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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.45KNew |
$25.5K - $29.6K
|
1.45K
$30.7K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.24KNew |
$22K - $25.5K
|
1.24K
$26.4K
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
895New |
$15.8K - $18.3K
|
895
$19K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
804New |
$14.2K - $16.4K
|
804
$17.1K
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
555New |
$9.81K - $11.4K
|
555
$11.8K
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
404New |
$7.14K - $8.27K
|
404
$8.58K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
268New |
$4.74K - $5.48K
|
268
$5.69K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
264New |
$4.67K - $5.4K
|
264
$5.6K
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
144+ 225.0% |
$2.55K - $2.95K
|
208
$4.42K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
139+ 18.31% |
$2.46K - $2.84K
|
898
$19.1K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
101New |
$1.79K - $2.07K
|
101
$2.14K
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
99+ 0.83% |
$1.75K - $2.03K
|
12K
$255K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
82New |
$1.45K - $1.68K
|
82
$1.74K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
78New |
$1.38K - $1.6K
|
78
$1.66K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
70+ 0.9% |
$1.24K - $1.43K
|
7.81K
$166K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
68New |
$1.2K - $1.39K
|
68
$1.44K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
58New |
$1.03K - $1.19K
|
58
$1.23K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
43New |
$760 - $880
|
43
$913
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
37+ 0.17% |
$654 - $757
|
22K
$468K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
37New |
$654 - $757
|
37
$786
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9+ 0.87% |
$159 - $184
|
1.05K
$22.3K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2New |
$35.4 - $40.9
|
2
$42.5
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
300KNew |
$5.54M - $7.08M
|
300K
$6.37M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
200KNew |
$3.69M - $4.72M
|
200K
$4.25M
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
186KNew |
$3.42M - $4.38M
|
186K
$3.94M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
158KNew |
$2.92M - $3.73M
|
158K
$3.36M
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
109KNew |
$2.01M - $2.57M
|
109K
$2.31M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
28.9K+ 199.72% |
$534K - $683K
|
43.4K
$922K
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
24.6K+ 55.68% |
$454K - $581K
|
68.8K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
14.9KNew |
$275K - $351K
|
14.9K
$316K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
7.6KNew |
$140K - $179K
|
7.6K
$161K
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.5KNew |
$120K - $153K
|
6.5K
$138K
|
|
Oct 12, 2022
Q3 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6.35K+ 1.08% |
$117K - $150K
|
594K
$12.6M
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.96KNew |
$54.6K - $69.9K
|
2.96K
$62.8K
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
557+ 1.56% |
$10.3K - $13.1K
|
36.2K
$768K
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
519+ 1.97% |
$9.58K - $12.2K
|
26.8K
$569K
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
185New |
$3.41K - $4.37K
|
185
$3.93K
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
174New |
$3.21K - $4.11K
|
174
$3.69K
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
95+ 0.78% |
$1.75K - $2.24K
|
12.3K
$260K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
62New |
$1.14K - $1.46K
|
62
$1.32K
|
|
Q2 2022 | |||||||
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
373KNew |
$7.52M - $9.68M
|
373K
$7.91M
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
95K+ 75.4% |
$1.92M - $2.47M
|
221K
$4.69M
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
26.2KNew |
$528K - $680K
|
26.2K
$556K
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
17.6KNew |
$356K - $458K
|
17.6K
$374K
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
16.3KNew |
$328K - $422K
|
16.3K
$345K
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.3KNew |
$229K - $295K
|
11.3K
$241K
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$219K - $282K
|
10.9K
$231K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.37K+ 34.65% |
$88.2K - $113K
|
17K
$360K
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.37K+ 36.29% |
$88.2K - $113K
|
16.4K
$348K
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.97K+ 8.45% |
$60K - $77.2K
|
38.1K
$809K
|