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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
62New |
$1.14K - $1.46K
|
62
$1.35K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
373KNew |
$7.52M - $9.68M
|
373K
$8.09M
|
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
95K+ 75.4% |
$1.92M - $2.47M
|
221K
$4.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
26.2KNew |
$528K - $680K
|
26.2K
$568K
|
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
17.6KNew |
$356K - $458K
|
17.6K
$382K
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
16.3KNew |
$328K - $422K
|
16.3K
$353K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.3KNew |
$229K - $295K
|
11.3K
$246K
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$219K - $282K
|
10.9K
$236K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.37K+ 34.65% |
$88.2K - $113K
|
17K
$368K
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.37K+ 36.29% |
$88.2K - $113K
|
16.4K
$356K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.97K+ 8.45% |
$60K - $77.2K
|
38.1K
$827K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2.05KNew |
$41.4K - $53.3K
|
2.05K
$44.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.44KNew |
$29.1K - $37.4K
|
1.44K
$31.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.3KNew |
$26.3K - $33.8K
|
1.3K
$28.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1KNew |
$20.2K - $26K
|
1K
$21.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
808New |
$16.3K - $21K
|
808
$17.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
376New |
$7.59K - $9.76K
|
376
$8.16K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
357New |
$7.2K - $9.27K
|
357
$7.75K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
356New |
$7.18K - $9.25K
|
356
$7.73K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
57New |
$1.15K - $1.48K
|
57
$1.24K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
34New |
$686 - $883
|
34
$738
|
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
17+ 0.18% |
$343 - $441
|
9.62K
$209K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4+ 0.02% |
$80.7 - $104
|
24.3K
$528K
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
159KNew |
$3.62M - $4.16M
|
159K
$3.45M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
30.6KNew |
$697K - $802K
|
30.6K
$665K
|
|
|
May 13, 2022
Q1 2022
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
15.2K+ 62.81% |
$346K - $398K
|
39.4K
$855K
|
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
7.54K+ 100.0% |
$172K - $197K
|
15.1K
$327K
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
5.77K+ 102.52% |
$131K - $151K
|
11.4K
$247K
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
2.43KNew |
$55.4K - $63.7K
|
2.43K
$52.8K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.14K+ 946.67% |
$25.8K - $29.7K
|
1.26K
$27.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1K+ 100.0% |
$22.8K - $26.2K
|
2K
$43.4K
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
BUY
|
- |
900New |
$20.5K - $23.5K
|
900
$19.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
581+ 100.0% |
$13.2K - $15.2K
|
1.16K
$25.2K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
465+ 100.0% |
$10.6K - $12.2K
|
930
$20.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
200+ 100.0% |
$4.55K - $5.23K
|
400
$8.68K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
119+ 78.81% |
$2.71K - $3.11K
|
270
$5.86K
|
|
|
Apr 20, 2022
Q1 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
110+ 100.0% |
$2.5K - $2.88K
|
220
$4.77K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
89+ 1271.43% |
$2.02K - $2.33K
|
96
$2.08K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
84New |
$1.91K - $2.2K
|
84
$1.82K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
60+ 100.0% |
$1.37K - $1.57K
|
120
$2.6K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
50New |
$1.14K - $1.31K
|
50
$1.09K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35+ 100.0% |
$796 - $916
|
70
$1.52K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
33+ 100.0% |
$751 - $863
|
66
$1.43K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
25+ 100.0% |
$569 - $654
|
50
$1.09K
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
15+ 100.0% |
$341 - $392
|
30
$651
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6+ 100.0% |
$137 - $157
|
12
$260
|
|
| Q4 2021 | |||||||
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3.85KNew |
$88.5K - $101K
|
3.85K
$83.5K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$571K - $623K
|
25K
$543K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
13.7KNew |
$313K - $342K
|
13.7K
$298K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
90.5KNew |
$1.89M - $2.14M
|
90.5K
$1.96M
|
|