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 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.1K+ 6.13% |
$319K - $379K
|
279K
$6.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
15.9K+ 3.25% |
$315K - $375K
|
506K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.8K+ 7.13% |
$313K - $373K
|
238K
$5.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15K+ 13.4% |
$296K - $352K
|
127K
$2.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
14KNew |
$277K - $329K
|
14K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
13.7K+ 4.12% |
$272K - $323K
|
347K
$7.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13.5K+ 8.43% |
$267K - $317K
|
174K
$3.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
13KNew |
$257K - $305K
|
13K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
12.8KNew |
$254K - $302K
|
12.8K
$282K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.8KNew |
$253K - $301K
|
12.8K
$281K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.7KNew |
$251K - $298K
|
12.7K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$250K - $298K
|
12.6K
$278K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.4KNew |
$245K - $291K
|
12.4K
$272K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12K+ 4.46% |
$238K - $283K
|
282K
$6.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12KNew |
$237K - $282K
|
12K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
11.5KNew |
$228K - $272K
|
11.5K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
10.9K+ 5.67% |
$215K - $256K
|
203K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.6K+ 57.02% |
$209K - $249K
|
29.1K
$641K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
10.4KNew |
$206K - $245K
|
10.4K
$229K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.3K+ 5.78% |
$204K - $243K
|
189K
$4.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10.2KNew |
$202K - $240K
|
10.2K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.1KNew |
$200K - $238K
|
10.1K
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
10KNew |
$199K - $236K
|
10K
$221K
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
9.98KNew |
$197K - $235K
|
9.98K
$220K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.97KNew |
$197K - $235K
|
9.97K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
9.8KNew |
$194K - $231K
|
9.8K
$216K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.7KNew |
$192K - $228K
|
9.7K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
9.53KNew |
$188K - $224K
|
9.53K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
9.48KNew |
$187K - $223K
|
9.48K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.11KNew |
$180K - $214K
|
9.11K
$200K
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.08K+ 33.98% |
$180K - $214K
|
35.8K
$787K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
9.01KNew |
$178K - $212K
|
9.01K
$198K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
8.7KNew |
$172K - $205K
|
8.7K
$191K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.21KNew |
$162K - $193K
|
8.21K
$180K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
7.26K+ 4.45% |
$144K - $171K
|
170K
$3.75M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.11K+ 19.38% |
$141K - $167K
|
43.8K
$963K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
7.07K+ 1.86% |
$140K - $166K
|
388K
$8.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.45K+ 8.95% |
$127K - $152K
|
78.4K
$1.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.65K+ 35.49% |
$112K - $133K
|
21.6K
$475K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.52K+ 4.75% |
$109K - $130K
|
122K
$2.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
5.48K+ 19.34% |
$108K - $129K
|
33.8K
$744K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
5.2K+ 14.29% |
$103K - $122K
|
41.6K
$915K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
5.2K+ 29.76% |
$103K - $122K
|
22.7K
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.08K+ 44.88% |
$100K - $119K
|
16.4K
$360K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.93K+ 3.77% |
$97.5K - $116K
|
136K
$2.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.86K+ 29.63% |
$96.1K - $114K
|
21.3K
$467K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
4.56K+ 1.31% |
$90.1K - $107K
|
352K
$7.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
4.49K+ 4.5% |
$88.8K - $106K
|
104K
$2.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.35K+ 4.64% |
$86.1K - $102K
|
98.1K
$2.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.21K+ 831.23% |
$83.2K - $99K
|
4.71K
$104K
|