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 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
19.5KNew |
$326K - $408K
|
19.5K
$448K
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
16.8KNew |
$281K - $351K
|
16.8K
$386K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.8KNew |
$248K - $310K
|
14.8K
$341K
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
13.6KNew |
$229K - $286K
|
13.6K
$314K
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
13.1KNew |
$219K - $274K
|
13.1K
$301K
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
12.7KNew |
$214K - $267K
|
12.7K
$293K
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
12.6KNew |
$211K - $264K
|
12.6K
$290K
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.1KNew |
$203K - $254K
|
12.1K
$279K
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.1KNew |
$202K - $253K
|
12.1K
$278K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
11.6KNew |
$194K - $242K
|
11.6K
$266K
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
10.7KNew |
$180K - $225K
|
10.7K
$247K
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
9.8KNew |
$164K - $205K
|
9.8K
$225K
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
9.8KNew |
$164K - $205K
|
9.8K
$225K
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
9.79KNew |
$164K - $205K
|
9.79K
$225K
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9.66KNew |
$162K - $202K
|
9.66K
$222K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.28K+ 25.74% |
$105K - $132K
|
30.7K
$706K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4.81KNew |
$80.6K - $101K
|
4.81K
$111K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
2.94KNew |
$49.2K - $61.5K
|
2.94K
$67.5K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.99K+ 15.02% |
$33.4K - $41.7K
|
15.3K
$351K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.8KNew |
$30.2K - $37.7K
|
1.8K
$41.4K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.57K+ 57.49% |
$26.3K - $32.9K
|
4.3K
$99K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.28K+ 10.53% |
$21.5K - $26.8K
|
13.4K
$309K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
980New |
$16.4K - $20.5K
|
980
$22.5K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
939+ 5.3% |
$15.7K - $19.7K
|
18.7K
$430K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
834New |
$14K - $17.5K
|
834
$19.2K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
785New |
$13.2K - $16.4K
|
785
$18.1K
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
708+ 1.58% |
$11.9K - $14.8K
|
45.4K
$1.04M
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
608New |
$10.2K - $12.7K
|
608
$14K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
312New |
$5.23K - $6.54K
|
312
$7.18K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
242New |
$4.06K - $5.07K
|
242
$5.57K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
216New |
$3.62K - $4.53K
|
216
$4.97K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
206New |
$3.45K - $4.32K
|
206
$4.74K
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
204+ 1700.0% |
$3.42K - $4.27K
|
216
$4.97K
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
184New |
$3.08K - $3.85K
|
184
$4.23K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
130New |
$2.18K - $2.72K
|
130
$2.99K
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
106New |
$1.78K - $2.22K
|
106
$2.44K
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
100+ 2.83% |
$1.68K - $2.1K
|
3.63K
$83.5K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
90New |
$1.51K - $1.89K
|
90
$2.07K
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
82+ 0.68% |
$1.37K - $1.72K
|
12.2K
$281K
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
48New |
$804 - $1.01K
|
48
$1.1K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
46+ 6.2% |
$771 - $964
|
788
$18.1K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
35+ 1.18% |
$587 - $733
|
3K
$69K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
21New |
$352 - $440
|
21
$483
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
18New |
$302 - $377
|
18
$414
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
16New |
$268 - $335
|
16
$368
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8New |
$134 - $168
|
8
$184
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5+ 2.45% |
$83.8 - $105
|
209
$4.81K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 1.27% |
$50.3 - $62.8
|
240
$5.52K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 1.47% |
$16.8 - $21
|
69
$1.59K
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$16.8 - $21
|
16.2K
$372K
|