Latest Institutional Purchases of Schwab Strategic U.S. Reit ETF (SCHH)

SCHH Quotes by TradingView

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
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
206
New
$3.45K - $4.32K
206 $4.44K
Feb 02, 2024 Q4 2023
Addison Advisors LLC

BUY
 -
204
+ 1700.0%
$3.42K - $4.27K
216 $4.65K
Jan 30, 2024 Q4 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
184
New
$3.08K - $3.85K
184 $3.97K
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
130
New
$2.18K - $2.72K
130 $2.8K
Feb 02, 2024 Q4 2023
Bradley & Co. Private Wealth Management, LLC

BUY
 -
106
New
$1.78K - $2.22K
106 $2.28K
May 01, 2024 Q4 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
100
+ 2.83%
$1.68K - $2.1K
3.63K $78.2K
Feb 08, 2024 Q4 2023
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
90
New
$1.51K - $1.89K
90 $1.94K
Jan 26, 2024 Q4 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
82
+ 0.68%
$1.37K - $1.72K
12.2K $263K
Feb 12, 2024 Q4 2023
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
48
New
$804 - $1.01K
48 $1.03K
Feb 02, 2024 Q4 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
35
+ 1.18%
$587 - $733
3K $64.6K
Feb 13, 2024 Q4 2023
First Manhattan CO

New York, NY
BUY
 -
16
New
$268 - $335
16 $345
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
8
New
$134 - $168
8 $172
Feb 14, 2024 Q4 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
1
+ 1.47%
$16.8 - $21
69 $1.49K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
1
+ 0.77%
$16.8 - $21
131 $2.82K
Q3 2023
Oct 26, 2023 Q3 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
50.7K
+ 79.16%
$888K - $1.03M
115K $2.47M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
28.8K
+ 18.54%
$504K - $583K
184K $3.96M
Nov 13, 2023 Q3 2023
Strategic Advocates LLC

Logan, UT
BUY
 -
14.7K
New
$258K - $299K
14.7K $318K
Nov 14, 2023 Q3 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
14K
New
$245K - $283K
14K $301K
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
8.72K
+ 19.17%
$153K - $177K
54.2K $1.17M
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
6.2K
New
$109K - $126K
6.2K $134K
Oct 18, 2023 Q3 2023
Ddd Partners, LLC

BUY
 -
1.18K
+ 3.36%
$20.7K - $24K
36.4K $784K
Oct 10, 2023 Q3 2023
Stokes Capital Advisors, LLC

BUY
 -
1.04K
+ 8.6%
$18.2K - $21.1K
13.1K $283K
Oct 30, 2023 Q3 2023
Annapolis Financial Services, LLC

BUY
 -
800
New
$14K - $16.2K
800 $17.2K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
800
New
$14K - $16.2K
800 $17.2K
Oct 10, 2023 Q3 2023
Webster Bank, N. A.

BUY
 -
537
New
$9.41K - $10.9K
537 $11.6K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
503
New
$8.81K - $10.2K
503 $10.8K
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
400
New
$7.01K - $8.11K
400 $8.62K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
322
New
$5.64K - $6.53K
322 $6.94K
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 CALL
100
New
$1.75K - $2.03K
100 $2.16K
Nov 02, 2023 Q3 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
100
New
$1.75K - $2.03K
100 $2.16K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
67
+ 11.24%
$1.17K - $1.36K
663 $14.3K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
62
New
$1.09K - $1.26K
62 $1.34K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
52
New
$911 - $1.05K
52 $1.12K
Oct 20, 2023 Q3 2023
Evolution Advisers, Inc.

BUY
 -
17
+ 56.67%
$298 - $345
47 $1.01K
Apr 22, 2024 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
14
New
$245 - $284
14 $302
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
12
New
$210 - $243
12 $259
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
2
New
$35 - $40.5
2 $43.1
Nov 14, 2023 Q3 2023
Gordian Capital Singapore Pte LTD

Singapore, U0
BUY
 -
1
New
$17.5 - $20.3
1 $21.6
Q2 2023
Jul 27, 2023 Q2 2023
Carlsbad Wealth Advisory Group, Inc.

Carlsbad, CA
BUY
 -
191K
New
$3.51M - $3.75M
191K $4.12M
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
25.4K
New
$466K - $499K
25.4K $548K
Jul 26, 2023 Q2 2023
Bell Bank

BUY
 -
11.5K
New
$211K - $226K
11.5K $248K
Aug 14, 2023 Q2 2023
Stokes Family Office, LLC

BUY
 -
11.2K
New
$205K - $219K
11.2K $241K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
5.53K
New
$101K - $109K
5.53K $119K
Aug 14, 2023 Q2 2023
Main Management LLC

San Francisco, CA
BUY
 -
3.7K
New
$67.9K - $72.7K
3.7K $79.7K
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
1.46K
New
$26.8K - $28.7K
1.46K $31.5K
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
532
New
$9.76K - $10.4K
532 $11.5K
Aug 14, 2023 Q2 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
275
New
$5.04K - $5.4K
275 $5.93K
Aug 14, 2023 Q2 2023
Jackson Hole Capital Partners, LLC

BUY
 -
213
+ 40.96%
$3.91K - $4.18K
733 $15.8K
Aug 11, 2023 Q2 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
185
+ 0.89%
$3.39K - $3.63K
21.1K $454K

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