Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.39K- 1.44% |
$25.7K - $28K
|
94.6K
$1.88M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.31M- 40.14% |
$103M - $111M
|
7.92M
$157M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.17M- 53.69% |
$61.5M - $66.4M
|
2.74M
$54.4M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-875K- 2.98% |
$17M - $18.3M
|
28.5M
$566M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-435K- 92.6% |
$8.43M - $9.1M
|
34.7K
$690K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-144K- 86.54% |
$2.79M - $3.01M
|
22.4K
$444K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-65.3K- 78.45% |
$1.27M - $1.37M
|
18K
$357K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-38.2K- 3.44% |
$741K - $800K
|
1.07M
$21.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-34.5K- 3.94% |
$669K - $722K
|
841K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.7K- 11.55% |
$634K - $684K
|
250K
$4.97M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-28K- 13.99% |
$544K - $587K
|
172K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.8K- 5.95% |
$481K - $519K
|
392K
$7.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-23K- 18.38% |
$446K - $481K
|
102K
$2.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.4K- 45.33% |
$415K - $448K
|
25.8K
$513K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-20K- 28.18% |
$388K - $419K
|
51.1K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.6K- 3.47% |
$361K - $390K
|
518K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.7K- 3.99% |
$305K - $330K
|
379K
$7.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-15.7K- 24.43% |
$304K - $329K
|
48.6K
$964K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.9K- 19.75% |
$288K - $311K
|
60.5K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-13.6K- 50.0% |
$265K - $286K
|
13.6K
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-13.3K- 39.48% |
$258K - $278K
|
20.4K
$404K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-12.1K- 24.38% |
$235K - $254K
|
37.6K
$746K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.2K- 1.57% |
$216K - $233K
|
700K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-10.1K- 8.33% |
$195K - $210K
|
111K
$2.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-9.61K- 48.34% |
$186K - $201K
|
10.3K
$204K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-9.31K- 44.7% |
$181K - $195K
|
11.5K
$229K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-8.72K- 19.47% |
$169K - $182K
|
36.1K
$716K
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-8.07K- 25.09% |
$156K - $169K
|
24.1K
$479K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.93K- 8.68% |
$154K - $166K
|
83.4K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-7.32K- 19.11% |
$142K - $153K
|
31K
$615K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-7.24K- 9.26% |
$140K - $152K
|
70.9K
$1.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.92K- 10.74% |
$134K - $145K
|
57.5K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-6.79K- 13.42% |
$132K - $142K
|
43.8K
$869K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.51K- 15.06% |
$126K - $136K
|
36.7K
$730K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.37K- 27.31% |
$124K - $133K
|
17K
$337K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.16K- 7.68% |
$119K - $129K
|
74.1K
$1.47M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-6.14K- 15.55% |
$119K - $129K
|
33.3K
$662K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-6K- 78.95% |
$116K - $126K
|
1.6K
$31.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.9K- 7.19% |
$114K - $123K
|
76.2K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.78K- 15.45% |
$112K - $121K
|
31.6K
$628K
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-5.49K- 2.78% |
$106K - $115K
|
192K
$3.81M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.31K- 1.33% |
$103K - $111K
|
392K
$7.79M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-5K- 0.53% |
$97K - $105K
|
934K
$18.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.8K- 5.32% |
$93.1K - $100K
|
85.5K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4.78K- 17.78% |
$92.7K - $100K
|
22.1K
$439K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.7K- 1.95% |
$91.1K - $98.3K
|
237K
$4.7M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.53K- 20.82% |
$87.8K - $94.8K
|
17.2K
$342K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.47K- 4.24% |
$86.7K - $93.6K
|
101K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.1K- 8.84% |
$79.4K - $85.8K
|
42.2K
$839K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.84K- 9.22% |
$74.5K - $80.4K
|
37.8K
$751K
|
|