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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.55M- 5.71% |
$30.8M - $36.6M
|
25.7M
$584M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-210K- 85.46% |
$4.15M - $4.93M
|
35.7K
$811K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-174K- 10.05% |
$3.44M - $4.09M
|
1.56M
$35.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-174K- 2.25% |
$3.43M - $4.08M
|
7.55M
$172M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-124K- 10.34% |
$2.45M - $2.91M
|
1.07M
$24.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-98K- 42.65% |
$1.94M - $2.31M
|
132K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-86K- 12.88% |
$1.7M - $2.02M
|
582K
$13.2M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-69.5K- 7.44% |
$1.37M - $1.64M
|
865K
$19.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-66K- 10.12% |
$1.3M - $1.55M
|
586K
$13.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-57.5K- 23.98% |
$1.14M - $1.35M
|
182K
$4.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-48.6K- 4.23% |
$961K - $1.14M
|
1.1M
$25M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-41.6K- 45.64% |
$824K - $980K
|
49.6K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-41K- 29.18% |
$811K - $965K
|
99.5K
$2.26M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-40.8K- 54.71% |
$806K - $959K
|
33.8K
$768K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-40.6K- 68.3% |
$802K - $955K
|
18.8K
$428K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-35.9K- 33.36% |
$709K - $844K
|
71.6K
$1.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-32.8K- 12.23% |
$649K - $771K
|
235K
$5.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-32.5K- 3.08% |
$644K - $766K
|
1.02M
$23.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29.9K- 3.03% |
$591K - $703K
|
956K
$21.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-26.3K- 6.98% |
$521K - $619K
|
351K
$7.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.8K- 11.31% |
$491K - $584K
|
194K
$4.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-20.1K- 2.19% |
$398K - $474K
|
898K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.6K- 5.09% |
$388K - $462K
|
366K
$8.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-19.6K- 14.53% |
$387K - $461K
|
115K
$2.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.1K- 3.74% |
$358K - $426K
|
466K
$10.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-17.5K- 13.67% |
$347K - $413K
|
111K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.3K- 59.91% |
$263K - $313K
|
8.89K
$202K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-13.1K- 2.89% |
$259K - $308K
|
440K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-13.1K- 2.78% |
$258K - $307K
|
457K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.8K- 0.8% |
$253K - $301K
|
1.58M
$36M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.7K- 3.55% |
$250K - $298K
|
344K
$7.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-11.4K- 29.74% |
$226K - $269K
|
27K
$613K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-11.3K- 3.2% |
$224K - $266K
|
342K
$7.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 2.28% |
$207K - $247K
|
449K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-9.6K- 25.91% |
$190K - $226K
|
27.5K
$624K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.49K- 5.09% |
$188K - $223K
|
177K
$4.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-9.35K- 40.24% |
$185K - $220K
|
13.9K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.31K- 9.13% |
$184K - $219K
|
92.7K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-9.1K- 29.39% |
$180K - $214K
|
21.9K
$497K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-8.71K- 2.22% |
$172K - $205K
|
384K
$8.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-8.45K- 11.98% |
$167K - $199K
|
62.1K
$1.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-8.3K- 18.25% |
$164K - $195K
|
37.2K
$845K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.28K- 8.28% |
$164K - $195K
|
91.8K
$2.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-8.01K- 3.33% |
$158K - $188K
|
233K
$5.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.43K- 21.59% |
$147K - $175K
|
27K
$614K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-7.41K- 42.99% |
$147K - $174K
|
9.82K
$223K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.12K- 10.19% |
$141K - $168K
|
62.8K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.73K- 6.14% |
$133K - $158K
|
103K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.44K- 15.99% |
$127K - $151K
|
33.8K
$769K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-6.39K- 4.83% |
$126K - $150K
|
126K
$2.87M
|