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 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-7.41K- 42.99% |
$147K - $174K
|
9.82K
$222K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.01K- 11.33% |
$39.7K - $47.3K
|
15.7K
$355K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.59K- 0.79% |
$31.5K - $37.4K
|
200K
$4.51M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.07K- 9.41% |
$21.1K - $25.1K
|
10.3K
$232K
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-799- 4.94% |
$15.8K - $18.8K
|
15.4K
$348K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-297- 0.31% |
$5.87K - $6.99K
|
94.3K
$2.13M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.22M- 4.29% |
$22.6M - $24.7M
|
27.3M
$616M
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1M- 80.66% |
$18.6M - $20.3M
|
241K
$5.44M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-787K- 17.68% |
$14.6M - $15.9M
|
3.67M
$82.9M
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-452K- 64.81% |
$8.37M - $9.12M
|
245K
$5.54M
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-341K- 16.39% |
$6.32M - $6.89M
|
1.74M
$39.3M
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-284K- 19.83% |
$5.27M - $5.74M
|
1.15M
$26M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-217K- 89.23% |
$4.03M - $4.39M
|
26.2K
$593K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-197K- 2.49% |
$3.66M - $3.99M
|
7.72M
$174M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-141K- 33.6% |
$2.61M - $2.84M
|
278K
$6.29M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-109K- 33.28% |
$2.03M - $2.21M
|
219K
$4.96M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-109K- 81.88% |
$2.02M - $2.2M
|
24.1K
$544K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-85.8K- 8.0% |
$1.59M - $1.73M
|
986K
$22.3M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-58.5K- 11.31% |
$1.08M - $1.18M
|
459K
$10.4M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-50.4K- 48.88% |
$933K - $1.02M
|
52.7K
$1.19M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-42.9K- 19.74% |
$796K - $868K
|
175K
$3.95M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-36.9K- 75.52% |
$684K - $746K
|
12K
$271K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-32.9K- 32.35% |
$610K - $665K
|
68.8K
$1.56M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-32K- 4.57% |
$593K - $646K
|
668K
$15.1M
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-29.5K- 15.37% |
$547K - $596K
|
163K
$3.67M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-28.5K- 88.52% |
$528K - $576K
|
3.7K
$83.6K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.4K- 54.82% |
$509K - $554K
|
22.6K
$511K
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-26.7K- 42.98% |
$496K - $540K
|
35.5K
$802K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-26.5K- 4.76% |
$492K - $536K
|
531K
$12M
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-25.9K- 39.44% |
$480K - $523K
|
39.8K
$899K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.2K- 5.85% |
$411K - $448K
|
357K
$8.06M
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-18.6K- 49.21% |
$345K - $376K
|
19.2K
$434K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-17.3K- 39.44% |
$320K - $349K
|
26.5K
$599K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-16.8K- 17.78% |
$312K - $340K
|
77.8K
$1.76M
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-16.7K- 17.31% |
$310K - $338K
|
80K
$1.81M
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-15.9K- 37.38% |
$296K - $322K
|
26.7K
$604K
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-15.8K- 57.75% |
$293K - $319K
|
11.6K
$261K
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-15.6K- 9.83% |
$288K - $314K
|
143K
$3.22M
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-14.2K- 37.65% |
$263K - $287K
|
23.5K
$532K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-13.9K- 12.57% |
$258K - $281K
|
96.7K
$2.19M
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-13K- 12.77% |
$242K - $263K
|
89.1K
$2.01M
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-13K- 34.53% |
$240K - $262K
|
24.6K
$556K
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-12.9K- 8.85% |
$238K - $260K
|
132K
$2.99M
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-12.1K- 7.92% |
$224K - $244K
|
141K
$3.18M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.9K- 21.27% |
$201K - $219K
|
40.2K
$908K
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-10.5K- 38.58% |
$195K - $213K
|
16.8K
$379K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.5K- 8.12% |
$176K - $192K
|
108K
$2.43M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.34K- 5.42% |
$173K - $189K
|
163K
$3.68M
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-9.25K- 3.33% |
$171K - $187K
|
268K
$6.06M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.02K- 1.77% |
$167K - $182K
|
500K
$11.3M
|