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 |
---|---|---|---|---|---|---|---|
Apr 13, 2020
Q1 2020
|
Verity Wealth Advisors
|
SELL
|
- |
-5.84KClosed |
$79K - $142K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-5.71KClosed |
$77.3K - $138K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.68KClosed |
$77K - $138K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-5.61KClosed |
$76K - $136K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-5.36KClosed |
$72.6K - $130K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-4.96KClosed |
$67.1K - $120K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4.72KClosed |
$63.8K - $114K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.58KClosed |
$62K - $111K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.45KClosed |
$60.2K - $108K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.91KClosed |
$39.5K - $70.7K
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-123Closed |
$1.67K - $2.99K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-78Closed |
$1.06K - $1.89K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-78Closed |
$1.06K - $1.89K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-58Closed |
$785 - $1.41K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-50Closed |
$677 - $1.21K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-25Closed |
$339 - $607
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12Closed |
$162 - $291
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3Closed |
$40.6 - $72.8
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-3Closed |
$40.6 - $72.8
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$13.5 - $24.3
|
0
$0
|
|
Q4 2019 | |||||||
Feb 10, 2020
Q4 2019
|
Ing Groep Nv
|
SELL
|
- |
-247KClosed |
$5.5M - $5.95M
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-15.2KClosed |
$339K - $367K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-14KClosed |
$311K - $336K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-10.4KClosed |
$231K - $250K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-9.94KClosed |
$221K - $239K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.29KClosed |
$118K - $127K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.88KClosed |
$108K - $117K
|
0
$0
|
|
Jan 21, 2020
Q4 2019
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.3KClosed |
$95.5K - $103K
|
0
$0
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3.53KClosed |
$78.4K - $84.8K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-498Closed |
$11.1K - $12K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-137Closed |
$3.05K - $3.3K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-117Closed |
$2.6K - $2.82K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Hoertkorn Richard Charles
|
SELL
|
- |
-100Closed |
$2.22K - $2.41K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-39Closed |
$867 - $939
|
0
$0
|
|
Jan 16, 2020
Q4 2019
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-20Closed |
$445 - $481
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-7Closed |
$156 - $168
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2019 | |||||||
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-128K- 98.14% |
$2.97M - $3.03M
|
2.44K
$55.4K
|
|
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11.6KClosed |
$269K - $274K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.51KClosed |
$35K - $35.7K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.15KClosed |
$26.7K - $27.2K
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-891Closed |
$20.7K - $21K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-762Closed |
$17.7K - $18K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-205Closed |
$4.75K - $4.84K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-97Closed |
$2.25K - $2.29K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-6Closed |
$139 - $142
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-4Closed |
$92.7 - $94.4
|
0
$0
|
|
Q2 2019 | |||||||
Aug 16, 2019
Q2 2019
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-51.1KClosed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-26.8KClosed |
N/A
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.5KClosed |
N/A
|
0
$0
|