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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.84K- 9.22% |
$74.5K - $80.4K
|
37.8K
$751K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.53K- 1.65% |
$68.3K - $73.8K
|
211K
$4.18M
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.48K- 8.32% |
$67.5K - $72.9K
|
38.4K
$762K
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-3.28K- 4.1% |
$63.6K - $68.7K
|
76.8K
$1.52M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.23K- 17.16% |
$62.6K - $67.6K
|
15.6K
$310K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.77K- 5.79% |
$53.7K - $58K
|
45.1K
$895K
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.76K- 12.23% |
$53.6K - $57.8K
|
19.8K
$393K
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-2.73K- 8.09% |
$52.8K - $57K
|
31K
$615K
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.72K- 17.39% |
$52.8K - $57K
|
12.9K
$257K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.66K- 90.44% |
$51.5K - $55.6K
|
281
$5.58K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.62K- 12.04% |
$50.8K - $54.8K
|
19.1K
$380K
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.62K- 2.48% |
$50.8K - $54.8K
|
103K
$2.04M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.51K- 17.52% |
$48.7K - $52.6K
|
11.8K
$235K
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.34K- 12.71% |
$45.3K - $48.9K
|
16K
$318K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2K- 0.9% |
$38.7K - $41.8K
|
219K
$4.35M
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.9K- 1.92% |
$36.7K - $39.7K
|
97K
$1.92M
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.84K- 3.97% |
$35.8K - $38.6K
|
44.6K
$886K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.76K- 1.83% |
$34.1K - $36.8K
|
94K
$1.87M
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.72K- 1.28% |
$33.4K - $36K
|
133K
$2.63M
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.71K- 11.83% |
$33.1K - $35.7K
|
12.7K
$253K
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.71K- 13.81% |
$33.1K - $35.7K
|
10.6K
$211K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.62K- 0.35% |
$31.4K - $33.8K
|
466K
$9.26M
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.5K- 0.43% |
$29.1K - $31.4K
|
351K
$6.98M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.48K- 12.14% |
$28.7K - $31K
|
10.7K
$212K
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.47K- 1.59% |
$28.5K - $30.8K
|
91.2K
$1.81M
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.42K- 13.9% |
$27.5K - $29.7K
|
8.78K
$174K
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.4K- 11.33% |
$27.2K - $29.3K
|
11K
$218K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.36K- 2.46% |
$26.3K - $28.4K
|
53.8K
$1.07M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.33K- 14.83% |
$25.8K - $27.8K
|
7.64K
$152K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.32K- 2.81% |
$25.5K - $27.5K
|
45.5K
$904K
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 1.29% |
$23.9K - $25.8K
|
94.5K
$1.88M
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.21K- 9.82% |
$23.5K - $25.4K
|
11.2K
$221K
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.18K- 1.12% |
$22.8K - $24.6K
|
104K
$2.06M
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.15K- 2.3% |
$22.3K - $24.1K
|
49K
$973K
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.13K- 5.19% |
$21.9K - $23.7K
|
20.7K
$411K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.12K- 75.32% |
$21.7K - $23.4K
|
366
$7.27K
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.07K- 4.69% |
$20.7K - $22.4K
|
21.7K
$431K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.04K- 7.55% |
$20.1K - $21.7K
|
12.7K
$252K
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.03K- 3.85% |
$19.9K - $21.5K
|
25.7K
$509K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.02K- 2.63% |
$19.8K - $21.3K
|
37.7K
$749K
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-942- 8.68% |
$18.3K - $19.7K
|
9.91K
$197K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-883- 5.79% |
$17.1K - $18.5K
|
14.4K
$285K
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-868- 7.76% |
$16.8K - $18.2K
|
10.3K
$205K
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-817- 2.9% |
$15.8K - $17.1K
|
27.4K
$544K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-766- 2.4% |
$14.9K - $16K
|
31.1K
$618K
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-738- 0.41% |
$14.3K - $15.4K
|
181K
$3.59M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-717- 5.98% |
$13.9K - $15K
|
11.3K
$224K
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-708- 3.1% |
$13.7K - $14.8K
|
22.1K
$439K
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-650- 3.55% |
$12.6K - $13.6K
|
17.7K
$351K
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-575- 0.59% |
$11.1K - $12K
|
96.7K
$1.92M
|