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 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-3- 0.52% |
$56.8 - $65
|
578
$12.6K
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-1- 0.01% |
$18.9 - $21.7
|
16.3K
$355K
|
|
Q1 2025 | |||||||
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-941K- 86.65% |
$19M - $20.9M
|
145K
$3.16M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-895K- 3.68% |
$18.1M - $19.9M
|
23.4M
$509M
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-501K- 99.99% |
$10.1M - $11.1M
|
55
$1.2K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-413K- 51.79% |
$8.34M - $9.18M
|
384K
$8.37M
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-353K- 42.33% |
$7.13M - $7.85M
|
481K
$10.5M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-270K- 9.04% |
$5.46M - $6.01M
|
2.72M
$59.2M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-253K- 46.91% |
$5.1M - $5.62M
|
286K
$6.22M
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-196K- 18.9% |
$3.96M - $4.36M
|
842K
$18.3M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-173K- 89.07% |
$3.5M - $3.85M
|
21.3K
$463K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-159K- 82.97% |
$3.22M - $3.55M
|
32.7K
$713K
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-131K- 87.96% |
$2.65M - $2.91M
|
17.9K
$390K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-107K- 27.39% |
$2.17M - $2.38M
|
284K
$6.19M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-98.1K- 38.95% |
$1.98M - $2.18M
|
154K
$3.35M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-96K- 10.47% |
$1.94M - $2.13M
|
821K
$17.9M
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-65.1K- 22.52% |
$1.32M - $1.45M
|
224K
$4.88M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-62.6K- 13.15% |
$1.26M - $1.39M
|
413K
$9M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-57.9K- 8.37% |
$1.17M - $1.29M
|
634K
$13.8M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-56.3K- 32.68% |
$1.14M - $1.25M
|
116K
$2.53M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-53.7K- 68.98% |
$1.09M - $1.19M
|
24.2K
$526K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.2K- 9.81% |
$792K - $872K
|
360K
$7.85M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.4K- 3.77% |
$694K - $765K
|
878K
$19.1M
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-34.1K- 26.42% |
$689K - $759K
|
95.1K
$2.07M
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-25.2K- 54.64% |
$509K - $561K
|
20.9K
$456K
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-24.1K- 8.97% |
$487K - $536K
|
245K
$5.33M
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-22.7K- 2.0% |
$460K - $506K
|
1.12M
$24.3M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-20.1K- 40.6% |
$405K - $446K
|
29.3K
$639K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.2K- 6.77% |
$347K - $382K
|
236K
$5.15M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14K- 3.86% |
$282K - $311K
|
349K
$7.59M
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-12.5K- 15.63% |
$252K - $277K
|
67.3K
$1.47M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 4.5% |
$247K - $272K
|
259K
$5.64M
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-11.2K- 37.49% |
$227K - $250K
|
18.7K
$408K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.7K- 5.96% |
$215K - $237K
|
168K
$3.66M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.6K- 6.65% |
$214K - $236K
|
149K
$3.24M
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-7.36K- 13.77% |
$149K - $164K
|
46K
$1M
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.95K- 14.97% |
$140K - $155K
|
39.5K
$860K
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-6.78K- 3.19% |
$137K - $151K
|
206K
$4.48M
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-6.6K- 38.77% |
$133K - $147K
|
10.4K
$227K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-6.4K- 46.04% |
$129K - $142K
|
7.5K
$163K
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-6.34K- 99.98% |
$128K - $141K
|
1
$21.8
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.67K- 9.21% |
$115K - $126K
|
55.9K
$1.22M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.14K- 5.68% |
$104K - $114K
|
85.4K
$1.86M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.13K- 12.58% |
$104K - $114K
|
35.6K
$776K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.1K- 7.87% |
$103K - $113K
|
59.7K
$1.3M
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.05K- 12.86% |
$102K - $112K
|
34.2K
$744K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.03K- 31.61% |
$102K - $112K
|
10.9K
$237K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.9K- 12.86% |
$99K - $109K
|
33.2K
$723K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.19K- 2.72% |
$84.6K - $93.1K
|
150K
$3.26M
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-4.07K- 2.99% |
$82.1K - $90.4K
|
132K
$2.87M
|