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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.25K- 1.71% |
$24.7K - $29.4K
|
71.9K
$1.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.23K- 3.06% |
$24.3K - $28.9K
|
39K
$886K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.22K- 4.68% |
$24.2K - $28.8K
|
24.9K
$566K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.12K- 2.65% |
$22.1K - $26.3K
|
41.1K
$933K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.07K- 9.41% |
$21.1K - $25.1K
|
10.3K
$233K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.05K- 51.07% |
$20.7K - $24.7K
|
1K
$22.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-988- 4.8% |
$19.5K - $23.2K
|
19.6K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-963- 5.28% |
$19K - $22.7K
|
17.3K
$393K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-875- 54.01% |
$17.3K - $20.6K
|
745
$16.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-863- 3.1% |
$17.1K - $20.3K
|
27K
$614K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-799- 4.94% |
$15.8K - $18.8K
|
15.4K
$350K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-770- 0.8% |
$15.2K - $18.1K
|
95.5K
$2.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-670- 1.15% |
$13.3K - $15.8K
|
57.4K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-666- 7.58% |
$13.2K - $15.7K
|
8.12K
$185K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-643- 3.21% |
$12.7K - $15.1K
|
19.4K
$441K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-625- 5.85% |
$12.4K - $14.7K
|
10.1K
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-604- 99.34% |
$11.9K - $14.2K
|
4
$91
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-586- 2.81% |
$11.6K - $13.8K
|
20.3K
$461K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-527- 5.09% |
$10.4K - $12.4K
|
9.82K
$223K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-524- 0.74% |
$10.4K - $12.3K
|
70.4K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-483- 10.36% |
$9.55K - $11.4K
|
4.18K
$95K
|
|
|
Nov 07, 2024
Q3 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-450- 2.67% |
$8.9K - $10.6K
|
16.4K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-443- 96.3% |
$8.76K - $10.4K
|
17
$387
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-411- 3.64% |
$8.13K - $9.67K
|
10.9K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-402- 3.17% |
$7.95K - $9.46K
|
12.3K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-388- 0.25% |
$7.67K - $9.13K
|
154K
$3.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-382- 23.17% |
$7.56K - $8.99K
|
1.27K
$28.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-380- 1.77% |
$7.52K - $8.94K
|
21.1K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-362- 2.85% |
$7.16K - $8.52K
|
12.3K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-346- 4.43% |
$6.84K - $8.14K
|
7.47K
$170K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-332- 1.24% |
$6.57K - $7.81K
|
26.5K
$602K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-331- 5.1% |
$6.55K - $7.79K
|
6.16K
$140K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-318- 47.18% |
$6.29K - $7.48K
|
356
$8.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-309- 1.84% |
$6.11K - $7.27K
|
16.5K
$375K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-297- 0.31% |
$5.87K - $6.99K
|
94.3K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-286- 71.68% |
$5.66K - $6.73K
|
113
$2.57K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-279- 0.51% |
$5.52K - $6.56K
|
54.8K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-272- 0.52% |
$5.38K - $6.4K
|
51.6K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-271- 2.45% |
$5.36K - $6.38K
|
10.8K
$245K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-267- 0.58% |
$5.28K - $6.28K
|
46.1K
$1.05M
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-240- 8.34% |
$4.75K - $5.65K
|
2.64K
$59.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-234- 1.38% |
$4.63K - $5.51K
|
16.7K
$380K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-233- 0.36% |
$4.61K - $5.48K
|
64.4K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-205- 38.46% |
$4.05K - $4.82K
|
328
$7.46K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 4.44% |
$3.96K - $4.71K
|
4.3K
$97.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-170- 0.94% |
$3.36K - $4K
|
17.9K
$408K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-157- 1.52% |
$3.11K - $3.69K
|
10.2K
$232K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-154- 0.71% |
$3.05K - $3.62K
|
21.5K
$489K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-144- 1.03% |
$2.85K - $3.39K
|
13.8K
$314K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-137- 0.41% |
$2.71K - $3.22K
|
32.9K
$749K
|