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 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-572- 0.47% |
$11.1K - $12K
|
121K
$2.41M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-571- 5.01% |
$11.1K - $12K
|
10.8K
$215K
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-560- 1.23% |
$10.9K - $11.7K
|
44.9K
$892K
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-545- 4.52% |
$10.6K - $11.4K
|
11.5K
$228K
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-525- 0.48% |
$10.2K - $11K
|
110K
$2.18M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-509- 2.34% |
$9.87K - $10.7K
|
21.2K
$421K
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-504- 1.39% |
$9.77K - $10.5K
|
35.7K
$709K
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-501- 2.08% |
$9.71K - $10.5K
|
23.6K
$469K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-500- 50.71% |
$9.7K - $10.5K
|
486
$9.65K
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-462- 2.57% |
$8.96K - $9.67K
|
17.5K
$347K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-447- 6.01% |
$8.67K - $9.36K
|
7K
$139K
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-432- 2.39% |
$8.38K - $9.04K
|
17.6K
$350K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-394- 2.04% |
$7.64K - $8.25K
|
18.9K
$375K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-387- 0.42% |
$7.5K - $8.1K
|
91.4K
$1.81M
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-374- 1.79% |
$7.25K - $7.83K
|
20.6K
$408K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-366- 3.54% |
$7.1K - $7.66K
|
9.97K
$198K
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-357- 1.42% |
$6.92K - $7.47K
|
24.7K
$491K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-351- 63.7% |
$6.81K - $7.35K
|
200
$3.97K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-342- 3.12% |
$6.63K - $7.16K
|
10.6K
$211K
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-330- 0.88% |
$6.4K - $6.91K
|
37.3K
$740K
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-321- 2.13% |
$6.22K - $6.72K
|
14.8K
$293K
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-316- 1.14% |
$6.13K - $6.61K
|
27.4K
$543K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-314- 44.04% |
$6.09K - $6.57K
|
399
$7.92K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-300- 0.99% |
$5.82K - $6.28K
|
29.9K
$593K
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-296- 0.16% |
$5.74K - $6.2K
|
184K
$3.64M
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-293- 0.42% |
$5.68K - $6.13K
|
69.2K
$1.37M
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
SELL
|
- |
-232- 1.09% |
$4.5K - $4.86K
|
21K
$417K
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-212- 0.5% |
$4.11K - $4.44K
|
42.2K
$837K
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-201- 0.95% |
$3.9K - $4.21K
|
20.9K
$415K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-196- 0.36% |
$3.8K - $4.1K
|
54.9K
$1.09M
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-191- 0.41% |
$3.7K - $4K
|
46.8K
$928K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-155- 86.11% |
$3.01K - $3.24K
|
25
$496
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-131- 0.41% |
$2.54K - $2.74K
|
31.9K
$634K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-111- 11.37% |
$2.15K - $2.32K
|
865
$17.2K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-99- 49.75% |
$1.92K - $2.07K
|
100
$1.99K
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-94- 0.09% |
$1.82K - $1.97K
|
103K
$2.04M
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-90- 17.31% |
$1.75K - $1.88K
|
430
$8.54K
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-69- 0.69% |
$1.34K - $1.44K
|
9.99K
$198K
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-60- 0.24% |
$1.16K - $1.26K
|
25.4K
$503K
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-59- 0.35% |
$1.14K - $1.23K
|
16.6K
$329K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-54- 8.17% |
$1.05K - $1.13K
|
607
$12K
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-45- 0.37% |
$873 - $942
|
12.1K
$240K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-41- 21.69% |
$795 - $858
|
148
$2.94K
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-38- 0.23% |
$737 - $795
|
16.7K
$331K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-35- 3.91% |
$679 - $733
|
859
$17.1K
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-34- 11.68% |
$659 - $712
|
257
$5.1K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-32- 12.31% |
$620 - $670
|
228
$4.53K
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-14- 0.1% |
$271 - $293
|
13.9K
$277K
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 3.28% |
$38.8 - $41.9
|
59
$1.17K
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1- 0.01% |
$19.4 - $20.9
|
13.2K
$263K
|