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 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.04K- 23.04% |
$81.6K - $89.8K
|
13.5K
$294K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.97K- 1.92% |
$80.2K - $88.2K
|
202K
$4.4M
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-3.7K- 3.72% |
$74.7K - $82.3K
|
95.7K
$2.08M
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.39K- 90.49% |
$68.4K - $75.3K
|
356
$7.75K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-3.25K- 14.73% |
$65.6K - $72.3K
|
18.8K
$409K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.24K- 8.28% |
$65.5K - $72.1K
|
35.9K
$782K
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.15K- 7.88% |
$63.7K - $70.1K
|
36.8K
$802K
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-2.93K- 10.36% |
$59.2K - $65.2K
|
25.4K
$553K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.51K- 74.07% |
$50.7K - $55.8K
|
879
$19.1K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.51K- 96.09% |
$50.7K - $55.8K
|
102
$2.22K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.49K- 5.02% |
$50.3K - $55.4K
|
47.2K
$1.03M
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.48K- 14.64% |
$50K - $55.1K
|
14.4K
$314K
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2.43K- 6.25% |
$49.2K - $54.1K
|
36.5K
$795K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.41K- 3.09% |
$48.7K - $53.6K
|
75.7K
$1.65M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.3K- 4.25% |
$46.5K - $51.2K
|
51.8K
$1.13M
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 17.38% |
$45.6K - $50.2K
|
10.7K
$234K
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.8K- 3.49% |
$36.4K - $40K
|
49.8K
$1.08M
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.77K- 2.67% |
$35.7K - $39.3K
|
64.5K
$1.4M
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.68K- 1.85% |
$34K - $37.4K
|
89.1K
$1.94M
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.66K- 1.52% |
$33.5K - $36.9K
|
107K
$2.34M
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-1.61K- 2.1% |
$32.4K - $35.7K
|
74.9K
$1.63M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.4K- 1.44% |
$28.2K - $31K
|
95.3K
$2.07M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.39K- 0.12% |
$28.1K - $30.9K
|
1.12M
$24.3M
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.34K- 4.2% |
$27.1K - $29.8K
|
30.6K
$666K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.32K- 1.66% |
$26.6K - $29.2K
|
77.8K
$1.69M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.14K- 4.95% |
$23K - $25.3K
|
21.9K
$476K
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-1.1K- 2.56% |
$22.3K - $24.5K
|
42K
$915K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.04K- 5.26% |
$21.1K - $23.2K
|
18.8K
$409K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.04K- 0.79% |
$21K - $23.2K
|
131K
$2.85M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.03K- 4.9% |
$20.9K - $23K
|
20.1K
$437K
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-987- 4.05% |
$19.9K - $22K
|
23.4K
$509K
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
SELL
|
- |
-983- 4.11% |
$19.9K - $21.9K
|
22.9K
$499K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-975- 9.26% |
$19.7K - $21.7K
|
9.55K
$208K
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-839- 2.57% |
$16.9K - $18.7K
|
31.8K
$691K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-822- 2.17% |
$16.6K - $18.3K
|
37K
$806K
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-741- 2.35% |
$15K - $16.5K
|
30.7K
$669K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-737- 5.99% |
$14.9K - $16.4K
|
11.6K
$252K
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-652- 3.3% |
$13.2K - $14.5K
|
19.1K
$416K
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-637- 1.96% |
$12.9K - $14.2K
|
31.8K
$693K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-621- 50.0% |
$12.5K - $13.8K
|
621
$13.5K
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-594- 1.03% |
$12K - $13.2K
|
57K
$1.24M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-575- 6.91% |
$11.6K - $12.8K
|
7.74K
$169K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-539- 4.45% |
$10.9K - $12K
|
11.6K
$252K
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-515- 1.94% |
$10.4K - $11.5K
|
26K
$567K
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-480- 1.99% |
$9.7K - $10.7K
|
23.6K
$514K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-411- 0.46% |
$8.3K - $9.14K
|
88.5K
$1.93M
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-401- 1.69% |
$8.1K - $8.92K
|
23.3K
$508K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-395- 2.39% |
$7.98K - $8.78K
|
16.1K
$351K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-394- 2.86% |
$7.96K - $8.76K
|
13.4K
$291K
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-339- 0.22% |
$6.85K - $7.54K
|
157K
$3.42M
|