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 |
---|---|---|---|---|---|---|---|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-110KClosed |
$1.85M - $2.31M
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-64.9K- 68.77% |
$1.09M - $1.36M
|
29.5K
$585K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-32.9K- 98.45% |
$552K - $690K
|
518
$10.3K
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-28K- 3.64% |
$470K - $587K
|
743K
$14.7M
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-27.2K- 67.38% |
$456K - $569K
|
13.2K
$261K
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-22.5K- 51.36% |
$376K - $470K
|
21.3K
$422K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-21K- 55.7% |
$352K - $440K
|
16.7K
$332K
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-9.77K- 9.1% |
$164K - $205K
|
97.5K
$1.94M
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-6.3K- 5.14% |
$106K - $132K
|
116K
$2.31M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.69K- 63.48% |
$95.3K - $119K
|
3.27K
$64.9K
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-4.44K- 10.83% |
$74.4K - $93.1K
|
36.6K
$726K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.24K- 66.87% |
$71.1K - $88.9K
|
2.1K
$41.7K
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.34K- 3.73% |
$56K - $70.1K
|
86.3K
$1.71M
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3K- 14.21% |
$50.3K - $62.9K
|
18.1K
$360K
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.98K- 8.93% |
$33.2K - $41.5K
|
20.2K
$401K
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-985- 4.4% |
$16.5K - $20.6K
|
21.4K
$424K
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-450- 61.31% |
$7.54K - $9.43K
|
284
$5.64K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-331- 77.7% |
$5.55K - $6.93K
|
95
$1.89K
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-284- 8.5% |
$4.76K - $5.95K
|
3.06K
$60.7K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-263- 1.2% |
$4.41K - $5.51K
|
21.6K
$429K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-231- 60.63% |
$3.87K - $4.84K
|
150
$2.98K
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-207- 2.0% |
$3.47K - $4.34K
|
10.1K
$201K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-188- 66.2% |
$3.15K - $3.94K
|
96
$1.91K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-141- 19.78% |
$2.36K - $2.95K
|
572
$11.4K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-138- 7.68% |
$2.31K - $2.89K
|
1.66K
$32.9K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-132- 75.0% |
$2.21K - $2.77K
|
44
$873
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-124- 1.14% |
$2.08K - $2.6K
|
10.7K
$213K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-96- 12.94% |
$1.61K - $2.01K
|
646
$12.8K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-81- 6.3% |
$1.36K - $1.7K
|
1.21K
$23.9K
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-80- 2.51% |
$1.34K - $1.68K
|
3.11K
$61.7K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-63- 15.99% |
$1.06K - $1.32K
|
331
$6.57K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-28- 73.68% |
$469 - $587
|
10
$199
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 0.73% |
$67 - $83.8
|
546
$10.8K
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3- 0.19% |
$50.3 - $62.8
|
1.54K
$30.5K
|
|
Q3 2023 | |||||||
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-255K- 34.69% |
$4.47M - $5.17M
|
480K
$9.53M
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-21.8K- 7.81% |
$382K - $442K
|
257K
$5.1M
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-9.49K- 14.72% |
$166K - $192K
|
55K
$1.09M
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.49K- 3.93% |
$114K - $132K
|
159K
$3.15M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.27K- 28.15% |
$110K - $127K
|
16K
$318K
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-2.81K- 17.43% |
$49.2K - $57K
|
13.3K
$264K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.22K- 99.95% |
$38.9K - $45K
|
1
$19.9
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.5K- 5.56% |
$26.3K - $30.4K
|
25.5K
$506K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 5.07% |
$24.3K - $28.1K
|
26K
$516K
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
SELL
|
- |
-1.37K- 6.51% |
$24K - $27.8K
|
19.7K
$391K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-886- 3.05% |
$15.5K - $18K
|
28.1K
$559K
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-645- 3.57% |
$11.3K - $13.1K
|
17.4K
$345K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-538- 26.41% |
$9.43K - $10.9K
|
1.5K
$29.8K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-481- 21.69% |
$8.43K - $9.75K
|
1.74K
$34.5K
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
SELL
|
- |
-387- 3.41% |
$6.78K - $7.84K
|
11K
$217K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-320- 44.02% |
$5.61K - $6.49K
|
407
$8.08K
|