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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.95K- 98.79% |
$40.2K - $45.5K
|
24
$521
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.48K- 3.29% |
$30.3K - $34.3K
|
43.4K
$942K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.11K- 7.46% |
$22.8K - $25.8K
|
13.7K
$298K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-684- 0.86% |
$14.1K - $15.9K
|
79.3K
$1.72M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-631- 3.95% |
$13K - $14.7K
|
15.4K
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-445- 26.97% |
$9.14K - $10.4K
|
1.21K
$26.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-440- 53.66% |
$9.04K - $10.2K
|
380
$8.25K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-200- 1.12% |
$4.11K - $4.65K
|
17.7K
$385K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-199- 98.03% |
$4.09K - $4.63K
|
4
$86.8
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-145- 50.88% |
$2.98K - $3.37K
|
140
$3.04K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-138- 5.66% |
$2.84K - $3.21K
|
2.3K
$49.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-60- 21.13% |
$1.23K - $1.4K
|
224
$4.86K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-50- 0.36% |
$1.03K - $1.16K
|
13.7K
$298K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 16.13% |
$103 - $116
|
26
$564
|
|
| Q3 2024 | |||||||
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-210K- 85.46% |
$4.15M - $4.93M
|
35.7K
$774K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-98K- 42.65% |
$1.94M - $2.31M
|
132K
$2.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-6.38K- 7.16% |
$126K - $150K
|
82.7K
$1.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.26K- 60.83% |
$24.9K - $29.6K
|
810
$17.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-670- 1.15% |
$13.3K - $15.8K
|
57.4K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-604- 99.34% |
$11.9K - $14.2K
|
4
$86.8
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-527- 5.09% |
$10.4K - $12.4K
|
9.82K
$213K
|
|
|
Nov 07, 2024
Q3 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-450- 2.67% |
$8.9K - $10.6K
|
16.4K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-346- 4.43% |
$6.84K - $8.14K
|
7.47K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-60- 0.57% |
$1.19K - $1.41K
|
10.4K
$226K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1- -0.0% |
$19.8 - $23.5
|
36.6K
$793K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-787K- 17.68% |
$14.6M - $15.9M
|
3.67M
$79.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-36.9K- 75.52% |
$684K - $746K
|
12K
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-25.9K- 39.44% |
$480K - $523K
|
39.8K
$863K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-17.3K- 39.44% |
$320K - $349K
|
26.5K
$575K
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-15.8K- 57.75% |
$293K - $319K
|
11.6K
$251K
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-6.92K- 31.91% |
$128K - $140K
|
14.8K
$321K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.51K- 0.77% |
$121K - $131K
|
834K
$18.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.27K- 10.34% |
$97.6K - $106K
|
45.7K
$991K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.54K- 8.93% |
$28.5K - $31.1K
|
15.7K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-898- 6.95% |
$16.6K - $18.1K
|
12K
$261K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-852- 66.77% |
$15.8K - $17.2K
|
424
$9.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-490- 4.58% |
$9.08K - $9.9K
|
10.2K
$222K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-387- 63.76% |
$7.17K - $7.82K
|
220
$4.77K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-301- 20.6% |
$5.58K - $6.08K
|
1.16K
$25.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-105- 55.26% |
$1.95K - $2.12K
|
85
$1.84K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-50- 29.41% |
$927 - $1.01K
|
120
$2.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-15Closed |
$278 - $303
|
0
$0
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-8.72K- 19.47% |
$169K - $182K
|
36.1K
$783K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.92K- 10.74% |
$134K - $145K
|
57.5K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.76K- 12.23% |
$53.6K - $57.8K
|
19.8K
$430K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-942- 8.68% |
$18.3K - $19.7K
|
9.91K
$215K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-447- 6.01% |
$8.67K - $9.36K
|
7K
$152K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-90- 17.31% |
$1.75K - $1.88K
|
430
$9.33K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-60- 0.24% |
$1.16K - $1.26K
|
25.4K
$550K
|
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-34- 11.68% |
$659 - $712
|
257
$5.58K
|
|