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 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-32- 12.31% |
$620 - $670
|
228
$4.95K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 3.28% |
$38.8 - $41.9
|
59
$1.28K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-110KClosed |
$1.85M - $2.31M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-27.2K- 67.38% |
$456K - $569K
|
13.2K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-22.5K- 51.36% |
$376K - $470K
|
21.3K
$461K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-985- 4.4% |
$16.5K - $20.6K
|
21.4K
$464K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-263- 1.2% |
$4.41K - $5.51K
|
21.6K
$469K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-207- 2.0% |
$3.47K - $4.34K
|
10.1K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-141- 19.78% |
$2.36K - $2.95K
|
572
$12.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-80- 2.51% |
$1.34K - $1.68K
|
3.11K
$67.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-28- 73.68% |
$469 - $587
|
10
$217
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3- 0.19% |
$50.3 - $62.8
|
1.54K
$33.3K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-255K- 34.69% |
$4.47M - $5.17M
|
480K
$10.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-21.8K- 7.81% |
$382K - $442K
|
257K
$5.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.27K- 28.15% |
$110K - $127K
|
16K
$347K
|
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-2.81K- 17.43% |
$49.2K - $57K
|
13.3K
$289K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.22K- 99.95% |
$38.9K - $45K
|
1
$21.7
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 5.07% |
$24.3K - $28.1K
|
26K
$564K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-645- 3.57% |
$11.3K - $13.1K
|
17.4K
$378K
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
SELL
|
- |
-387- 3.41% |
$6.78K - $7.84K
|
11K
$238K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-320- 44.02% |
$5.61K - $6.49K
|
407
$8.83K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-80- 40.0% |
$1.4K - $1.62K
|
120
$2.6K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-74- 97.37% |
$1.3K - $1.5K
|
2
$43.4
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.2K- 46.31% |
$205K - $219K
|
12.9K
$281K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-6.74K- 22.69% |
$124K - $132K
|
23K
$498K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.55K- 4.58% |
$65K - $69.6K
|
73.9K
$1.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.65K- 62.34% |
$48.5K - $52K
|
1.6K
$34.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2.11K- 14.28% |
$38.7K - $41.5K
|
12.7K
$275K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.8K- 14.88% |
$33K - $35.4K
|
10.3K
$224K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.25K- 5.7% |
$23K - $24.6K
|
20.7K
$449K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-277- 99.64% |
$5.08K - $5.44K
|
1
$21.7
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-251- 91.61% |
$4.6K - $4.93K
|
23
$499
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-245- 2.26% |
$4.49K - $4.81K
|
10.6K
$230K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-102- 42.5% |
$1.87K - $2K
|
138
$2.99K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1- 0.34% |
$18.3 - $19.6
|
296
$6.42K
|
|
| Q1 2023 | |||||||
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-9.53K- 16.14% |
$172K - $208K
|
49.5K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.11K- 30.39% |
$92K - $111K
|
11.7K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.72K- 82.88% |
$67K - $81K
|
768
$16.7K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.03K- 25.68% |
$54.5K - $65.9K
|
8.76K
$190K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.5K- 10.16% |
$45.1K - $54.5K
|
22.1K
$480K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.49K- 4.12% |
$26.8K - $32.4K
|
34.6K
$750K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-569- 49.09% |
$10.2K - $12.4K
|
590
$12.8K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-420Closed |
$7.56K - $9.15K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-384- 3.37% |
$6.92K - $8.36K
|
11K
$239K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-134- 69.07% |
$2.41K - $2.92K
|
60
$1.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-16- 76.19% |
$288 - $348
|
5
$109
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-16.6K- 38.45% |
$294K - $340K
|
26.6K
$578K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-13.2K- 47.2% |
$233K - $270K
|
14.7K
$320K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.75K- 48.25% |
$172K - $199K
|
10.5K
$227K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3.63KClosed |
$64.1K - $74.2K
|
0
$0
|
|