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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-80- 40.0% |
$1.4K - $1.62K
|
120
$2.77K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-74- 97.37% |
$1.3K - $1.5K
|
2
$46.2
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-48- 15.0% |
$841 - $973
|
272
$6.29K
|
|
|
Oct 11, 2023
Q3 2023
|
Gpwm LLC
|
SELL
|
- |
-19- 22.09% |
$333 - $385
|
67
$1.55K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.2K- 46.31% |
$205K - $219K
|
12.9K
$299K
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-10.3KClosed |
$188K - $201K
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-6.74K- 22.69% |
$124K - $132K
|
23K
$531K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.55K- 4.58% |
$65K - $69.6K
|
73.9K
$1.71M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.65K- 62.34% |
$48.5K - $52K
|
1.6K
$37K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2.11K- 14.28% |
$38.7K - $41.5K
|
12.7K
$293K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.8K- 14.88% |
$33K - $35.4K
|
10.3K
$238K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.25K- 5.7% |
$23K - $24.6K
|
20.7K
$478K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-277- 99.64% |
$5.08K - $5.44K
|
1
$23.1
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-251- 91.61% |
$4.6K - $4.93K
|
23
$532
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-245- 2.26% |
$4.49K - $4.81K
|
10.6K
$245K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-102- 42.5% |
$1.87K - $2K
|
138
$3.19K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1- 0.34% |
$18.3 - $19.6
|
296
$6.84K
|
|
| Q1 2023 | |||||||
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-9.53K- 16.14% |
$172K - $208K
|
49.5K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.11K- 30.39% |
$92K - $111K
|
11.7K
$271K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.72K- 82.88% |
$67K - $81K
|
768
$17.7K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.03K- 25.68% |
$54.5K - $65.9K
|
8.76K
$202K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.5K- 10.16% |
$45.1K - $54.5K
|
22.1K
$512K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.49K- 4.12% |
$26.8K - $32.4K
|
34.6K
$799K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-610- 99.35% |
$11K - $13.3K
|
4
$92.4
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-569- 49.09% |
$10.2K - $12.4K
|
590
$13.6K
|
|
|
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
$255K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-378- 95.94% |
$6.81K - $8.23K
|
16
$370
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-170Closed |
$3.06K - $3.7K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-134- 69.07% |
$2.41K - $2.92K
|
60
$1.39K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-16- 76.19% |
$288 - $348
|
5
$116
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$18 - $21.8
|
1
$23.1
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-16.6K- 38.45% |
$294K - $340K
|
26.6K
$615K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-13.2K- 47.2% |
$233K - $270K
|
14.7K
$341K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.75K- 48.25% |
$172K - $199K
|
10.5K
$242K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3.63KClosed |
$64.1K - $74.2K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.99K- 5.15% |
$35.2K - $40.7K
|
36.7K
$848K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.92K- 10.52% |
$33.9K - $39.2K
|
16.3K
$377K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.54K- 63.95% |
$27.2K - $31.4K
|
866
$20K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.35K- 45.66% |
$23.8K - $27.5K
|
1.6K
$37K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-881- 8.02% |
$15.6K - $18K
|
10.1K
$233K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-40K- 79.46% |
$739K - $945K
|
10.3K
$239K
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-8.03K- 28.79% |
$148K - $189K
|
19.9K
$459K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.92K- 22.8% |
$128K - $163K
|
23.4K
$542K
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-3.65K- 24.78% |
$67.3K - $86.1K
|
11.1K
$256K
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.87K- 0.97% |
$52.9K - $67.6K
|
294K
$6.79M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.39K- 15.2% |
$44K - $56.3K
|
13.3K
$308K
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.67K- 8.86% |
$30.8K - $39.3K
|
17.1K
$396K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-1.65K- 12.65% |
$30.4K - $38.9K
|
11.4K
$263K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-568- 35.81% |
$10.5K - $13.4K
|
1.02K
$23.5K
|
|