Latest Institutional Transactions on Schwab Strategic U.S. Reit ETF (SCHH)
This table provides information on the latest institutional transactions involving Schwab Strategic U.S. Reit ETF (SCHH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.81K- 0.39% |
$37.2K - $42.1K
|
464K
$9.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
85New |
$1.75K - $1.98K
|
85
$1.72K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
21K+ 794.92% |
$431K - $487K
|
23.6K
$477K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-238- 0.91% |
$4.89K - $5.54K
|
25.8K
$522K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.06K+ 118.94% |
$21.7K - $24.5K
|
1.94K
$39.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
3.9K+ 5.37% |
$80.1K - $90.7K
|
76.5K
$1.55M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
22New |
$452 - $512
|
22
$444
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.57K+ 15.56% |
$52.8K - $59.7K
|
19.1K
$385K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50.1K+ 190.9% |
$990K - $1.18M
|
76.3K
$1.54M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
727+ 0.89% |
$14.4K - $17.1K
|
82.1K
$1.66M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
530+ 3.43% |
$10.5K - $12.5K
|
16K
$323K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-701- 2.98% |
$13.9K - $16.5K
|
22.8K
$461K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.8KNew |
$253K - $301K
|
12.8K
$259K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
18.6K+ 96.88% |
$368K - $438K
|
37.8K
$764K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
317+ 64.83% |
$6.27K - $7.46K
|
806
$16.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.16% |
$19.8 - $23.5
|
632
$12.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
67.5K+ 381.98% |
$1.33M - $1.59M
|
85.2K
$1.72M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-69.5K- 7.44% |
$1.37M - $1.64M
|
865K
$17.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.27K- 9.47% |
$64.6K - $76.8K
|
31.2K
$631K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.7KNew |
$251K - $298K
|
12.7K
$256K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
44KNew |
$870K - $1.03M
|
44K
$888K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
3.89K+ 5.11% |
$76.9K - $91.5K
|
80K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15- 12.0% |
$297 - $353
|
110
$2.22K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.11K+ 19.38% |
$141K - $167K
|
43.8K
$884K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.39K+ 0.66% |
$27.4K - $32.6K
|
211K
$4.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
5+ 0.03% |
$98.9 - $118
|
17.3K
$350K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3.23KNew |
$63.8K - $75.9K
|
3.23K
$65.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
877+ 23.72% |
$17.3K - $20.6K
|
4.57K
$92.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-60- 0.57% |
$1.19K - $1.41K
|
10.4K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
302KNew |
$5.98M - $7.12M
|
302K
$6.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
686New |
$13.6K - $16.1K
|
686
$13.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
61.3KNew |
$1.21M - $1.44M
|
61.3K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
840+ 2.73% |
$16.6K - $19.8K
|
31.6K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-23- 0.05% |
$455 - $541
|
42.8K
$865K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6+ 0.01% |
$119 - $141
|
85.2K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.17K- 10.47% |
$62.6K - $74.5K
|
27.1K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-86K- 12.88% |
$1.7M - $2.02M
|
582K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.6K- 5.09% |
$388K - $462K
|
366K
$7.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$250K - $298K
|
12.6K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.43K- 21.59% |
$147K - $175K
|
27K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.8K- 11.31% |
$491K - $584K
|
194K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
9.48KNew |
$187K - $223K
|
9.48K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.31K- 9.13% |
$184K - $219K
|
92.7K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
131K+ 24.79% |
$2.6M - $3.09M
|
661K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.27K+ 499.54% |
$64.7K - $77K
|
3.93K
$79.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-963- 5.28% |
$19K - $22.7K
|
17.3K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
404K+ 223.89% |
$7.99M - $9.5M
|
584K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
160+ 51.78% |
$3.16K - $3.76K
|
469
$9.47K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
16.4K+ 3.08% |
$324K - $385K
|
548K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.22K- 4.68% |
$24.2K - $28.8K
|
24.9K
$503K
|
|