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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
32New |
$561 - $649
|
32
$646
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 5.07% |
$24.3K - $28.1K
|
26K
$525K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2New |
$35 - $40.5
|
2
$40.4
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-320- 44.02% |
$5.61K - $6.49K
|
407
$8.22K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
62New |
$1.09K - $1.26K
|
62
$1.25K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$7.01K - $8.11K
|
400
$8.08K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$1.75K - $2.03K
|
100
$2.02K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-538- 26.41% |
$9.43K - $10.9K
|
1.5K
$30.3K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
28.8K+ 18.54% |
$504K - $583K
|
184K
$3.71M
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-74- 97.37% |
$1.3K - $1.5K
|
2
$40.4
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
100New |
$1.75K - $2.03K
|
100
$2.02K
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
800New |
$14K - $16.2K
|
800
$16.2K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
322New |
$5.64K - $6.53K
|
322
$6.5K
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50.7K+ 79.16% |
$888K - $1.03M
|
115K
$2.32M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
800New |
$14K - $16.2K
|
800
$16.2K
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-21.8K- 7.81% |
$382K - $442K
|
257K
$5.19M
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
17+ 56.67% |
$298 - $345
|
47
$949
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-80- 40.0% |
$1.4K - $1.62K
|
120
$2.42K
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
BUY
|
- |
1.18K+ 3.36% |
$20.7K - $24K
|
36.4K
$735K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.22K- 99.95% |
$38.9K - $45K
|
1
$20.2
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-2.81K- 17.43% |
$49.2K - $57K
|
13.3K
$269K
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
SELL
|
- |
-387- 3.41% |
$6.78K - $7.84K
|
11K
$221K
|
|
Oct 11, 2023
Q3 2023
|
Gpwm LLC
|
SELL
|
- |
-19- 22.09% |
$333 - $385
|
67
$1.35K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
6.2KNew |
$109K - $126K
|
6.2K
$125K
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
537New |
$9.41K - $10.9K
|
537
$10.8K
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 8.6% |
$18.2K - $21.1K
|
13.1K
$265K
|
|
Q2 2023 | |||||||
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-10.3KClosed |
$188K - $201K
|
0
$0
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
147New |
$2.7K - $2.89K
|
147
$2.97K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
33+ 0.89% |
$605 - $648
|
3.74K
$75.4K
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
213+ 40.96% |
$3.91K - $4.18K
|
733
$14.8K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
275New |
$5.04K - $5.4K
|
275
$5.56K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
77New |
$1.41K - $1.51K
|
77
$1.56K
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
11.2KNew |
$205K - $219K
|
11.2K
$226K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
29+ 0.07% |
$532 - $570
|
39.3K
$795K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-277- 99.64% |
$5.08K - $5.44K
|
1
$20.2
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.7KNew |
$67.9K - $72.7K
|
3.7K
$74.7K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
532New |
$9.76K - $10.4K
|
532
$10.7K
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
185+ 0.89% |
$3.39K - $3.63K
|
21.1K
$425K
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-251- 91.61% |
$4.6K - $4.93K
|
23
$465
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1- 0.34% |
$18.3 - $19.6
|
296
$5.98K
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.4KNew |
$466K - $499K
|
25.4K
$514K
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-245- 2.26% |
$4.49K - $4.81K
|
10.6K
$214K
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
20+ 1.06% |
$367 - $393
|
1.91K
$38.5K
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.2K- 46.31% |
$205K - $219K
|
12.9K
$261K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
5.53KNew |
$101K - $109K
|
5.53K
$112K
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2.11K- 14.28% |
$38.7K - $41.5K
|
12.7K
$256K
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.25K- 5.7% |
$23K - $24.6K
|
20.7K
$418K
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
22New |
$403 - $432
|
22
$444
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
32+ 15.69% |
$587 - $628
|
236
$4.77K
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.8K- 14.88% |
$33K - $35.4K
|
10.3K
$208K
|