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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.4KNew |
$466K - $499K
|
25.4K
$542K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-245- 2.26% |
$4.49K - $4.81K
|
10.6K
$226K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
20+ 1.06% |
$367 - $393
|
1.91K
$40.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.2K- 46.31% |
$205K - $219K
|
12.9K
$276K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
5.53KNew |
$101K - $109K
|
5.53K
$118K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2.11K- 14.28% |
$38.7K - $41.5K
|
12.7K
$270K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.25K- 5.7% |
$23K - $24.6K
|
20.7K
$442K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
22New |
$403 - $432
|
22
$469
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
32+ 15.69% |
$587 - $628
|
236
$5.03K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.8K- 14.88% |
$33K - $35.4K
|
10.3K
$220K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
191KNew |
$3.51M - $3.75M
|
191K
$4.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.46KNew |
$26.8K - $28.7K
|
1.46K
$31.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
11.5KNew |
$211K - $226K
|
11.5K
$245K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-6.74K- 22.69% |
$124K - $132K
|
23K
$490K
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1+ 0.01% |
$18.3 - $19.6
|
10.7K
$228K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
23New |
$422 - $452
|
23
$491
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-102- 42.5% |
$1.87K - $2K
|
138
$2.94K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
120New |
$2.2K - $2.36K
|
120
$2.56K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.55K- 4.58% |
$65K - $69.6K
|
73.9K
$1.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 1.82% |
$18.3 - $19.6
|
56
$1.19K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.65K- 62.34% |
$48.5K - $52K
|
1.6K
$34.1K
|
|
| Q1 2023 | |||||||
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-170Closed |
$3.06K - $3.7K
|
0
$0
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
51New |
$919 - $1.11K
|
51
$1.09K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-420Closed |
$7.56K - $9.15K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.72K- 82.88% |
$67K - $81K
|
768
$16.4K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
172New |
$3.1K - $3.75K
|
172
$3.67K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
145KNew |
$2.6M - $3.15M
|
145K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-384- 3.37% |
$6.92K - $8.36K
|
11K
$235K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
202KNew |
$3.63M - $4.39M
|
202K
$4.3M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.5K- 10.16% |
$45.1K - $54.5K
|
22.1K
$472K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.49K- 4.12% |
$26.8K - $32.4K
|
34.6K
$737K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$18 - $21.8
|
1
$21.3
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
123K+ 10.91% |
$2.22M - $2.68M
|
1.25M
$26.7M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
300New |
$5.4K - $6.53K
|
300
$6.4K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.11K- 30.39% |
$92K - $111K
|
11.7K
$250K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
108New |
$1.95K - $2.35K
|
108
$2.3K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
15.4KNew |
$277K - $335K
|
15.4K
$328K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
23New |
$414 - $501
|
23
$491
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.03K- 25.68% |
$54.5K - $65.9K
|
8.76K
$187K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-569- 49.09% |
$10.2K - $12.4K
|
590
$12.6K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
514New |
$9.26K - $11.2K
|
514
$11K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
16.8KNew |
$303K - $367K
|
16.8K
$359K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
26.2K+ 33.54% |
$471K - $570K
|
104K
$2.22M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-610- 99.35% |
$11K - $13.3K
|
4
$85.3
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
7.26K+ 202.17% |
$131K - $158K
|
10.9K
$232K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
120+ 0.74% |
$2.16K - $2.61K
|
16.3K
$348K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
14New |
$252 - $305
|
14
$299
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.03KNew |
$127K - $153K
|
7.03K
$150K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
39.3K+ 14.92% |
$708K - $856K
|
303K
$6.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
73New |
$1.31K - $1.59K
|
73
$1.56K
|
|