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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
73New |
$1.31K - $1.59K
|
73
$1.56K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-134- 69.07% |
$2.41K - $2.92K
|
60
$1.28K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-16- 76.19% |
$288 - $348
|
5
$107
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
481+ 2.32% |
$8.66K - $10.5K
|
21.2K
$452K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-378- 95.94% |
$6.81K - $8.23K
|
16
$341
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.18KNew |
$21.3K - $25.7K
|
1.18K
$25.2K
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-9.53K- 16.14% |
$172K - $208K
|
49.5K
$1.06M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
135New |
$2.43K - $2.94K
|
135
$2.88K
|
|
| Q4 2022 | |||||||
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9+ 0.87% |
$159 - $184
|
1.05K
$22.4K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.26KNew |
$39.9K - $46.2K
|
2.26K
$48.1K
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
21.2KNew |
$375K - $434K
|
21.2K
$452K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
58New |
$1.03K - $1.19K
|
58
$1.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
13KNew |
$230K - $267K
|
13K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
70+ 0.9% |
$1.24K - $1.43K
|
7.81K
$167K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
804New |
$14.2K - $16.4K
|
804
$17.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
37+ 0.17% |
$654 - $757
|
22K
$470K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
248KNew |
$4.38M - $5.07M
|
248K
$5.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
30.7K+ 40.45% |
$543K - $629K
|
107K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.6KNew |
$223K - $258K
|
12.6K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
100K+ 9.09% |
$1.77M - $2.05M
|
1.2M
$25.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
78New |
$1.38K - $1.6K
|
78
$1.66K
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
21.6KNew |
$382K - $442K
|
21.6K
$461K
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
95KNew |
$1.68M - $1.94M
|
95K
$2.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
25.7K+ 73.74% |
$454K - $525K
|
60.4K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
50.8KNew |
$898K - $1.04M
|
50.8K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.35K- 45.66% |
$23.8K - $27.5K
|
1.6K
$34.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.45KNew |
$25.5K - $29.6K
|
1.45K
$30.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.9KNew |
$33.6K - $38.9K
|
1.9K
$40.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
43New |
$760 - $880
|
43
$917
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
10.6KNew |
$188K - $217K
|
10.6K
$227K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-13.2K- 47.2% |
$233K - $270K
|
14.7K
$314K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.75K- 48.25% |
$172K - $199K
|
10.5K
$223K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.54K- 63.95% |
$27.2K - $31.4K
|
866
$18.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
68New |
$1.2K - $1.39K
|
68
$1.45K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
56.7K+ 44.58% |
$1M - $1.16M
|
184K
$3.92M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.24KNew |
$22K - $25.5K
|
1.24K
$26.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
404New |
$7.14K - $8.27K
|
404
$8.62K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.58KNew |
$28K - $32.4K
|
1.58K
$33.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
82New |
$1.45K - $1.68K
|
82
$1.75K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
895New |
$15.8K - $18.3K
|
895
$19.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2New |
$35.4 - $40.9
|
2
$42.7
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
26KNew |
$460K - $532K
|
26K
$555K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
101New |
$1.79K - $2.07K
|
101
$2.15K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
99+ 0.83% |
$1.75K - $2.03K
|
12K
$257K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
144+ 225.0% |
$2.55K - $2.95K
|
208
$4.44K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
555New |
$9.81K - $11.4K
|
555
$11.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
BUY
|
- |
109K+ 5.52% |
$1.93M - $2.24M
|
2.09M
$44.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
12.7KNew |
$224K - $259K
|
12.7K
$270K
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
18.3KNew |
$323K - $374K
|
18.3K
$390K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
139+ 18.31% |
$2.46K - $2.84K
|
898
$19.2K
|
|