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 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
9.8KNew |
$194K - $231K
|
9.8K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
63.3KNew |
$1.25M - $1.49M
|
63.3K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.8K- 0.8% |
$253K - $301K
|
1.58M
$32M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.04K+ 6.46% |
$40.4K - $48.1K
|
33.7K
$681K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
13.7K+ 4.12% |
$272K - $323K
|
347K
$7.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.08K+ 44.88% |
$100K - $119K
|
16.4K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.5K+ 11.38% |
$346K - $412K
|
171K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.3K+ 28.76% |
$1.65M - $1.96M
|
373K
$7.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.86K- 8.63% |
$36.8K - $43.8K
|
19.7K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
56+ 0.26% |
$1.11K - $1.32K
|
21.8K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
980+ 0.23% |
$19.4K - $23.1K
|
425K
$8.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-135- 0.7% |
$2.67K - $3.18K
|
19.3K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.23K- 3.34% |
$44.1K - $52.5K
|
64.6K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
847K+ 9727.79% |
$16.8M - $19.9M
|
856K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-1.8K- 8.09% |
$35.6K - $42.3K
|
20.5K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.6K+ 57.02% |
$209K - $249K
|
29.1K
$588K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
126K+ 138.01% |
$2.5M - $2.97M
|
218K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-483- 10.36% |
$9.55K - $11.4K
|
4.18K
$84.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-2K- 2.93% |
$39.6K - $47.1K
|
66.3K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
993+ 1.44% |
$19.6K - $23.4K
|
69.8K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 1.11% |
$415 - $494
|
1.91K
$38.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.5K+ 23.65% |
$69.2K - $82.4K
|
18.3K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-286- 71.68% |
$5.66K - $6.73K
|
113
$2.28K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
301KNew |
$5.95M - $7.07M
|
301K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
17.7KNew |
$350K - $417K
|
17.7K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.15K- 24.8% |
$102K - $121K
|
15.6K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-443- 96.3% |
$8.76K - $10.4K
|
17
$343
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-362- 2.85% |
$7.16K - $8.52K
|
12.3K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 1.66% |
$79.1 - $94.1
|
245
$4.95K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.22K+ 33.04% |
$44K - $52.3K
|
8.95K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
103+ 0.81% |
$2.04K - $2.42K
|
12.9K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4- 11.11% |
$79.1 - $94.1
|
32
$646
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-35.9K- 33.36% |
$709K - $844K
|
71.6K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
39New |
$771 - $918
|
39
$788
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10.2KNew |
$202K - $240K
|
10.2K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.88KNew |
$37.1K - $44.1K
|
1.88K
$37.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
99+ 0.2% |
$1.96K - $2.33K
|
49.4K
$997K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-9.6K- 25.91% |
$190K - $226K
|
27.5K
$555K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.59K- 1.12% |
$31.5K - $37.5K
|
141K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
10.9K+ 5.67% |
$215K - $256K
|
203K
$4.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.29K+ 5.13% |
$25.4K - $30.2K
|
26.3K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-402- 3.17% |
$7.95K - $9.46K
|
12.3K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.3K- 59.91% |
$263K - $313K
|
8.89K
$180K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11- 0.13% |
$218 - $259
|
8.75K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.24% |
$39.6 - $47.1
|
820
$16.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.7K- 3.55% |
$250K - $298K
|
344K
$6.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
524New |
$10.4K - $12.3K
|
524
$10.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-13.1K- 2.78% |
$258K - $307K
|
457K
$9.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
18.1K+ 3.62% |
$358K - $426K
|
518K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
300New |
$5.93K - $7.06K
|
300
$6.06K
|