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 |
---|---|---|---|---|---|---|---|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-36.3KClosed |
$662K - $754K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-12.5KClosed |
$229K - $261K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-548Closed |
$10K - $11.4K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-19.2KClosed |
$350K - $398K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-418Closed |
$7.63K - $8.69K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-9.11KClosed |
$155K - $176K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-325Closed |
$5.54K - $6.28K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-717Closed |
$12.2K - $13.9K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-12.9KClosed |
$220K - $249K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.2KClosed |
$20.5K - $23.2K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-800Closed |
$13.6K - $15.5K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-26Closed |
$443 - $503
|
0
$0
|
|
Jan 22, 2021
Q4 2020
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 1.85% |
$17 - $19.3
|
55
$1.11K
|
|
Jan 15, 2021
Q4 2020
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-163KClosed |
$2.77M - $3.14M
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Moneywise, Inc.
|
SELL
|
- |
-26.9KClosed |
$458K - $520K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
19KNew |
$324K - $367K
|
19K
$384K
|
|
Jan 11, 2021
Q4 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-1.94KClosed |
$33K - $37.4K
|
0
$0
|
|
Q3 2020 | |||||||
Feb 02, 2021
Q3 2020
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-11.6KClosed |
$197K - $217K
|
0
$0
|
|
Dec 01, 2020
Q3 2020
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-156KClosed |
$2.66M - $2.93M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.37KClosed |
$23.3K - $25.6K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-257Closed |
$4.37K - $4.81K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-34.2KClosed |
$581K - $640K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-36.5KClosed |
$620K - $683K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-39KClosed |
$663K - $731K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-181KClosed |
$3.08M - $3.39M
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-51.7KClosed |
$879K - $969K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-18.2KClosed |
$310K - $342K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-59Closed |
$1K - $1.11K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-123KClosed |
$2.09M - $2.3M
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-8.03KClosed |
$136K - $150K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Xr Securities LLC
|
SELL
|
- |
-26.6KClosed |
$451K - $497K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-12.2KClosed |
$208K - $229K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.01KClosed |
$34.1K - $37.6K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-551Closed |
$9.36K - $10.3K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-80Closed |
$1.36K - $1.5K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-185Closed |
$3.14K - $3.47K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-15.9KClosed |
$270K - $298K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Wall Capital Group, Inc.
|
SELL
|
- |
-13.9KClosed |
$236K - $260K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-47Closed |
$799 - $880
|
0
$0
|
|
Q2 2020 | |||||||
Dec 19, 2024
Q2 2020
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.81KClosed |
$26.7K - $36.8K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-249- 24.17% |
$3.68K - $5.07K
|
781
$15.8K
|
|
Aug 20, 2020
Q2 2020
|
Cypress Capital, LLC
|
SELL
|
- |
-201KClosed |
$2.97M - $4.09M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-613Closed |
$9.05K - $12.5K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-73Closed |
$1.08K - $1.49K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.21KClosed |
$91.8K - $126K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-13Closed |
$192 - $265
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-34KClosed |
$502K - $692K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-114KClosed |
$1.68M - $2.32M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Kingfisher Capital LLC
|
SELL
|
- |
-8.84KClosed |
$131K - $180K
|
0
$0
|