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 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.68KClosed |
$77K - $138K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-25Closed |
$339 - $607
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-56.1KClosed |
$759K - $1.36M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-3Closed |
$40.6 - $72.8
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-58Closed |
$785 - $1.41K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.58KClosed |
$62K - $111K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-78Closed |
$1.06K - $1.89K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Verity Wealth Advisors
|
SELL
|
- |
-5.84KClosed |
$79K - $142K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-50Closed |
$677 - $1.21K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
9.39KNew |
$209K - $226K
|
9.39K
$190K
|
|
|
Feb 13, 2020
Q4 2019
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-14KClosed |
$311K - $336K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.88KClosed |
$108K - $117K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-137Closed |
$3.05K - $3.3K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-10.4KClosed |
$231K - $250K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Ing Groep Nv
|
SELL
|
- |
-247KClosed |
$5.5M - $5.95M
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-15.2KClosed |
$339K - $367K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
87New |
$1.93K - $2.09K
|
87
$1.76K
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-498Closed |
$11.1K - $12K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.29KClosed |
$118K - $127K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-117Closed |
$2.6K - $2.82K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Hoertkorn Richard Charles
|
SELL
|
- |
-100Closed |
$2.22K - $2.41K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-9.94KClosed |
$221K - $239K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-39Closed |
$867 - $939
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-7Closed |
$156 - $168
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.3KClosed |
$95.5K - $103K
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-20Closed |
$445 - $481
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3.53KClosed |
$78.4K - $84.8K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11.6KClosed |
$269K - $274K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-205Closed |
$4.75K - $4.84K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-97Closed |
$2.25K - $2.29K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-6Closed |
$139 - $142
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.15KClosed |
$26.7K - $27.2K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.51KClosed |
$35K - $35.7K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-128K- 98.14% |
$2.97M - $3.03M
|
2.44K
$49.2K
|
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-891Closed |
$20.7K - $21K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-4Closed |
$92.7 - $94.4
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-762Closed |
$17.7K - $18K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 16, 2019
Q2 2019
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-51.1KClosed |
N/A
|
0
$0
|
|
|
Aug 16, 2019
Q2 2019
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.46KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.5KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-26.8KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-240Closed |
N/A
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.13KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-3.53KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-336Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-567Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Churchill Management Corp
|
SELL
|
- |
-5.32KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-384Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Jun 03, 2019
Q1 2019
|
Lake Point Wealth Management
|
BUY
|
- |
119New |
N/A
|
119
$2.4K
|
|