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 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.8KClosed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-339Closed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-7Closed |
N/A
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-1.8KClosed |
N/A
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-18Closed |
N/A
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Phillips Financial Management, LLC
|
SELL
|
- |
-11.1KClosed |
N/A
|
0
$0
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.43KClosed |
N/A
|
0
$0
|
|
May 06, 2019
Q1 2019
|
Essex Savings Bank
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
May 02, 2019
Q1 2019
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-18Closed |
N/A
|
0
$0
|
|
May 01, 2019
Q1 2019
|
Financial Consulate, Inc
|
SELL
|
- |
-38.1KClosed |
N/A
|
0
$0
|
|
Apr 22, 2019
Q1 2019
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-7.94KClosed |
N/A
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 19, 2019
Q4 2018
|
Corundum Group, Inc.
|
SELL
|
- |
-9.59KClosed |
N/A
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
197KNew |
N/A
|
197K
$3.97M
|
|
Feb 14, 2019
Q4 2018
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-6.29KClosed |
N/A
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-129KClosed |
N/A
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-47.7KClosed |
N/A
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
24+ 184.62% |
N/A
|
37
$747
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-555Closed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.98KClosed |
N/A
|
0
$0
|
|
Feb 06, 2019
Q4 2018
|
Retirement Planning Group
|
SELL
|
- |
-5.76KClosed |
N/A
|
0
$0
|
|
Feb 06, 2019
Q4 2018
|
Capital Advisors Inc
|
SELL
|
- |
-48.8KClosed |
N/A
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-49Closed |
N/A
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-18.1KClosed |
N/A
|
0
$0
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-12Closed |
N/A
|
0
$0
|
|
Jan 22, 2019
Q4 2018
|
Carlson Capital Management
|
SELL
|
- |
-4.83KClosed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Nov 19, 2018
Q3 2018
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-17.7KClosed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
22.4KNew |
N/A
|
22.4K
$453K
|
|
Nov 14, 2018
Q3 2018
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-94Closed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.31KClosed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-278Closed |
N/A
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-354Closed |
N/A
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-12KClosed |
N/A
|
0
$0
|
|
Oct 31, 2018
Q3 2018
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.62KClosed |
N/A
|
0
$0
|
|
Oct 30, 2018
Q3 2018
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.77KClosed |
N/A
|
0
$0
|
|
Oct 23, 2018
Q3 2018
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4.88KClosed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Aug 16, 2018
Q2 2018
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-130Closed |
N/A
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-13KClosed |
N/A
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-41.5KClosed |
N/A
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-8.03KClosed |
N/A
|
0
$0
|
|
Aug 01, 2018
Q2 2018
|
Appleton Group, LLC
|
SELL
|
- |
-234KClosed |
N/A
|
0
$0
|
|
Q1 2018 | |||||||
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
30KNew |
N/A
|
30K
$605K
|
|
May 11, 2018
Q1 2018
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-45Closed |
N/A
|
0
$0
|
|
May 11, 2018
Q1 2018
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-395Closed |
N/A
|
0
$0
|
|
May 07, 2018
Q1 2018
|
Vicus Capital
State College, PA |
SELL
|
- |
-8.71KClosed |
N/A
|
0
$0
|
|
May 04, 2018
Q1 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.32KClosed |
N/A
|
0
$0
|
|
May 04, 2018
Q1 2018
|
Argi Investment Services, LLC
|
SELL
|
- |
-5.25KClosed |
N/A
|
0
$0
|
|
May 01, 2018
Q1 2018
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-15.7KClosed |
N/A
|
0
$0
|
|
Apr 19, 2018
Q1 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-12.9KClosed |
N/A
|
0
$0
|
|
Apr 17, 2018
Q1 2018
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-5.52KClosed |
N/A
|
0
$0
|