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 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
30KNew |
N/A
|
30K
$639K
|
|
|
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
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-142Closed |
N/A
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Wealthsource Partners, LLC
|
SELL
|
- |
-688- 2.0% |
N/A
|
33.8K
$720K
|
|
|
Apr 10, 2018
Q1 2018
|
Norway Savings Bank
|
SELL
|
- |
-1.44KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2018
Q1 2018
|
Trust CO
|
SELL
|
- |
-5.58KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2018
Q1 2018
|
Bouchey Financial Group LTD
|
SELL
|
- |
-20.5KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Aug 30, 2024
Q4 2017
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
N/A
|
100
$2.13K
|
|
|
Feb 12, 2018
Q4 2017
|
Diligent Investors, LLC
|
SELL
|
- |
-5.05KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-330Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-11KClosed |
N/A
|
0
$0
|
|
|
Jan 25, 2018
Q4 2017
|
Corbenic Partners LLC
|
SELL
|
- |
-170Closed |
N/A
|
0
$0
|
|
|
Jan 10, 2018
Q4 2017
|
Triangle Securities Wealth Management
|
SELL
|
- |
-5.06KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$21.3
|
|
|
Nov 09, 2017
Q3 2017
|
Gratus Capital LLC
|
SELL
|
- |
-8.11KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-800Closed |
N/A
|
0
$0
|
|
| Q2 2017 | |||||||
|
Dec 21, 2023
Q2 2017
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5.19KClosed |
N/A
|
0
$0
|
|
| Q4 2016 | |||||||
|
Jun 28, 2018
Q4 2016
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|