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 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.73K- 6.14% |
$133K - $158K
|
103K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 2.28% |
$207K - $247K
|
449K
$9.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.28K- 8.28% |
$164K - $195K
|
91.8K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
16.2K+ 4.69% |
$320K - $380K
|
361K
$7.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
62+ 0.25% |
$1.23K - $1.46K
|
24.5K
$495K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-97- 23.54% |
$1.92K - $2.28K
|
315
$6.36K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.64K+ 1.85% |
$72.1K - $85.7K
|
201K
$4.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
333+ 12.42% |
$6.59K - $7.84K
|
3.01K
$60.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
287+ 2.33% |
$5.68K - $6.75K
|
12.6K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-26.3K- 6.98% |
$521K - $619K
|
351K
$7.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-124K- 10.34% |
$2.45M - $2.91M
|
1.07M
$21.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.91K+ 7.3% |
$57.5K - $68.4K
|
42.7K
$863K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
190New |
$3.76K - $4.47K
|
190
$3.84K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.45K+ 0.89% |
$28.7K - $34.1K
|
164K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15K+ 13.4% |
$296K - $352K
|
127K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
243+ 1.56% |
$4.81K - $5.72K
|
15.8K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
7+ 0.81% |
$138 - $165
|
873
$17.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-234- 1.38% |
$4.63K - $5.51K
|
16.7K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-666- 7.58% |
$13.2K - $15.7K
|
8.12K
$164K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-9.35K- 40.24% |
$185K - $220K
|
13.9K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-59- 1.88% |
$1.17K - $1.39K
|
3.07K
$62.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21.1KNew |
$418K - $497K
|
21.1K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
117K+ 0.22% |
$2.32M - $2.76M
|
52.9M
$1.07B
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.91K+ 329.66% |
$37.8K - $45K
|
2.49K
$50.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.16MNew |
$23M - $27.3M
|
1.16M
$23.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
5.2K+ 14.29% |
$103K - $122K
|
41.6K
$840K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
12.8KNew |
$254K - $302K
|
12.8K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-8.71K- 2.22% |
$172K - $205K
|
384K
$7.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-174K- 2.25% |
$3.43M - $4.08M
|
7.55M
$152M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3- 0.29% |
$59.3 - $70.6
|
1.04K
$21.1K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.11KNew |
$180K - $214K
|
9.11K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-174K- 10.05% |
$3.44M - $4.09M
|
1.56M
$31.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
21.1KNew |
$418K - $497K
|
21.1K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
680+ 0.71% |
$13.5K - $16K
|
96.4K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-272- 0.52% |
$5.38K - $6.4K
|
51.6K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
131K+ 411.82% |
$2.59M - $3.08M
|
163K
$3.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
106+ 0.96% |
$2.1K - $2.49K
|
11.2K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-388- 0.25% |
$7.67K - $9.13K
|
154K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-170- 0.94% |
$3.36K - $4K
|
17.9K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
443K+ 15.53% |
$8.76M - $10.4M
|
3.29M
$66.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
315New |
$6.23K - $7.41K
|
315
$6.36K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.49K- 7.49% |
$88.8K - $106K
|
55.5K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.2K+ 3.9% |
$23.8K - $28.3K
|
32K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-66K- 10.12% |
$1.3M - $1.55M
|
586K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.14K+ 1.32% |
$22.6K - $26.9K
|
87.7K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.1KNew |
$200K - $238K
|
10.1K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-48.6K- 4.23% |
$961K - $1.14M
|
1.1M
$22.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.8K+ 7.13% |
$313K - $373K
|
238K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
9.53KNew |
$188K - $224K
|
9.53K
$192K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.4K- 21.67% |
$47.5K - $56.4K
|
8.67K
$175K
|