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 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
22.7K+ 17.26% |
$448K - $533K
|
154K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-9.1K- 29.39% |
$180K - $214K
|
21.9K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
248+ 13.93% |
$4.91K - $5.84K
|
2.03K
$41K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.23% |
$554 - $659
|
12.1K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
844+ 1.72% |
$16.7K - $19.9K
|
49.8K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
258+ 1.01% |
$5.1K - $6.07K
|
25.9K
$523K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-346- 4.43% |
$6.84K - $8.14K
|
7.47K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-309- 1.84% |
$6.11K - $7.27K
|
16.5K
$333K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29.9K- 3.03% |
$591K - $703K
|
956K
$19.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12K+ 4.46% |
$238K - $283K
|
282K
$5.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
87.4K+ 158.96% |
$1.73M - $2.06M
|
142K
$2.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.21KNew |
$162K - $193K
|
8.21K
$166K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.29K+ 6.42% |
$25.5K - $30.3K
|
21.4K
$431K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
480New |
$9.49K - $11.3K
|
480
$9.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
275K+ 98.73% |
$5.43M - $6.46M
|
553K
$11.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
9.01KNew |
$178K - $212K
|
9.01K
$182K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.65K+ 35.49% |
$112K - $133K
|
21.6K
$436K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
212+ 13.34% |
$4.19K - $4.99K
|
1.8K
$36.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
9+ 1.62% |
$178 - $212
|
566
$11.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
190+ 0.2% |
$3.76K - $4.47K
|
96.9K
$1.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.57K- 4.0% |
$70.6K - $84K
|
85.6K
$1.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-4.72K- 0.7% |
$93.3K - $111K
|
674K
$13.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.86K+ 29.63% |
$96.1K - $114K
|
21.3K
$429K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.25K- 1.71% |
$24.7K - $29.4K
|
71.9K
$1.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-8.45K- 11.98% |
$167K - $199K
|
62.1K
$1.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-450- 2.67% |
$8.9K - $10.6K
|
16.4K
$332K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 1.55% |
$59.3 - $70.6
|
197
$3.98K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
144K+ 21.55% |
$2.85M - $3.39M
|
812K
$16.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
107+ 0.86% |
$2.12K - $2.52K
|
12.6K
$254K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
372+ 2066.67% |
$7.36K - $8.75K
|
390
$7.88K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
995+ 1.2% |
$19.7K - $23.4K
|
83.8K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
715New |
$14.1K - $16.8K
|
715
$14.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.84K- 2.31% |
$36.4K - $43.3K
|
77.8K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12KNew |
$237K - $282K
|
12K
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
2+ 1.54% |
$39.6 - $47.1
|
132
$2.67K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.52% |
$19.8 - $23.5
|
67
$1.35K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-154- 0.71% |
$3.05K - $3.62K
|
21.5K
$434K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
334K+ 81.28% |
$6.6M - $7.86M
|
745K
$15M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.08K+ 33.98% |
$180K - $214K
|
35.8K
$723K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-11.4K- 29.74% |
$226K - $269K
|
27K
$545K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.93K- 24.62% |
$117K - $140K
|
18.2K
$367K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
77.4K+ 99.5% |
$1.53M - $1.82M
|
155K
$3.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.42K+ 8.25% |
$47.9K - $57K
|
31.8K
$642K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.11K- 4.0% |
$41.6K - $49.5K
|
50.6K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
5.2K+ 29.76% |
$103K - $122K
|
22.7K
$458K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-331- 5.1% |
$6.55K - $7.79K
|
6.16K
$124K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.4KNew |
$245K - $291K
|
12.4K
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
220+ 1.57% |
$4.35K - $5.18K
|
14.3K
$288K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-41.6K- 45.64% |
$824K - $980K
|
49.6K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
686+ 244.13% |
$13.6K - $16.1K
|
967
$19.5K
|