Latest Institutional Purchases of Schwab Strategic U.S. Reit ETF (SCHH)
This list provides information on the latest institutional transactions involving Schwab Strategic U.S. Reit ETF (SCHH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
5.77K+ 102.52% |
$131K - $151K
|
11.4K
$242K
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
2.43KNew |
$55.4K - $63.7K
|
2.43K
$51.6K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.14K+ 946.67% |
$25.8K - $29.7K
|
1.26K
$26.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1K+ 100.0% |
$22.8K - $26.2K
|
2K
$42.4K
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
BUY
|
- |
900New |
$20.5K - $23.5K
|
900
$19.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
581+ 100.0% |
$13.2K - $15.2K
|
1.16K
$24.6K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
465+ 100.0% |
$10.6K - $12.2K
|
930
$19.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
200+ 100.0% |
$4.55K - $5.23K
|
400
$8.48K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
119+ 78.81% |
$2.71K - $3.11K
|
270
$5.72K
|
|
|
Apr 20, 2022
Q1 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
110+ 100.0% |
$2.5K - $2.88K
|
220
$4.66K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
89+ 1271.43% |
$2.02K - $2.33K
|
96
$2.04K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
60+ 100.0% |
$1.37K - $1.57K
|
120
$2.54K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
50New |
$1.14K - $1.31K
|
50
$1.06K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35+ 100.0% |
$796 - $916
|
70
$1.48K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
33+ 100.0% |
$751 - $863
|
66
$1.4K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
25+ 100.0% |
$569 - $654
|
50
$1.06K
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
15+ 100.0% |
$341 - $392
|
30
$636
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6+ 100.0% |
$137 - $157
|
12
$254
|
|
| Q4 2021 | |||||||
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3.85KNew |
$88.5K - $101K
|
3.85K
$81.6K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$571K - $623K
|
25K
$530K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
13.7KNew |
$313K - $342K
|
13.7K
$291K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
90.5KNew |
$1.89M - $2.14M
|
90.5K
$1.92M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
68New |
$1.42K - $1.61K
|
68
$1.44K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
19KNew |
$324K - $367K
|
19K
$403K
|
|
|
Jan 22, 2021
Q4 2020
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 1.85% |
$17 - $19.3
|
55
$1.17K
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
25.3KNew |
$374K - $516K
|
25.3K
$537K
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
85New |
$1.26K - $1.73K
|
85
$1.8K
|
|
| Q4 2019 | |||||||
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
9.39KNew |
$209K - $226K
|
9.39K
$199K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
87New |
$1.93K - $2.09K
|
87
$1.84K
|
|
| Q1 2019 | |||||||
|
Jun 03, 2019
Q1 2019
|
Lake Point Wealth Management
|
BUY
|
- |
119New |
N/A
|
119
$2.52K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
197KNew |
N/A
|
197K
$4.17M
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
24+ 184.62% |
N/A
|
37
$784
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
22.4KNew |
N/A
|
22.4K
$475K
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
30KNew |
N/A
|
30K
$635K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$21.2
|
|