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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
537New |
$9.41K - $10.9K
|
537
$11.5K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
503New |
$8.81K - $10.2K
|
503
$10.8K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$7.01K - $8.11K
|
400
$8.6K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
322New |
$5.64K - $6.53K
|
322
$6.92K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
146+ 87.43% |
$2.56K - $2.96K
|
313
$6.73K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$1.75K - $2.03K
|
100
$2.15K
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
100New |
$1.75K - $2.03K
|
100
$2.15K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
67+ 11.24% |
$1.17K - $1.36K
|
663
$14.2K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
62New |
$1.09K - $1.26K
|
62
$1.33K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
52New |
$911 - $1.05K
|
52
$1.12K
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
17+ 56.67% |
$298 - $345
|
47
$1.01K
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
14New |
$245 - $284
|
14
$301
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12New |
$210 - $243
|
12
$258
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2New |
$35 - $40.5
|
2
$43
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$17.5 - $20.3
|
1
$21.5
|
|
Q2 2023 | |||||||
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
191KNew |
$3.51M - $3.75M
|
191K
$4.11M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.4KNew |
$466K - $499K
|
25.4K
$546K
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
11.5KNew |
$211K - $226K
|
11.5K
$247K
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
11.2KNew |
$205K - $219K
|
11.2K
$240K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
5.53KNew |
$101K - $109K
|
5.53K
$119K
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.7KNew |
$67.9K - $72.7K
|
3.7K
$79.5K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.46KNew |
$26.8K - $28.7K
|
1.46K
$31.4K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
532New |
$9.76K - $10.4K
|
532
$11.4K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
275New |
$5.04K - $5.4K
|
275
$5.91K
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
213+ 40.96% |
$3.91K - $4.18K
|
733
$15.8K
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
185+ 0.89% |
$3.39K - $3.63K
|
21.1K
$453K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
147New |
$2.7K - $2.89K
|
147
$3.16K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
120New |
$2.2K - $2.36K
|
120
$2.58K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
77New |
$1.41K - $1.51K
|
77
$1.65K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
33+ 0.89% |
$605 - $648
|
3.74K
$80.3K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
32+ 15.69% |
$587 - $628
|
236
$5.07K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
29+ 0.07% |
$532 - $570
|
39.3K
$845K
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
23New |
$422 - $452
|
23
$494
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
22New |
$403 - $432
|
22
$473
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
20+ 1.06% |
$367 - $393
|
1.91K
$41K
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1+ 0.01% |
$18.3 - $19.6
|
10.7K
$230K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 1.82% |
$18.3 - $19.6
|
56
$1.2K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
202KNew |
$3.63M - $4.39M
|
202K
$4.33M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
145KNew |
$2.6M - $3.15M
|
145K
$3.11M
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
123K+ 10.91% |
$2.22M - $2.68M
|
1.25M
$26.9M
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
39.3K+ 14.92% |
$708K - $856K
|
303K
$6.51M
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
26.2K+ 33.54% |
$471K - $570K
|
104K
$2.24M
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
16.8KNew |
$303K - $367K
|
16.8K
$362K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
15.4KNew |
$277K - $335K
|
15.4K
$331K
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
7.26K+ 202.17% |
$131K - $158K
|
10.9K
$233K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.03KNew |
$127K - $153K
|
7.03K
$151K
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.18KNew |
$21.3K - $25.7K
|
1.18K
$25.4K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
514New |
$9.26K - $11.2K
|
514
$11K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
481+ 2.32% |
$8.66K - $10.5K
|
21.2K
$456K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
300New |
$5.4K - $6.53K
|
300
$6.45K
|