Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-42.9K- 68.1% |
$881K - $997K
|
20.1K
$428K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-35.2K- 3.28% |
$723K - $818K
|
1.04M
$22.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-24.2K- 6.24% |
$497K - $563K
|
364K
$7.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-22.9K- 9.71% |
$470K - $532K
|
213K
$4.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-21.4K- 12.58% |
$440K - $498K
|
149K
$3.18M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-21.4K- 90.56% |
$439K - $497K
|
2.23K
$47.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-18.2K- 9.99% |
$374K - $423K
|
164K
$3.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12.4K- 55.37% |
$254K - $288K
|
9.98K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.52K- 38.62% |
$155K - $175K
|
12K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.86K- 11.42% |
$79.3K - $89.8K
|
30K
$639K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.63K- 4.28% |
$74.6K - $84.5K
|
81.1K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.61K- 5.43% |
$74.1K - $83.9K
|
62.9K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.27K- 20.8% |
$67.2K - $76.1K
|
12.5K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.12K- 1.76% |
$64.1K - $72.5K
|
174K
$3.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.55K- 2.59% |
$52.4K - $59.3K
|
96K
$2.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.28K- 4.94% |
$46.8K - $52.9K
|
43.8K
$934K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-2.12K- 2.25% |
$43.5K - $49.3K
|
92.2K
$1.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.81K- 0.39% |
$37.2K - $42.1K
|
464K
$9.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.56K- 4.15% |
$32.1K - $36.3K
|
36.1K
$769K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.51K- 5.08% |
$31.1K - $35.2K
|
28.3K
$604K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.5K- 7.36% |
$30.8K - $34.8K
|
18.8K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.48K- 3.29% |
$30.3K - $34.3K
|
43.4K
$926K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.44K- 4.82% |
$29.6K - $33.5K
|
28.4K
$607K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.39K- 82.97% |
$28.5K - $32.3K
|
285
$6.08K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.2K- 2.91% |
$24.7K - $27.9K
|
40K
$853K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.18K- 1.88% |
$24.2K - $27.4K
|
61.6K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09K- 99.91% |
$22.3K - $25.3K
|
1
$21.3
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.09K- 6.87% |
$22.3K - $25.2K
|
14.7K
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.02K- 3.35% |
$20.9K - $23.7K
|
29.4K
$627K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-900- 1.71% |
$18.5K - $20.9K
|
51.6K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-678- 70.11% |
$13.9K - $15.8K
|
289
$6.16K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-494- 3.45% |
$10.2K - $11.5K
|
13.8K
$295K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-463- 3.44% |
$9.51K - $10.8K
|
13K
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-445- 26.97% |
$9.14K - $10.4K
|
1.21K
$25.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-388- 3.89% |
$7.97K - $9.02K
|
9.6K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-385- 1.96% |
$7.91K - $8.96K
|
19.2K
$410K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-311- 1.15% |
$6.39K - $7.23K
|
26.7K
$569K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-311- 0.34% |
$6.39K - $7.23K
|
92.3K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-298- 2.97% |
$6.12K - $6.93K
|
9.75K
$208K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-238- 0.91% |
$4.89K - $5.54K
|
25.8K
$551K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-210- 1.0% |
$4.32K - $4.88K
|
20.9K
$445K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-98- 0.61% |
$2.01K - $2.28K
|
15.9K
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-92- 16.85% |
$1.89K - $2.14K
|
454
$9.68K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-90- 0.18% |
$1.85K - $2.09K
|
49.5K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-60- 1.53% |
$1.23K - $1.4K
|
3.87K
$82.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-60- 21.13% |
$1.23K - $1.4K
|
224
$4.78K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-50- 0.36% |
$1.03K - $1.16K
|
13.7K
$293K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3- 0.02% |
$61.7 - $69.8
|
18.4K
$392K
|
|
| Q3 2024 | |||||||
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.55M- 5.71% |
$30.8M - $36.6M
|
25.7M
$548M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-210K- 85.46% |
$4.15M - $4.93M
|
35.7K
$761K
|
|