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 |
---|---|---|---|---|---|---|---|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-7.57M- 98.44% |
$156M - $176M
|
120K
$2.67M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.4M- 5.47% |
$28.9M - $32.7M
|
24.3M
$539M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-567K- 96.86% |
$11.7M - $13.2M
|
18.4K
$408K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-478K- 98.69% |
$9.82M - $11.1M
|
6.34K
$141K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-406K- 69.42% |
$8.34M - $9.43M
|
179K
$3.96M
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-312K- 15.92% |
$6.42M - $7.27M
|
1.65M
$36.6M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-303K- 9.2% |
$6.23M - $7.05M
|
2.99M
$66.3M
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-178K- 59.14% |
$3.65M - $4.13M
|
123K
$2.72M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-165K- 75.78% |
$3.39M - $3.84M
|
52.8K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-119K- 31.99% |
$2.45M - $2.77M
|
254K
$5.62M
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-79.5K- 51.22% |
$1.63M - $1.85M
|
75.7K
$1.68M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-69.6K- 4.4% |
$1.43M - $1.62M
|
1.51M
$33.6M
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-69.5K- 4.47% |
$1.43M - $1.62M
|
1.49M
$33M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-43.5K- 60.7% |
$894K - $1.01M
|
28.2K
$624K
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-42.9K- 68.1% |
$881K - $997K
|
20.1K
$445K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-39.4K- 4.12% |
$809K - $916K
|
917K
$20.3M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-35.2K- 3.28% |
$723K - $818K
|
1.04M
$23M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-33.6K- 11.12% |
$691K - $782K
|
269K
$5.96M
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-24.3K- 34.52% |
$500K - $566K
|
46.1K
$1.02M
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-24.2K- 6.24% |
$497K - $563K
|
364K
$8.07M
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-22.9K- 9.71% |
$470K - $532K
|
213K
$4.71M
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-22K- 1.9% |
$452K - $512K
|
1.14M
$25.3M
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-21.4K- 12.58% |
$440K - $498K
|
149K
$3.3M
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-21.4K- 90.56% |
$439K - $497K
|
2.23K
$49.4K
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-19.8K- 19.85% |
$406K - $460K
|
79.8K
$1.77M
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-18.8K- 4.1% |
$385K - $436K
|
438K
$9.72M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-18.2K- 9.99% |
$374K - $423K
|
164K
$3.64M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.1K- 31.04% |
$351K - $397K
|
37.9K
$841K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.4K- 2.6% |
$295K - $334K
|
539K
$11.9M
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-13.8K- 9.79% |
$284K - $321K
|
127K
$2.82M
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12.4K- 55.37% |
$254K - $288K
|
9.98K
$221K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-12K- 8.31% |
$246K - $278K
|
132K
$2.93M
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11.2K- 4.81% |
$230K - $261K
|
222K
$4.91M
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.8K- 11.94% |
$201K - $228K
|
72.3K
$1.6M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-9.36K- 4.96% |
$192K - $218K
|
179K
$3.98M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.55K- 2.71% |
$155K - $176K
|
271K
$6.02M
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.52K- 38.62% |
$155K - $175K
|
12K
$265K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.61K- 36.41% |
$136K - $154K
|
11.5K
$256K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.5K- 7.6% |
$134K - $151K
|
79.1K
$1.75M
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-6.27K- 5.25% |
$129K - $146K
|
113K
$2.51M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.18K- 3.15% |
$106K - $120K
|
159K
$3.53M
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.15K- 9.97% |
$106K - $120K
|
46.4K
$1.03M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.42K- 38.24% |
$90.9K - $103K
|
7.14K
$158K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-4.4K- 24.04% |
$90.4K - $102K
|
13.9K
$308K
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-4.08K- 1.16% |
$83.9K - $95K
|
348K
$7.71M
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.05K- 85.97% |
$83.2K - $94.2K
|
661
$14.7K
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.96K- 14.68% |
$81.4K - $92.1K
|
23K
$511K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.86K- 9.12% |
$79.4K - $89.9K
|
38.5K
$854K
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.86K- 11.42% |
$79.3K - $89.8K
|
30K
$664K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.8K- 19.28% |
$78.1K - $88.4K
|
15.9K
$353K
|