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 |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150K- 71.07% |
$3.03M - $3.33M
|
61K
$1.3M
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-6.16K- 3.66% |
$125K - $137K
|
162K
$3.46M
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.39K- 20.87% |
$109K - $120K
|
20.4K
$435K
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.15K- 7.88% |
$63.7K - $70.1K
|
36.8K
$784K
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2.43K- 6.25% |
$49.2K - $54.1K
|
36.5K
$778K
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.8K- 3.49% |
$36.4K - $40K
|
49.8K
$1.06M
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.77K- 2.67% |
$35.7K - $39.3K
|
64.5K
$1.37M
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-1.61K- 2.1% |
$32.4K - $35.7K
|
74.9K
$1.6M
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.52K- 4.11% |
$30.6K - $33.7K
|
35.4K
$754K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.28K- 11.5% |
$25.8K - $28.4K
|
9.82K
$209K
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.2K- 0.64% |
$24.2K - $26.7K
|
187K
$3.99M
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.05K- 3.72% |
$21.1K - $23.2K
|
27.1K
$577K
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.04K- 8.74% |
$21K - $23.1K
|
10.9K
$231K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-939- 1.49% |
$19K - $20.9K
|
61.9K
$1.32M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-886- 2.48% |
$17.9K - $19.7K
|
34.9K
$743K
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-844- 4.63% |
$17K - $18.8K
|
17.4K
$370K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-819- 1.65% |
$16.5K - $18.2K
|
48.7K
$1.04M
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-538- 1.34% |
$10.9K - $12K
|
39.5K
$841K
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-450- 2.93% |
$9.09K - $10K
|
14.9K
$318K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-296- 2.88% |
$5.98K - $6.58K
|
9.99K
$213K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-168- 18.94% |
$3.39K - $3.74K
|
719
$15.3K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-157- 1.26% |
$3.17K - $3.49K
|
12.3K
$262K
|
|
Q4 2024 | |||||||
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-7.57M- 98.44% |
$156M - $176M
|
120K
$2.56M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.4M- 5.47% |
$28.9M - $32.7M
|
24.3M
$517M
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-478K- 98.69% |
$9.82M - $11.1M
|
6.34K
$135K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-406K- 69.42% |
$8.34M - $9.43M
|
179K
$3.81M
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-312K- 15.92% |
$6.42M - $7.27M
|
1.65M
$35.2M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-303K- 9.2% |
$6.23M - $7.05M
|
2.99M
$63.7M
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-178K- 59.14% |
$3.65M - $4.13M
|
123K
$2.62M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-165K- 75.78% |
$3.39M - $3.84M
|
52.8K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-119K- 31.99% |
$2.45M - $2.77M
|
254K
$5.4M
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-79.5K- 51.22% |
$1.63M - $1.85M
|
75.7K
$1.61M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-69.6K- 4.4% |
$1.43M - $1.62M
|
1.51M
$32.2M
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-69.5K- 4.47% |
$1.43M - $1.62M
|
1.49M
$31.7M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-43.5K- 60.7% |
$894K - $1.01M
|
28.2K
$600K
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-42.9K- 68.1% |
$881K - $997K
|
20.1K
$428K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-39.4K- 4.12% |
$809K - $916K
|
917K
$19.5M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-35.2K- 3.28% |
$723K - $818K
|
1.04M
$22.1M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-33.6K- 11.12% |
$691K - $782K
|
269K
$5.73M
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25K- 5.38% |
$513K - $581K
|
439K
$9.35M
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-24.3K- 34.52% |
$500K - $566K
|
46.1K
$983K
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-24.2K- 6.24% |
$497K - $563K
|
364K
$7.75M
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-22.9K- 9.71% |
$470K - $532K
|
213K
$4.53M
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-22K- 1.9% |
$452K - $512K
|
1.14M
$24.3M
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-21.4K- 12.58% |
$440K - $498K
|
149K
$3.17M
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-21.4K- 90.56% |
$439K - $497K
|
2.23K
$47.4K
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-19.8K- 19.85% |
$406K - $460K
|
79.8K
$1.7M
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-18.8K- 4.1% |
$385K - $436K
|
438K
$9.33M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-18.2K- 9.99% |
$374K - $423K
|
164K
$3.49M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.1K- 31.04% |
$351K - $397K
|
37.9K
$808K
|