Purchases and Sales Made in Q1 2024 in Schwab Strategic U.S. Reit ETF (SCHH)
This table provides information about the institutional ownership of Schwab Strategic U.S. Reit ETF (SCHH) during Q1 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC U.S. REIT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25.6K+ 11.14% |
$496K - $536K
|
255K
$5.33M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
25.5KNew |
$494K - $533K
|
25.5K
$531K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
25.3K+ 4655.99% |
$490K - $529K
|
25.8K
$539K
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
25.1K+ 5.99% |
$487K - $525K
|
444K
$9.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
24.6K+ 4.18% |
$477K - $515K
|
614K
$12.8M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
24.3K+ 5.0% |
$470K - $508K
|
509K
$10.6M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
17.8K+ 12.35% |
$344K - $372K
|
162K
$3.37M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
17.2KNew |
$333K - $360K
|
17.2K
$359K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
16.9K+ 4.51% |
$328K - $354K
|
392K
$8.17M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16.7K+ 147.47% |
$325K - $350K
|
28.1K
$586K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
15.9K+ 50.79% |
$308K - $332K
|
47.1K
$983K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.3K+ 21.13% |
$296K - $320K
|
87.7K
$1.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
13.6K+ 100.0% |
$265K - $286K
|
27.3K
$569K
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
13.1KNew |
$254K - $275K
|
13.1K
$274K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
12.9K+ 2.94% |
$251K - $270K
|
453K
$9.45M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.7KNew |
$246K - $266K
|
12.7K
$265K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 4.99% |
$241K - $260K
|
262K
$5.46M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
12K+ 6.43% |
$234K - $252K
|
199K
$4.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
11.9K+ 3.35% |
$230K - $249K
|
367K
$7.65M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
11.7K+ 3.67% |
$227K - $245K
|
331K
$6.91M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.6KNew |
$226K - $244K
|
11.6K
$243K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
11K+ 28.82% |
$213K - $230K
|
49.1K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.8KNew |
$209K - $226K
|
10.8K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.7KNew |
$208K - $225K
|
10.7K
$224K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
10.2K+ 8.6% |
$199K - $214K
|
129K
$2.7M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
9.8K+ 11.92% |
$190K - $205K
|
92K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
9.54K+ 85.68% |
$185K - $200K
|
20.7K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.36K+ 5.23% |
$181K - $196K
|
188K
$3.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
9.33K+ 1.04% |
$181K - $195K
|
902K
$18.8M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
9.13K+ 2.0% |
$177K - $191K
|
466K
$9.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
8.61K+ 15.18% |
$167K - $180K
|
65.4K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.46K+ 5.98% |
$164K - $177K
|
150K
$3.13M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
8.43K+ 53.64% |
$163K - $176K
|
24.1K
$504K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.14K+ 6.58% |
$158K - $170K
|
132K
$2.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
8.02K+ 2.98% |
$156K - $168K
|
277K
$5.79M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
7.83K+ 1.95% |
$152K - $164K
|
410K
$8.55M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.71K+ 5.01% |
$149K - $161K
|
161K
$3.37M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
7.56K+ 11.99% |
$147K - $158K
|
70.6K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.27KNew |
$141K - $152K
|
7.27K
$152K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
7.22K+ 5.84% |
$140K - $151K
|
131K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.18KNew |
$139K - $150K
|
7.18K
$150K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.75K+ 5.91% |
$131K - $141K
|
121K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.62K+ 54.91% |
$128K - $139K
|
18.7K
$390K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.02K+ 8.29% |
$117K - $126K
|
78.5K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.78K+ 1062.5% |
$112K - $121K
|
6.32K
$132K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.19K+ 3.59% |
$101K - $109K
|
150K
$3.13M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
5.06K+ 4.06% |
$98.1K - $106K
|
130K
$2.7M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.04K+ 15.95% |
$97.6K - $105K
|
36.6K
$763K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.89K+ 816.86% |
$94.9K - $102K
|
5.49K
$115K
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.85K+ 48.26% |
$94K - $101K
|
14.9K
$311K
|