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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.84K+ 1998.35% |
$93.8K - $101K
|
5.08K
$107K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.7K+ 7.57% |
$91.1K - $98.4K
|
66.8K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
4.65K+ 4.14% |
$90.2K - $97.3K
|
117K
$2.47M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
4.4K+ 6.58% |
$85.3K - $92.1K
|
71.2K
$1.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
4.31K+ 4.55% |
$83.6K - $90.2K
|
99.1K
$2.09M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.17K+ 26.63% |
$80.8K - $87.2K
|
19.8K
$419K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.04K+ 10.45% |
$78.3K - $84.5K
|
42.7K
$901K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.91K+ 1.63% |
$75.8K - $81.8K
|
243K
$5.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.9KNew |
$75.6K - $81.6K
|
3.9K
$82.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3.75K+ 27.87% |
$72.7K - $78.4K
|
17.2K
$363K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
3.59KNew |
$69.7K - $75.2K
|
3.59K
$75.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.53K+ 2.88% |
$68.5K - $74K
|
126K
$2.66M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.34K+ 2.67% |
$64.8K - $70K
|
128K
$2.71M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.91K+ 12.26% |
$56.4K - $60.8K
|
26.6K
$562K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.86K+ 0.84% |
$55.5K - $59.9K
|
345K
$7.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.64K+ 4.52% |
$51.1K - $55.2K
|
61K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.6K+ 4.59% |
$50.4K - $54.4K
|
59.2K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.46K+ 3.76% |
$47.6K - $51.4K
|
67.8K
$1.43M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.39KNew |
$46.4K - $50.1K
|
2.39K
$50.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.38K+ 11.28% |
$46.1K - $49.8K
|
23.5K
$496K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.29K+ 9.15% |
$44.4K - $47.9K
|
27.3K
$577K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.23K+ 23.35% |
$43.3K - $46.8K
|
11.8K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.95K+ 9.03% |
$37.9K - $40.9K
|
23.6K
$498K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.93K+ 11.23% |
$37.4K - $40.3K
|
19.1K
$403K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.91K+ 10.22% |
$37.1K - $40K
|
20.6K
$435K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.83K+ 430.52% |
$35.6K - $38.4K
|
2.26K
$47.7K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.8K+ 3.75% |
$34.8K - $37.6K
|
49.6K
$1.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.77K+ 3.36% |
$34.4K - $37.1K
|
54.6K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.67K+ 15.43% |
$32.4K - $35K
|
12.5K
$264K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.63K+ 5.35% |
$31.6K - $34.1K
|
32.1K
$679K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.62K+ 1.94% |
$31.5K - $33.9K
|
85K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.62K+ 0.7% |
$31.4K - $33.9K
|
233K
$4.93M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.61K+ 8463.16% |
$31.2K - $33.7K
|
1.63K
$34.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.58K+ 1.68% |
$30.7K - $33.1K
|
96K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.57K+ 4012.82% |
$30.3K - $32.8K
|
1.6K
$33.9K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.56K+ 4.01% |
$30.2K - $32.6K
|
40.4K
$853K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.52K+ 2.51% |
$29.5K - $31.9K
|
62.3K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.52K+ 16.24% |
$29.5K - $31.8K
|
10.9K
$230K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.51K+ 15.01% |
$29.2K - $31.5K
|
11.5K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.49K+ 0.4% |
$28.9K - $31.2K
|
376K
$7.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.44K+ 5.69% |
$27.9K - $30.1K
|
26.7K
$565K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
1.43K+ 6.17% |
$27.7K - $29.9K
|
24.6K
$520K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.31K+ 1.82% |
$25.4K - $27.4K
|
73.4K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.31K+ 4.65% |
$25.3K - $27.3K
|
29.4K
$621K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.3K+ 11.6% |
$25.1K - $27.1K
|
12.5K
$264K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.27K+ 63700.0% |
$24.7K - $26.7K
|
1.28K
$26.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.25K+ 1.55% |
$24.1K - $26.1K
|
81.5K
$1.72M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.17K+ 1.31% |
$22.7K - $24.5K
|
90.1K
$1.9M
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.12K+ 4.04% |
$21.6K - $23.4K
|
28.7K
$607K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.11K+ 36.55% |
$21.5K - $23.2K
|
4.15K
$87.6K
|