Purchases and Sales Made in Q1 2024 in Schwab Strategic U.S. Reit ETF (SCHH)

SCHH Quotes by TradingView

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 08, 2024 Q1 2024
Tompkins Financial Corp

BUY
 -
1.11K
New
$21.4K - $23.1K
1.11K $23.4K
Apr 30, 2024 Q1 2024
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
1.07K
+ 15.91%
$20.8K - $22.5K
7.82K $165K
May 15, 2024 Q1 2024
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
920
+ 0.91%
$17.8K - $19.3K
102K $2.15M
Apr 30, 2024 Q1 2024
Mission Wealth Management, LP

BUY
 -
905
+ 2.07%
$17.5K - $18.9K
44.7K $944K
May 09, 2024 Q1 2024
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
869
+ 1.74%
$16.8K - $18.2K
51K $1.08M
May 14, 2024 Q1 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
825
+ 2291.67%
$16K - $17.3K
861 $18.2K
May 24, 2024 Q1 2024
Dodds Wealth, LLC

Greenwood Village, CO
BUY
 -
812
+ 5.36%
$15.7K - $17K
16K $337K
May 01, 2024 Q1 2024
Creative Financial Designs Inc

BUY
 -
805
+ 6.44%
$15.6K - $16.8K
13.3K $281K
May 09, 2024 Q1 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
789
+ 1.52%
$15.3K - $16.5K
52.6K $1.11M
Apr 10, 2024 Q1 2024
Park Avenue Securities LLC

BUY
 -
709
+ 4.21%
$13.7K - $14.8K
17.5K $370K
May 08, 2024 Q1 2024
Bailard, Inc.

BUY
 -
700
+ 4.09%
$13.6K - $14.7K
17.8K $376K
May 15, 2024 Q1 2024
Steward Partners Investment Advisory, LLC

BUY
 -
683
+ 352.06%
$13.2K - $14.3K
877 $18.5K
Apr 22, 2024 Q1 2024
Fc Advisory LLC

BUY
 -
677
+ 0.95%
$13.1K - $14.2K
71.6K $1.51M
May 15, 2024 Q1 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
662
+ 1298.04%
$12.8K - $13.9K
713 $15.1K
May 14, 2024 Q1 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
546
+ 2.12%
$10.6K - $11.4K
26.3K $556K
Apr 25, 2024 Q1 2024
Regis Management CO LLC

BUY
 -
500
+ 3.01%
$9.7K - $10.5K
17.1K $362K
May 14, 2024 Q1 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
484
+ 11.59%
$9.38K - $10.1K
4.66K $98.4K
Sep 25, 2024 Q1 2024
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
475
+ 0.27%
$9.21K - $9.94K
176K $3.72M
May 15, 2024 Q1 2024
Laffer Tengler Investments

Nashville, TN
BUY
 -
447
New
$8.67K - $9.36K
447 $9.44K
Apr 09, 2024 Q1 2024
Massmutual Trust CO Fsb

BUY
 -
407
New
$7.89K - $8.52K
407 $8.6K
Apr 25, 2024 Q1 2024
Simplex Trading, LLC

BUY
 -
387
New
$7.5K - $8.1K
387 $8.17K
Aug 08, 2024 Q1 2024
Christensen, King & Associates Investment Services, Inc.

Richland, WA
BUY
 -
371
+ 0.95%
$7.19K - $7.77K
39.2K $829K
May 17, 2024 Q1 2024
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
344
New
$6.67K - $7.2K
344 $7.27K
May 09, 2024 Q1 2024
Plante Moran Financial Advisors, LLC

BUY
 -
332
+ 151.6%
$6.44K - $6.95K
551 $11.6K
May 13, 2024 Q1 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
329
New
$6.38K - $6.89K
329 $6.95K
Apr 26, 2024 Q1 2024
Umb Bank, N.A.

BUY
 -
301
+ 25.95%
$5.84K - $6.3K
1.46K $30.9K
May 13, 2024 Q1 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
287
+ 0.59%
$5.56K - $6.01K
49.2K $1.04M
May 01, 2024 Q1 2024
Parkside Financial Bank & Trust

BUY
 -
274
+ 1.51%
$5.31K - $5.73K
18.4K $388K
Jun 21, 2024 Q1 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
261
+ 2.9%
$5.06K - $5.46K
9.27K $196K
May 08, 2024 Q1 2024
Koshinski Asset Management, Inc.

BUY
 -
250
+ 1.08%
$4.85K - $5.23K
23.5K $496K
Apr 12, 2024 Q1 2024
Advisor Net Financial, Inc

BUY
 -
248
+ 2.61%
$4.81K - $5.19K
9.75K $206K
Apr 30, 2024 Q1 2024
Gps Wealth Strategies Group, LLC

BUY
 -
201
+ 2010.0%
$3.9K - $4.21K
211 $4.46K
Jul 03, 2024 Q1 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
198
New
$3.84K - $4.14K
198 $4.18K
May 09, 2024 Q1 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
190
New
$3.68K - $3.98K
190 $4.01K
May 03, 2024 Q1 2024
Huntington National Bank

Columbus, OH
BUY
 -
172
+ 17200.0%
$3.34K - $3.6K
173 $3.65K
May 02, 2024 Q1 2024
First Command Advisory Services, Inc.

BUY
 -
170
New
$3.3K - $3.56K
170 $3.59K
May 09, 2024 Q1 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
150
+ 3.49%
$2.91K - $3.14K
4.45K $94K
May 03, 2024 Q1 2024
Commerce Bank

Kansas City, MO
BUY
 -
134
+ 0.92%
$2.6K - $2.8K
14.7K $311K
Apr 26, 2024 Q1 2024
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
126
+ 17.85%
$2.44K - $2.64K
832 $17.6K
May 15, 2024 Q1 2024
Balentine LLC

Atlanta, GA
BUY
 -
124
New
$2.4K - $2.6K
124 $2.62K
May 15, 2024 Q1 2024
Rice Partnership, LLC

BUY
 -
119
New
$2.31K - $2.49K
119 $2.51K
Apr 25, 2024 Q1 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
112
+ 0.51%
$2.17K - $2.34K
22K $465K
May 06, 2024 Q1 2024
Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL
BUY
 -
112
+ 0.38%
$2.17K - $2.34K
29.3K $620K
Jul 31, 2024 Q1 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
109
New
$2.11K - $2.28K
109 $2.3K
Apr 25, 2024 Q1 2024
Human Investing LLC

BUY
 -
109
+ 0.54%
$2.11K - $2.28K
20.3K $428K
May 10, 2024 Q1 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
108
New
$2.09K - $2.26K
108 $2.28K
May 09, 2024 Q1 2024
Archer Investment Corp

BUY
 -
108
+ 100.0%
$2.09K - $2.26K
216 $4.56K
Apr 24, 2024 Q1 2024
First Pacific Financial

BUY
 -
103
New
$2K - $2.16K
103 $2.18K
Apr 05, 2024 Q1 2024
Juncture Wealth Strategies, LLC

BUY
 -
96
+ 0.33%
$1.86K - $2.01K
28.8K $609K

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