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 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
108New |
$2.09K - $2.26K
|
108
$2.25K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
103New |
$2K - $2.16K
|
103
$2.15K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
96+ 0.33% |
$1.86K - $2.01K
|
28.8K
$601K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
95+ 0.35% |
$1.84K - $1.99K
|
27.4K
$571K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
92+ 3.97% |
$1.78K - $1.93K
|
2.41K
$50.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
92+ 27.63% |
$1.78K - $1.93K
|
425
$8.87K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
85+ 0.55% |
$1.65K - $1.78K
|
15.6K
$326K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
75+ 0.29% |
$1.45K - $1.57K
|
26.1K
$545K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
72+ 0.2% |
$1.4K - $1.51K
|
36.3K
$757K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
62+ 0.5% |
$1.2K - $1.3K
|
12.4K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
61New |
$1.18K - $1.28K
|
61
$1.27K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
56+ 0.06% |
$1.09K - $1.17K
|
87K
$1.82M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
38+ 13.82% |
$737 - $795
|
313
$6.53K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
31New |
$601 - $649
|
31
$647
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
30+ 0.14% |
$582 - $628
|
20.7K
$433K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
30+ 33.33% |
$582 - $628
|
120
$2.5K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
27New |
$524 - $565
|
27
$563
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
26+ 1.46% |
$504 - $544
|
1.81K
$37.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25+ 3.81% |
$485 - $523
|
681
$14.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
22+ 0.04% |
$427 - $460
|
51.1K
$1.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21+ 3.95% |
$407 - $440
|
553
$11.5K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
16+ 37.21% |
$310 - $335
|
59
$1.23K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16New |
$310 - $335
|
16
$334
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
16+ 0.09% |
$310 - $335
|
18.1K
$378K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
11+ 0.03% |
$213 - $230
|
37K
$773K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
8+ 0.32% |
$155 - $167
|
2.54K
$52.9K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.38% |
$136 - $147
|
1.85K
$38.7K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6New |
$116 - $126
|
6
$125
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.26% |
$116 - $126
|
2.29K
$47.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6+ 0.06% |
$116 - $126
|
10.5K
$219K
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
5+ 0.5% |
$97 - $105
|
1.01K
$21K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.47% |
$97 - $105
|
1.08K
$22.4K
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4+ 0.01% |
$77.6 - $83.7
|
62.2K
$1.3M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4New |
$77.6 - $83.7
|
4
$83.4
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 0.66% |
$77.6 - $83.7
|
610
$12.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.08% |
$58.2 - $62.8
|
3.92K
$81.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
3+ 0.02% |
$58.2 - $62.8
|
14.4K
$301K
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.0% |
$58.2 - $62.8
|
450K
$9.39M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3+ 0.49% |
$58.2 - $62.8
|
612
$12.8K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.25% |
$38.8 - $41.9
|
813
$17K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.65% |
$38.8 - $41.9
|
310
$6.47K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.41% |
$38.8 - $41.9
|
489
$10.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 3.85% |
$38.8 - $41.9
|
54
$1.13K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.52% |
$19.4 - $20.9
|
194
$4.05K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.68% |
$19.4 - $20.9
|
148
$3.09K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.13% |
$19.4 - $20.9
|
757
$15.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.42% |
$19.4 - $20.9
|
241
$5.03K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.88% |
$19.4 - $20.9
|
114
$2.38K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.54% |
$19.4 - $20.9
|
66
$1.38K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1- 0.01% |
$19.4 - $20.9
|
13.2K
$276K
|