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
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-35- 3.91% |
$679 - $733
|
859
$17.9K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-38- 0.23% |
$737 - $795
|
16.7K
$348K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-41- 21.69% |
$795 - $858
|
148
$3.09K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-45- 0.37% |
$873 - $942
|
12.1K
$252K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-54- 8.17% |
$1.05K - $1.13K
|
607
$12.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-59- 0.35% |
$1.14K - $1.23K
|
16.6K
$346K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-60- 0.24% |
$1.16K - $1.26K
|
25.4K
$529K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-69- 0.69% |
$1.34K - $1.44K
|
9.99K
$208K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-90- 17.31% |
$1.75K - $1.88K
|
430
$8.97K
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-94- 0.09% |
$1.82K - $1.97K
|
103K
$2.15M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-99- 49.75% |
$1.92K - $2.07K
|
100
$2.09K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-111- 11.37% |
$2.15K - $2.32K
|
865
$18K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-131- 0.41% |
$2.54K - $2.74K
|
31.9K
$666K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-155- 86.11% |
$3.01K - $3.24K
|
25
$522
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-160- 35.4% |
$3.1K - $3.35K
|
292
$6.09K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-191- 0.41% |
$3.7K - $4K
|
46.8K
$976K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-196- 0.36% |
$3.8K - $4.1K
|
54.9K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-201- 0.95% |
$3.9K - $4.21K
|
20.9K
$437K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-212- 0.5% |
$4.11K - $4.44K
|
42.2K
$880K
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
SELL
|
- |
-232- 1.09% |
$4.5K - $4.86K
|
21K
$439K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-293- 0.42% |
$5.68K - $6.13K
|
69.2K
$1.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-296- 0.16% |
$5.74K - $6.2K
|
184K
$3.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-300- 0.99% |
$5.82K - $6.28K
|
29.9K
$623K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-314- 44.04% |
$6.09K - $6.57K
|
399
$8.32K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-316- 1.14% |
$6.13K - $6.61K
|
27.4K
$571K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-321- 2.13% |
$6.22K - $6.72K
|
14.8K
$308K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-330- 0.88% |
$6.4K - $6.91K
|
37.3K
$778K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-342- 3.12% |
$6.63K - $7.16K
|
10.6K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-351- 63.7% |
$6.81K - $7.35K
|
200
$4.17K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-357- 1.42% |
$6.92K - $7.47K
|
24.7K
$516K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-366- 3.54% |
$7.1K - $7.66K
|
9.97K
$208K
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-374- 1.79% |
$7.25K - $7.83K
|
20.6K
$429K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-387- 0.42% |
$7.5K - $8.1K
|
91.4K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-394- 2.04% |
$7.64K - $8.25K
|
18.9K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-432- 2.39% |
$8.38K - $9.04K
|
17.6K
$368K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-447- 6.01% |
$8.67K - $9.36K
|
7K
$146K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-462- 2.57% |
$8.96K - $9.67K
|
17.5K
$365K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-500- 50.71% |
$9.7K - $10.5K
|
486
$10.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-501- 2.08% |
$9.71K - $10.5K
|
23.6K
$493K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-504- 1.39% |
$9.77K - $10.5K
|
35.7K
$745K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-509- 2.34% |
$9.87K - $10.7K
|
21.2K
$443K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-525- 0.48% |
$10.2K - $11K
|
110K
$2.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-545- 4.52% |
$10.6K - $11.4K
|
11.5K
$240K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-560- 1.23% |
$10.9K - $11.7K
|
44.9K
$937K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-571- 5.01% |
$11.1K - $12K
|
10.8K
$226K
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-572- 0.47% |
$11.1K - $12K
|
121K
$2.53M
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-575- 0.59% |
$11.1K - $12K
|
96.7K
$2.02M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-650- 3.55% |
$12.6K - $13.6K
|
17.7K
$369K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-708- 3.1% |
$13.7K - $14.8K
|
22.1K
$461K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-717- 5.98% |
$13.9K - $15K
|
11.3K
$235K
|