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 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-738- 0.41% |
$14.3K - $15.4K
|
181K
$3.82M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-766- 2.4% |
$14.9K - $16K
|
31.1K
$658K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-817- 2.9% |
$15.8K - $17.1K
|
27.4K
$579K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-868- 7.76% |
$16.8K - $18.2K
|
10.3K
$218K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-883- 5.79% |
$17.1K - $18.5K
|
14.4K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-942- 8.68% |
$18.3K - $19.7K
|
9.91K
$209K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.02K- 2.63% |
$19.8K - $21.3K
|
37.7K
$797K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.03K- 3.85% |
$19.9K - $21.5K
|
25.7K
$542K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.04K- 7.55% |
$20.1K - $21.7K
|
12.7K
$268K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.07K- 4.69% |
$20.7K - $22.4K
|
21.7K
$458K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.12K- 75.32% |
$21.7K - $23.4K
|
366
$7.73K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.13K- 5.19% |
$21.9K - $23.7K
|
20.7K
$437K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.15K- 2.3% |
$22.3K - $24.1K
|
49K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.18K- 1.12% |
$22.8K - $24.6K
|
104K
$2.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.21K- 9.82% |
$23.5K - $25.4K
|
11.2K
$236K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 1.29% |
$23.9K - $25.8K
|
94.5K
$2M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.25K- 81.6% |
$24.2K - $26.1K
|
281
$5.93K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.32K- 2.81% |
$25.5K - $27.5K
|
45.5K
$962K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.33K- 14.83% |
$25.8K - $27.8K
|
7.64K
$161K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.36K- 2.46% |
$26.3K - $28.4K
|
53.8K
$1.14M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.39K- 42.51% |
$27K - $29.1K
|
1.88K
$39.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.4K- 11.33% |
$27.2K - $29.3K
|
11K
$232K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.42K- 13.9% |
$27.5K - $29.7K
|
8.78K
$185K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.47K- 1.59% |
$28.5K - $30.8K
|
91.2K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.48K- 12.14% |
$28.7K - $31K
|
10.7K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.5K- 0.43% |
$29.1K - $31.4K
|
351K
$7.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.62K- 0.35% |
$31.4K - $33.8K
|
466K
$9.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.71K- 13.81% |
$33.1K - $35.7K
|
10.6K
$225K
|
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.71K- 11.83% |
$33.1K - $35.7K
|
12.7K
$269K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.72K- 1.28% |
$33.4K - $36K
|
133K
$2.8M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.76K- 1.83% |
$34.1K - $36.8K
|
94K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.82K- 1.18% |
$35.4K - $38.2K
|
153K
$3.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.84K- 3.97% |
$35.8K - $38.6K
|
44.6K
$943K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.9K- 1.92% |
$36.7K - $39.7K
|
97K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2K- 0.9% |
$38.7K - $41.8K
|
219K
$4.63M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2K- 0.9% |
$38.7K - $41.8K
|
219K
$4.63M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.34K- 12.71% |
$45.3K - $48.9K
|
16K
$339K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.51K- 17.52% |
$48.7K - $52.6K
|
11.8K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.62K- 12.04% |
$50.8K - $54.8K
|
19.1K
$404K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.62K- 2.48% |
$50.8K - $54.8K
|
103K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.66K- 90.44% |
$51.5K - $55.6K
|
281
$5.93K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.72K- 17.39% |
$52.8K - $57K
|
12.9K
$273K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-2.73K- 8.09% |
$52.8K - $57K
|
31K
$654K
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.76K- 12.23% |
$53.6K - $57.8K
|
19.8K
$418K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.77K- 5.79% |
$53.7K - $58K
|
45.1K
$952K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.23K- 17.16% |
$62.6K - $67.6K
|
15.6K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-3.28K- 4.1% |
$63.6K - $68.7K
|
76.8K
$1.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.48K- 8.32% |
$67.5K - $72.9K
|
38.4K
$811K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.53K- 1.65% |
$68.3K - $73.8K
|
211K
$4.45M
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.84K- 9.22% |
$74.5K - $80.4K
|
37.8K
$799K
|