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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.9K- 4.26% |
$75.6K - $81.6K
|
87.6K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.1K- 8.84% |
$79.4K - $85.8K
|
42.2K
$881K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.47K- 4.24% |
$86.7K - $93.6K
|
101K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.53K- 20.82% |
$87.8K - $94.8K
|
17.2K
$359K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.7K- 1.95% |
$91.1K - $98.3K
|
237K
$4.94M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4.78K- 17.78% |
$92.7K - $100K
|
22.1K
$461K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.8K- 5.32% |
$93.1K - $100K
|
85.5K
$1.78M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-5K- 0.53% |
$97K - $105K
|
934K
$19.5M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.31K- 1.33% |
$103K - $111K
|
392K
$8.18M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-5.49K- 2.78% |
$106K - $115K
|
192K
$4.01M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.78K- 15.45% |
$112K - $121K
|
31.6K
$660K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.9K- 7.19% |
$114K - $123K
|
76.2K
$1.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-6.14K- 15.55% |
$119K - $129K
|
33.3K
$696K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.16K- 7.68% |
$119K - $129K
|
74.1K
$1.55M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.37K- 27.31% |
$124K - $133K
|
17K
$354K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.51K- 15.06% |
$126K - $136K
|
36.7K
$767K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-6.79K- 13.42% |
$132K - $142K
|
43.8K
$913K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.92K- 10.74% |
$134K - $145K
|
57.5K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-7.24K- 9.26% |
$140K - $152K
|
70.9K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-7.32K- 19.11% |
$142K - $153K
|
31K
$646K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.93K- 8.68% |
$154K - $166K
|
83.4K
$1.74M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-8.07K- 25.09% |
$156K - $169K
|
24.1K
$503K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-8.72K- 19.47% |
$169K - $182K
|
36.1K
$752K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-9.31K- 44.7% |
$181K - $195K
|
11.5K
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-9.61K- 48.34% |
$186K - $201K
|
10.3K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-10.1K- 8.33% |
$195K - $210K
|
111K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.2K- 1.57% |
$216K - $233K
|
700K
$14.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-12.1K- 24.38% |
$235K - $254K
|
37.6K
$784K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-13.3K- 39.48% |
$258K - $278K
|
20.4K
$425K
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-13.6K- 50.0% |
$265K - $286K
|
13.6K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.9K- 19.75% |
$288K - $311K
|
60.5K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-15.7K- 24.43% |
$304K - $329K
|
48.6K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.7K- 3.99% |
$305K - $330K
|
379K
$7.9M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-17.8K- 2.49% |
$345K - $372K
|
697K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.6K- 3.47% |
$361K - $390K
|
518K
$10.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-20K- 28.18% |
$388K - $419K
|
51.1K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.4K- 45.33% |
$415K - $448K
|
25.8K
$539K
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-23K- 18.38% |
$446K - $481K
|
102K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.8K- 5.95% |
$481K - $519K
|
392K
$8.18M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-28K- 13.99% |
$544K - $587K
|
172K
$3.59M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.7K- 11.55% |
$634K - $684K
|
250K
$5.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-34.5K- 3.94% |
$669K - $722K
|
841K
$17.5M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-38.2K- 3.44% |
$741K - $800K
|
1.07M
$22.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-65.3K- 78.45% |
$1.27M - $1.37M
|
18K
$374K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.2K- 24.25% |
$1.36M - $1.47M
|
219K
$4.58M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-79.1K- 5.67% |
$1.53M - $1.66M
|
1.32M
$27.5M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-112K- 7.26% |
$2.18M - $2.35M
|
1.43M
$29.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-144K- 86.54% |
$2.79M - $3.01M
|
22.4K
$466K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-435K- 92.6% |
$8.43M - $9.1M
|
34.7K
$724K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-875K- 2.98% |
$17M - $18.3M
|
28.5M
$594M
|