Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
12.6KNew |
$231K - $247K
|
12.6K
$264K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.5K+ 16.0% |
$229K - $245K
|
90.4K
$1.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
11.5KNew |
$211K - $226K
|
11.5K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
11.2KNew |
$205K - $219K
|
11.2K
$235K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.4K+ 5.5% |
$190K - $204K
|
199K
$4.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
10.1KNew |
$186K - $199K
|
10.1K
$213K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.37K+ 36.12% |
$154K - $164K
|
31.6K
$664K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.11K+ 0.89% |
$149K - $159K
|
921K
$19.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
BUY
|
- |
7.65K+ 7.17% |
$140K - $150K
|
114K
$2.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.59K+ 163.12% |
$139K - $149K
|
12.2K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.5K+ 25.4% |
$138K - $147K
|
37K
$779K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.43K+ 19.88% |
$136K - $146K
|
44.8K
$942K
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
7.31K+ 9.68% |
$134K - $144K
|
82.9K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.26K+ 2.41% |
$133K - $142K
|
309K
$6.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.58K+ 7.66% |
$121K - $129K
|
92.4K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.4K+ 7.38% |
$117K - $126K
|
93.2K
$1.96M
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
6.23K+ 1.58% |
$114K - $122K
|
401K
$8.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
6.13K+ 6.65% |
$112K - $120K
|
98.2K
$2.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.85K+ 18.41% |
$107K - $115K
|
37.6K
$792K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
5.57K+ 40.68% |
$102K - $109K
|
19.2K
$405K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
5.53KNew |
$101K - $109K
|
5.53K
$116K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.89K+ 100.27% |
$89.6K - $96K
|
9.76K
$205K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
4.87K+ 23.13% |
$89.3K - $95.6K
|
25.9K
$545K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.75K+ 41.66% |
$87.1K - $93.3K
|
16.2K
$340K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.68K+ 55.69% |
$85.9K - $92K
|
13.1K
$275K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.29K+ 9.79% |
$78.7K - $84.3K
|
48.1K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4.25K+ 657.59% |
$77.9K - $83.4K
|
4.89K
$103K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.16K+ 8.17% |
$76.3K - $81.7K
|
55.1K
$1.16M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.83K+ 6.47% |
$70.2K - $75.2K
|
63K
$1.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
3.72K+ 2.11% |
$68.2K - $73K
|
180K
$3.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.7KNew |
$67.9K - $72.7K
|
3.7K
$77.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.29K+ 2.27% |
$60.4K - $64.6K
|
148K
$3.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
3.24KNew |
$59.4K - $63.7K
|
3.24K
$68.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.06K+ 8.81% |
$56.1K - $60.1K
|
37.8K
$794K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.03K+ 17.03% |
$55.6K - $59.5K
|
20.8K
$438K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.94K+ 4.19% |
$53.8K - $57.7K
|
73.1K
$1.54M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
2.79K+ 13.6% |
$51.2K - $54.9K
|
23.3K
$491K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.74K+ 1.48% |
$50.3K - $53.8K
|
188K
$3.96M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.41K+ 5.54% |
$44.3K - $47.4K
|
46K
$967K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.34K+ 706.95% |
$42.9K - $46K
|
2.67K
$56.2K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.34K+ 706.95% |
$42.9K - $46K
|
2.67K
$56.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.28K+ 17.86% |
$41.8K - $44.8K
|
15K
$316K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.25K+ 3.13% |
$41.2K - $44.1K
|
74.1K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2.07K+ 1.66% |
$38K - $40.7K
|
127K
$2.66M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.97K+ 3.23% |
$36.2K - $38.8K
|
63.1K
$1.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
1.91K+ 5.81% |
$35K - $37.4K
|
34.7K
$731K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.81K+ 2.2% |
$33.2K - $35.6K
|
84.3K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.76K+ 15.83% |
$32.3K - $34.5K
|
12.9K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1.76K+ 6.49% |
$32.2K - $34.5K
|
28.8K
$606K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.46KNew |
$26.8K - $28.7K
|
1.46K
$30.8K
|