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
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
146+ 0.97% |
$2.68K - $2.87K
|
15.2K
$321K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
143+ 0.45% |
$2.62K - $2.81K
|
32.2K
$677K
|
|
|
Aug 11, 2023
Q2 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
133+ 0.83% |
$2.44K - $2.61K
|
16.1K
$339K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
130+ 0.35% |
$2.38K - $2.55K
|
37.7K
$793K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
120New |
$2.2K - $2.36K
|
120
$2.52K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
118+ 0.76% |
$2.16K - $2.32K
|
15.7K
$329K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
108New |
$1.98K - $2.12K
|
108
$2.27K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
103+ 0.27% |
$1.89K - $2.02K
|
38.6K
$812K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
97New |
$1.78K - $1.91K
|
97
$2.04K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
90New |
$1.65K - $1.77K
|
90
$1.89K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
86+ 2150.0% |
$1.58K - $1.69K
|
90
$1.89K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
77New |
$1.41K - $1.51K
|
77
$1.62K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
75+ 0.07% |
$1.38K - $1.47K
|
103K
$2.16M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
74+ 3700.0% |
$1.36K - $1.45K
|
76
$1.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
67+ 0.3% |
$1.23K - $1.32K
|
22.3K
$469K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
65+ 4.06% |
$1.19K - $1.28K
|
1.67K
$35K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
57+ 51.82% |
$1.05K - $1.12K
|
167
$3.51K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
54+ 5.16% |
$990 - $1.06K
|
1.1K
$23.2K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
42+ 6.13% |
$770 - $825
|
727
$15.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
33+ 0.89% |
$605 - $648
|
3.74K
$78.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
32+ 15.69% |
$587 - $628
|
236
$4.96K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
32+ 12.21% |
$587 - $628
|
294
$6.18K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
31+ 1.07% |
$569 - $609
|
2.94K
$61.8K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
29+ 0.07% |
$532 - $570
|
39.3K
$827K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
28+ 0.2% |
$514 - $550
|
14.3K
$300K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
23New |
$422 - $452
|
23
$484
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
22New |
$403 - $432
|
22
$463
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
20+ 1.06% |
$367 - $393
|
1.91K
$40.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
16+ 2.94% |
$293 - $314
|
560
$11.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
11+ 122.22% |
$202 - $216
|
20
$421
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.14% |
$73.4 - $78.6
|
2.8K
$58.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.94% |
$73.4 - $78.6
|
429
$9.02K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.54% |
$73.4 - $78.6
|
741
$15.6K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 1.04% |
$73.4 - $78.6
|
388
$8.16K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
4+ 0.18% |
$73.4 - $78.6
|
2.22K
$46.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 1.0% |
$55 - $58.9
|
303
$6.37K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 1.1% |
$55 - $58.9
|
275
$5.78K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3+ 0.02% |
$55 - $58.9
|
18.7K
$393K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.86% |
$36.7 - $39.3
|
235
$4.94K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.86% |
$36.7 - $39.3
|
235
$4.94K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$18.3 - $19.6
|
16.2K
$340K
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1+ 0.01% |
$18.3 - $19.6
|
10.7K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.59% |
$18.3 - $19.6
|
64
$1.35K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 1.96% |
$18.3 - $19.6
|
52
$1.09K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.7% |
$18.3 - $19.6
|
144
$3.03K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.78% |
$18.3 - $19.6
|
129
$2.71K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.52% |
$18.3 - $19.6
|
67
$1.41K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 1.82% |
$18.3 - $19.6
|
56
$1.18K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1- 0.34% |
$18.3 - $19.6
|
296
$6.22K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.38% |
$128 - $137
|
1.85K
$38.8K
|