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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-10.3KClosed |
$188K - $201K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.3K- 11.48% |
$188K - $202K
|
79.2K
$1.66M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-10.3K- 18.23% |
$189K - $202K
|
46.2K
$972K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.2K- 46.31% |
$205K - $219K
|
12.9K
$272K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-12.8K- 17.76% |
$235K - $252K
|
59.3K
$1.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-12.9K- 51.73% |
$237K - $254K
|
12.1K
$254K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-15.6K- 13.42% |
$286K - $307K
|
101K
$2.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.5K- 3.8% |
$302K - $324K
|
418K
$8.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-17K- 14.37% |
$313K - $335K
|
102K
$2.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-17.2K- 25.86% |
$315K - $337K
|
49.3K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18K- 4.27% |
$329K - $353K
|
402K
$8.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-18K- 22.36% |
$330K - $353K
|
62.4K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-18.6K- 7.37% |
$341K - $365K
|
233K
$4.91M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-18.6K- 22.5% |
$341K - $365K
|
64K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-19.4K- 15.1% |
$355K - $380K
|
109K
$2.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-26K- 10.33% |
$476K - $510K
|
225K
$4.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-27.8K- 52.46% |
$510K - $546K
|
25.2K
$530K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-31.7K- 6.45% |
$582K - $623K
|
460K
$9.67M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-36K- 48.76% |
$661K - $708K
|
37.9K
$796K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-59.5K- 77.34% |
$1.09M - $1.17M
|
17.4K
$366K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-60.8K- 72.15% |
$1.11M - $1.19M
|
23.5K
$494K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-63.3K- 3.11% |
$1.16M - $1.24M
|
1.97M
$41.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-86.1K- 12.35% |
$1.58M - $1.69M
|
611K
$12.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-92.7K- 77.44% |
$1.7M - $1.82M
|
27K
$568K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-152K- 71.66% |
$2.8M - $2.99M
|
60.3K
$1.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-300K- 28.99% |
$5.5M - $5.89M
|
735K
$15.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-309K- 4.88% |
$5.67M - $6.08M
|
6.03M
$127M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-371K- 88.66% |
$6.8M - $7.28M
|
47.4K
$998K
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-509K- 20.6% |
$9.34M - $10M
|
1.96M
$41.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-920K- 30.33% |
$16.9M - $18.1M
|
2.11M
$44.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.18M- 44.36% |
$21.6M - $23.2M
|
1.48M
$31.1M
|