Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
57.4M+ 209.87% |
$1.06B - $1.16B
|
84.7M
$1.77B
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.08M+ 4.11% |
$38.6M - $42.1M
|
52.8M
$1.1B
|
|
|
Aug 15, 2024
Q2 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
1.73MNew |
$32M - $34.9M
|
1.73M
$36.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.2M+ 4.61% |
$22.3M - $24.3M
|
27.3M
$570M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.2MNew |
$22.2M - $24.2M
|
1.2M
$25M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
801KNew |
$14.8M - $16.2M
|
801K
$16.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
678KNew |
$12.6M - $13.7M
|
678K
$14.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
530KNew |
$9.82M - $10.7M
|
530K
$11.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
489K+ 272.82% |
$9.05M - $9.87M
|
668K
$13.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
481K+ 7.56% |
$8.91M - $9.71M
|
6.84M
$143M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
115K+ 4.19% |
$2.12M - $2.31M
|
2.85M
$59.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
106KNew |
$1.96M - $2.14M
|
106K
$2.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
96.8K+ 10.19% |
$1.79M - $1.96M
|
1.05M
$21.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
85K+ 5.63% |
$1.58M - $1.72M
|
1.6M
$33.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
70.2K+ 32.01% |
$1.3M - $1.42M
|
290K
$6.05M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
70.2K+ 32.01% |
$1.3M - $1.42M
|
290K
$6.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66.2K+ 75.56% |
$1.23M - $1.34M
|
154K
$3.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
61.1K+ 6.14% |
$1.13M - $1.23M
|
1.06M
$22.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
55.7KNew |
$1.03M - $1.13M
|
55.7K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
45.7K+ 10.28% |
$846K - $923K
|
490K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
41.4K+ 14.18% |
$767K - $836K
|
333K
$6.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
40.6K+ 154.14% |
$752K - $819K
|
66.9K
$1.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
38.8K+ 11.47% |
$719K - $784K
|
377K
$7.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
38.1K+ 6.2% |
$705K - $769K
|
652K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
35.7K+ 11.54% |
$661K - $720K
|
345K
$7.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.1K+ 9.35% |
$651K - $709K
|
411K
$8.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33.6KNew |
$622K - $678K
|
33.6K
$702K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
33.3K+ 18.9% |
$617K - $673K
|
209K
$4.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
29.4K+ 62.39% |
$545K - $594K
|
76.5K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.2K+ 33.79% |
$522K - $569K
|
112K
$2.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26K+ 35.14% |
$482K - $526K
|
100K
$2.09M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
25KNew |
$464K - $506K
|
25K
$523K
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
22.8KNew |
$422K - $460K
|
22.8K
$476K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
21.6K+ 1349.13% |
$401K - $437K
|
23.2K
$486K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
19.7KNew |
$365K - $398K
|
19.7K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19K+ 11.77% |
$352K - $384K
|
180K
$3.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
18.3KNew |
$339K - $370K
|
18.3K
$382K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 19.86% |
$336K - $367K
|
110K
$2.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
17.9KNew |
$332K - $362K
|
17.9K
$375K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
17.7KNew |
$327K - $357K
|
17.7K
$369K
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
17.5KNew |
$323K - $353K
|
17.5K
$365K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.4K+ 3.73% |
$323K - $352K
|
484K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.1KNew |
$316K - $345K
|
17.1K
$356K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
16.1K+ 1.79% |
$299K - $326K
|
918K
$19.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
16K+ 4.85% |
$297K - $324K
|
347K
$7.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
15.8K+ 14.61% |
$294K - $320K
|
124K
$2.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
15.4K+ 20.95% |
$285K - $310K
|
88.7K
$1.85M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
15KNew |
$277K - $302K
|
15K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.8K+ 5.78% |
$274K - $298K
|
270K
$5.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
14.4K+ 3.51% |
$267K - $291K
|
424K
$8.86M
|