Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.96MNew |
$104M - $121M
|
5.96M
$125M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.01M+ 4.07% |
$35.2M - $40.8M
|
51.4M
$1.08B
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.92M+ 4.23% |
$33.7M - $38.9M
|
47.4M
$992M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.74M+ 44.21% |
$30.5M - $35.3M
|
5.67M
$119M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.63M+ 6.88% |
$28.6M - $33.1M
|
25.4M
$531M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
883K+ 3.74% |
$15.5M - $17.9M
|
24.5M
$512M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
403KNew |
$7.06M - $8.17M
|
403K
$8.44M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
241K+ 20.15% |
$4.22M - $4.88M
|
1.44M
$30.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
185K+ 30.31% |
$3.25M - $3.76M
|
796K
$16.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
151K+ 45.98% |
$2.65M - $3.07M
|
481K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
149KNew |
$2.61M - $3.02M
|
149K
$3.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
106KNew |
$1.85M - $2.14M
|
106K
$2.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
103K+ 390.73% |
$1.8M - $2.09M
|
129K
$2.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
100K+ 67.55% |
$1.75M - $2.03M
|
248K
$5.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
90.8K+ 30.17% |
$1.59M - $1.84M
|
392K
$8.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
80.5K+ 492.0% |
$1.41M - $1.63M
|
96.9K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
79.5KNew |
$1.39M - $1.61M
|
79.5K
$1.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
79.1KNew |
$1.39M - $1.6M
|
79.1K
$1.66M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
76.2KNew |
$1.33M - $1.54M
|
76.2K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
61.8KNew |
$1.08M - $1.25M
|
61.8K
$1.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
59.3KNew |
$1.04M - $1.2M
|
59.3K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
56.3K+ 11.73% |
$986K - $1.14M
|
536K
$11.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
50.9K+ 19.76% |
$892K - $1.03M
|
309K
$6.46M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50.7K+ 79.16% |
$888K - $1.03M
|
115K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.2K+ 197.46% |
$861K - $996K
|
74.1K
$1.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
46.7K+ 80.58% |
$819K - $947K
|
105K
$2.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
45.7K+ 6.3% |
$801K - $926K
|
771K
$16.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
43.8K+ 13.8% |
$768K - $888K
|
361K
$7.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43.3K+ 2.19% |
$758K - $877K
|
2.02M
$42.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
40.2KNew |
$705K - $816K
|
40.2K
$843K
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
38.7K+ 9.64% |
$678K - $784K
|
440K
$9.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
37.1K+ 7.81% |
$649K - $751K
|
511K
$10.7M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
37.1K+ 71.64% |
$649K - $751K
|
88.8K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
37KNew |
$649K - $751K
|
37K
$775K
|
|
|
Oct 17, 2023
Q3 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
34.8K+ 209.47% |
$610K - $706K
|
51.5K
$1.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
33.3KNew |
$583K - $675K
|
33.3K
$697K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
32.9K+ 6473.08% |
$577K - $668K
|
33.5K
$701K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
28.8K+ 18.54% |
$504K - $583K
|
184K
$3.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
28.1K+ 3.46% |
$492K - $569K
|
840K
$17.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
27.1K+ 2.98% |
$474K - $549K
|
937K
$19.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
26.1K+ 17.97% |
$458K - $530K
|
172K
$3.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.4KNew |
$427K - $494K
|
24.4K
$511K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
20.3KNew |
$356K - $411K
|
20.3K
$425K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
19.4KNew |
$340K - $393K
|
19.4K
$406K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.9K+ 10.03% |
$331K - $383K
|
207K
$4.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
18.1KNew |
$317K - $366K
|
18.1K
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18K+ 6.86% |
$316K - $366K
|
281K
$5.89M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
17.7KNew |
$311K - $359K
|
17.7K
$371K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
16.8K+ 26.7% |
$295K - $341K
|
79.8K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.4K+ 18.13% |
$287K - $332K
|
107K
$2.24M
|