Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
541KNew |
$10.7M - $12.7M
|
541K
$12.3M
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
484KNew |
$9.58M - $11.4M
|
484K
$11M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
66.2KNew |
$1.31M - $1.56M
|
66.2K
$1.51M
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
50.9KNew |
$1.01M - $1.2M
|
50.9K
$1.16M
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
42.4K+ 206.87% |
$839K - $999K
|
63K
$1.43M
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
28.5KNew |
$565K - $672K
|
28.5K
$650K
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
27.2K+ 3.39% |
$538K - $640K
|
828K
$18.9M
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
20.1KNew |
$398K - $473K
|
20.1K
$458K
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
18.9KNew |
$374K - $445K
|
18.9K
$431K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.8K+ 67.22% |
$333K - $396K
|
41.9K
$953K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.1K+ 6.13% |
$319K - $379K
|
279K
$6.35M
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
15.9K+ 3.25% |
$315K - $375K
|
506K
$11.5M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
14KNew |
$277K - $329K
|
14K
$318K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13.5K+ 8.43% |
$267K - $317K
|
174K
$3.95M
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
10.4KNew |
$206K - $245K
|
10.4K
$237K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.3K+ 5.78% |
$204K - $243K
|
189K
$4.3M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.97KNew |
$197K - $235K
|
9.97K
$227K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.7KNew |
$192K - $228K
|
9.7K
$221K
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
8.7KNew |
$172K - $205K
|
8.7K
$198K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.52K+ 4.75% |
$109K - $130K
|
122K
$2.77M
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
5.48K+ 19.34% |
$108K - $129K
|
33.8K
$771K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.9KNew |
$77.1K - $91.8K
|
3.9K
$88.8K
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
3.4K+ 8.21% |
$67.3K - $80.1K
|
44.9K
$1.02M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.38K+ 16.71% |
$66.8K - $79.5K
|
23.6K
$537K
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.7K+ 3.05% |
$33.6K - $40K
|
57.4K
$1.31M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.67KNew |
$33.1K - $39.4K
|
1.67K
$38.1K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.51K+ 8.94% |
$29.8K - $35.5K
|
18.4K
$418K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.43K+ 257.69% |
$28.2K - $33.5K
|
1.98K
$45K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.3K+ 10.33% |
$25.6K - $30.5K
|
13.8K
$315K
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 8.15% |
$23.9K - $28.4K
|
16K
$365K
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.19K+ 4.09% |
$23.6K - $28.1K
|
30.4K
$693K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1KNew |
$19.8K - $23.5K
|
1K
$22.8K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
872+ 7.65% |
$17.2K - $20.5K
|
12.3K
$279K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
608+ 402.65% |
$12K - $14.3K
|
759
$17.3K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
445+ 36.93% |
$8.8K - $10.5K
|
1.65K
$37.6K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
410New |
$8.11K - $9.65K
|
410
$9.34K
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
372+ 1.63% |
$7.36K - $8.75K
|
23.2K
$527K
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
356+ 0.3% |
$7.04K - $8.38K
|
119K
$2.72M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
277+ 2.73% |
$5.48K - $6.52K
|
10.4K
$238K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
262New |
$5.18K - $6.16K
|
262
$5.97K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
186New |
$3.68K - $4.38K
|
186
$4.24K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
122New |
$2.41K - $2.87K
|
122
$2.78K
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
105New |
$2.08K - $2.47K
|
105
$2.39K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
105+ 8.26% |
$2.08K - $2.47K
|
1.38K
$31.3K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
90New |
$1.78K - $2.12K
|
90
$2.05K
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
86+ 3.44% |
$1.7K - $2.02K
|
2.59K
$59K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
67New |
$1.33K - $1.58K
|
67
$1.53K
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
42+ 97.67% |
$831 - $988
|
85
$1.94K
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
32+ 0.17% |
$633 - $753
|
18.3K
$418K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
31+ 6.37% |
$613 - $729
|
518
$11.8K
|