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 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
31+ 6.37% |
$613 - $729
|
518
$11.8K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26New |
$514 - $612
|
26
$592
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
21+ 0.03% |
$415 - $494
|
66.5K
$1.51M
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
16+ 0.15% |
$316 - $376
|
10.5K
$239K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 1.21% |
$257 - $306
|
1.09K
$24.8K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10+ 1.63% |
$198 - $235
|
622
$14.2K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 20.0% |
$98.9 - $118
|
30
$683
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.57% |
$98.9 - $118
|
887
$20.2K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
4+ 1.28% |
$79.1 - $94.1
|
316
$7.2K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 1.85% |
$19.8 - $23.5
|
55
$1.25K
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1+ 8.33% |
$19.8 - $23.5
|
13
$296
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-6- 0.05% |
$119 - $141
|
12.6K
$287K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 10.53% |
$198 - $235
|
85
$1.94K
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-23- 0.08% |
$455 - $541
|
29.8K
$679K
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-45- 0.11% |
$890 - $1.06K
|
41.2K
$938K
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-91- 0.63% |
$1.8K - $2.14K
|
14.3K
$326K
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-117- 1.0% |
$2.31K - $2.75K
|
11.6K
$264K
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-132- 0.47% |
$2.61K - $3.11K
|
28K
$639K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-144- 1.03% |
$2.85K - $3.39K
|
13.8K
$314K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 4.44% |
$3.96K - $4.71K
|
4.3K
$97.9K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-205- 38.46% |
$4.05K - $4.82K
|
328
$7.47K
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-240- 8.34% |
$4.75K - $5.65K
|
2.64K
$60K
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-267- 0.58% |
$5.28K - $6.28K
|
46.1K
$1.05M
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-279- 0.51% |
$5.52K - $6.56K
|
54.8K
$1.25M
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-297- 0.31% |
$5.87K - $6.99K
|
94.3K
$2.15M
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-332- 1.24% |
$6.57K - $7.81K
|
26.5K
$603K
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-380- 1.77% |
$7.52K - $8.94K
|
21.1K
$480K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-382- 23.17% |
$7.56K - $8.99K
|
1.27K
$28.8K
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-411- 3.64% |
$8.13K - $9.67K
|
10.9K
$248K
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-604- 99.34% |
$11.9K - $14.2K
|
4
$91.1
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-670- 1.15% |
$13.3K - $15.8K
|
57.4K
$1.31M
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-799- 4.94% |
$15.8K - $18.8K
|
15.4K
$350K
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-863- 3.1% |
$17.1K - $20.3K
|
27K
$615K
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-988- 4.8% |
$19.5K - $23.2K
|
19.6K
$447K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.07K- 9.41% |
$21.1K - $25.1K
|
10.3K
$234K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.23K- 3.06% |
$24.3K - $28.9K
|
39K
$887K
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.35K- 3.47% |
$26.7K - $31.8K
|
37.6K
$857K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.41K- 8.22% |
$28K - $33.3K
|
15.8K
$360K
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.43K- 2.1% |
$28.2K - $33.6K
|
66.6K
$1.52M
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.43K- 3.18% |
$28.3K - $33.7K
|
43.6K
$994K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.43KClosed |
$28.4K - $33.7K
|
0
$0
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
SELL
|
- |
-1.46K- 1.96% |
$28.8K - $34.2K
|
72.6K
$1.65M
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.47K- 1.47% |
$29K - $34.5K
|
98.6K
$2.24M
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.48K- 6.59% |
$29.4K - $34.9K
|
21K
$479K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.59K- 0.79% |
$31.5K - $37.4K
|
200K
$4.54M
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.62K- 1.57% |
$32K - $38.1K
|
101K
$2.31M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.71K- 4.07% |
$33.8K - $40.2K
|
40.2K
$916K
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.73K- 1.23% |
$34.1K - $40.6K
|
138K
$3.15M
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.8K- 11.81% |
$35.6K - $42.4K
|
13.4K
$306K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.88K- 16.48% |
$37.2K - $44.2K
|
9.53K
$217K
|