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 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.01K- 11.33% |
$39.7K - $47.3K
|
15.7K
$358K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.04K- 7.27% |
$40.4K - $48.1K
|
26.1K
$594K
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.17K- 7.22% |
$42.8K - $51K
|
27.8K
$634K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2.67K- 32.68% |
$52.7K - $62.7K
|
5.49K
$125K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.7K- 10.97% |
$53.4K - $63.5K
|
21.9K
$499K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3.01K- 5.92% |
$59.6K - $70.9K
|
47.8K
$1.09M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.02K- 9.17% |
$59.6K - $70.9K
|
29.9K
$680K
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.86K- 5.04% |
$76.3K - $90.8K
|
72.7K
$1.66M
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-6.38K- 7.16% |
$126K - $150K
|
82.7K
$1.88M
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-7.41K- 42.99% |
$147K - $174K
|
9.82K
$224K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-8.01K- 3.33% |
$158K - $188K
|
233K
$5.3M
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-11.3K- 3.2% |
$224K - $266K
|
342K
$7.78M
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-13.1K- 2.89% |
$259K - $308K
|
440K
$10M
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-17.5K- 13.67% |
$347K - $413K
|
111K
$2.52M
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-19.6K- 14.53% |
$387K - $461K
|
115K
$2.62M
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-32.5K- 3.08% |
$644K - $766K
|
1.02M
$23.3M
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-32.8K- 12.23% |
$649K - $771K
|
235K
$5.36M
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-40.6K- 68.3% |
$802K - $955K
|
18.8K
$429K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-98K- 42.65% |
$1.94M - $2.31M
|
132K
$3M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.55M- 5.71% |
$30.8M - $36.6M
|
25.7M
$585M
|