Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.2M+ 556.23% |
$188M - $235M
|
13.2M
$308M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.69M+ 165.65% |
$61.8M - $77.2M
|
5.91M
$137M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.45M+ 3.07% |
$24.3M - $30.4M
|
48.8M
$1.14B
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.39M+ 1755.06% |
$23.3M - $29.1M
|
1.47M
$34.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
986K+ 1.92% |
$16.5M - $20.7M
|
52.4M
$1.22B
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
604K+ 2.47% |
$10.1M - $12.6M
|
25.1M
$583M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
320K+ 214.89% |
$5.37M - $6.71M
|
469K
$10.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
309K+ 53.69% |
$5.19M - $6.48M
|
886K
$20.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
242K+ 45.23% |
$4.06M - $5.08M
|
778K
$18.1M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
232KNew |
$3.88M - $4.86M
|
232K
$5.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
219K+ 1083.94% |
$3.68M - $4.6M
|
240K
$5.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
206K+ 278.52% |
$3.46M - $4.32M
|
280K
$6.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
202K+ 21.52% |
$3.38M - $4.22M
|
1.14M
$26.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
198KNew |
$3.31M - $4.14M
|
198K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
186K+ 191.93% |
$3.12M - $3.9M
|
283K
$6.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
181K+ 940.29% |
$3.03M - $3.79M
|
200K
$4.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
155K+ 28.01% |
$2.61M - $3.26M
|
711K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
148K+ 47.88% |
$2.48M - $3.1M
|
457K
$10.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
142KNew |
$2.37M - $2.96M
|
142K
$3.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
122KNew |
$2.04M - $2.56M
|
122K
$2.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
122KNew |
$2.04M - $2.55M
|
122K
$2.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
106K+ 177.29% |
$1.78M - $2.22M
|
166K
$3.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
97.3KNew |
$1.63M - $2.04M
|
97.3K
$2.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
95.8KNew |
$1.6M - $2.01M
|
95.8K
$2.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
91.5K+ 1.53% |
$1.53M - $1.92M
|
6.06M
$141M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
87KNew |
$1.46M - $1.82M
|
87K
$2.02M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
83.3KNew |
$1.4M - $1.75M
|
83.3K
$1.94M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
80.4K+ 77.67% |
$1.35M - $1.68M
|
184K
$4.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
67.6K+ 117.5% |
$1.13M - $1.42M
|
125K
$2.91M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
66.7K+ 61.16% |
$1.12M - $1.4M
|
176K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
66K+ 74.58% |
$1.11M - $1.38M
|
154K
$3.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
65K+ 162.28% |
$1.09M - $1.36M
|
105K
$2.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
65K+ 16.13% |
$1.09M - $1.36M
|
468K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
63.8K+ 208.12% |
$1.07M - $1.34M
|
94.4K
$2.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
62.2KNew |
$1.04M - $1.3M
|
62.2K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.2K+ 35.7% |
$976K - $1.22M
|
221K
$5.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
57.7K+ 15.96% |
$967K - $1.21M
|
419K
$9.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
48.5KNew |
$813K - $1.02M
|
48.5K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
47.8KNew |
$802K - $1M
|
47.8K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
47.1K+ 24.25% |
$790K - $987K
|
242K
$5.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
43.3KNew |
$725K - $906K
|
43.3K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
39.1K+ 24.64% |
$654K - $818K
|
198K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
39K+ 63.14% |
$654K - $818K
|
101K
$2.35M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
38.9KNew |
$651K - $814K
|
38.9K
$904K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
38.6KNew |
$647K - $809K
|
38.6K
$899K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
38.2K+ 56.64% |
$640K - $800K
|
106K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
36.1KNew |
$605K - $756K
|
36.1K
$840K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
36K+ 108.04% |
$603K - $754K
|
69.3K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
35.2K+ 4.19% |
$589K - $737K
|
875K
$20.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33.7K+ 59.49% |
$564K - $706K
|
90.3K
$2.1M
|