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 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.4KNew |
$190K - $238K
|
11.4K
$258K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
11.2KNew |
$187K - $234K
|
11.2K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
11.1KNew |
$185K - $232K
|
11.1K
$251K
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
10.7KNew |
$180K - $225K
|
10.7K
$244K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
10.4K+ 48.1% |
$175K - $219K
|
32.2K
$732K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3KNew |
$173K - $217K
|
10.3K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
9.8KNew |
$164K - $205K
|
9.8K
$223K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
9.8KNew |
$164K - $205K
|
9.8K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
9.79KNew |
$164K - $205K
|
9.79K
$223K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.68KNew |
$162K - $203K
|
9.68K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9.66KNew |
$162K - $202K
|
9.66K
$220K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
9.15K+ 315.66% |
$153K - $192K
|
12.1K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
8.82K+ 381.28% |
$148K - $185K
|
11.1K
$253K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
8.55K+ 3.28% |
$143K - $179K
|
269K
$6.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
8.48K+ 8.17% |
$142K - $178K
|
112K
$2.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
8.25K+ 465.22% |
$138K - $173K
|
10K
$228K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.7K+ 39.33% |
$129K - $161K
|
27.3K
$620K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
7.66K+ 12.11% |
$128K - $160K
|
70.9K
$1.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
7.48K+ 10.58% |
$125K - $157K
|
78.2K
$1.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
6.72K+ 20.91% |
$113K - $141K
|
38.8K
$883K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.6K+ 65.06% |
$111K - $138K
|
16.7K
$381K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.37K+ 37.57% |
$107K - $134K
|
23.3K
$531K
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
6.33K+ 9.64% |
$106K - $133K
|
72.1K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.28K+ 25.74% |
$105K - $132K
|
30.7K
$697K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
5.79K+ 3.19% |
$97K - $121K
|
187K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
5.66K+ 37.6% |
$94.8K - $119K
|
20.7K
$471K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.3K+ 29.57% |
$88.8K - $111K
|
23.2K
$528K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
5.17K+ 29.38% |
$86.6K - $108K
|
22.8K
$518K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.15K+ 15.98% |
$86.4K - $108K
|
37.4K
$851K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
4.85K+ 9.07% |
$81.3K - $102K
|
58.3K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4.81KNew |
$80.6K - $101K
|
4.81K
$109K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.68K+ 27.39% |
$78.4K - $97.9K
|
21.7K
$494K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.54K+ 11.55% |
$76.1K - $95.2K
|
43.9K
$997K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.43K+ 3.71% |
$74.3K - $92.9K
|
124K
$2.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.3K+ 8.86% |
$72.1K - $90.1K
|
52.8K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.14K+ 10.98% |
$69.5K - $86.8K
|
41.9K
$952K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
4.11K+ 5.39% |
$68.8K - $86K
|
80.3K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.09K+ 2.73% |
$68.5K - $85.6K
|
154K
$3.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4K+ 3.32% |
$67.1K - $83.9K
|
125K
$2.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.82K+ 3.46% |
$64.1K - $80.1K
|
114K
$2.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.68K+ 3.51% |
$61.6K - $77.1K
|
108K
$2.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.67K+ 0.76% |
$61.6K - $77K
|
484K
$11M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.5K+ 22.83% |
$58.6K - $73.3K
|
18.8K
$428K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.36K+ 17.26% |
$56.3K - $70.4K
|
22.8K
$519K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.35K+ 5.7% |
$56.1K - $70.1K
|
62.1K
$1.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2.99K+ 6.66% |
$50.1K - $62.6K
|
47.9K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.94K+ 3.28% |
$49.3K - $61.7K
|
92.6K
$2.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
2.94KNew |
$49.2K - $61.5K
|
2.94K
$66.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.92K+ 15.5% |
$48.9K - $61.2K
|
21.8K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.76K+ 8.46% |
$46.3K - $57.8K
|
35.4K
$805K
|