Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
664+ 2.88% |
$13.6K - $15.4K
|
23.7K
$510K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
598+ 0.82% |
$12.3K - $13.9K
|
73.3K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
553+ 3.36% |
$11.4K - $12.9K
|
17K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
487+ 2.08% |
$10K - $11.3K
|
23.9K
$513K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
466+ 3.64% |
$9.58K - $10.8K
|
13.3K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
461+ 0.72% |
$9.47K - $10.7K
|
64.8K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
379+ 115.55% |
$7.79K - $8.82K
|
707
$15.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
376New |
$7.73K - $8.75K
|
376
$8.08K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
365New |
$7.5K - $8.49K
|
365
$7.84K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
326New |
$6.7K - $7.58K
|
326
$7.01K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
304+ 2.62% |
$6.25K - $7.07K
|
11.9K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300New |
$6.17K - $6.98K
|
300
$6.45K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
279+ 1.0% |
$5.73K - $6.49K
|
28.1K
$604K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
231+ 0.4% |
$4.75K - $5.37K
|
57.6K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
230+ 84.56% |
$4.73K - $5.35K
|
502
$10.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
220+ 110.0% |
$4.52K - $5.12K
|
420
$9.03K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
207+ 1.24% |
$4.25K - $4.81K
|
16.9K
$363K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
205+ 1.88% |
$4.21K - $4.77K
|
11.1K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
192New |
$3.95K - $4.47K
|
192
$4.13K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
183+ 0.35% |
$3.76K - $4.26K
|
52.1K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
181+ 0.46% |
$3.72K - $4.21K
|
39.1K
$841K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
170New |
$3.49K - $3.95K
|
170
$3.65K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
162+ 1.14% |
$3.33K - $3.77K
|
14.4K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
96+ 18.53% |
$1.97K - $2.23K
|
614
$13.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
90+ 43.06% |
$1.85K - $2.09K
|
299
$6.43K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
86New |
$1.77K - $2K
|
86
$1.85K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
85New |
$1.75K - $1.98K
|
85
$1.83K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
60+ 0.29% |
$1.23K - $1.4K
|
20.5K
$441K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
52New |
$1.07K - $1.21K
|
52
$1.12K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
35+ 109.38% |
$719 - $814
|
67
$1.44K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
32+ 1.1% |
$658 - $744
|
2.94K
$63.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
29+ 0.27% |
$596 - $675
|
10.8K
$233K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
22New |
$452 - $512
|
22
$473
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
17+ 0.66% |
$349 - $395
|
2.58K
$55.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
14+ 0.06% |
$288 - $326
|
21.9K
$470K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
14+ 1.6% |
$288 - $326
|
887
$19.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8+ 1.12% |
$164 - $186
|
723
$15.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.07% |
$164 - $186
|
12.1K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
8+ 0.08% |
$164 - $186
|
9.53K
$205K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7+ 1.13% |
$144 - $163
|
629
$13.5K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
3New |
$61.7 - $69.8
|
3
$64.5
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 1.09% |
$61.7 - $69.8
|
279
$6K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.95% |
$61.7 - $69.8
|
318
$6.83K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 1.08% |
$41.1 - $46.5
|
188
$4.04K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.65% |
$20.6 - $23.3
|
154
$3.31K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.76% |
$20.6 - $23.3
|
133
$2.86K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 6.25% |
$20.6 - $23.3
|
17
$365
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3- 0.02% |
$61.7 - $69.8
|
18.4K
$395K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 16.13% |
$103 - $116
|
26
$559
|