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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
13New |
$267 - $302
|
13
$277
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
11+ 1.08% |
$226 - $256
|
1.03K
$22K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8+ 1.12% |
$164 - $186
|
723
$15.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.07% |
$164 - $186
|
12.1K
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
8+ 0.08% |
$164 - $186
|
9.53K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7+ 0.01% |
$144 - $163
|
106K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7+ 1.13% |
$144 - $163
|
629
$13.4K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 1.09% |
$61.7 - $69.8
|
279
$5.94K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3New |
$61.7 - $69.8
|
3
$63.9
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
3+ 1.18% |
$61.7 - $69.8
|
258
$5.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 1.52% |
$61.7 - $69.8
|
200
$4.26K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.95% |
$61.7 - $69.8
|
318
$6.77K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
3New |
$61.7 - $69.8
|
3
$63.9
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 1.22% |
$61.7 - $69.8
|
248
$5.28K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.95% |
$61.7 - $69.8
|
318
$6.77K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 1.08% |
$41.1 - $46.5
|
188
$4K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.88% |
$20.6 - $23.3
|
114
$2.43K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 6.25% |
$20.6 - $23.3
|
17
$362
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.91% |
$20.6 - $23.3
|
111
$2.36K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.65% |
$20.6 - $23.3
|
154
$3.28K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.76% |
$20.6 - $23.3
|
133
$2.83K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.02% |
$20.6 - $23.3
|
4.18K
$89K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
SELL
|
- |
-3- 0.01% |
$61.7 - $69.8
|
20.3K
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3- 0.02% |
$61.7 - $69.8
|
18.4K
$391K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 16.13% |
$103 - $116
|
26
$554
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-9- 1.12% |
$185 - $209
|
797
$17K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-27- 2.13% |
$555 - $628
|
1.24K
$26.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-27- 0.24% |
$555 - $628
|
11.2K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30Closed |
$617 - $698
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-39- 1.51% |
$801 - $907
|
2.55K
$54.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-49- 0.55% |
$1.01K - $1.14K
|
8.9K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-50- 0.06% |
$1.03K - $1.16K
|
85.1K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-50- 0.36% |
$1.03K - $1.16K
|
13.7K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-60- 21.13% |
$1.23K - $1.4K
|
224
$4.77K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-60- 1.53% |
$1.23K - $1.4K
|
3.87K
$82.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-62- 0.25% |
$1.27K - $1.44K
|
24.5K
$521K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-63- 17.85% |
$1.29K - $1.47K
|
290
$6.18K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-90- 47.37% |
$1.85K - $2.09K
|
100
$2.13K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-90- 0.18% |
$1.85K - $2.09K
|
49.5K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-91- 10.69% |
$1.87K - $2.12K
|
760
$16.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-92- 16.85% |
$1.89K - $2.14K
|
454
$9.67K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-98- 0.61% |
$2.01K - $2.28K
|
15.9K
$339K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-112- 0.61% |
$2.3K - $2.61K
|
18.2K
$388K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-135Closed |
$2.77K - $3.14K
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-138- 5.66% |
$2.84K - $3.21K
|
2.3K
$49K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-145- 50.88% |
$2.98K - $3.37K
|
140
$2.98K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-145- 0.77% |
$2.98K - $3.37K
|
18.7K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-149- 31.77% |
$3.06K - $3.47K
|
320
$6.82K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-161- 1.84% |
$3.31K - $3.74K
|
8.59K
$183K
|