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
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.8K- 11.94% |
$201K - $228K
|
72.3K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11.2K- 4.81% |
$230K - $261K
|
222K
$4.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-12K- 8.31% |
$246K - $278K
|
132K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12.4K- 55.37% |
$254K - $288K
|
9.98K
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-13.8K- 9.79% |
$284K - $321K
|
127K
$2.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.4K- 2.6% |
$295K - $334K
|
539K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.1K- 31.04% |
$351K - $397K
|
37.9K
$784K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-18.2K- 9.99% |
$374K - $423K
|
164K
$3.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-18.8K- 4.1% |
$385K - $436K
|
438K
$9.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-19.8K- 19.85% |
$406K - $460K
|
79.8K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-21.4K- 90.56% |
$439K - $497K
|
2.23K
$46K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-21.4K- 12.58% |
$440K - $498K
|
149K
$3.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-22K- 1.9% |
$452K - $512K
|
1.14M
$23.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-22.9K- 9.71% |
$470K - $532K
|
213K
$4.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-24.2K- 6.24% |
$497K - $563K
|
364K
$7.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-24.3K- 34.52% |
$500K - $566K
|
46.1K
$954K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25K- 5.38% |
$513K - $581K
|
439K
$9.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-33.6K- 11.12% |
$691K - $782K
|
269K
$5.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-35.2K- 3.28% |
$723K - $818K
|
1.04M
$21.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-39.4K- 4.12% |
$809K - $916K
|
917K
$19M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-42.9K- 68.1% |
$881K - $997K
|
20.1K
$415K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-43.5K- 60.7% |
$894K - $1.01M
|
28.2K
$582K
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-69.5K- 4.47% |
$1.43M - $1.62M
|
1.49M
$30.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-69.6K- 4.4% |
$1.43M - $1.62M
|
1.51M
$31.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-79.5K- 51.22% |
$1.63M - $1.85M
|
75.7K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-119K- 31.99% |
$2.45M - $2.77M
|
254K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-165K- 75.78% |
$3.39M - $3.84M
|
52.8K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-178K- 59.14% |
$3.65M - $4.13M
|
123K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-303K- 9.2% |
$6.23M - $7.05M
|
2.99M
$61.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-312K- 15.92% |
$6.42M - $7.27M
|
1.65M
$34.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-406K- 69.42% |
$8.34M - $9.43M
|
179K
$3.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-478K- 98.69% |
$9.82M - $11.1M
|
6.34K
$131K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-567K- 96.86% |
$11.7M - $13.2M
|
18.4K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.4M- 5.47% |
$28.9M - $32.7M
|
24.3M
$502M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-7.57M- 98.44% |
$156M - $176M
|
120K
$2.49M
|