Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.49M+ 10.03% |
$48.4M - $52.2M
|
27.3M
$575M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.91M+ 3.91% |
$37M - $39.9M
|
50.7M
$1.07B
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.47M+ 2.81% |
$28.5M - $30.8M
|
53.9M
$1.13B
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1M+ 4.0% |
$19.4M - $21M
|
26.1M
$548M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
686K+ 49.18% |
$13.3M - $14.4M
|
2.08M
$43.8M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
673K+ 17.8% |
$13M - $14.1M
|
4.45M
$93.7M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
302K+ 4.98% |
$5.85M - $6.32M
|
6.36M
$134M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
298K+ 2765.71% |
$5.78M - $6.24M
|
309K
$6.5M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
292KNew |
$5.66M - $6.11M
|
292K
$6.14M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
218KNew |
$4.22M - $4.55M
|
218K
$4.58M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
198KNew |
$3.84M - $4.14M
|
198K
$4.16M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
186KNew |
$3.6M - $3.89M
|
186K
$3.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
182K+ 415.25% |
$3.53M - $3.81M
|
226K
$4.75M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
172K+ 22.1% |
$3.33M - $3.6M
|
950K
$20M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
167K+ 219.2% |
$3.24M - $3.5M
|
243K
$5.12M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
145KNew |
$2.82M - $3.04M
|
145K
$3.06M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
141K+ 800.83% |
$2.73M - $2.94M
|
158K
$3.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
136K+ 313.21% |
$2.63M - $2.84M
|
179K
$3.77M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
114K+ 614.45% |
$2.22M - $2.39M
|
133K
$2.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
109K+ 12.3% |
$2.11M - $2.28M
|
995K
$20.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
107K+ 9.36% |
$2.07M - $2.23M
|
1.24M
$26.2M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
96.4KNew |
$1.87M - $2.02M
|
96.4K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
83.9KNew |
$1.63M - $1.76M
|
83.9K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
74.7KNew |
$1.45M - $1.56M
|
74.7K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
73.7K+ 459.16% |
$1.43M - $1.54M
|
89.7K
$1.89M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
65.2KNew |
$1.26M - $1.37M
|
65.2K
$1.37M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
62.7KNew |
$1.21M - $1.31M
|
62.7K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
60.5K+ 12.17% |
$1.17M - $1.27M
|
558K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
60KNew |
$1.16M - $1.26M
|
60K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
56.1KNew |
$1.09M - $1.17M
|
56.1K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.2K+ 147.56% |
$1.01M - $1.09M
|
87.6K
$1.84M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
52.1K+ 236.49% |
$1.01M - $1.09M
|
74.2K
$1.56M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
51KNew |
$990K - $1.07M
|
51K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
50.1KNew |
$971K - $1.05M
|
50.1K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
48.9KNew |
$948K - $1.02M
|
48.9K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.3K+ 17.24% |
$937K - $1.01M
|
329K
$6.91M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
46.4K+ 240.07% |
$899K - $970K
|
65.7K
$1.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
42.4K+ 34.87% |
$823K - $888K
|
164K
$3.45M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.1K+ 2.73% |
$777K - $839K
|
1.51M
$31.8M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
38.1K+ 188.36% |
$738K - $797K
|
58.3K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
37.5K+ 65.73% |
$728K - $785K
|
94.6K
$1.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
36.2KNew |
$702K - $758K
|
36.2K
$761K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
31.6K+ 10.32% |
$614K - $662K
|
338K
$7.12M
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
31.6KNew |
$612K - $661K
|
31.6K
$664K
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
29.9K+ 737.11% |
$580K - $626K
|
34K
$714K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
29.8K+ 212.36% |
$577K - $623K
|
43.8K
$921K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29.7K+ 1199.31% |
$576K - $622K
|
32.2K
$677K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.5K+ 7.59% |
$573K - $618K
|
419K
$8.81M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.2KNew |
$566K - $611K
|
29.2K
$614K
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
27.3KNew |
$530K - $572K
|
27.3K
$574K
|