Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.96M+ 9.55% |
$72.7M - $77.8M
|
45.4M
$956M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2M+ 9.21% |
$36.7M - $39.3M
|
23.7M
$499M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.69M+ 7.72% |
$31M - $33.2M
|
23.6M
$496M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.63M+ 3.41% |
$29.8M - $32M
|
49.4M
$1.04B
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
735KNew |
$13.5M - $14.4M
|
735K
$15.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
607K+ 18.24% |
$11.1M - $11.9M
|
3.93M
$82.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
403K+ 57.73% |
$7.39M - $7.92M
|
1.1M
$23.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
344K+ 17.79% |
$6.3M - $6.75M
|
2.27M
$47.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
292K+ 778.3% |
$5.35M - $5.73M
|
329K
$6.92M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
253K+ 0.82% |
$4.63M - $4.96M
|
31.1M
$653M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
248K+ 26.21% |
$4.55M - $4.87M
|
1.19M
$25.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
191KNew |
$3.51M - $3.75M
|
191K
$4.02M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
143KNew |
$2.63M - $2.81M
|
143K
$3.01M
|
|
|
Jan 21, 2025
Q2 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
118KNew |
$2.16M - $2.32M
|
118K
$2.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
116K+ 31.88% |
$2.13M - $2.28M
|
480K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
94.8K+ 20.8% |
$1.74M - $1.86M
|
550K
$11.6M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
92.7K+ 343.24% |
$1.7M - $1.82M
|
120K
$2.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
85.4K+ 14.5% |
$1.57M - $1.68M
|
674K
$14.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
60K+ 7.06% |
$1.1M - $1.18M
|
910K
$19.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
55.7KNew |
$1.02M - $1.09M
|
55.7K
$1.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
36.3KNew |
$666K - $713K
|
36.3K
$763K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
34.5K+ 97.22% |
$632K - $677K
|
69.9K
$1.47M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
34.4K+ 4.99% |
$631K - $676K
|
725K
$15.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.1KNew |
$534K - $572K
|
29.1K
$612K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.1KNew |
$533K - $571K
|
29.1K
$612K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
26.3KNew |
$483K - $517K
|
26.3K
$554K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
25.7K+ 3.26% |
$471K - $504K
|
812K
$17.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.4KNew |
$466K - $499K
|
25.4K
$535K
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
24.2K+ 1.8% |
$444K - $475K
|
1.37M
$28.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23.4KNew |
$429K - $460K
|
23.4K
$492K
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
22KNew |
$403K - $432K
|
22K
$463K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
21.6K+ 9.15% |
$396K - $424K
|
258K
$5.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
21.2K+ 6.68% |
$388K - $416K
|
338K
$7.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
21.2K+ 7.14% |
$388K - $416K
|
318K
$6.68M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20.4KNew |
$374K - $400K
|
20.4K
$428K
|
|
|
Aug 03, 2023
Q2 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
20K+ 7.7% |
$368K - $394K
|
280K
$5.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
19.9KNew |
$365K - $391K
|
19.9K
$419K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.9K+ 7.75% |
$347K - $372K
|
263K
$5.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.1K+ 19.89% |
$332K - $356K
|
109K
$2.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
17.5K+ 20.28% |
$321K - $344K
|
104K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.3K+ 10.77% |
$318K - $341K
|
178K
$3.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
16.5K+ 13.85% |
$302K - $324K
|
136K
$2.85M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
16.1K+ 4.1% |
$296K - $316K
|
409K
$8.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.7KNew |
$288K - $308K
|
15.7K
$330K
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
15.4K+ 70.61% |
$282K - $302K
|
37.2K
$782K
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
14.9K+ 4.9% |
$273K - $292K
|
319K
$6.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.6KNew |
$268K - $287K
|
14.6K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.9K+ 551.85% |
$254K - $272K
|
16.4K
$344K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.4K+ 2.23% |
$245K - $262K
|
614K
$12.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
13.3K+ 8.11% |
$243K - $261K
|
177K
$3.72M
|