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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.45K+ 2.14% |
$26.6K - $28.5K
|
69K
$1.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.4K+ 5.83% |
$25.6K - $27.4K
|
25.4K
$533K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
1.34K+ 0.51% |
$24.6K - $26.4K
|
264K
$5.55M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.32K+ 5.71% |
$24.2K - $26K
|
24.5K
$515K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.19K+ 6.95% |
$21.8K - $23.4K
|
18.3K
$385K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.19K+ 3.91% |
$21.8K - $23.3K
|
31.5K
$663K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.11K+ 2.4% |
$20.4K - $21.9K
|
47.6K
$1M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.1K+ 4.55% |
$20.2K - $21.6K
|
25.3K
$531K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
939+ 3.21% |
$17.2K - $18.4K
|
30.2K
$635K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
883New |
$16.2K - $17.3K
|
883
$18.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
774+ 1.35% |
$14.2K - $15.2K
|
58.3K
$1.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
748New |
$13.7K - $14.7K
|
748
$15.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
748+ 377.78% |
$13.7K - $14.7K
|
946
$19.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
725+ 9.0% |
$13.3K - $14.2K
|
8.78K
$185K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
714+ 2.68% |
$13.1K - $14K
|
27.4K
$576K
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
712+ 1.4% |
$13.1K - $14K
|
51.7K
$1.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
703+ 4.98% |
$12.9K - $13.8K
|
14.8K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
673+ 2.78% |
$12.3K - $13.2K
|
24.9K
$524K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
673+ 2.78% |
$12.3K - $13.2K
|
24.9K
$524K
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
661+ 0.61% |
$12.1K - $13K
|
108K
$2.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
658+ 2.66% |
$12.1K - $12.9K
|
25.4K
$534K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
639+ 0.15% |
$11.7K - $12.5K
|
439K
$9.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
632+ 1.1% |
$11.6K - $12.4K
|
58K
$1.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
593+ 605.1% |
$10.9K - $11.6K
|
691
$14.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
552+ 6.53% |
$10.1K - $10.8K
|
9.01K
$189K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
538+ 35.89% |
$9.87K - $10.6K
|
2.04K
$42.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
532New |
$9.76K - $10.4K
|
532
$11.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
528+ 1.28% |
$9.68K - $10.4K
|
41.7K
$877K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
473+ 3.79% |
$8.67K - $9.29K
|
12.9K
$272K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
453+ 2.85% |
$8.31K - $8.9K
|
16.3K
$344K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
450+ 1.57% |
$8.25K - $8.84K
|
29K
$611K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
450+ 1.57% |
$8.25K - $8.84K
|
29K
$611K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
438+ 3.23% |
$8.03K - $8.6K
|
14K
$294K
|
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
BUY
|
- |
413+ 1.19% |
$7.57K - $8.11K
|
35.2K
$741K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
401+ 1.72% |
$7.35K - $7.88K
|
23.7K
$499K
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
395+ 1.14% |
$7.24K - $7.76K
|
35K
$735K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
394New |
$7.23K - $7.74K
|
394
$8.29K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
320New |
$5.87K - $6.28K
|
320
$6.73K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
317+ 3.57% |
$5.81K - $6.23K
|
9.19K
$193K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
297New |
$5.45K - $5.83K
|
297
$6.25K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
292+ 384.21% |
$5.36K - $5.73K
|
368
$7.74K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
275New |
$5.04K - $5.4K
|
275
$5.78K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
262+ 0.89% |
$4.81K - $5.15K
|
29.7K
$625K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
251+ 36.17% |
$4.6K - $4.93K
|
945
$19.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
213+ 40.96% |
$3.91K - $4.18K
|
733
$15.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
198+ 139.44% |
$3.63K - $3.89K
|
340
$7.15K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
196+ 576.47% |
$3.59K - $3.85K
|
230
$4.84K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
188+ 2.57% |
$3.45K - $3.69K
|
7.51K
$158K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
185+ 0.89% |
$3.39K - $3.63K
|
21.1K
$443K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
147New |
$2.7K - $2.89K
|
147
$3.09K
|