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 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-8- 57.14% |
$147 - $157
|
6
$126
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-14- 31.82% |
$257 - $275
|
30
$631
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-14- 93.33% |
$257 - $275
|
1
$21
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-20- 10.2% |
$367 - $393
|
176
$3.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-24- 0.07% |
$440 - $471
|
36.7K
$771K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-26- 0.87% |
$477 - $511
|
2.97K
$62.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-26- 0.14% |
$477 - $511
|
19.1K
$401K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-48- 8.62% |
$880 - $943
|
509
$10.7K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-48- 0.64% |
$880 - $943
|
7.44K
$157K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 1.27% |
$917 - $982
|
3.88K
$81.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 1.27% |
$917 - $982
|
3.88K
$81.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-60- 1.47% |
$1.1K - $1.18K
|
4.01K
$84.3K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-77- 0.93% |
$1.41K - $1.51K
|
8.18K
$172K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-85- 0.37% |
$1.56K - $1.67K
|
23.2K
$487K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-94- 0.01% |
$1.72K - $1.85K
|
1.42M
$29.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-102- 42.5% |
$1.87K - $2K
|
138
$2.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-104- 1.11% |
$1.91K - $2.04K
|
9.26K
$195K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-114- 0.65% |
$2.09K - $2.24K
|
17.4K
$366K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-129- 56.33% |
$2.37K - $2.53K
|
100
$2.1K
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-131- 1.19% |
$2.4K - $2.57K
|
10.8K
$228K
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-141- 1.28% |
$2.59K - $2.77K
|
10.8K
$228K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-151- 1.3% |
$2.77K - $2.97K
|
11.5K
$241K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-188- 48.45% |
$3.45K - $3.69K
|
200
$4.21K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-189- 0.14% |
$3.47K - $3.71K
|
140K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-193- 12.22% |
$3.54K - $3.79K
|
1.39K
$29.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-202- 1.76% |
$3.7K - $3.97K
|
11.3K
$237K
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-224- 0.69% |
$4.11K - $4.4K
|
32.4K
$682K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-245- 2.26% |
$4.49K - $4.81K
|
10.6K
$223K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-251- 91.61% |
$4.6K - $4.93K
|
23
$484
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-277- 99.64% |
$5.08K - $5.44K
|
1
$21
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-290- 1.98% |
$5.32K - $5.7K
|
14.4K
$302K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-296- 66.22% |
$5.43K - $5.81K
|
151
$3.18K
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
SELL
|
- |
-311- 0.93% |
$5.7K - $6.11K
|
33.1K
$697K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-325Closed |
$5.96K - $6.38K
|
0
$0
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-332- 1.22% |
$6.09K - $6.52K
|
27K
$567K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-387- 24.9% |
$7.1K - $7.6K
|
1.17K
$24.5K
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-390- 2.54% |
$7.15K - $7.66K
|
15K
$315K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-424- 4.46% |
$7.78K - $8.33K
|
9.08K
$191K
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-452- 1.3% |
$8.29K - $8.88K
|
34.4K
$724K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-500- 0.47% |
$9.17K - $9.82K
|
106K
$2.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-509- 27.42% |
$9.34K - $10K
|
1.35K
$28.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-526- 16.94% |
$9.65K - $10.3K
|
2.58K
$54.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Regis Management CO LLC
|
SELL
|
- |
-530- 3.15% |
$9.72K - $10.4K
|
16.3K
$343K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-550- 3.03% |
$10.1K - $10.8K
|
17.6K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
SELL
|
- |
-558- 2.58% |
$10.2K - $11K
|
21K
$443K
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-578- 5.36% |
$10.6K - $11.4K
|
10.2K
$215K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-580- 0.63% |
$10.6K - $11.4K
|
92.1K
$1.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-599- 0.5% |
$11K - $11.8K
|
118K
$2.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-617- 1.04% |
$11.3K - $12.1K
|
58.7K
$1.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-669- 4.86% |
$12.3K - $13.1K
|
13.1K
$275K
|