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 18, 2023
Q2 2023
|
Whelan Financial
|
SELL
|
- |
-752- 2.46% |
$13.8K - $14.8K
|
29.8K
$627K
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-777- 0.86% |
$14.3K - $15.3K
|
89.9K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-783- 25.49% |
$14.4K - $15.4K
|
2.29K
$48.1K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-822- 0.53% |
$15.1K - $16.1K
|
155K
$3.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-837- 5.81% |
$15.4K - $16.4K
|
13.6K
$285K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-848- 6.75% |
$15.6K - $16.7K
|
11.7K
$246K
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-864- 5.27% |
$15.8K - $17K
|
15.5K
$326K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-878- 0.6% |
$16.1K - $17.2K
|
145K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-884- 84.11% |
$16.2K - $17.4K
|
167
$3.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-926- 82.68% |
$17K - $18.2K
|
194
$4.08K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-936- 1.6% |
$17.2K - $18.4K
|
57.6K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-937- 1.01% |
$17.2K - $18.4K
|
91.7K
$1.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-971- 0.35% |
$17.8K - $19.1K
|
279K
$5.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.05K- 5.83% |
$19.3K - $20.7K
|
17K
$358K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.09K- 80.22% |
$19.9K - $21.3K
|
268
$5.64K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.19K- 34.9% |
$21.8K - $23.4K
|
2.22K
$46.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.25K- 5.7% |
$23K - $24.6K
|
20.7K
$435K
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
SELL
|
- |
-1.27K- 10.08% |
$23.3K - $25K
|
11.3K
$239K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.29K- 20.45% |
$23.7K - $25.4K
|
5.03K
$106K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.33K- 6.18% |
$24.4K - $26.1K
|
20.2K
$425K
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.47K- 4.96% |
$26.9K - $28.8K
|
28.1K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.51K- 11.1% |
$27.7K - $29.7K
|
12.1K
$255K
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.52K- 1.26% |
$27.8K - $29.8K
|
119K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.6K- 46.72% |
$29.3K - $31.4K
|
1.82K
$38.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.6K- 6.15% |
$29.3K - $31.4K
|
24.4K
$513K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.62K- 4.93% |
$29.6K - $31.7K
|
31.2K
$656K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.63K- 9.69% |
$29.9K - $32.1K
|
15.2K
$320K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.7K- 5.7% |
$31.2K - $33.4K
|
28.1K
$592K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.8K- 14.88% |
$33K - $35.4K
|
10.3K
$217K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.81K- 2.57% |
$33.2K - $35.5K
|
68.5K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.84K- 5.45% |
$33.7K - $36.1K
|
31.9K
$671K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.86K- 2.9% |
$34.1K - $36.5K
|
62.2K
$1.31M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.9K- 88.69% |
$34.8K - $37.3K
|
242
$5.09K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.9K- 88.69% |
$34.8K - $37.3K
|
242
$5.09K
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.94K- 2.58% |
$35.6K - $38.1K
|
73.3K
$1.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.02K- 8.24% |
$37K - $39.6K
|
22.5K
$472K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.04K- 4.15% |
$37.4K - $40.1K
|
47.2K
$992K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.05K- 6.23% |
$37.6K - $40.3K
|
30.9K
$649K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 2.09% |
$38.2K - $40.9K
|
97.7K
$2.06M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.09K- 11.83% |
$38.3K - $41K
|
15.6K
$327K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.11K- 1.75% |
$38.7K - $41.5K
|
119K
$2.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2.11K- 14.28% |
$38.7K - $41.5K
|
12.7K
$266K
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.18K- 15.27% |
$39.9K - $42.7K
|
12.1K
$254K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.31K- 5.95% |
$42.3K - $45.3K
|
36.4K
$766K
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-2.35K- 9.64% |
$43.1K - $46.2K
|
22K
$463K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2.41K- 4.2% |
$44.2K - $47.3K
|
54.9K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.51K- 4.34% |
$46K - $49.3K
|
55.4K
$1.16M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-2.59K- 10.4% |
$47.4K - $50.8K
|
22.3K
$469K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.65K- 62.34% |
$48.5K - $52K
|
1.6K
$33.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.7K- 17.19% |
$49.4K - $52.9K
|
13K
$273K
|