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 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.81K- 11.81% |
$51.5K - $55.1K
|
21K
$441K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.88K- 18.9% |
$52.7K - $56.5K
|
12.3K
$259K
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.88K- 6.35% |
$52.8K - $56.5K
|
42.4K
$893K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-3K- 2.71% |
$55.1K - $59K
|
108K
$2.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.15K- 14.86% |
$57.8K - $61.9K
|
18K
$379K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-3.22K- 23.8% |
$59.1K - $63.3K
|
10.3K
$217K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-3.31K- 4.44% |
$60.7K - $65K
|
71.2K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.52K- 11.42% |
$64.6K - $69.2K
|
27.3K
$574K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.55K- 4.58% |
$65K - $69.6K
|
73.9K
$1.56M
|
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.55K- 2.01% |
$65.1K - $69.7K
|
173K
$3.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-3.61K- 2.44% |
$66.1K - $70.8K
|
144K
$3.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.8K- 1.18% |
$69.7K - $74.7K
|
318K
$6.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.81K- 3.49% |
$69.8K - $74.8K
|
105K
$2.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.89K- 6.84% |
$71.3K - $76.4K
|
53K
$1.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.95K- 30.42% |
$72.4K - $77.6K
|
9.04K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.23K- 14.86% |
$77.5K - $83K
|
24.2K
$509K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.45K- 16.66% |
$81.6K - $87.4K
|
22.3K
$468K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.52K- 2.66% |
$83K - $88.8K
|
165K
$3.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.6K- 60.29% |
$84.4K - $90.4K
|
3.03K
$63.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.73K- 11.18% |
$86.8K - $93K
|
37.6K
$791K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-4.92K- 9.66% |
$90.2K - $96.6K
|
46K
$967K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.96K- 5.95% |
$90.9K - $97.3K
|
78.3K
$1.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.23K- 8.91% |
$95.8K - $103K
|
53.4K
$1.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.46K- 10.72% |
$100K - $107K
|
45.5K
$956K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-5.66K- 11.13% |
$104K - $111K
|
45.2K
$950K
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.12K- 8.32% |
$112K - $120K
|
67.4K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.21K- 36.43% |
$114K - $122K
|
10.8K
$228K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.27K- 8.15% |
$115K - $123K
|
70.7K
$1.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-6.29K- 5.13% |
$115K - $124K
|
116K
$2.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-6.53K- 5.18% |
$120K - $128K
|
120K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.63K- 35.02% |
$122K - $130K
|
12.3K
$259K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-6.74K- 22.69% |
$124K - $132K
|
23K
$483K
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-7.4K- 4.34% |
$136K - $145K
|
163K
$3.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-7.57K- 86.16% |
$139K - $149K
|
1.22K
$25.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-7.75K- 86.97% |
$142K - $152K
|
1.16K
$24.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-7.79K- 15.77% |
$143K - $153K
|
41.6K
$875K
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-7.84K- 18.56% |
$144K - $154K
|
34.4K
$723K
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-7.9K- 7.13% |
$145K - $155K
|
103K
$2.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-8.1K- 23.99% |
$149K - $159K
|
25.7K
$540K
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-8.14K- 12.33% |
$149K - $160K
|
57.9K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-8.15K- 32.9% |
$149K - $160K
|
16.6K
$350K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-8.31K- 11.12% |
$152K - $163K
|
66.4K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-8.37K- 6.69% |
$153K - $164K
|
117K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-8.7K- 16.69% |
$159K - $171K
|
43.4K
$913K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-9.01K- 9.1% |
$165K - $177K
|
90K
$1.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-9.07K- 31.75% |
$166K - $178K
|
19.5K
$410K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.11K- 1.88% |
$167K - $179K
|
474K
$9.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-9.75K- 14.39% |
$179K - $192K
|
58K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10K- 16.3% |
$184K - $197K
|
51.4K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.2K- 12.7% |
$187K - $200K
|
70.1K
$1.47M
|