Purchases and Sales Made in Q2 2024 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 2024. 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 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14.4K+ 8.75% |
$266K - $290K
|
178K
$3.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
14.3K+ 56.3% |
$266K - $290K
|
39.8K
$831K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
14.1K+ 3.85% |
$262K - $286K
|
381K
$7.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14KNew |
$260K - $283K
|
14K
$293K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
12.6K+ 9.69% |
$233K - $254K
|
142K
$2.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
12.5K+ 3.19% |
$231K - $252K
|
404K
$8.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.2K+ 122.38% |
$226K - $247K
|
22.2K
$463K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.8K+ 17.47% |
$219K - $239K
|
79.6K
$1.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.8KNew |
$219K - $239K
|
11.8K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.5K+ 5.46% |
$213K - $232K
|
222K
$4.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
10.9K+ 6.04% |
$202K - $221K
|
192K
$4M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.6K+ 13.48% |
$196K - $214K
|
89.1K
$1.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10.2KNew |
$189K - $206K
|
10.2K
$213K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.1KNew |
$188K - $205K
|
10.1K
$212K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10.1K+ 6.71% |
$186K - $203K
|
160K
$3.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
7.64K+ 5.77% |
$142K - $154K
|
140K
$2.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.64K+ 2.21% |
$142K - $154K
|
353K
$7.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
6.73K+ 1042.11% |
$125K - $136K
|
7.38K
$154K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.64K+ 10.15% |
$123K - $134K
|
72K
$1.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.4K+ 54.22% |
$119K - $129K
|
18.2K
$380K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.74K+ 6.71% |
$106K - $116K
|
91.2K
$1.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.55K+ 14.88% |
$103K - $112K
|
42.9K
$894K
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
4.81K+ 15.23% |
$89.1K - $97.1K
|
36.4K
$759K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.56K+ 3.04% |
$84.5K - $92.1K
|
154K
$3.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
4.41K+ 0.95% |
$81.8K - $89.2K
|
470K
$9.81M
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
4.37KNew |
$80.9K - $88.2K
|
4.37K
$91.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
4.27K+ 4.64% |
$79.1K - $86.3K
|
96.3K
$2.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4.21K+ 17.44% |
$78K - $85.1K
|
28.4K
$592K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.01K+ 8.07% |
$74.2K - $80.9K
|
53.6K
$1.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
3.95K+ 3.02% |
$73.1K - $79.7K
|
135K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.9K+ 4.45% |
$72.2K - $78.7K
|
91.5K
$1.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.73K+ 1.65% |
$69.1K - $75.4K
|
230K
$4.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.65K+ 4.06% |
$67.7K - $73.8K
|
93.8K
$1.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
3.22K+ 23.57% |
$59.6K - $65K
|
16.9K
$352K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.08K+ 3.17% |
$57K - $62.1K
|
100K
$2.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.98K+ 1.62% |
$55.3K - $60.2K
|
187K
$3.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
2.87K+ 14.13% |
$53.1K - $57.9K
|
23.2K
$483K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.76K+ 1.17% |
$51.2K - $55.8K
|
240K
$5M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.7K+ 9.89% |
$50K - $54.6K
|
30K
$626K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
2.46K+ 3.43% |
$45.6K - $49.7K
|
74.1K
$1.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.45K+ 4.79% |
$45.3K - $49.4K
|
53.5K
$1.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.44KNew |
$45.2K - $49.2K
|
2.44K
$50.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.33K+ 3.74% |
$43.2K - $47K
|
64.6K
$1.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.19K+ 1.71% |
$40.6K - $44.3K
|
131K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.13K+ 7.57% |
$39.4K - $43K
|
30.2K
$631K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.12K+ 5.84% |
$39.2K - $42.8K
|
38.4K
$801K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.07K+ 11.54% |
$38.4K - $41.9K
|
20K
$418K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.07KNew |
$38.3K - $41.8K
|
2.07K
$43.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.04K+ 22.02% |
$37.8K - $41.2K
|
11.3K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
1.9K+ 2.66% |
$35.1K - $38.3K
|
73.1K
$1.53M
|