Purchases and Sales Made in Q2 2024 in Schwab Strategic U.S. Reit ETF (SCHH)

SCHH Quotes by TradingView

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
Aug 14, 2024 Q2 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.82K
+ 211.38%
$33.7K - $36.8K
2.68K $58.3K
Jul 02, 2024 Q2 2024
Appleton Partners Inc

BUY
 -
1.81K
+ 0.91%
$33.6K - $36.6K
201K $4.37M
Aug 06, 2024 Q2 2024
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
1.74K
+ 9.85%
$32.2K - $35.1K
19.4K $422K
Jul 12, 2024 Q2 2024
Hexagon Capital Partners LLC

BUY
 -
1.72K
+ 3.51%
$31.9K - $34.8K
50.9K $1.11M
Aug 05, 2024 Q2 2024
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
1.52K
+ 7.31%
$28.1K - $30.6K
22.2K $484K
Aug 09, 2024 Q2 2024
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
1.51K
+ 0.94%
$28K - $30.5K
163K $3.55M
Aug 09, 2024 Q2 2024
Cibc Private Wealth Group, LLC

BUY
 -
1.49K
+ 20.45%
$27.6K - $30K
8.76K $191K
Jul 29, 2024 Q2 2024
Liberty Capital Management, Inc.

BUY
 -
1.44K
+ 5.37%
$26.6K - $29K
28.2K $613K
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
1.41K
+ 386.34%
$26.2K - $28.6K
1.78K $38.7K
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
1.41K
+ 5211.11%
$26.1K - $28.4K
1.43K $31.2K
Aug 12, 2024 Q2 2024
Commerce Bank

Kansas City, MO
BUY
 -
1.21K
+ 8.2%
$22.4K - $24.4K
15.9K $346K
Jul 24, 2024 Q2 2024
Stratos Wealth Advisors, LLC

BUY
 -
1.2K
+ 0.46%
$22.3K - $24.3K
263K $5.72M
Jul 22, 2024 Q2 2024
Cardinal Strategic Wealth Guidance

BUY
 -
1.13K
New
$20.9K - $22.8K
1.13K $24.6K
Oct 21, 2024 Q2 2024
Wt Wealth Management

BUY
 -
1.13K
+ 1.94%
$20.9K - $22.8K
59.4K $1.29M
Aug 12, 2024 Q2 2024
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
1.08K
+ 2.67%
$20K - $21.8K
41.5K $902K
Aug 12, 2024 Q2 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1.07K
+ 14.06%
$19.9K - $21.7K
8.71K $189K
Jul 19, 2024 Q2 2024
Brand Asset Management Group, Inc.

BUY
 -
1.07K
+ 10.04%
$19.8K - $21.6K
11.7K $255K
Jul 08, 2024 Q2 2024
Thompson Investment Management, Inc.

BUY
 -
1.06K
+ 9.17%
$19.6K - $21.4K
12.6K $274K
Jul 26, 2024 Q2 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.02K
+ 3.94%
$18.9K - $20.6K
26.9K $584K
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

BUY
 -
1K
+ 18.21%
$18.5K - $20.2K
6.49K $141K
Aug 14, 2024 Q2 2024
Wealth Collab, LLC

Bellevue, WA
BUY
 -
951
+ 0.41%
$17.6K - $19.2K
234K $5.1M
Jul 22, 2024 Q2 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
931
+ 4.87%
$17.3K - $18.8K
20.1K $436K
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
918
+ 130.77%
$17K - $18.5K
1.62K $35.2K
Aug 15, 2024 Q2 2024
Comerica Bank

BUY
 -
915
+ 4.43%
$17K - $18.5K
21.6K $469K
Jul 23, 2024 Q2 2024
Geneos Wealth Management Inc.

BUY
 -
903
+ 0.89%
$16.7K - $18.2K
102K $2.22M
Aug 13, 2024 Q2 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
876
+ 122.86%
$16.2K - $17.7K
1.59K $34.6K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
845
New
$15.7K - $17.1K
845 $18.4K
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
800
New
$14.8K - $16.2K
800 $17.4K
Jul 22, 2024 Q2 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
755
+ 2.09%
$14K - $15.3K
37K $804K
Jul 23, 2024 Q2 2024
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
750
+ 3.68%
$13.9K - $15.2K
21.1K $459K
Aug 13, 2024 Q2 2024
Alesco Advisors LLC

Pittsford, NY
BUY
 -
735
+ 1.24%
$13.6K - $14.8K
59.9K $1.3M
Aug 02, 2024 Q2 2024
National Bank Of Canada

BUY
 -
727
+ 0.19%
$13.5K - $14.7K
393K $8.55M
Jul 05, 2024 Q2 2024
Versant Capital Management, Inc

BUY
 -
726
New
$13.5K - $14.7K
726 $15.8K
Jul 31, 2024 Q2 2024
Glassy Mountain Advisors, Inc.

BUY
 -
709
+ 0.72%
$13.1K - $14.3K
99.8K $2.17M
Aug 06, 2024 Q2 2024
Creative Financial Designs Inc

BUY
 -
695
+ 5.22%
$12.9K - $14K
14K $305K
Jul 30, 2024 Q2 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
654
+ 2.97%
$12.1K - $13.2K
22.7K $493K
Aug 05, 2024 Q2 2024
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
645
+ 2.25%
$12K - $13K
29.4K $639K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
640
New
$11.9K - $12.9K
640 $13.9K
Jul 25, 2024 Q2 2024
Tempus Wealth Planning, LLC

BUY
 -
542
+ 0.99%
$10K - $10.9K
55.1K $1.2M
Aug 12, 2024 Q2 2024
Tradition Wealth Management, LLC

BUY
 -
528
+ 2.49%
$9.78K - $10.7K
21.8K $473K
Aug 02, 2024 Q2 2024
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
525
+ 1.17%
$9.73K - $10.6K
45.5K $989K
Aug 14, 2024 Q2 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
467
+ 1.58%
$8.65K - $9.43K
29.9K $651K
Jul 18, 2024 Q2 2024
Foster Victor Wealth Advisors, LLC

BUY
 -
464
+ 3.14%
$8.6K - $9.37K
15.2K $332K
Aug 15, 2024 Q2 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
460
New
$8.52K - $9.29K
460 $10K
Jul 23, 2024 Q2 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
456
New
$8.45K - $9.21K
456 $9.92K
Jul 31, 2024 Q2 2024
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
445
+ 1.88%
$8.25K - $8.99K
24.1K $524K
Jul 19, 2024 Q2 2024
Gradient Capital Advisors, LLC

BUY
 -
441
+ 0.99%
$8.17K - $8.91K
45.1K $980K
Jul 11, 2024 Q2 2024
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
439
+ 52.76%
$8.13K - $8.87K
1.27K $27.6K
Jul 16, 2024 Q2 2024
Advisor Net Financial, Inc

BUY
 -
401
+ 4.11%
$7.43K - $8.1K
10.2K $221K

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