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 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
398+ 1.38% |
$7.37K - $8.04K
|
29.2K
$636K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
366+ 2.21% |
$6.78K - $7.39K
|
16.9K
$368K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
356+ 2.94% |
$6.6K - $7.19K
|
12.5K
$271K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
351New |
$6.5K - $7.09K
|
351
$7.63K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
328+ 0.44% |
$6.08K - $6.63K
|
74.5K
$1.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
322+ 2.43% |
$5.97K - $6.5K
|
13.6K
$295K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
247+ 13.68% |
$4.58K - $4.99K
|
2.05K
$44.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
223+ 150.68% |
$4.13K - $4.5K
|
371
$8.07K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
189+ 1.08% |
$3.5K - $3.82K
|
17.7K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
187+ 21.77% |
$3.47K - $3.78K
|
1.05K
$22.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
159+ 0.95% |
$2.95K - $3.21K
|
16.9K
$367K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
149+ 0.78% |
$2.76K - $3.01K
|
19.2K
$418K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
144+ 7.66% |
$2.67K - $2.91K
|
2.03K
$44K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
135+ 3375.0% |
$2.5K - $2.73K
|
139
$3.02K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
123+ 1.09% |
$2.28K - $2.48K
|
11.4K
$248K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
113New |
$2.09K - $2.28K
|
113
$2.46K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
110+ 0.37% |
$2.04K - $2.22K
|
30K
$652K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
102New |
$1.89K - $2.06K
|
102
$2.22K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
102+ 32.9% |
$1.89K - $2.06K
|
412
$8.96K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
94+ 3.9% |
$1.74K - $1.9K
|
2.5K
$54.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
94New |
$1.74K - $1.9K
|
94
$2.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
79+ 0.22% |
$1.46K - $1.6K
|
36.7K
$798K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
62+ 14.59% |
$1.15K - $1.25K
|
487
$10.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
58+ 9.56% |
$1.07K - $1.17K
|
665
$14.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50+ 1.12% |
$927 - $1.01K
|
4.5K
$97.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
47+ 0.1% |
$871 - $949
|
49.3K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
46+ 0.22% |
$852 - $929
|
20.6K
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
40+ 2.16% |
$741 - $808
|
1.89K
$41.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
40New |
$741 - $808
|
40
$870
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
36New |
$667 - $727
|
36
$783
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32+ 0.1% |
$593 - $646
|
31.7K
$689K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
31New |
$574 - $626
|
31
$674
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
30+ 0.24% |
$556 - $606
|
12.5K
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
29+ 19.33% |
$537 - $586
|
179
$3.89K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28+ 9.96% |
$519 - $566
|
309
$6.72K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
23+ 0.03% |
$426 - $465
|
71K
$1.54M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
20+ 6.85% |
$371 - $404
|
312
$6.79K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17+ 15.74% |
$315 - $343
|
125
$2.72K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
14+ 0.04% |
$259 - $283
|
37.1K
$806K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
14New |
$259 - $283
|
14
$305
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
12+ 0.01% |
$222 - $242
|
121K
$2.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5+ 0.62% |
$92.7 - $101
|
818
$17.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4+ 0.03% |
$74.1 - $80.8
|
12.7K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.0% |
$37.1 - $40.4
|
102
$2.22K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.05% |
$37.1 - $40.4
|
3.92K
$85.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
1+ 0.12% |
$18.5 - $20.2
|
866
$18.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1+ 0.0% |
$18.5 - $20.2
|
42.2K
$917K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-8- 0.03% |
$148 - $162
|
31K
$674K
|