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
|
Cambridge Advisors Inc.
|
SELL
|
- |
-10- 0.07% |
$185 - $202
|
14.4K
$301K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-12- 2.32% |
$222 - $242
|
506
$10.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-13- 0.08% |
$241 - $263
|
15.6K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-15Closed |
$278 - $303
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16- 0.09% |
$296 - $323
|
18.1K
$378K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-38- 12.14% |
$704 - $768
|
275
$5.74K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-42- 2.42% |
$778 - $848
|
1.7K
$35.4K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-43- 50.0% |
$797 - $869
|
43
$897
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-50- 29.41% |
$927 - $1.01K
|
120
$2.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-50- 7.34% |
$927 - $1.01K
|
631
$13.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-53- 35.81% |
$982 - $1.07K
|
95
$1.98K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-53- 8.69% |
$982 - $1.07K
|
557
$11.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-60- 0.4% |
$1.11K - $1.21K
|
14.8K
$309K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-60- 4.48% |
$1.11K - $1.21K
|
1.28K
$26.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-64- 0.52% |
$1.19K - $1.29K
|
12.3K
$257K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-86- 39.81% |
$1.59K - $1.74K
|
130
$2.71K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-90- 0.81% |
$1.67K - $1.82K
|
11.1K
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-105- 55.26% |
$1.95K - $2.12K
|
85
$1.77K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-128- 0.69% |
$2.37K - $2.59K
|
18.6K
$387K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-155- 89.6% |
$2.87K - $3.13K
|
18
$376
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-158- 0.31% |
$2.93K - $3.19K
|
51K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-162- 0.66% |
$3K - $3.27K
|
24.5K
$510K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-170- 0.82% |
$3.15K - $3.43K
|
20.5K
$428K
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
SELL
|
- |
-177- 0.84% |
$3.28K - $3.58K
|
20.8K
$435K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-180- 5.89% |
$3.34K - $3.64K
|
2.88K
$60K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-186- 44.29% |
$3.45K - $3.76K
|
234
$4.88K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-201- 95.26% |
$3.72K - $4.06K
|
10
$209
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-209- 1.31% |
$3.87K - $4.22K
|
15.7K
$329K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-222- 25.31% |
$4.11K - $4.48K
|
655
$13.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-227- 1.97% |
$4.21K - $4.59K
|
11.3K
$236K
|
|
|
Aug 07, 2024
Q2 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-234- 1.84% |
$4.34K - $4.73K
|
12.5K
$261K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-254- 2.39% |
$4.71K - $5.13K
|
10.4K
$216K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-258- 1.48% |
$4.78K - $5.21K
|
17.2K
$360K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-260- 0.66% |
$4.82K - $5.25K
|
39K
$813K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-267- 2.49% |
$4.95K - $5.39K
|
10.5K
$219K
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-283- 2.58% |
$5.24K - $5.72K
|
10.7K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-287- 1.63% |
$5.32K - $5.8K
|
17.3K
$362K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-296- 0.95% |
$5.48K - $5.98K
|
30.8K
$644K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-301- 20.6% |
$5.58K - $6.08K
|
1.16K
$24.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-303- 0.94% |
$5.61K - $6.12K
|
31.8K
$664K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-311- 0.47% |
$5.76K - $6.28K
|
66.5K
$1.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-363- 1.76% |
$6.73K - $7.33K
|
20.2K
$423K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-386- 0.04% |
$7.15K - $7.8K
|
934K
$19.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-387- 63.76% |
$7.17K - $7.82K
|
220
$4.59K
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-400- 3.72% |
$7.41K - $8.08K
|
10.3K
$216K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-435- 1.28% |
$8.06K - $8.79K
|
33.5K
$700K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-452- 6.3% |
$8.38K - $9.13K
|
6.73K
$140K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-468- 0.88% |
$8.67K - $9.45K
|
52.5K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-482- 0.11% |
$8.93K - $9.74K
|
453K
$9.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-490- 4.58% |
$9.08K - $9.9K
|
10.2K
$213K
|