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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-551Closed |
$10.2K - $11.1K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-571- 4.9% |
$10.6K - $11.5K
|
11.1K
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-590- 2.15% |
$10.9K - $11.9K
|
26.8K
$583K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-605- 0.67% |
$11.2K - $12.2K
|
89.1K
$1.94M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-611- 27.04% |
$11.3K - $12.3K
|
1.65K
$35.9K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-626- 0.32% |
$11.6K - $12.6K
|
197K
$4.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-639- 2.89% |
$11.8K - $12.9K
|
21.5K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-666- 3.53% |
$12.3K - $13.5K
|
18.2K
$396K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-701- 3.14% |
$13K - $14.2K
|
21.7K
$471K
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-737- 0.96% |
$13.7K - $14.9K
|
76.1K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-787- 0.6% |
$14.6K - $15.9K
|
131K
$2.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-843- 0.19% |
$15.6K - $17K
|
449K
$9.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-852- 66.77% |
$15.8K - $17.2K
|
424
$9.22K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-860- 0.59% |
$15.9K - $17.4K
|
144K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-898- 6.95% |
$16.6K - $18.1K
|
12K
$262K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-992- 4.49% |
$18.4K - $20K
|
21.1K
$459K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1K- 19.75% |
$18.6K - $20.3K
|
4.08K
$88.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.01K- 0.97% |
$18.6K - $20.3K
|
103K
$2.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.08K- 4.13% |
$20K - $21.8K
|
25K
$544K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.09K- 0.84% |
$20.2K - $22K
|
128K
$2.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.12K- 3.61% |
$20.7K - $22.6K
|
29.9K
$649K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.13K- 3.53% |
$20.9K - $22.8K
|
30.8K
$670K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.14K- 6.39% |
$21.1K - $23K
|
16.7K
$363K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.15K- 9.21% |
$21.3K - $23.2K
|
11.3K
$246K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.19K- 1.72% |
$22.1K - $24K
|
68K
$1.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.31K- 2.8% |
$24.3K - $26.4K
|
45.5K
$989K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.39K- 1.44% |
$25.7K - $28K
|
94.6K
$2.06M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.41K- 61.54% |
$26.1K - $28.5K
|
882
$19.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.46K- 2.39% |
$27K - $29.5K
|
59.5K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.46K- 89.67% |
$27K - $29.5K
|
168
$3.65K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.51K- 8.87% |
$27.9K - $30.4K
|
15.5K
$336K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.54K- 8.93% |
$28.5K - $31.1K
|
15.7K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.65K- 1.5% |
$30.6K - $33.3K
|
108K
$2.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.79K- 95.22% |
$33.2K - $36.2K
|
90
$1.96K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.83K- 1.88% |
$33.9K - $37K
|
95.7K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.86K- 2.13% |
$34.4K - $37.5K
|
85.2K
$1.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.87K- 7.75% |
$34.6K - $37.7K
|
22.2K
$484K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.95K- 7.12% |
$36.1K - $39.3K
|
25.4K
$553K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.99K- 10.81% |
$36.8K - $40.1K
|
16.4K
$357K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.12K- 12.34% |
$39.3K - $42.8K
|
15.1K
$328K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.24K- 9.06% |
$41.5K - $45.3K
|
22.5K
$489K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.34K- 6.36% |
$43.3K - $47.2K
|
34.4K
$748K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.55K- 5.83% |
$47.3K - $51.6K
|
41.2K
$897K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2.66K- 7.45% |
$49.3K - $53.8K
|
33.1K
$719K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.72K- 5.54% |
$50.3K - $54.8K
|
46.3K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.82K- 11.94% |
$52.2K - $56.9K
|
20.8K
$452K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.96K- 20.59% |
$54.8K - $59.7K
|
11.4K
$248K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.02K- 5.5% |
$55.9K - $61K
|
51.9K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.27K- 13.94% |
$60.6K - $66.1K
|
20.2K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.3K- 11.21% |
$61.1K - $66.6K
|
26.1K
$568K
|