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 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-3.35K- 29.11% |
$62.1K - $67.6K
|
8.16K
$177K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-3.49K- 3.4% |
$64.7K - $70.5K
|
99.4K
$2.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.58K- 4.14% |
$66.2K - $72.2K
|
82.8K
$1.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.59K- 7.89% |
$66.6K - $72.6K
|
42K
$913K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.61K- 87.15% |
$67K - $73K
|
533
$11.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.66K- 6.95% |
$67.8K - $73.9K
|
49K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3.91K- 23.42% |
$72.5K - $79K
|
12.8K
$278K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4.52K- 4.78% |
$83.7K - $91.3K
|
90K
$1.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4.64K- 5.09% |
$86K - $93.7K
|
86.5K
$1.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.8K- 3.97% |
$88.9K - $96.9K
|
116K
$2.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.9K- 10.86% |
$90.7K - $98.9K
|
40.2K
$874K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.23K- 15.68% |
$96.9K - $106K
|
28.1K
$612K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.27K- 10.34% |
$97.6K - $106K
|
45.7K
$994K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.51K- 14.34% |
$102K - $111K
|
32.9K
$715K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5.74K- 90.83% |
$106K - $116K
|
580
$12.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.26K- 26.67% |
$116K - $126K
|
17.2K
$374K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.28K- 8.24% |
$116K - $127K
|
69.9K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.3K- 1.61% |
$117K - $127K
|
386K
$8.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.51K- 0.77% |
$121K - $131K
|
834K
$18.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-6.92K- 31.91% |
$128K - $140K
|
14.8K
$321K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-7.04K- 7.49% |
$130K - $142K
|
87K
$1.89M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.17K- 5.68% |
$133K - $145K
|
119K
$2.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.74K- 71.18% |
$143K - $156K
|
3.13K
$68.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.75K- 18.34% |
$144K - $156K
|
34.5K
$750K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.95K- 17.79% |
$147K - $161K
|
36.7K
$799K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-8.31K- 17.11% |
$154K - $168K
|
40.3K
$875K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.02K- 1.77% |
$167K - $182K
|
500K
$10.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-9.25K- 3.33% |
$171K - $187K
|
268K
$5.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.34K- 5.42% |
$173K - $189K
|
163K
$3.54M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.5K- 8.12% |
$176K - $192K
|
108K
$2.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-10.5K- 38.58% |
$195K - $213K
|
16.8K
$365K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.9K- 21.27% |
$201K - $219K
|
40.2K
$874K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-12.1K- 7.92% |
$224K - $244K
|
141K
$3.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-12.9K- 8.85% |
$238K - $260K
|
132K
$2.88M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-13K- 34.53% |
$240K - $262K
|
24.6K
$535K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-13K- 12.77% |
$242K - $263K
|
89.1K
$1.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-13.9K- 12.57% |
$258K - $281K
|
96.7K
$2.1M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-14.2K- 37.65% |
$263K - $287K
|
23.5K
$512K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-15.6K- 9.83% |
$288K - $314K
|
143K
$3.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-15.8K- 57.75% |
$293K - $319K
|
11.6K
$251K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-15.9K- 37.38% |
$296K - $322K
|
26.7K
$581K
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-16.7K- 17.31% |
$310K - $338K
|
80K
$1.74M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-16.8K- 17.78% |
$312K - $340K
|
77.8K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-17.3K- 39.44% |
$320K - $349K
|
26.5K
$577K
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-18.6K- 49.21% |
$345K - $376K
|
19.2K
$418K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.2K- 5.85% |
$411K - $448K
|
357K
$7.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-25.9K- 39.44% |
$480K - $523K
|
39.8K
$865K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-26.5K- 4.76% |
$492K - $536K
|
531K
$11.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-26.7K- 42.98% |
$496K - $540K
|
35.5K
$772K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.4K- 54.82% |
$509K - $554K
|
22.6K
$492K
|