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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.4K- 54.82% |
$509K - $554K
|
22.6K
$472K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-28.5K- 88.52% |
$528K - $576K
|
3.7K
$77.2K
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-29.5K- 15.37% |
$547K - $596K
|
163K
$3.39M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-32K- 4.57% |
$593K - $646K
|
668K
$13.9M
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-32.9K- 32.35% |
$610K - $665K
|
68.8K
$1.44M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-36.9K- 75.52% |
$684K - $746K
|
12K
$250K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-42.9K- 19.74% |
$796K - $868K
|
175K
$3.65M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-50.4K- 48.88% |
$933K - $1.02M
|
52.7K
$1.1M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-58.5K- 11.31% |
$1.08M - $1.18M
|
459K
$9.58M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-85.8K- 8.0% |
$1.59M - $1.73M
|
986K
$20.6M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-109K- 81.88% |
$2.02M - $2.2M
|
24.1K
$503K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-109K- 33.28% |
$2.03M - $2.21M
|
219K
$4.58M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-141K- 33.6% |
$2.61M - $2.84M
|
278K
$5.81M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-197K- 2.49% |
$3.66M - $3.99M
|
7.72M
$161M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-217K- 89.23% |
$4.03M - $4.39M
|
26.2K
$547K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-284K- 19.83% |
$5.27M - $5.74M
|
1.15M
$24M
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-341K- 16.39% |
$6.32M - $6.89M
|
1.74M
$36.3M
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-452K- 64.81% |
$8.37M - $9.12M
|
245K
$5.12M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-787K- 17.68% |
$14.6M - $15.9M
|
3.67M
$76.5M
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1M- 80.66% |
$18.6M - $20.3M
|
241K
$5.02M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.22M- 4.29% |
$22.6M - $24.7M
|
27.3M
$569M
|