Purchases and Sales Made in Q3 2023 in Schwab Strategic U.S. Reit ETF (SCHH)

SCHH Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic U.S. Reit ETF (SCHH) during Q3 2023. 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
Oct 24, 2023 Q3 2023
Wealth Management Resources, Inc.

BUY
 -
15.7K
+ 4.93%
$275K - $319K
334K $7.27M
Oct 26, 2023 Q3 2023
Sensible Financial Planning & Management, Llc.

BUY
 -
15.6K
+ 5.58%
$274K - $317K
296K $6.44M
Nov 09, 2023 Q3 2023
Strategic Financial Planning, Inc.

BUY
 -
14.8K
+ 4.37%
$259K - $300K
353K $7.68M
Nov 13, 2023 Q3 2023
Strategic Advocates LLC

Logan, UT
BUY
 -
14.7K
New
$258K - $299K
14.7K $321K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
14.7K
+ 15.8%
$258K - $299K
108K $2.35M
Oct 25, 2023 Q3 2023
Vista Capital Partners, Inc.

BUY
 -
14.3K
+ 9.95%
$251K - $291K
158K $3.45M
Oct 25, 2023 Q3 2023
Upper Left Wealth Management, LLC

BUY
 -
14.2K
+ 8.06%
$250K - $289K
191K $4.16M
Nov 14, 2023 Q3 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
14K
New
$245K - $283K
14K $304K
Oct 16, 2023 Q3 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
13.8K
New
$242K - $280K
13.8K $300K
Nov 01, 2023 Q3 2023
Krilogy Financial LLC

BUY
 -
12.3K
+ 3.88%
$216K - $250K
330K $7.19M
Oct 27, 2023 Q3 2023
Brio Consultants, LLC

BUY
 -
12K
+ 42.81%
$211K - $244K
40.1K $872K
Oct 26, 2023 Q3 2023
Altfest L J & CO Inc

BUY
 -
11.6K
+ 37.65%
$204K - $236K
42.5K $924K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
10.6K
New
$186K - $216K
10.6K $231K
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
10.3K
New
$181K - $210K
10.3K $225K
Nov 07, 2023 Q3 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
10.1K
New
$177K - $205K
10.1K $220K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
9.88K
+ 7.07%
$173K - $200K
150K $3.25M
Oct 18, 2023 Q3 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
9.19K
+ 28.34%
$161K - $186K
41.6K $905K
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
8.72K
+ 19.17%
$153K - $177K
54.2K $1.18M
Nov 09, 2023 Q3 2023
Sws Partners

BUY
 -
8.42K
+ 7.04%
$148K - $171K
128K $2.79M
Nov 15, 2023 Q3 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
8.27K
+ 22.69%
$145K - $168K
44.7K $972K
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
7.54K
+ 20.05%
$132K - $153K
45.1K $982K
Oct 05, 2023 Q3 2023
Peterson Wealth Advisors, LLC

BUY
 -
7.31K
+ 7.47%
$128K - $148K
105K $2.28M
Oct 23, 2023 Q3 2023
Hexagon Capital Partners LLC

BUY
 -
6.52K
+ 43.34%
$114K - $132K
21.6K $469K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
6.2K
New
$109K - $126K
6.2K $135K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
6.16K
+ 190.13%
$108K - $125K
9.4K $205K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
5.97K
+ 5.12%
$105K - $121K
123K $2.67M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
5.69K
+ 43.48%
$99.7K - $115K
18.8K $409K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
5.66K
+ 10.27%
$99.1K - $115K
60.7K $1.32M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
4.94K
+ 0.9%
$86.5K - $100K
555K $12.1M
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
4.73K
+ 7.96%
$82.8K - $95.8K
64.1K $1.39M
Oct 24, 2023 Q3 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
4.44K
+ 0.48%
$77.9K - $90.1K
926K $20.1M
Oct 10, 2023 Q3 2023
Ewg Elevate Inc.

BUY
 -
4.44K
+ 23.05%
$77.7K - $89.9K
23.7K $515K
Oct 24, 2023 Q3 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
4.41K
+ 18.08%
$77.3K - $89.4K
28.8K $626K
Oct 24, 2023 Q3 2023
Summit Financial Strategies, Inc.

BUY
 -
4.25K
+ 20.38%
$74.4K - $86K
25.1K $545K
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
4.23K
+ 105.46%
$74.1K - $85.7K
8.24K $179K
Oct 31, 2023 Q3 2023
Apcm Wealth Management For Individuals

BUY
 -
4.23K
+ 8.58%
$74K - $85.7K
53.5K $1.16M
Nov 21, 2023 Q3 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
4.13K
+ 16.29%
$72.4K - $83.7K
29.5K $642K
Oct 31, 2023 Q3 2023
Bigelow Investment Advisors, LLC

BUY
 -
3.55K
+ 27.4%
$62.2K - $71.9K
16.5K $359K
Nov 08, 2023 Q3 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
3.19K
New
$55.9K - $64.6K
3.19K $69.3K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
3.16K
+ 7.56%
$55.3K - $64K
44.9K $976K
Nov 02, 2023 Q3 2023
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
3.02K
+ 2.38%
$52.9K - $61.3K
130K $2.82M
Nov 06, 2023 Q3 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
3K
+ 16.56%
$52.6K - $60.8K
21.1K $459K
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
2.93K
+ 7.75%
$51.2K - $59.3K
40.7K $885K
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
2.82K
+ 2.8%
$49.5K - $57.2K
104K $2.25M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
2.56K
+ 26.23%
$44.9K - $51.9K
12.3K $268K
Nov 01, 2023 Q3 2023
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
2.41K
+ 9.53%
$42.2K - $48.8K
27.7K $602K
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
2.33K
+ 9.97%
$40.9K - $47.3K
25.7K $560K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
2.31K
New
$40.5K - $46.9K
2.31K $50.3K
Oct 24, 2023 Q3 2023
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
2.23K
+ 11.43%
$39K - $45.2K
21.7K $472K

Track Institutional and Insider Activities on SCHH

Follow SCHWAB STRATEGIC U.S. REIT ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHH shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic U.S. Reit ETF insider buys or sells SCHH shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC U.S. REIT ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHH