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
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
2.23K
+ 11.43%
$39K - $45.2K
21.7K $453K
Nov 03, 2023 Q3 2023
Jackson Creek Investment Advisors LLC

BUY
 -
2.1K
+ 1.78%
$36.9K - $42.6K
121K $2.52M
Oct 25, 2023 Q3 2023
Everhart Financial Group, Inc.

BUY
 -
2.06K
+ 11.84%
$36.1K - $41.8K
19.5K $406K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.04K
+ 10.11%
$35.8K - $41.4K
22.3K $465K
Oct 18, 2023 Q3 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
1.96K
+ 11.1%
$34.3K - $39.6K
19.6K $408K
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
1.93K
+ 2.09%
$33.8K - $39.2K
94.4K $1.97M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
1.92K
+ 836.09%
$33.7K - $39K
2.15K $44.9K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.83K
+ 10.51%
$32.1K - $37.1K
19.3K $402K
Oct 03, 2023 Q3 2023
Appleton Partners Inc

BUY
 -
1.78K
+ 0.99%
$31.2K - $36.1K
181K $3.79M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.68K
+ 4.45%
$29.4K - $34K
39.3K $821K
Nov 09, 2023 Q3 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
1.44K
+ 4.17%
$25.1K - $29.1K
35.9K $749K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.41K
+ 9.05%
$24.7K - $28.5K
17K $354K
Nov 09, 2023 Q3 2023
Lee Financial CO

Dallas, TX
BUY
 -
1.26K
+ 3.44%
$22.1K - $25.6K
37.9K $791K
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.25K
+ 10.32%
$21.9K - $25.3K
13.4K $279K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
1.24K
+ 2.12%
$21.7K - $25.1K
59.5K $1.24M
Oct 18, 2023 Q3 2023
Ddd Partners, LLC

BUY
 -
1.18K
+ 3.36%
$20.7K - $24K
36.4K $760K
Nov 13, 2023 Q3 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
1.18K
+ 2.01%
$20.7K - $23.9K
59.9K $1.25M
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.15K
+ 1.05%
$20.2K - $23.4K
110K $2.3M
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
1.12K
+ 1.94%
$19.6K - $22.6K
58.7K $1.23M
Nov 02, 2023 Q3 2023
Hoyle Cohen, LLC

BUY
 -
1.07K
+ 4.16%
$18.7K - $21.7K
26.7K $558K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.06K
New
$18.6K - $21.5K
1.06K $22.1K
Oct 10, 2023 Q3 2023
Stokes Capital Advisors, LLC

BUY
 -
1.04K
+ 8.6%
$18.2K - $21.1K
13.1K $274K
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
BUY
 -
986
New
$17.3K - $20K
986 $20.6K
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
951
+ 1.21%
$16.7K - $19.3K
79.3K $1.65M
Nov 01, 2023 Q3 2023
Websterrogers Financial Advisors, LLC

BUY
 -
899
+ 6.3%
$15.8K - $18.2K
15.2K $317K
Nov 09, 2023 Q3 2023
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
874
+ 0.82%
$15.3K - $17.7K
107K $2.24M
Oct 19, 2023 Q3 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
840
+ 1.98%
$14.7K - $17K
43.3K $903K
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
832
New
$14.6K - $16.9K
832 $17.4K
Oct 19, 2023 Q3 2023
Values Added Financial LLC

Washington, DC
BUY
 -
816
+ 2.25%
$14.3K - $16.5K
37.1K $774K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
800
New
$14K - $16.2K
800 $16.7K
Oct 30, 2023 Q3 2023
Annapolis Financial Services, LLC

BUY
 -
800
New
$14K - $16.2K
800 $16.7K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
767
+ 0.83%
$13.4K - $15.5K
92.8K $1.94M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
762
+ 3.21%
$13.4K - $15.4K
24.5K $511K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
704
+ 2.33%
$12.3K - $14.3K
30.9K $645K
Nov 03, 2023 Q3 2023
D.B. Root & Company, LLC

BUY
 -
693
+ 2.83%
$12.1K - $14K
25.2K $525K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
693
+ 0.58%
$12.1K - $14K
119K $2.49M
Oct 23, 2023 Q3 2023
Armor Investment Advisors, LLC

BUY
 -
659
+ 5.63%
$11.5K - $13.4K
12.4K $258K
Oct 13, 2023 Q3 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
624
+ 4.21%
$10.9K - $12.6K
15.4K $322K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
623
+ 692.22%
$10.9K - $12.6K
713 $14.9K
Oct 17, 2023 Q3 2023
Friedenthal Financial

BUY
 -
620
+ 1.87%
$10.9K - $12.6K
33.8K $704K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
602
New
$10.5K - $12.2K
602 $12.6K
Oct 19, 2023 Q3 2023
Ballast Advisors LLC

BUY
 -
601
+ 0.71%
$10.5K - $12.2K
84.9K $1.77M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
600
+ 204.08%
$10.5K - $12.2K
894 $18.7K
Sep 25, 2024 Q3 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
552
+ 0.51%
$9.67K - $11.2K
109K $2.28M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
543
New
$9.51K - $11K
543 $11.3K
Oct 10, 2023 Q3 2023
Webster Bank, N. A.

BUY
 -
537
New
$9.41K - $10.9K
537 $11.2K
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
525
+ 1.42%
$9.2K - $10.6K
37.5K $784K
Jan 05, 2024 Q3 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
521
New
$9.13K - $10.6K
521 $10.9K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
503
New
$8.81K - $10.2K
503 $10.5K

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