Purchases and Sales Made in Q3 2023 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 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 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
454+ 4.45% |
$7.95K - $9.2K
|
10.7K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
435+ 77.68% |
$7.62K - $8.82K
|
995
$21.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$7.01K - $8.11K
|
400
$8.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
389+ 0.81% |
$6.82K - $7.89K
|
48.5K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
387+ 175.91% |
$6.78K - $7.84K
|
607
$13.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
370+ 1.59% |
$6.48K - $7.5K
|
23.7K
$516K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
356+ 111.95% |
$6.24K - $7.22K
|
674
$14.7K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
322New |
$5.64K - $6.53K
|
322
$7K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
276+ 1.71% |
$4.84K - $5.59K
|
16.4K
$357K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
255+ 2.78% |
$4.47K - $5.17K
|
9.44K
$205K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
221+ 15.95% |
$3.87K - $4.48K
|
1.61K
$35K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
204+ 0.64% |
$3.57K - $4.14K
|
32.1K
$699K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
188+ 293.75% |
$3.29K - $3.81K
|
252
$5.48K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
188+ 195.83% |
$3.29K - $3.81K
|
284
$6.18K
|
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
160+ 0.55% |
$2.8K - $3.24K
|
29K
$631K
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
156+ 0.61% |
$2.73K - $3.16K
|
25.6K
$556K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
146+ 87.43% |
$2.56K - $2.96K
|
313
$6.81K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
138+ 19.97% |
$2.42K - $2.8K
|
829
$18K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
126+ 11.44% |
$2.21K - $2.55K
|
1.23K
$26.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
126+ 75.45% |
$2.21K - $2.55K
|
293
$6.37K
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
121+ 0.79% |
$2.12K - $2.45K
|
15.4K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
121+ 0.17% |
$2.12K - $2.45K
|
70K
$1.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
119+ 0.78% |
$2.08K - $2.41K
|
15.3K
$333K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
116+ 12.28% |
$2.03K - $2.35K
|
1.06K
$23.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
113+ 0.72% |
$1.98K - $2.29K
|
15.8K
$343K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
112+ 0.89% |
$1.96K - $2.27K
|
12.7K
$276K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
108+ 6.48% |
$1.89K - $2.19K
|
1.77K
$38.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
104+ 1.14% |
$1.82K - $2.11K
|
9.19K
$200K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
100New |
$1.75K - $2.03K
|
100
$2.18K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
81+ 6.72% |
$1.42K - $1.64K
|
1.29K
$28K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
68New |
$1.19K - $1.38K
|
68
$1.48K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
67+ 11.24% |
$1.17K - $1.36K
|
663
$14.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
66+ 19.41% |
$1.16K - $1.34K
|
406
$8.83K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
62New |
$1.09K - $1.26K
|
62
$1.35K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
60+ 2.25% |
$1.05K - $1.22K
|
2.73K
$59.4K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60+ 2.25% |
$1.05K - $1.22K
|
2.73K
$59.4K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
59+ 0.79% |
$1.03K - $1.2K
|
7.5K
$163K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
56+ 0.46% |
$981 - $1.14K
|
12.1K
$264K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
52New |
$911 - $1.05K
|
52
$1.13K
|
|
|
Nov 13, 2023
Q3 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
52+ 0.35% |
$911 - $1.05K
|
15K
$327K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
44+ 0.26% |
$771 - $892
|
17.1K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42+ 0.13% |
$736 - $851
|
32.3K
$701K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
42+ 4.62% |
$736 - $851
|
952
$20.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
40+ 0.37% |
$701 - $811
|
10.9K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
39+ 0.13% |
$683 - $791
|
29.7K
$647K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
36New |
$631 - $730
|
36
$783
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
34+ 9.24% |
$596 - $689
|
402
$8.74K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 0.27% |
$578 - $669
|
12.3K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
32New |
$561 - $649
|
32
$696
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
30+ 0.28% |
$526 - $608
|
10.9K
$236K
|