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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-191- 0.21% |
$3.35K - $3.87K
|
89.7K
$1.95M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-197- 2.41% |
$3.45K - $3.99K
|
7.99K
$174K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-209- 22.09% |
$3.66K - $4.24K
|
737
$16K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-223- 0.36% |
$3.91K - $4.52K
|
62.2K
$1.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-246- 91.79% |
$4.31K - $4.99K
|
22
$479
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-275- 0.23% |
$4.82K - $5.57K
|
118K
$2.57M
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-297- 1.59% |
$5.2K - $6.02K
|
18.4K
$400K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-300- 0.78% |
$5.26K - $6.08K
|
38.3K
$833K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-320- 44.02% |
$5.61K - $6.49K
|
407
$8.85K
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-350- 9.02% |
$6.13K - $7.09K
|
3.53K
$76.8K
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-350- 9.02% |
$6.13K - $7.09K
|
3.53K
$76.8K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-358- 3.17% |
$6.27K - $7.26K
|
10.9K
$238K
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
SELL
|
- |
-387- 3.41% |
$6.78K - $7.84K
|
11K
$238K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-412- 1.85% |
$7.22K - $8.35K
|
21.9K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-434- 1.97% |
$7.6K - $8.8K
|
21.6K
$470K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-461- 0.65% |
$8.08K - $9.34K
|
70.7K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-472- 20.62% |
$8.27K - $9.57K
|
1.82K
$39.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-481- 21.69% |
$8.43K - $9.75K
|
1.74K
$37.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-510- 0.95% |
$8.94K - $10.3K
|
52.9K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-538- 26.41% |
$9.43K - $10.9K
|
1.5K
$32.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-542- 40.24% |
$9.5K - $11K
|
805
$17.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-645- 3.57% |
$11.3K - $13.1K
|
17.4K
$378K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-732- 5.23% |
$12.8K - $14.8K
|
13.3K
$289K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-759- 4.65% |
$13.3K - $15.4K
|
15.6K
$339K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-819- 3.53% |
$14.3K - $16.6K
|
22.4K
$486K
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-841- 1.02% |
$14.7K - $17K
|
82K
$1.78M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-886- 3.05% |
$15.5K - $18K
|
28.1K
$612K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-886- 3.05% |
$15.5K - $18K
|
28.1K
$612K
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-924- 2.64% |
$16.2K - $18.7K
|
34K
$740K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-932- 79.86% |
$16.3K - $18.9K
|
235
$5.11K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-965- 4.33% |
$16.9K - $19.6K
|
21.3K
$464K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.04K- 9.03% |
$18.1K - $21K
|
10.4K
$227K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.07K- 2.33% |
$18.8K - $21.7K
|
44.9K
$977K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.11K- 2.33% |
$19.5K - $22.5K
|
46.5K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.25K- 3.0% |
$21.8K - $25.3K
|
40.3K
$877K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.28K- 49.44% |
$22.3K - $25.8K
|
1.3K
$28.4K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.28K- 5.46% |
$22.5K - $26K
|
22.2K
$483K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.3K- 1.2% |
$22.8K - $26.4K
|
108K
$2.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.35K- 3.11% |
$23.7K - $27.4K
|
42.1K
$915K
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
SELL
|
- |
-1.37K- 6.51% |
$24K - $27.8K
|
19.7K
$428K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 5.07% |
$24.3K - $28.1K
|
26K
$565K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.44K- 3.19% |
$25.2K - $29.2K
|
43.7K
$951K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.5K- 5.56% |
$26.3K - $30.4K
|
25.5K
$554K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.52K- 12.32% |
$26.6K - $30.8K
|
10.8K
$235K
|
|
|
Oct 20, 2023
Q3 2023
|
Whelan Financial
|
SELL
|
- |
-1.55K- 5.19% |
$27.1K - $31.3K
|
28.3K
$615K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.61K- 8.44% |
$28.2K - $32.7K
|
17.5K
$380K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.68K- 3.56% |
$29.4K - $34K
|
45.5K
$990K
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.7K- 2.31% |
$29.7K - $34.4K
|
71.6K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 6.23% |
$29.8K - $34.5K
|
25.6K
$557K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.88K- 3.96% |
$32.9K - $38.1K
|
45.6K
$991K
|