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 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.94K- 14.9% |
$33.9K - $39.2K
|
11.1K
$240K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.97K- 2.15% |
$34.5K - $39.9K
|
89.7K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.01K- 0.5% |
$35.2K - $40.7K
|
400K
$8.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-2.13K- 42.33% |
$37.3K - $43.1K
|
2.9K
$63.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.22K- 99.95% |
$38.9K - $45K
|
1
$21.8
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.42K- 15.42% |
$42.3K - $49K
|
13.3K
$288K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.45K- 12.02% |
$42.9K - $49.6K
|
17.9K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.52K- 10.4% |
$44.2K - $51.1K
|
21.7K
$472K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.54K- 9.02% |
$44.5K - $51.5K
|
25.6K
$557K
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.65K- 8.71% |
$46.5K - $53.8K
|
27.8K
$604K
|
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-2.81K- 17.43% |
$49.2K - $57K
|
13.3K
$290K
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.85K- 4.23% |
$50K - $57.8K
|
64.6K
$1.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.91K- 4.82% |
$50.9K - $58.9K
|
57.4K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.16K- 1.2% |
$55.4K - $64.1K
|
261K
$5.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.24K- 4.59% |
$56.8K - $65.7K
|
67.4K
$1.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.36K- 16.04% |
$58.9K - $68.1K
|
17.6K
$383K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.41K- 5.4% |
$59.7K - $69.1K
|
59.7K
$1.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-3.9K- 7.11% |
$68.3K - $79.1K
|
51K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.96K- 3.68% |
$69.4K - $80.3K
|
104K
$2.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-4.07K- 16.15% |
$71.3K - $82.5K
|
21.1K
$460K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-4.13K- 3.61% |
$72.4K - $83.8K
|
110K
$2.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.15K- 84.84% |
$72.7K - $84.2K
|
742
$16.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.6K- 8.69% |
$80.7K - $93.3K
|
48.4K
$1.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-4.68K- 7.53% |
$82.1K - $94.9K
|
57.5K
$1.25M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.87K- 7.1% |
$85.3K - $98.7K
|
63.6K
$1.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5K- 2.51% |
$87.5K - $101K
|
194K
$4.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.16K- 10.05% |
$90.4K - $105K
|
46.2K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.57K- 7.95% |
$97.6K - $113K
|
64.6K
$1.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
SELL
|
- |
-5.76K- 8.35% |
$101K - $117K
|
63.3K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.27K- 28.15% |
$110K - $127K
|
16K
$348K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-6.36K- 1.55% |
$111K - $129K
|
403K
$8.76M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.49K- 3.93% |
$114K - $132K
|
159K
$3.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.41K- 11.57% |
$130K - $150K
|
56.6K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-8.66K- 8.82% |
$152K - $176K
|
89.6K
$1.95M
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-8.74K- 25.41% |
$153K - $177K
|
25.7K
$558K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-8.92K- 34.39% |
$156K - $181K
|
17K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9.09K- 3.89% |
$159K - $184K
|
224K
$4.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-9.1K- 10.11% |
$159K - $184K
|
80.9K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-9.3K- 9.05% |
$163K - $188K
|
93.4K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-9.49K- 14.72% |
$166K - $192K
|
55K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.58K- 13.11% |
$168K - $194K
|
63.5K
$1.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.3K- 9.97% |
$181K - $210K
|
93.5K
$2.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
SELL
|
- |
-10.6K- 2.42% |
$186K - $215K
|
428K
$9.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-11.1K- 16.64% |
$194K - $224K
|
55.4K
$1.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-11.3K- 10.69% |
$197K - $228K
|
94.1K
$2.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.6K- 36.75% |
$203K - $235K
|
20K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.2K- 27.17% |
$213K - $247K
|
32.6K
$710K
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-12.4K- 35.76% |
$218K - $252K
|
22.3K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.5K- 3.23% |
$236K - $273K
|
404K
$8.79M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-15K- 4.84% |
$262K - $303K
|
294K
$6.39M
|