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 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-15K- 4.84% |
$262K - $303K
|
294K
$6.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.3K- 8.59% |
$268K - $311K
|
163K
$3.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-15.5K- 33.62% |
$271K - $313K
|
30.5K
$637K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-17.2K- 59.27% |
$302K - $349K
|
11.8K
$247K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-17.3K- 12.75% |
$303K - $350K
|
118K
$2.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-18K- 38.92% |
$315K - $365K
|
28.2K
$589K
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-21.8K- 7.81% |
$382K - $442K
|
257K
$5.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-25.2K- 14.58% |
$441K - $511K
|
148K
$3.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-26.9K- 2.45% |
$472K - $546K
|
1.07M
$22.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-36.1K- 64.78% |
$633K - $732K
|
19.6K
$410K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-37.8K- 65.14% |
$662K - $766K
|
20.2K
$422K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-44.8K- 9.74% |
$785K - $908K
|
415K
$8.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-49.1K- 2.16% |
$860K - $996K
|
2.22M
$46.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-54.6K- 53.75% |
$956K - $1.11M
|
47K
$980K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-55.3K- 74.59% |
$969K - $1.12M
|
18.8K
$393K
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-58.4K- 35.79% |
$1.02M - $1.18M
|
105K
$2.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-73.3K- 11.94% |
$1.28M - $1.49M
|
540K
$11.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-87.3K- 75.03% |
$1.53M - $1.77M
|
29K
$606K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-89.1K- 39.55% |
$1.56M - $1.81M
|
136K
$2.84M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-97.6K- 14.49% |
$1.71M - $1.98M
|
576K
$12M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-105K- 81.48% |
$1.84M - $2.13M
|
23.9K
$500K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-158K- 8.04% |
$2.77M - $3.2M
|
1.8M
$37.7M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-206K- 73.58% |
$3.61M - $4.18M
|
74.1K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-252K- 17.0% |
$4.41M - $5.1M
|
1.23M
$25.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-255K- 34.69% |
$4.47M - $5.17M
|
480K
$10M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-255K- 34.69% |
$4.47M - $5.17M
|
480K
$10M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-584K- 27.66% |
$10.2M - $11.8M
|
1.53M
$31.9M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.15M- 3.7% |
$20.1M - $23.3M
|
29.9M
$624M
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1.3M- 95.19% |
$22.8M - $26.3M
|
65.7K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.6M- 92.95% |
$98.2M - $114M
|
425K
$8.87M
|