Purchases and Sales Made in Q3 2024 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 2024. 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 17, 2024 Q3 2024
Stratos Wealth Advisors, LLC

BUY
 -
16.1K
+ 6.13%
$319K - $379K
279K $5.82M
Oct 07, 2024 Q3 2024
Pioneer Wealth Management Group

Austin, TX
BUY
 -
15.9K
+ 3.25%
$315K - $375K
506K $10.6M
Nov 12, 2024 Q3 2024
Jones Financial Companies Lllp

BUY
 -
15.8K
+ 7.13%
$313K - $373K
238K $4.97M
Nov 13, 2024 Q3 2024
Mercer Global Advisors Inc

Denver, CO
BUY
 -
15K
+ 13.4%
$296K - $352K
127K $2.64M
Oct 16, 2024 Q3 2024
Secure Asset Management, LLC

BUY
 -
14K
New
$277K - $329K
14K $292K
Nov 14, 2024 Q3 2024
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
13.7K
+ 4.12%
$272K - $323K
347K $7.25M
Oct 11, 2024 Q3 2024
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
13.5K
+ 8.43%
$267K - $317K
174K $3.62M
Nov 04, 2024 Q3 2024
Bordeaux Wealth Advisors LLC

BUY
 -
13K
New
$257K - $305K
13K $271K
Nov 12, 2024 Q3 2024
Founders Financial Securities LLC

BUY
 -
12.8K
New
$254K - $302K
12.8K $268K
Nov 25, 2024 Q3 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
12.8K
New
$253K - $301K
12.8K $267K
Nov 14, 2024 Q3 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
12.6K
New
$250K - $298K
12.6K $264K
Nov 04, 2024 Q3 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
12.4K
New
$245K - $291K
12.4K $259K
Nov 08, 2024 Q3 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
12K
+ 4.46%
$238K - $283K
282K $5.89M
Nov 06, 2024 Q3 2024
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
12K
New
$237K - $282K
12K $250K
Nov 04, 2024 Q3 2024
Savant Capital, LLC

BUY
 -
11.5K
New
$228K - $272K
11.5K $241K
Nov 13, 2024 Q3 2024
Upper Left Wealth Management, LLC

BUY
 -
10.9K
+ 5.67%
$215K - $256K
203K $4.23M
Nov 14, 2024 Q3 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
10.6K
+ 57.02%
$209K - $249K
29.1K $608K
Oct 07, 2024 Q3 2024
Cypress Financial Planning LLC

BUY
 -
10.4K
New
$206K - $245K
10.4K $217K
Oct 04, 2024 Q3 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
10.3K
+ 5.78%
$204K - $243K
189K $3.94M
Nov 13, 2024 Q3 2024
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
10.2K
New
$202K - $240K
10.2K $213K
Nov 12, 2024 Q3 2024
Hrt Financial LP

New York, NY
BUY
 -
10.1K
New
$200K - $238K
10.1K $211K
Oct 31, 2024 Q3 2024
Lewis Asset Management, LLC

Lafayette, CA
BUY
 -
10K
New
$199K - $236K
10K $210K
Oct 25, 2024 Q3 2024
Tanglewood Wealth Management, Inc.

BUY
 -
9.98K
New
$197K - $235K
9.98K $208K
Oct 04, 2024 Q3 2024
Hbw Advisory Services LLC

BUY
 -
9.97K
New
$197K - $235K
9.97K $208K
Nov 14, 2024 Q3 2024
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
9.8K
New
$194K - $231K
9.8K $205K
Oct 17, 2024 Q3 2024
Stratos Wealth Partners, Ltd.

BUY
 -
9.7K
New
$192K - $228K
9.7K $202K
Nov 12, 2024 Q3 2024
Truepoint, Inc.

BUY
 -
9.53K
New
$188K - $224K
9.53K $199K
Nov 14, 2024 Q3 2024
Jentner Corp

BUY
 -
9.48K
New
$187K - $223K
9.48K $198K
Nov 12, 2024 Q3 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
9.11K
New
$180K - $214K
9.11K $190K
Nov 05, 2024 Q3 2024
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
9.08K
+ 33.98%
$180K - $214K
35.8K $747K
Nov 08, 2024 Q3 2024
Citizens Financial Group Inc

BUY
 -
9.01K
New
$178K - $212K
9.01K $188K
Oct 08, 2024 Q3 2024
Shearwater Capital LLC

BUY
 -
8.7K
New
$172K - $205K
8.7K $182K
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
8.21K
New
$162K - $193K
8.21K $171K
Nov 04, 2024 Q3 2024
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
7.26K
+ 4.45%
$144K - $171K
170K $3.55M
Nov 15, 2024 Q3 2024
Orion Portfolio Solutions, LLC

BUY
 -
7.11K
+ 19.38%
$141K - $167K
43.8K $914K
Oct 31, 2024 Q3 2024
Wealth Management Resources, Inc.

BUY
 -
7.07K
+ 1.86%
$140K - $166K
388K $8.1M
Oct 31, 2024 Q3 2024
Guardian Financial Partners, LLC

BUY
 -
6.45K
+ 8.95%
$127K - $152K
78.4K $1.64M
Nov 08, 2024 Q3 2024
Commerce Bank

Kansas City, MO
BUY
 -
5.65K
+ 35.49%
$112K - $133K
21.6K $450K
Oct 16, 2024 Q3 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
5.52K
+ 4.75%
$109K - $130K
122K $2.54M
Oct 18, 2024 Q3 2024
Bigelow Investment Advisors, LLC

BUY
 -
5.48K
+ 19.34%
$108K - $129K
33.8K $706K
Nov 12, 2024 Q3 2024
Wrenne Financial Planning LLC

Lexington, KY
BUY
 -
5.2K
+ 14.29%
$103K - $122K
41.6K $868K
Nov 05, 2024 Q3 2024
Carrera Capital Advisors

Troy, MI
BUY
 -
5.2K
+ 29.76%
$103K - $122K
22.7K $473K
Nov 14, 2024 Q3 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
5.08K
+ 44.88%
$100K - $119K
16.4K $342K
Nov 01, 2024 Q3 2024
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
4.93K
+ 3.77%
$97.5K - $116K
136K $2.83M
Nov 07, 2024 Q3 2024
Parkside Financial Bank & Trust

BUY
 -
4.86K
+ 29.63%
$96.1K - $114K
21.3K $444K
Oct 28, 2024 Q3 2024
Sensible Financial Planning & Management, Llc.

BUY
 -
4.56K
+ 1.31%
$90.1K - $107K
352K $7.34M
Oct 29, 2024 Q3 2024
Glassy Mountain Advisors, Inc.

BUY
 -
4.49K
+ 4.5%
$88.8K - $106K
104K $2.18M
Oct 30, 2024 Q3 2024
Madden Advisory Services, Inc.

BUY
 -
4.35K
+ 4.64%
$86.1K - $102K
98.1K $2.05M
Oct 23, 2024 Q3 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
4.21K
+ 831.23%
$83.2K - $99K
4.71K $98.3K

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