Purchases and Sales Made in Q3 2024 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 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 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.9KNew |
$77.1K - $91.8K
|
3.9K
$84.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
3.89K+ 5.11% |
$76.9K - $91.5K
|
80K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.64K+ 1.85% |
$72.1K - $85.7K
|
201K
$4.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.63K+ 21.25% |
$71.7K - $85.3K
|
20.7K
$450K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
3.4K+ 8.21% |
$67.3K - $80.1K
|
44.9K
$976K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.38K+ 16.71% |
$66.8K - $79.5K
|
23.6K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.27K+ 499.54% |
$64.7K - $77K
|
3.93K
$85.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3.23KNew |
$63.8K - $75.9K
|
3.23K
$70.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.91KNew |
$57.5K - $68.4K
|
2.91K
$63.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.91K+ 7.3% |
$57.5K - $68.4K
|
42.7K
$929K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.42K+ 8.25% |
$47.9K - $57K
|
31.8K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.22K+ 33.04% |
$44K - $52.3K
|
8.95K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.04K+ 6.46% |
$40.4K - $48.1K
|
33.7K
$733K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.91K+ 329.66% |
$37.8K - $45K
|
2.49K
$54.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.91KNew |
$37.7K - $44.9K
|
1.91K
$41.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.88KNew |
$37.1K - $44.1K
|
1.88K
$40.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$36.1K - $42.9K
|
1.82K
$39.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.7K+ 3.05% |
$33.6K - $40K
|
57.4K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.67KNew |
$33.1K - $39.4K
|
1.67K
$36.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.59K+ 1.12% |
$31.5K - $37.4K
|
144K
$3.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.51K+ 8.94% |
$29.8K - $35.5K
|
18.4K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.45K+ 0.89% |
$28.7K - $34.1K
|
164K
$3.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.43K+ 257.69% |
$28.2K - $33.5K
|
1.98K
$43K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.39K+ 0.66% |
$27.4K - $32.6K
|
211K
$4.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.3K+ 10.33% |
$25.6K - $30.5K
|
13.8K
$301K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.29K+ 6.42% |
$25.5K - $30.3K
|
21.4K
$464K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.29K+ 5.13% |
$25.4K - $30.2K
|
26.3K
$572K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 8.15% |
$23.9K - $28.4K
|
16K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.2K+ 3.9% |
$23.8K - $28.3K
|
32K
$697K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.19K+ 4.09% |
$23.6K - $28.1K
|
30.4K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.14K+ 1.32% |
$22.6K - $26.9K
|
87.7K
$1.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.14K+ 11.19% |
$22.5K - $26.7K
|
11.3K
$245K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.1K+ 5.71% |
$21.7K - $25.8K
|
20.3K
$442K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.04K+ 61.12% |
$20.5K - $24.4K
|
2.73K
$59.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1KNew |
$19.8K - $23.5K
|
1K
$21.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
995+ 1.2% |
$19.7K - $23.4K
|
83.8K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
993+ 1.44% |
$19.6K - $23.4K
|
69.8K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
980+ 0.23% |
$19.4K - $23.1K
|
425K
$9.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
973+ 1.64% |
$19.2K - $22.9K
|
60.5K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
970+ 1.9% |
$19.2K - $22.8K
|
51.9K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
964+ 4.34% |
$19.1K - $22.7K
|
23.2K
$505K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
964+ 4.57% |
$19.1K - $22.7K
|
22.1K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
877+ 23.72% |
$17.3K - $20.6K
|
4.57K
$99.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
872+ 7.65% |
$17.2K - $20.5K
|
12.3K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
844+ 1.72% |
$16.7K - $19.9K
|
49.8K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
840+ 2.73% |
$16.6K - $19.8K
|
31.6K
$688K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
715New |
$14.1K - $16.8K
|
715
$15.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
686+ 244.13% |
$13.6K - $16.1K
|
967
$21K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
686New |
$13.6K - $16.1K
|
686
$14.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
680+ 0.71% |
$13.5K - $16K
|
96.4K
$2.1M
|