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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
680+ 0.71% |
$13.5K - $16K
|
96.4K
$2.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
634+ 0.71% |
$12.5K - $14.9K
|
89.7K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
616+ 30.42% |
$12.2K - $14.5K
|
2.64K
$55.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
608+ 402.65% |
$12K - $14.3K
|
759
$15.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
607+ 3.64% |
$12K - $14.3K
|
17.3K
$361K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
602+ 4.3% |
$11.9K - $14.2K
|
14.6K
$305K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
530+ 3.43% |
$10.5K - $12.5K
|
16K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
524New |
$10.4K - $12.3K
|
524
$10.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
480New |
$9.49K - $11.3K
|
480
$10K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
464+ 2.89% |
$9.18K - $10.9K
|
16.5K
$344K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
445+ 36.93% |
$8.8K - $10.5K
|
1.65K
$34.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
444+ 264.29% |
$8.78K - $10.4K
|
612
$12.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
410New |
$8.11K - $9.65K
|
410
$8.56K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
375+ 1.65% |
$7.42K - $8.82K
|
23.1K
$481K
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
372+ 1.63% |
$7.36K - $8.75K
|
23.2K
$483K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
372+ 2066.67% |
$7.36K - $8.75K
|
390
$8.14K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
356+ 0.3% |
$7.04K - $8.38K
|
119K
$2.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
351+ 2.59% |
$6.94K - $8.26K
|
13.9K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
333+ 12.42% |
$6.59K - $7.84K
|
3.01K
$62.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
322+ 1.1% |
$6.37K - $7.58K
|
29.7K
$619K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
317+ 64.83% |
$6.27K - $7.46K
|
806
$16.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
315New |
$6.23K - $7.41K
|
315
$6.57K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
300New |
$5.93K - $7.06K
|
300
$6.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
287+ 2.33% |
$5.68K - $6.75K
|
12.6K
$263K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
280+ 0.84% |
$5.54K - $6.59K
|
33.8K
$705K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
277+ 2.73% |
$5.48K - $6.52K
|
10.4K
$218K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
262New |
$5.18K - $6.16K
|
262
$5.47K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
258+ 1.01% |
$5.1K - $6.07K
|
25.9K
$541K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
255+ 1.1% |
$5.04K - $6K
|
23.4K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
248+ 13.93% |
$4.91K - $5.84K
|
2.03K
$42.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
245+ 1.57% |
$4.85K - $5.76K
|
15.9K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
243+ 1.56% |
$4.81K - $5.72K
|
15.8K
$330K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
232+ 1.15% |
$4.59K - $5.46K
|
20.5K
$427K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
220+ 1.57% |
$4.35K - $5.18K
|
14.3K
$297K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
212+ 13.34% |
$4.19K - $4.99K
|
1.8K
$37.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
190New |
$3.76K - $4.47K
|
190
$3.97K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
190+ 0.2% |
$3.76K - $4.47K
|
96.9K
$2.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
186New |
$3.68K - $4.38K
|
186
$3.88K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
160+ 51.78% |
$3.16K - $3.76K
|
469
$9.79K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
147New |
$2.91K - $3.46K
|
147
$3.07K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
122New |
$2.41K - $2.87K
|
122
$2.55K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
107+ 0.86% |
$2.12K - $2.52K
|
12.6K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
106+ 0.96% |
$2.1K - $2.49K
|
11.2K
$233K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
105New |
$2.08K - $2.47K
|
105
$2.19K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
105+ 8.26% |
$2.08K - $2.47K
|
1.38K
$28.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
103+ 0.81% |
$2.04K - $2.42K
|
12.9K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
99+ 0.2% |
$1.96K - $2.33K
|
49.4K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
97+ 0.26% |
$1.92K - $2.28K
|
37.1K
$773K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
94+ 12.42% |
$1.86K - $2.21K
|
851
$17.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
90New |
$1.78K - $2.12K
|
90
$1.88K
|