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 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-89- 0.87% |
$1.76K - $2.09K
|
10.2K
$221K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-91- 0.63% |
$1.8K - $2.14K
|
14.3K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-97- 23.54% |
$1.92K - $2.28K
|
315
$6.85K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-117- 1.0% |
$2.31K - $2.75K
|
11.6K
$252K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-121- 0.57% |
$2.39K - $2.85K
|
21K
$457K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-132- 0.47% |
$2.61K - $3.11K
|
28K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-135- 0.7% |
$2.67K - $3.18K
|
19.3K
$419K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-137- 0.41% |
$2.71K - $3.22K
|
32.9K
$716K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-144- 1.03% |
$2.85K - $3.39K
|
13.8K
$300K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-154- 0.71% |
$3.05K - $3.62K
|
21.5K
$468K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-157- 1.52% |
$3.11K - $3.69K
|
10.2K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-170- 0.94% |
$3.36K - $4K
|
17.9K
$390K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 4.44% |
$3.96K - $4.71K
|
4.3K
$93.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-205- 38.46% |
$4.05K - $4.82K
|
328
$7.13K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-233- 0.36% |
$4.61K - $5.48K
|
64.4K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-234- 1.38% |
$4.63K - $5.51K
|
16.7K
$363K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-240- 8.34% |
$4.75K - $5.65K
|
2.64K
$57.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-267- 0.58% |
$5.28K - $6.28K
|
46.1K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-271- 2.45% |
$5.36K - $6.38K
|
10.8K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-272- 0.52% |
$5.38K - $6.4K
|
51.6K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-279- 0.51% |
$5.52K - $6.56K
|
54.8K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-286- 71.68% |
$5.66K - $6.73K
|
113
$2.46K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-297- 0.31% |
$5.87K - $6.99K
|
94.3K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-309- 1.84% |
$6.11K - $7.27K
|
16.5K
$358K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-318- 47.18% |
$6.29K - $7.48K
|
356
$7.74K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-331- 5.1% |
$6.55K - $7.79K
|
6.16K
$134K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-332- 1.24% |
$6.57K - $7.81K
|
26.5K
$576K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-346- 4.43% |
$6.84K - $8.14K
|
7.47K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-362- 2.85% |
$7.16K - $8.52K
|
12.3K
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-380- 1.77% |
$7.52K - $8.94K
|
21.1K
$459K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-382- 23.17% |
$7.56K - $8.99K
|
1.27K
$27.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-388- 0.25% |
$7.67K - $9.13K
|
154K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-402- 3.17% |
$7.95K - $9.46K
|
12.3K
$267K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-411- 3.64% |
$8.13K - $9.67K
|
10.9K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-443- 96.3% |
$8.76K - $10.4K
|
17
$370
|
|
|
Nov 07, 2024
Q3 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-450- 2.67% |
$8.9K - $10.6K
|
16.4K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-483- 10.36% |
$9.55K - $11.4K
|
4.18K
$90.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-524- 0.74% |
$10.4K - $12.3K
|
70.4K
$1.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-527- 5.09% |
$10.4K - $12.4K
|
9.82K
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-586- 2.81% |
$11.6K - $13.8K
|
20.3K
$441K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-604- 99.34% |
$11.9K - $14.2K
|
4
$87
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-625- 5.85% |
$12.4K - $14.7K
|
10.1K
$219K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-643- 3.21% |
$12.7K - $15.1K
|
19.4K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-666- 7.58% |
$13.2K - $15.7K
|
8.12K
$177K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-670- 1.15% |
$13.3K - $15.8K
|
57.4K
$1.25M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-701- 2.98% |
$13.9K - $16.5K
|
22.8K
$496K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-770- 0.8% |
$15.2K - $18.1K
|
95.5K
$2.08M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-799- 4.94% |
$15.8K - $18.8K
|
15.4K
$334K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-863- 3.1% |
$17.1K - $20.3K
|
27K
$587K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-875- 54.01% |
$17.3K - $20.6K
|
745
$16.2K
|