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
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.49K- 7.49% |
$88.8K - $106K
|
55.5K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-4.72K- 0.7% |
$93.3K - $111K
|
674K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.15K- 24.8% |
$102K - $121K
|
15.6K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5.23K- 5.81% |
$103K - $123K
|
84.8K
$1.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.93K- 24.62% |
$117K - $140K
|
18.2K
$395K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-6.22K- 39.52% |
$123K - $146K
|
9.52K
$207K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-6.38K- 7.16% |
$126K - $150K
|
82.7K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-6.39K- 4.83% |
$126K - $150K
|
126K
$2.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.44K- 15.99% |
$127K - $151K
|
33.8K
$735K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.73K- 6.14% |
$133K - $158K
|
103K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.12K- 10.19% |
$141K - $168K
|
62.8K
$1.37M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-7.41K- 42.99% |
$147K - $174K
|
9.82K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.43K- 21.59% |
$147K - $175K
|
27K
$587K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-8.01K- 3.33% |
$158K - $188K
|
233K
$5.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.28K- 8.28% |
$164K - $195K
|
91.8K
$2M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-8.3K- 18.25% |
$164K - $195K
|
37.2K
$808K
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-8.45K- 11.98% |
$167K - $199K
|
62.1K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-8.71K- 2.22% |
$172K - $205K
|
384K
$8.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-9.1K- 29.39% |
$180K - $214K
|
21.9K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.31K- 9.13% |
$184K - $219K
|
92.7K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-9.35K- 40.24% |
$185K - $220K
|
13.9K
$302K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.49K- 5.09% |
$188K - $223K
|
177K
$3.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-9.6K- 25.91% |
$190K - $226K
|
27.5K
$597K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 2.28% |
$207K - $247K
|
449K
$9.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-11.3K- 3.2% |
$224K - $266K
|
342K
$7.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-11.4K- 29.74% |
$226K - $269K
|
27K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.7K- 3.55% |
$250K - $298K
|
344K
$7.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.8K- 0.8% |
$253K - $301K
|
1.58M
$34.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-13.1K- 2.78% |
$258K - $307K
|
457K
$9.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-13.1K- 2.89% |
$259K - $308K
|
440K
$9.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.3K- 59.91% |
$263K - $313K
|
8.89K
$193K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-17.5K- 13.67% |
$347K - $413K
|
111K
$2.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.1K- 3.74% |
$358K - $426K
|
466K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-19.6K- 14.53% |
$387K - $461K
|
115K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.6K- 5.09% |
$388K - $462K
|
366K
$7.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-20.1K- 2.19% |
$398K - $474K
|
898K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.8K- 11.31% |
$491K - $584K
|
194K
$4.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-26.3K- 6.98% |
$521K - $619K
|
351K
$7.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29.9K- 3.03% |
$591K - $703K
|
956K
$20.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-32.5K- 3.08% |
$644K - $766K
|
1.02M
$22.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-32.8K- 12.23% |
$649K - $771K
|
235K
$5.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-35.9K- 33.36% |
$709K - $844K
|
71.6K
$1.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-40.6K- 68.3% |
$802K - $955K
|
18.8K
$410K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-40.8K- 54.71% |
$806K - $959K
|
33.8K
$734K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-41K- 29.18% |
$811K - $965K
|
99.5K
$2.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-41.6K- 45.64% |
$824K - $980K
|
49.6K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-48.6K- 4.23% |
$961K - $1.14M
|
1.1M
$23.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-57.5K- 23.98% |
$1.14M - $1.35M
|
182K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-66K- 10.12% |
$1.3M - $1.55M
|
586K
$12.7M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-69.5K- 7.44% |
$1.37M - $1.64M
|
865K
$18.8M
|