Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.94K+ 3.28% |
$49.3K - $61.7K
|
92.6K
$1.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
2.94KNew |
$49.2K - $61.5K
|
2.94K
$61.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.92K+ 15.5% |
$48.9K - $61.2K
|
21.8K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.76K+ 8.46% |
$46.3K - $57.8K
|
35.4K
$744K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.6K+ 16.46% |
$43.5K - $54.4K
|
18.4K
$386K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.29KNew |
$38.3K - $47.9K
|
2.29K
$48.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.22K+ 5.12% |
$37.1K - $46.4K
|
45.5K
$957K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.11KNew |
$35.4K - $44.2K
|
2.11K
$44.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.99K+ 15.02% |
$33.4K - $41.7K
|
15.3K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.95K+ 0.47% |
$32.7K - $40.9K
|
417K
$8.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.83K+ 4.04% |
$30.6K - $38.2K
|
47K
$988K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.82K+ 10.05% |
$30.4K - $38K
|
19.9K
$418K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.8K+ 2.84% |
$30.2K - $37.8K
|
65.3K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.8KNew |
$30.2K - $37.7K
|
1.8K
$37.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.79K+ 1991.11% |
$30K - $37.5K
|
1.88K
$39.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 4.92% |
$29.6K - $37K
|
37.6K
$791K
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.76K+ 8.66% |
$29.4K - $36.8K
|
22.1K
$464K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.69K+ 15.87% |
$28.3K - $35.4K
|
12.3K
$260K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.57K+ 57.49% |
$26.3K - $32.9K
|
4.3K
$90.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.57K+ 57.49% |
$26.3K - $32.9K
|
4.3K
$90.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.46K+ 13.9% |
$24.5K - $30.7K
|
12K
$252K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.46K+ 11.91% |
$24.5K - $30.6K
|
13.7K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1.42K+ 16.14% |
$23.8K - $29.7K
|
10.2K
$215K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
1.34K+ 5.64% |
$22.4K - $28K
|
25K
$526K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.28K+ 10.53% |
$21.5K - $26.8K
|
13.4K
$283K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.27K+ 5.17% |
$21.2K - $26.5K
|
25.8K
$542K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.25K+ 451.26% |
$21K - $26.2K
|
1.53K
$32.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.22K+ 2.2% |
$20.4K - $25.6K
|
56.6K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.12K+ 61.75% |
$18.8K - $23.5K
|
2.94K
$61.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.02K+ 12.81% |
$17.1K - $21.4K
|
9.01K
$189K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.01K+ 3.42% |
$16.9K - $21.1K
|
30.5K
$641K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
980New |
$16.4K - $20.5K
|
980
$20.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
940+ 31.61% |
$15.8K - $19.7K
|
3.91K
$82.3K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
939+ 5.3% |
$15.7K - $19.7K
|
18.7K
$393K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
881+ 0.35% |
$14.8K - $18.5K
|
249K
$5.24M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
834New |
$14K - $17.5K
|
834
$17.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
811New |
$13.6K - $17K
|
811
$17.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
800+ 2.57% |
$13.4K - $16.8K
|
31.9K
$671K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
785New |
$13.2K - $16.4K
|
785
$16.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
760+ 5.99% |
$12.7K - $15.9K
|
13.4K
$283K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
753+ 7.22% |
$12.6K - $15.8K
|
11.2K
$235K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
737+ 0.15% |
$12.4K - $15.4K
|
485K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
732+ 8.89% |
$12.3K - $15.3K
|
8.97K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
713New |
$11.9K - $14.9K
|
713
$15K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
708+ 1.58% |
$11.9K - $14.8K
|
45.4K
$955K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
678+ 84.22% |
$11.4K - $14.2K
|
1.48K
$31.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
656+ 1.42% |
$11K - $13.7K
|
46.9K
$986K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
608New |
$10.2K - $12.7K
|
608
$12.8K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
606New |
$10.2K - $12.7K
|
606
$12.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
547+ 2.42% |
$9.17K - $11.5K
|
23.2K
$488K
|