Purchases and Sales Made in Q4 2023 in Schwab Strategic U.S. Reit ETF (SCHH)

SCHH Quotes by TradingView

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
Jan 08, 2024 Q4 2023
Juncture Wealth Strategies, LLC

BUY
 -
483
+ 1.71%
$8.1K - $10.1K
28.7K $616K
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

BUY
 -
447
+ 4.9%
$7.49K - $9.36K
9.57K $205K
Feb 09, 2024 Q4 2023
Sachetta, LLC

Lynnfield, MA
BUY
 -
420
New
$7.04K - $8.8K
420 $9.01K
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

BUY
 -
406
+ 2.47%
$6.8K - $8.51K
16.8K $361K
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
399
+ 199.5%
$6.69K - $8.36K
599 $12.8K
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
351
+ 175.5%
$5.88K - $7.35K
551 $11.8K
Jan 30, 2024 Q4 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
346
+ 5.41%
$5.8K - $7.25K
6.75K $145K
Feb 13, 2024 Q4 2023
Regis Management CO LLC

BUY
 -
330
+ 2.03%
$5.53K - $6.91K
16.6K $356K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
318
+ 3.46%
$5.33K - $6.66K
9.51K $204K
Feb 07, 2024 Q4 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
312
New
$5.23K - $6.54K
312 $6.69K
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
291
New
$4.88K - $6.1K
291 $6.24K
Apr 09, 2024 Q4 2023
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
275
New
$4.61K - $5.76K
275 $5.9K
Jan 16, 2024 Q4 2023
D.B. Root & Company, LLC

BUY
 -
262
+ 1.04%
$4.39K - $5.49K
25.4K $545K
Feb 08, 2024 Q4 2023
Efficient Advisors, LLC

BUY
 -
258
+ 1.16%
$4.32K - $5.41K
22.6K $484K
Jan 24, 2024 Q4 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
242
New
$4.06K - $5.07K
242 $5.19K
Feb 12, 2024 Q4 2023
Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL
BUY
 -
234
+ 0.81%
$3.92K - $4.9K
29.2K $627K
Feb 12, 2024 Q4 2023
Fund Evaluation Group, LLC

Cincinnati, OH
BUY
 -
234
+ 0.05%
$3.92K - $4.9K
450K $9.66M
Feb 05, 2024 Q4 2023
Plante Moran Financial Advisors, LLC

BUY
 -
219
New
$3.67K - $4.59K
219 $4.7K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
216
New
$3.62K - $4.53K
216 $4.63K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
206
New
$3.45K - $4.32K
206 $4.42K
Feb 02, 2024 Q4 2023
Addison Advisors LLC

BUY
 -
204
+ 1700.0%
$3.42K - $4.27K
216 $4.63K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
193
New
$3.23K - $4.04K
193 $4.14K
Feb 01, 2024 Q4 2023
Bfsg, LLC

BUY
 -
189
New
$3.17K - $3.96K
189 $4.05K
Jan 17, 2024 Q4 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
185
+ 35.51%
$3.1K - $3.88K
706 $15.1K
Jan 30, 2024 Q4 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
184
New
$3.08K - $3.85K
184 $3.95K
Feb 05, 2024 Q4 2023
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
178
+ 1.16%
$2.98K - $3.73K
15.5K $334K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
176
+ 1.43%
$2.95K - $3.69K
12.5K $268K
Feb 09, 2024 Q4 2023
Covestor LTD

Boston, MA
BUY
 -
172
+ 10.7%
$2.88K - $3.6K
1.78K $38.2K
Feb 05, 2024 Q4 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
159
+ 1.15%
$2.66K - $3.33K
14K $299K
Feb 15, 2024 Q4 2023
Townsquare Capital LLC

BUY
 -
139
+ 1.31%
$2.33K - $2.91K
10.8K $231K
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
130
New
$2.18K - $2.72K
130 $2.79K
Jan 08, 2024 Q4 2023
Optimum Investment Advisors

BUY
 -
116
+ 5.27%
$1.94K - $2.43K
2.32K $49.7K
Jan 19, 2024 Q4 2023
West Branch Capital LLC

BUY
 -
113
New
$1.89K - $2.37K
113 $2.42K
Feb 02, 2024 Q4 2023
Bradley & Co. Private Wealth Management, LLC

BUY
 -
106
New
$1.78K - $2.22K
106 $2.27K
Feb 02, 2024 Q4 2023
Bailard, Inc.

BUY
 -
101
+ 0.59%
$1.69K - $2.12K
17.1K $367K
Feb 06, 2024 Q4 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
100
+ 2.83%
$1.68K - $2.1K
3.63K $77.9K
May 01, 2024 Q4 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
100
+ 2.83%
$1.68K - $2.1K
3.63K $77.9K
Jan 19, 2024 Q4 2023
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
97
+ 0.19%
$1.63K - $2.03K
51.1K $1.1M
Feb 08, 2024 Q4 2023
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
90
New
$1.51K - $1.89K
90 $1.93K
Jan 26, 2024 Q4 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
82
+ 0.68%
$1.37K - $1.72K
12.2K $262K
Feb 05, 2024 Q4 2023
Mc Ilrath & Eck, LLC

BUY
 -
81
+ 19.95%
$1.36K - $1.7K
487 $10.4K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
80
+ 67.23%
$1.34K - $1.68K
199 $4.27K
Jan 31, 2024 Q4 2023
Tradewinds Capital Management, LLC

BUY
 -
52
New
$872 - $1.09K
52 $1.12K
Jan 02, 2024 Q4 2023
M&R Capital Management Inc

BUY
 -
50
+ 12.44%
$838 - $1.05K
452 $9.7K
Feb 12, 2024 Q4 2023
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
48
New
$804 - $1.01K
48 $1.03K
Jan 19, 2024 Q4 2023
Life Planning Partners, Inc

BUY
 -
46
+ 6.2%
$771 - $964
788 $16.9K
Jan 19, 2024 Q4 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
40
+ 13.65%
$670 - $838
333 $7.14K
Feb 07, 2024 Q4 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
37
+ 0.34%
$620 - $775
10.9K $233K
Feb 02, 2024 Q4 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
35
+ 1.18%
$587 - $733
3K $64.3K

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