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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-198- 0.31% |
$3.32K - $4.15K
|
64.4K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-207- 2.0% |
$3.47K - $4.34K
|
10.1K
$213K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-217- 1.96% |
$3.64K - $4.55K
|
10.8K
$228K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-231- 60.63% |
$3.87K - $4.84K
|
150
$3.15K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-262- 1.02% |
$4.39K - $5.49K
|
25.3K
$532K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-263- 1.2% |
$4.41K - $5.51K
|
21.6K
$455K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-284- 8.5% |
$4.76K - $5.95K
|
3.06K
$64.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-331- 77.7% |
$5.55K - $6.93K
|
95
$2K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-338- 2.19% |
$5.66K - $7.08K
|
15.1K
$318K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-347- 1.89% |
$5.82K - $7.27K
|
18.1K
$380K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-378- 2.64% |
$6.34K - $7.92K
|
13.9K
$293K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-406- 0.97% |
$6.8K - $8.51K
|
41.7K
$876K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-450- 61.31% |
$7.54K - $9.43K
|
284
$5.97K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-451- 45.33% |
$7.56K - $9.45K
|
544
$11.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-485- 65.1% |
$8.13K - $10.2K
|
260
$5.47K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-529- 49.86% |
$8.87K - $11.1K
|
532
$11.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-571- 46.54% |
$9.57K - $12K
|
656
$13.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-614- 0.69% |
$10.3K - $12.9K
|
88.9K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-674- 3.38% |
$11.3K - $14.1K
|
19.3K
$406K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-680- 3.62% |
$11.4K - $14.2K
|
18.1K
$381K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-711- 99.72% |
$11.9K - $14.9K
|
2
$42.1
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-736- 2.38% |
$12.3K - $15.4K
|
30.2K
$634K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-754- 3.49% |
$12.6K - $15.8K
|
20.8K
$438K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-780- 4.73% |
$13.1K - $16.3K
|
15.7K
$331K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-781- 93.87% |
$13.1K - $16.4K
|
51
$1.07K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-837- 4.79% |
$14K - $17.5K
|
16.6K
$350K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-866- 2.33% |
$14.5K - $18.1K
|
36.2K
$762K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-949- 7.15% |
$15.9K - $19.9K
|
12.3K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-985- 4.4% |
$16.5K - $20.6K
|
21.4K
$450K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.01K- 4.42% |
$17K - $21.2K
|
21.9K
$461K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 5.21% |
$17.1K - $21.4K
|
18.6K
$391K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.14K- 21.4% |
$19.1K - $23.8K
|
4.18K
$87.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.14K- 7.34% |
$19.2K - $23.9K
|
14.4K
$304K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.16K- 5.19% |
$19.4K - $24.2K
|
21.1K
$444K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.3K- 99.92% |
$21.8K - $27.3K
|
1
$21
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.31K- 9.77% |
$21.9K - $27.3K
|
12.1K
$254K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.4K- 76.63% |
$23.4K - $29.3K
|
426
$8.96K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.7K- 3.65% |
$28.4K - $35.5K
|
44.8K
$942K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.7K- 3.75% |
$28.6K - $35.7K
|
43.8K
$921K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.83K- 9.44% |
$30.7K - $38.4K
|
17.6K
$369K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.9K- 3.92% |
$31.8K - $39.8K
|
46.5K
$977K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.93K- 2.35% |
$32.4K - $40.5K
|
80.1K
$1.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.98K- 8.93% |
$33.2K - $41.5K
|
20.2K
$425K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.05K- 1.91% |
$34.4K - $43K
|
106K
$2.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.11K- 7.49% |
$35.3K - $44.2K
|
26K
$548K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.11K- 2.95% |
$35.4K - $44.3K
|
69.5K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-2.11K- 98.19% |
$35.4K - $44.3K
|
39
$820
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.31K- 4.02% |
$38.7K - $48.4K
|
55.1K
$1.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.62K- 20.01% |
$43.9K - $54.9K
|
10.5K
$220K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-2.68K- 3.15% |
$44.9K - $56.1K
|
82.2K
$1.73M
|