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 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.4K- 23.96% |
$375K - $469K
|
71.1K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-22.5K- 51.36% |
$376K - $470K
|
21.3K
$447K
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-22.6K- 15.29% |
$378K - $473K
|
125K
$2.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-25K- 86.03% |
$419K - $523K
|
4.06K
$85.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-26.4K- 6.17% |
$443K - $554K
|
402K
$8.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-26.9K- 15.68% |
$451K - $564K
|
145K
$3.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-27.2K- 67.38% |
$456K - $569K
|
13.2K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-28K- 3.64% |
$470K - $587K
|
743K
$15.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-30.1K- 48.46% |
$505K - $632K
|
32.1K
$674K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-32.9K- 98.45% |
$552K - $690K
|
518
$10.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-33.1K- 3.58% |
$555K - $693K
|
893K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-38.9K- 9.92% |
$651K - $814K
|
353K
$7.42M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-40K- 2.78% |
$670K - $837K
|
1.4M
$29.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-43.3K- 50.0% |
$726K - $908K
|
43.3K
$912K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-46.4K- 52.27% |
$778K - $972K
|
42.4K
$891K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-50.9K- 11.98% |
$853K - $1.07M
|
374K
$7.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-64.9K- 68.77% |
$1.09M - $1.36M
|
29.5K
$620K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-68.2K- 23.56% |
$1.14M - $1.43M
|
221K
$4.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-77K- 96.88% |
$1.29M - $1.61M
|
2.48K
$52.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-102K- 36.33% |
$1.71M - $2.14M
|
179K
$3.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-105K- 88.46% |
$1.75M - $2.19M
|
13.6K
$287K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-110KClosed |
$1.85M - $2.31M
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-118K- 9.58% |
$1.97M - $2.46M
|
1.11M
$23.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-207K- 26.04% |
$3.48M - $4.34M
|
589K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-360K- 33.49% |
$6.03M - $7.54M
|
715K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-409K- 22.67% |
$6.85M - $8.57M
|
1.4M
$29.3M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-484K- 34.0% |
$8.11M - $10.1M
|
939K
$19.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-514K- 2.03% |
$8.62M - $10.8M
|
24.9M
$523M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-559K- 1.87% |
$9.36M - $11.7M
|
29.4M
$617M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.4MClosed |
$23.4M - $29.2M
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.89M- 33.37% |
$31.7M - $39.7M
|
3.78M
$79.5M
|