Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
851K+ 3.08% |
$17.5M - $19.8M
|
28.4M
$610M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
501K+ 910294.56% |
$10.3M - $11.6M
|
501K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
289KNew |
$5.94M - $6.73M
|
289K
$6.2M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
245KNew |
$5.03M - $5.69M
|
245K
$5.25M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
182K+ 21.04% |
$3.74M - $4.23M
|
1.05M
$22.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
160K+ 499.68% |
$3.29M - $3.72M
|
192K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
160KNew |
$3.28M - $3.72M
|
160K
$3.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
141KNew |
$2.89M - $3.27M
|
141K
$3.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
110KNew |
$2.27M - $2.57M
|
110K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
69.7K+ 136.96% |
$1.43M - $1.62M
|
121K
$2.59M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
67K+ 198.46% |
$1.38M - $1.56M
|
101K
$2.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
60K+ 5.87% |
$1.23M - $1.4M
|
1.08M
$23.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
45.3KNew |
$930K - $1.05M
|
45.3K
$971K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
42.6K+ 405.72% |
$875K - $991K
|
53.1K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
36.9KNew |
$759K - $859K
|
36.9K
$792K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
34.1K+ 6.3% |
$700K - $792K
|
575K
$12.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
34K+ 40.64% |
$700K - $792K
|
118K
$2.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32.9KNew |
$677K - $766K
|
32.9K
$707K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
31.5KNew |
$647K - $732K
|
31.5K
$675K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
29.4K+ 25.48% |
$603K - $683K
|
145K
$3.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
25.8K+ 32.3% |
$531K - $601K
|
106K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
22.2K+ 2.68% |
$457K - $517K
|
851K
$18.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21.7K+ 16.02% |
$446K - $505K
|
157K
$3.37M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
21K+ 794.92% |
$431K - $487K
|
23.6K
$506K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
19.9KNew |
$408K - $462K
|
19.9K
$426K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
18.3K+ 30.3% |
$377K - $426K
|
78.8K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.2K+ 14.94% |
$374K - $423K
|
140K
$3M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
15.7K+ 154.33% |
$323K - $365K
|
25.9K
$555K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
15.6KNew |
$321K - $363K
|
15.6K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14.9K+ 8.59% |
$306K - $347K
|
188K
$4.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
14.3K+ 18.29% |
$295K - $334K
|
92.8K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.2K+ 1.32% |
$292K - $330K
|
1.09M
$23.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
13.6K+ 3.99% |
$280K - $317K
|
355K
$7.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
13.1K+ 12.58% |
$270K - $305K
|
117K
$2.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.9K+ 3.04% |
$266K - $301K
|
439K
$9.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.6K+ 4.86% |
$238K - $269K
|
250K
$5.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.5K+ 25.21% |
$217K - $245K
|
52.4K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
9.87KNew |
$203K - $230K
|
9.87K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.23K+ 3.27% |
$190K - $215K
|
291K
$6.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
9.21K+ 4.37% |
$189K - $214K
|
220K
$4.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
8.33K+ 24.71% |
$171K - $194K
|
42K
$901K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.77K+ 14.87% |
$160K - $181K
|
60K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.11K+ 14.07% |
$146K - $165K
|
57.7K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.63K+ 0.74% |
$136K - $154K
|
905K
$19.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
6.37K+ 116.03% |
$131K - $148K
|
11.9K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.56K+ 3.41% |
$114K - $129K
|
168K
$3.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.48K+ 24.8% |
$113K - $127K
|
27.5K
$591K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.34K+ 61.56% |
$110K - $124K
|
14K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5.24K+ 39.05% |
$108K - $122K
|
18.7K
$401K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.09K+ 22.12% |
$105K - $118K
|
28.1K
$603K
|