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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-206- 1.64% |
$4.23K - $4.79K
|
12.4K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-210- 1.0% |
$4.32K - $4.88K
|
20.9K
$439K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-238- 0.91% |
$4.89K - $5.54K
|
25.8K
$543K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-298- 2.97% |
$6.12K - $6.93K
|
9.75K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-311- 0.34% |
$6.39K - $7.23K
|
92.3K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-311- 1.15% |
$6.39K - $7.23K
|
26.7K
$561K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-342- 1.22% |
$7.03K - $7.95K
|
27.7K
$583K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-385- 1.96% |
$7.91K - $8.96K
|
19.2K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-388- 3.89% |
$7.97K - $9.02K
|
9.6K
$202K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-445- 26.97% |
$9.14K - $10.4K
|
1.21K
$25.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-463- 3.44% |
$9.51K - $10.8K
|
13K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-489- 1.48% |
$10K - $11.4K
|
32.4K
$682K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-494- 3.45% |
$10.2K - $11.5K
|
13.8K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-523- 2.49% |
$10.7K - $12.2K
|
20.5K
$431K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-527- 1.21% |
$10.8K - $12.3K
|
43.1K
$907K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-583- 5.17% |
$12K - $13.6K
|
10.7K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-678- 70.11% |
$13.9K - $15.8K
|
289
$6.08K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-708- 3.46% |
$14.5K - $16.5K
|
19.8K
$416K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-900- 1.71% |
$18.5K - $20.9K
|
51.6K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.02K- 3.35% |
$20.9K - $23.7K
|
29.4K
$618K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.02K- 8.83% |
$21K - $23.7K
|
10.5K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.09K- 6.87% |
$22.3K - $25.2K
|
14.7K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09K- 99.91% |
$22.3K - $25.3K
|
1
$21
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.18K- 1.88% |
$24.2K - $27.4K
|
61.6K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.2K- 2.91% |
$24.7K - $27.9K
|
40K
$841K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.31K- 3.53% |
$26.9K - $30.4K
|
35.7K
$752K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.39K- 82.97% |
$28.5K - $32.3K
|
285
$5.99K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.44K- 4.82% |
$29.6K - $33.5K
|
28.4K
$598K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.48K- 3.29% |
$30.3K - $34.3K
|
43.4K
$913K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.5K- 7.36% |
$30.8K - $34.8K
|
18.8K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.51K- 5.08% |
$31.1K - $35.2K
|
28.3K
$596K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.56K- 4.15% |
$32.1K - $36.3K
|
36.1K
$758K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.66K- 79.12% |
$34.2K - $38.7K
|
439
$9.23K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.81K- 0.39% |
$37.2K - $42.1K
|
464K
$9.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-2.12K- 2.25% |
$43.5K - $49.3K
|
92.2K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.28K- 4.94% |
$46.8K - $52.9K
|
43.8K
$921K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.55K- 2.59% |
$52.4K - $59.3K
|
96K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.88K- 20.67% |
$59.1K - $66.9K
|
11K
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-3.1K- 8.35% |
$63.8K - $72.2K
|
34.1K
$716K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.12K- 1.76% |
$64.1K - $72.5K
|
174K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.27K- 20.8% |
$67.2K - $76.1K
|
12.5K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.61K- 5.43% |
$74.1K - $83.9K
|
62.9K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.63K- 4.28% |
$74.6K - $84.5K
|
81.1K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.86K- 11.42% |
$79.3K - $89.8K
|
30K
$630K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.86K- 9.12% |
$79.4K - $89.9K
|
38.5K
$810K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.5K- 7.6% |
$134K - $151K
|
79.1K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.52K- 38.62% |
$155K - $175K
|
12K
$251K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.55K- 2.71% |
$155K - $176K
|
271K
$5.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-9.36K- 4.96% |
$192K - $218K
|
179K
$3.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12.4K- 55.37% |
$254K - $288K
|
9.98K
$210K
|