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
Feb 26, 2024 Q4 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
34
+ 0.31%
$570 - $712
11K $235K
Feb 02, 2024 Q4 2023
Valmark Advisers, Inc.

BUY
 -
29
+ 0.05%
$486 - $608
60.8K $1.31M
Feb 13, 2024 Q4 2023
Summit Financial Strategies, Inc.

BUY
 -
27
+ 0.11%
$453 - $566
25.1K $539K
Jan 30, 2024 Q4 2023
Investors Research Corp

BUY
 -
24
+ 2.52%
$402 - $503
976 $21K
Jan 17, 2024 Q4 2023
Planned Solutions, Inc.

BUY
 -
21
New
$352 - $440
21 $451
Feb 13, 2024 Q4 2023
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
19
New
$318 - $398
19 $408
Jan 24, 2024 Q4 2023
Rocky Mountain Advisers, LLC

BUY
 -
18
+ 0.72%
$302 - $377
2.53K $54.4K
Jan 16, 2024 Q4 2023
Ulland Investment Advisors, LLC

BUY
 -
18
New
$302 - $377
18 $387
Feb 13, 2024 Q4 2023
First Manhattan CO

New York, NY
BUY
 -
16
New
$268 - $335
16 $344
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
15
+ 0.82%
$251 - $314
1.85K $39.7K
Feb 14, 2024 Q4 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
9
+ 26.47%
$151 - $189
43 $924
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
9
+ 0.85%
$151 - $189
1.07K $23K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
8
New
$134 - $168
8 $172
Jan 29, 2024 Q4 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
7
+ 1.16%
$117 - $147
609 $13.1K
Jan 25, 2024 Q4 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
5
+ 2.45%
$83.8 - $105
209 $4.49K
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
5
+ 1.28%
$83.8 - $105
395 $8.49K
Apr 26, 2024 Q4 2023
Prestige Wealth Management Group LLC

BUY
 -
3
+ 1.27%
$50.3 - $62.8
240 $5.16K
Feb 08, 2024 Q4 2023
Prestige Wealth Management Group LLC

BUY
 -
3
+ 1.27%
$50.3 - $62.8
240 $5.16K
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
3
+ 0.98%
$50.3 - $62.8
308 $6.62K
Jan 17, 2024 Q4 2023
Atticus Wealth Management, LLC

BUY
 -
1
+ 0.68%
$16.8 - $21
147 $3.16K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
1
+ 0.77%
$16.8 - $21
131 $2.82K
Feb 14, 2024 Q4 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
1
+ 1.47%
$16.8 - $21
69 $1.48K
Jan 30, 2024 Q4 2023
Alpha Omega Wealth Management LLC

BUY
 -
1
+ 0.01%
$16.8 - $21
16.2K $348K
Jan 29, 2024 Q4 2023
Morris Financial Concepts, Inc.

SELL
 -
-3
- 0.19%
$50.3 - $62.8
1.54K $33K
Jan 25, 2024 Q4 2023
Valley National Advisers Inc

SELL
 -
-4
- 0.73%
$67 - $83.8
546 $11.7K
Feb 06, 2024 Q4 2023
Spire Wealth Management

SELL
 -
-6
- 0.2%
$101 - $126
3.04K $65.3K
Jan 25, 2024 Q4 2023
Ruedi Wealth Management, Inc.

Champaign, IL
SELL
 -
-26
- 29.89%
$436 - $545
61 $1.31K
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

SELL
 -
-28
- 73.68%
$469 - $587
10 $215
Jan 25, 2024 Q4 2023
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-51
- 0.18%
$855 - $1.07K
27.6K $593K
Feb 07, 2024 Q4 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-53
- 0.52%
$888 - $1.11K
10.1K $216K
Jan 29, 2024 Q4 2023
Friedenthal Financial

SELL
 -
-58
- 0.17%
$972 - $1.22K
33.7K $724K
Apr 04, 2024 Q4 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-59
- 0.79%
$989 - $1.24K
7.44K $160K
Feb 09, 2024 Q4 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-63
- 15.99%
$1.06K - $1.32K
331 $7.11K
Feb 14, 2024 Q4 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-66
- 0.3%
$1.11K - $1.38K
21.6K $465K
Jan 26, 2024 Q4 2023
Sandy Spring Bank

SELL
 -
-73
- 8.81%
$1.22K - $1.53K
756 $16.2K
Jan 22, 2024 Q4 2023
Private Ocean, LLC

SELL
 -
-76
- 10.31%
$1.27K - $1.59K
661 $14.2K
Feb 07, 2024 Q4 2023
Vestor Capital, LLC

Chicago, IL
SELL
 -
-80
- 2.51%
$1.34K - $1.68K
3.11K $66.8K
Feb 08, 2024 Q4 2023
Asset Dedication, LLC

SELL
 -
-81
- 6.3%
$1.36K - $1.7K
1.21K $25.9K
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
SELL
 -
-92
- 0.97%
$1.54K - $1.93K
9.35K $201K
Jan 19, 2024 Q4 2023
Fifth Third Bancorp

SELL
 -
-96
- 12.94%
$1.61K - $2.01K
646 $13.9K
Jan 25, 2024 Q4 2023
Mainstay Capital Management LLC

SELL
 -
-117
- 0.42%
$1.96K - $2.45K
27.7K $595K
Feb 01, 2024 Q4 2023
Garrison Asset Management, LLC

SELL
 -
-124
- 1.14%
$2.08K - $2.6K
10.7K $231K
May 24, 2024 Q4 2023
Garrison Asset Management, LLC

SELL
 -
-124
- 1.14%
$2.08K - $2.6K
10.7K $231K
Jan 10, 2024 Q4 2023
Soa Wealth Advisors, Llc.

SELL
 -
-132
- 75.0%
$2.21K - $2.77K
44 $946
Feb 13, 2024 Q4 2023
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-138
- 7.68%
$2.31K - $2.89K
1.66K $35.6K
Feb 14, 2024 Q4 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
SELL
 -
-141
- 19.78%
$2.36K - $2.95K
572 $12.3K
Jan 12, 2024 Q4 2023
Stableford Capital Ii LLC

Scottsdale, AZ
SELL
 -
-184
- 0.84%
$3.08K - $3.85K
21.8K $469K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-187
- 74.21%
$3.13K - $3.92K
65 $1.4K
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-188
- 66.2%
$3.15K - $3.94K
96 $2.06K

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