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 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3K- 14.21% |
$50.3K - $62.9K
|
18.1K
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.06K- 10.29% |
$51.3K - $64.1K
|
26.7K
$573K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.17K- 20.42% |
$53.2K - $66.5K
|
12.4K
$266K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.34K- 3.73% |
$56K - $70.1K
|
86.3K
$1.86M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-3.38K- 15.83% |
$56.6K - $70.7K
|
18K
$386K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.96K- 7.49% |
$66.4K - $83K
|
48.9K
$1.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-4.08K- 6.89% |
$68.4K - $85.5K
|
55.2K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.19K- 0.78% |
$70.2K - $87.8K
|
536K
$11.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.24K- 66.87% |
$71.1K - $88.9K
|
2.1K
$45.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-4.44K- 10.83% |
$74.4K - $93.1K
|
36.6K
$786K
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
SELL
|
- |
-4.47K- 3.49% |
$75K - $93.7K
|
124K
$2.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-4.66K- 16.17% |
$78.1K - $97.6K
|
24.1K
$519K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-4.73K- 18.43% |
$79.2K - $99K
|
20.9K
$450K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-5K- 18.68% |
$83.7K - $105K
|
21.7K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-5.13K- 33.79% |
$85.9K - $107K
|
10K
$216K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-5.2K- 9.4% |
$87.2K - $109K
|
50.2K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-5.25K- 1.3% |
$87.9K - $110K
|
398K
$8.55M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.69K- 63.48% |
$95.3K - $119K
|
3.27K
$70.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-5.82K- 17.11% |
$97.6K - $122K
|
28.2K
$606K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.99K- 15.95% |
$100K - $125K
|
31.6K
$678K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-6.07K- 13.32% |
$102K - $127K
|
39.5K
$849K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-6.29K- 14.8% |
$105K - $132K
|
36.2K
$778K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-6.3K- 5.14% |
$106K - $132K
|
116K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.79K- 8.58% |
$114K - $142K
|
72.4K
$1.56M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.97K- 10.87% |
$117K - $146K
|
57.1K
$1.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
SELL
|
- |
-7.01K- 24.8% |
$117K - $147K
|
21.3K
$457K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-7.35K- 12.68% |
$123K - $154K
|
50.6K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.9K- 32.99% |
$132K - $165K
|
16K
$345K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-7.98K- 19.17% |
$134K - $167K
|
33.6K
$723K
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-8.88K- 6.2% |
$149K - $186K
|
134K
$2.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-9.29K- 8.85% |
$156K - $195K
|
95.7K
$2.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-9.45K- 4.95% |
$158K - $198K
|
182K
$3.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.71K- 2.4% |
$163K - $203K
|
395K
$8.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-9.77K- 9.1% |
$164K - $205K
|
97.5K
$2.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-9.82K- 25.89% |
$165K - $206K
|
28.1K
$604K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-10K- 16.8% |
$168K - $210K
|
49.7K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10.2K- 4.54% |
$171K - $213K
|
214K
$4.6M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10.8K- 11.6% |
$180K - $226K
|
82.1K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.9K- 2.72% |
$183K - $229K
|
389K
$8.37M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.3K- 44.04% |
$189K - $236K
|
14.3K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.2K- 2.77% |
$238K - $297K
|
497K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15K- 14.02% |
$251K - $314K
|
91.8K
$1.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-15.3K- 50.09% |
$256K - $320K
|
15.2K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.6K- 15.37% |
$278K - $348K
|
91.4K
$1.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-16.6K- 20.55% |
$278K - $348K
|
64.3K
$1.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-17.1K- 12.58% |
$287K - $359K
|
119K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.2K- 28.23% |
$306K - $382K
|
46.3K
$996K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-19.4K- 16.4% |
$325K - $406K
|
98.9K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-20K- 28.49% |
$334K - $418K
|
50.1K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-21K- 55.7% |
$352K - $440K
|
16.7K
$359K
|