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
|
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
$604K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.21K+ 25.67% |
$86.4K - $97.8K
|
20.6K
$443K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4.11KNew |
$84.4K - $95.6K
|
4.11K
$88.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
3.9K+ 5.37% |
$80.1K - $90.7K
|
76.5K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.78K+ 11.16% |
$77.6K - $87.9K
|
37.6K
$808K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.74K+ 10.54% |
$76.8K - $86.9K
|
39.2K
$843K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.7K+ 2.57% |
$76K - $86K
|
147K
$3.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.59K+ 6.71% |
$73.8K - $83.5K
|
57.1K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.54K+ 0.81% |
$72.7K - $82.3K
|
443K
$9.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.39K+ 951.69% |
$69.6K - $78.8K
|
3.74K
$80.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.28K+ 15.45% |
$67.5K - $76.4K
|
24.5K
$527K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.17K+ 26.46% |
$65.2K - $73.8K
|
15.2K
$326K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.12K+ 2.48% |
$64.1K - $72.6K
|
129K
$2.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.09K+ 3.53% |
$63.5K - $71.9K
|
90.8K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.8K+ 7.94% |
$57.6K - $65.2K
|
38.1K
$819K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.79K+ 7.34% |
$57.3K - $64.9K
|
40.8K
$876K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.69K+ 62.64% |
$55.4K - $62.7K
|
7K
$150K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.69K+ 3.43% |
$55.2K - $62.5K
|
81K
$1.74M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.57K+ 15.56% |
$52.8K - $59.7K
|
19.1K
$410K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
2.43K+ 10.73% |
$49.9K - $56.5K
|
25.1K
$539K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.36K+ 11.23% |
$48.5K - $54.9K
|
23.4K
$502K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.32K+ 311.28% |
$47.7K - $53.9K
|
3.06K
$65.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.17K+ 21.07% |
$44.7K - $50.5K
|
12.5K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.08K+ 4.35% |
$42.8K - $48.5K
|
49.9K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
2.06K+ 11.91% |
$42.3K - $47.9K
|
19.3K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.03K+ 266.93% |
$41.6K - $47.1K
|
2.79K
$59.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.62K+ 2.95% |
$33.3K - $37.7K
|
56.5K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.59K+ 21.54% |
$32.7K - $37K
|
8.97K
$193K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.54K+ 7.95% |
$31.7K - $35.8K
|
20.9K
$450K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.53K+ 5.1% |
$31.3K - $35.5K
|
31.4K
$675K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.42KNew |
$29.2K - $33.1K
|
1.42K
$30.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.33KNew |
$27.4K - $31K
|
1.33K
$28.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.26K+ 0.62% |
$25.9K - $29.3K
|
204K
$4.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.12K+ 10.74% |
$23K - $26K
|
11.5K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.08KNew |
$22.2K - $25.1K
|
1.08K
$23.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.06K+ 118.94% |
$21.7K - $24.5K
|
1.94K
$41.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.01K+ 1500.0% |
$20.7K - $23.4K
|
1.07K
$23K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
983New |
$20.2K - $22.9K
|
983
$21.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
963+ 0.95% |
$19.8K - $22.4K
|
102K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
952New |
$19.6K - $22.1K
|
952
$20.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
951+ 7.56% |
$19.5K - $22.1K
|
13.5K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
852+ 3.16% |
$17.5K - $19.8K
|
27.8K
$598K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
783New |
$16.1K - $18.2K
|
783
$16.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
730New |
$15K - $17K
|
730
$15.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
668+ 6.4% |
$13.7K - $15.5K
|
11.1K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
664+ 2.88% |
$13.6K - $15.4K
|
23.7K
$510K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
598+ 0.82% |
$12.3K - $13.9K
|
73.3K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
553+ 3.36% |
$11.4K - $12.9K
|
17K
$366K
|