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 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.32K+ 311.28% |
$47.7K - $53.9K
|
3.06K
$65.7K
|
|
|
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
$414K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.04K+ 19.87% |
$41.9K - $47.4K
|
12.3K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.03K+ 266.93% |
$41.6K - $47.1K
|
2.79K
$59.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.81K+ 2.37% |
$37.2K - $42.1K
|
78.1K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.62K+ 2.95% |
$33.3K - $37.7K
|
56.5K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.61K+ 6.1% |
$33K - $37.4K
|
27.9K
$598K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.59K+ 21.54% |
$32.7K - $37K
|
8.97K
$192K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.54K+ 7.95% |
$31.7K - $35.8K
|
20.9K
$448K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.53K+ 5.1% |
$31.3K - $35.5K
|
31.4K
$673K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.42KNew |
$29.2K - $33.1K
|
1.42K
$30.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 3.23% |
$28.4K - $32.2K
|
44.2K
$948K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.33KNew |
$27.4K - $31K
|
1.33K
$28.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.26K+ 0.62% |
$25.9K - $29.3K
|
204K
$4.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.13K+ 5.27% |
$23.3K - $26.4K
|
22.6K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.12K+ 10.74% |
$23K - $26K
|
11.5K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.08KNew |
$22.2K - $25.1K
|
1.08K
$23.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.06K+ 118.94% |
$21.7K - $24.5K
|
1.94K
$41.6K
|
|
|
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
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
958+ 3.03% |
$19.7K - $22.3K
|
32.6K
$699K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
952New |
$19.6K - $22.1K
|
952
$20.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
951+ 7.56% |
$19.5K - $22.1K
|
13.5K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
852+ 3.16% |
$17.5K - $19.8K
|
27.8K
$596K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
824New |
$16.9K - $19.2K
|
824
$17.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
783New |
$16.1K - $18.2K
|
783
$16.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
749+ 6.09% |
$15.4K - $17.4K
|
13K
$279K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
730New |
$15K - $17K
|
730
$15.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
700+ 22.77% |
$14.4K - $16.3K
|
3.77K
$80.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
668+ 6.4% |
$13.7K - $15.5K
|
11.1K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
664+ 2.88% |
$13.6K - $15.4K
|
23.7K
$508K
|
|
|
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
$365K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
487+ 2.08% |
$10K - $11.3K
|
23.9K
$512K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
466+ 3.64% |
$9.58K - $10.8K
|
13.3K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
461+ 0.72% |
$9.47K - $10.7K
|
64.8K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
442New |
$9.08K - $10.3K
|
442
$9.47K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
412New |
$8.47K - $9.58K
|
412
$8.83K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
379+ 115.55% |
$7.79K - $8.82K
|
707
$15.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
376New |
$7.73K - $8.75K
|
376
$8.06K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
365New |
$7.5K - $8.49K
|
365
$7.82K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
326New |
$6.7K - $7.58K
|
326
$6.99K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
304+ 2.62% |
$6.25K - $7.07K
|
11.9K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300New |
$6.17K - $6.98K
|
300
$6.43K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
279+ 1.0% |
$5.73K - $6.49K
|
28.1K
$603K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
231+ 0.4% |
$4.75K - $5.37K
|
57.6K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
230+ 84.56% |
$4.73K - $5.35K
|
502
$10.8K
|