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 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-90- 0.18% |
$1.85K - $2.09K
|
49.5K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-90- 47.37% |
$1.85K - $2.09K
|
100
$2.15K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-92- 16.85% |
$1.89K - $2.14K
|
454
$9.76K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-98- 0.61% |
$2.01K - $2.28K
|
15.9K
$343K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-138- 5.66% |
$2.84K - $3.21K
|
2.3K
$49.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-145- 0.77% |
$2.98K - $3.37K
|
18.7K
$401K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-145- 50.88% |
$2.98K - $3.37K
|
140
$3.01K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-168- 0.08% |
$3.45K - $3.91K
|
199K
$4.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-180- 1.3% |
$3.7K - $4.19K
|
13.6K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-200- 1.12% |
$4.11K - $4.65K
|
17.7K
$381K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-206- 1.64% |
$4.23K - $4.79K
|
12.4K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-210- 1.0% |
$4.32K - $4.88K
|
20.9K
$449K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-238- 0.91% |
$4.89K - $5.54K
|
25.8K
$555K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-272- 0.92% |
$5.59K - $6.33K
|
29.4K
$632K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-298- 0.94% |
$6.12K - $6.93K
|
31.5K
$677K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-298- 2.97% |
$6.12K - $6.93K
|
9.75K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-302- 0.45% |
$6.21K - $7.02K
|
66.3K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-311- 1.15% |
$6.39K - $7.23K
|
26.7K
$573K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-311- 0.34% |
$6.39K - $7.23K
|
92.3K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-337- 1.63% |
$6.93K - $7.84K
|
20.3K
$437K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-342- 1.22% |
$7.03K - $7.95K
|
27.7K
$595K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-385- 1.96% |
$7.91K - $8.96K
|
19.2K
$413K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-388- 3.89% |
$7.97K - $9.02K
|
9.6K
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-445- 26.97% |
$9.14K - $10.4K
|
1.21K
$25.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-463- 3.44% |
$9.51K - $10.8K
|
13K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-489- 1.48% |
$10K - $11.4K
|
32.4K
$697K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-494- 3.45% |
$10.2K - $11.5K
|
13.8K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-507- 2.04% |
$10.4K - $11.8K
|
24.4K
$524K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-523- 2.49% |
$10.7K - $12.2K
|
20.5K
$440K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-527- 1.21% |
$10.8K - $12.3K
|
43.1K
$926K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-537- 13.67% |
$11K - $12.5K
|
3.39K
$72.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-548- 2.36% |
$11.3K - $12.7K
|
22.6K
$487K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-583- 5.17% |
$12K - $13.6K
|
10.7K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-656- 5.35% |
$13.5K - $15.3K
|
11.6K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-678- 70.11% |
$13.9K - $15.8K
|
289
$6.21K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-684- 0.86% |
$14.1K - $15.9K
|
79.3K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-708- 3.46% |
$14.5K - $16.5K
|
19.8K
$425K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-761- 0.85% |
$15.6K - $17.7K
|
89K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-789- 3.6% |
$16.2K - $18.4K
|
21.1K
$454K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-900- 1.71% |
$18.5K - $20.9K
|
51.6K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-994- 4.66% |
$20.4K - $23.1K
|
20.4K
$438K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.02K- 3.35% |
$20.9K - $23.7K
|
29.4K
$632K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.02K- 8.83% |
$21K - $23.7K
|
10.5K
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.09K- 6.87% |
$22.3K - $25.2K
|
14.7K
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09K- 99.91% |
$22.3K - $25.3K
|
1
$21.5
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.11K- 7.46% |
$22.8K - $25.8K
|
13.7K
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.18K- 1.88% |
$24.2K - $27.4K
|
61.6K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.2K- 2.91% |
$24.7K - $27.9K
|
40K
$859K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.31K- 3.53% |
$26.9K - $30.4K
|
35.7K
$768K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.39K- 82.97% |
$28.5K - $32.3K
|
285
$6.12K
|