Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-701- 2.98% |
$13.9K - $16.5K
|
22.8K
$491K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-770- 0.8% |
$15.2K - $18.1K
|
95.5K
$2.06M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-799- 4.94% |
$15.8K - $18.8K
|
15.4K
$331K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-863- 3.1% |
$17.1K - $20.3K
|
27K
$581K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-875- 54.01% |
$17.3K - $20.6K
|
745
$16K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-963- 5.28% |
$19K - $22.7K
|
17.3K
$372K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-967- 7.94% |
$19.1K - $22.8K
|
11.2K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-988- 4.8% |
$19.5K - $23.2K
|
19.6K
$422K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.05K- 51.07% |
$20.7K - $24.7K
|
1K
$21.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.07K- 9.41% |
$21.1K - $25.1K
|
10.3K
$221K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.12K- 2.65% |
$22.1K - $26.3K
|
41.1K
$883K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.22K- 4.68% |
$24.2K - $28.8K
|
24.9K
$536K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.23K- 3.06% |
$24.3K - $28.9K
|
39K
$839K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.25K- 1.71% |
$24.7K - $29.4K
|
71.9K
$1.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.26K- 60.83% |
$24.9K - $29.6K
|
810
$17.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.32K- 1.08% |
$26K - $30.9K
|
120K
$2.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.35K- 3.47% |
$26.7K - $31.8K
|
37.6K
$810K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.38K- 2.58% |
$27.3K - $32.5K
|
52.2K
$1.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.41K- 8.22% |
$28K - $33.3K
|
15.8K
$340K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.43K- 2.1% |
$28.2K - $33.6K
|
66.6K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.43K- 3.18% |
$28.3K - $33.7K
|
43.6K
$939K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.43K- 3.9% |
$28.4K - $33.7K
|
35.3K
$760K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.43KClosed |
$28.4K - $33.7K
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
SELL
|
- |
-1.46K- 1.96% |
$28.8K - $34.2K
|
72.6K
$1.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.47K- 1.47% |
$29K - $34.5K
|
98.6K
$2.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.48K- 6.59% |
$29.4K - $34.9K
|
21K
$452K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.59K- 0.79% |
$31.5K - $37.4K
|
200K
$4.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.59K- 1.12% |
$31.5K - $37.5K
|
141K
$3.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.62K- 1.57% |
$32K - $38.1K
|
101K
$2.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.63K- 1.0% |
$32.3K - $38.4K
|
161K
$3.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.64K- 10.89% |
$32.5K - $38.6K
|
13.4K
$289K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.71K- 4.07% |
$33.8K - $40.2K
|
40.2K
$866K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.73K- 1.23% |
$34.1K - $40.6K
|
138K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-1.8K- 8.09% |
$35.6K - $42.3K
|
20.5K
$440K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.8K- 11.81% |
$35.6K - $42.4K
|
13.4K
$289K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.84K- 2.31% |
$36.4K - $43.3K
|
77.8K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.86K- 8.63% |
$36.8K - $43.8K
|
19.7K
$424K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.88K- 16.48% |
$37.2K - $44.2K
|
9.53K
$205K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.01K- 11.33% |
$39.7K - $47.3K
|
15.7K
$338K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.04K- 7.27% |
$40.4K - $48.1K
|
26.1K
$561K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.11K- 4.0% |
$41.6K - $49.5K
|
50.6K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.17K- 7.22% |
$42.8K - $51K
|
27.8K
$599K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.21K- 5.5% |
$43.7K - $52K
|
38K
$817K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.23K- 3.34% |
$44.1K - $52.5K
|
64.6K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.4K- 21.67% |
$47.5K - $56.4K
|
8.67K
$187K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2.67K- 32.68% |
$52.7K - $62.7K
|
5.49K
$118K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-2.67K- 1.99% |
$52.8K - $62.8K
|
131K
$2.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.7K- 10.97% |
$53.4K - $63.5K
|
21.9K
$471K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3.01K- 5.92% |
$59.6K - $70.9K
|
47.8K
$1.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.02K- 9.17% |
$59.6K - $70.9K
|
29.9K
$643K
|