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 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33.7K+ 59.49% |
$564K - $706K
|
90.3K
$1.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
31.9K+ 78.31% |
$534K - $667K
|
72.5K
$1.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
31.3KNew |
$524K - $655K
|
31.3K
$673K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
28.5K+ 30.23% |
$477K - $596K
|
123K
$2.64M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
26.9KNew |
$451K - $563K
|
26.9K
$579K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
26.1K+ 101.36% |
$437K - $547K
|
51.8K
$1.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
23.8KNew |
$399K - $498K
|
23.8K
$512K
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
23.4K+ 7.9% |
$392K - $490K
|
319K
$6.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
23.1KNew |
$388K - $485K
|
23.1K
$498K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22.4K+ 10.82% |
$376K - $470K
|
230K
$4.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.7K+ 84.58% |
$363K - $454K
|
47.3K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
21.6K+ 6.11% |
$362K - $452K
|
375K
$8.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.7K+ 34.73% |
$347K - $433K
|
80.2K
$1.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
20.7K+ 6.19% |
$347K - $433K
|
355K
$7.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
20.2KNew |
$338K - $423K
|
20.2K
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
19.9K+ 42.3% |
$333K - $416K
|
66.8K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
19.5KNew |
$327K - $408K
|
19.5K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
19.5KNew |
$326K - $408K
|
19.5K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
19.3KNew |
$324K - $405K
|
19.3K
$416K
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
18.7KNew |
$313K - $392K
|
18.7K
$402K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
17.8K+ 2.55% |
$298K - $372K
|
715K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.5K+ 11565.56% |
$293K - $366K
|
17.6K
$379K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.2K+ 1.13% |
$289K - $361K
|
1.55M
$33.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
17.2KNew |
$288K - $359K
|
17.2K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
17.1K+ 18.31% |
$287K - $358K
|
111K
$2.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
16.8KNew |
$281K - $351K
|
16.8K
$361K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16.6K+ 76.91% |
$278K - $347K
|
38.1K
$821K
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
16.5K+ 41.04% |
$277K - $346K
|
56.8K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
16K+ 15.23% |
$267K - $334K
|
121K
$2.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
15.7K+ 19.83% |
$263K - $329K
|
94.8K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.7KNew |
$262K - $328K
|
15.7K
$337K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.6KNew |
$262K - $328K
|
15.6K
$337K
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
15.1KNew |
$254K - $317K
|
15.1K
$326K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.8KNew |
$248K - $310K
|
14.8K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14.6KNew |
$245K - $306K
|
14.6K
$314K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
14K+ 10.83% |
$235K - $294K
|
144K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
14KNew |
$235K - $294K
|
14K
$302K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
13.6KNew |
$229K - $286K
|
13.6K
$294K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
13.2KNew |
$222K - $277K
|
13.2K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
13.1KNew |
$219K - $274K
|
13.1K
$281K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.8K+ 4.36% |
$215K - $268K
|
307K
$6.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
12.7KNew |
$214K - $267K
|
12.7K
$274K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
12.6KNew |
$211K - $264K
|
12.6K
$271K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
12.2KNew |
$204K - $255K
|
12.2K
$262K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
12.1KNew |
$203K - $254K
|
12.1K
$261K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.1KNew |
$203K - $254K
|
12.1K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.1KNew |
$202K - $253K
|
12.1K
$260K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
12K+ 3.64% |
$202K - $252K
|
342K
$7.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.7K+ 18.39% |
$196K - $245K
|
75.3K
$1.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
11.6KNew |
$194K - $242K
|
11.6K
$249K
|