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 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
7.57M+ 6300.23% |
$156M - $176M
|
7.69M
$165M
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.01MNew |
$20.7M - $23.4M
|
1.01M
$21.7M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
909K+ 1.72% |
$18.7M - $21.1M
|
53.8M
$1.16B
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
851K+ 3.08% |
$17.5M - $19.8M
|
28.4M
$612M
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
501K+ 910294.56% |
$10.3M - $11.6M
|
501K
$10.8M
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
289KNew |
$5.94M - $6.73M
|
289K
$6.23M
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
256KNew |
$5.26M - $5.95M
|
256K
$5.51M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
253K+ 3.62% |
$5.2M - $5.88M
|
7.23M
$156M
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
245KNew |
$5.03M - $5.69M
|
245K
$5.26M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
216K+ 37.11% |
$4.44M - $5.02M
|
797K
$17.2M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
182K+ 21.04% |
$3.74M - $4.23M
|
1.05M
$22.5M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
167K+ 22.49% |
$3.44M - $3.9M
|
912K
$19.6M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
160K+ 499.68% |
$3.29M - $3.72M
|
192K
$4.14M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
160KNew |
$3.28M - $3.72M
|
160K
$3.44M
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
141KNew |
$2.89M - $3.27M
|
141K
$3.03M
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
110KNew |
$2.27M - $2.57M
|
110K
$2.37M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
103K+ 1.36% |
$2.11M - $2.39M
|
7.65M
$165M
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
69.7K+ 136.96% |
$1.43M - $1.62M
|
121K
$2.6M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
69.4K+ 48.99% |
$1.43M - $1.61M
|
211K
$4.54M
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
67K+ 198.46% |
$1.38M - $1.56M
|
101K
$2.17M
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
60K+ 5.87% |
$1.23M - $1.4M
|
1.08M
$23.3M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
55.6K+ 16.16% |
$1.14M - $1.29M
|
400K
$8.6M
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
53.4KNew |
$1.1M - $1.24M
|
53.4K
$1.15M
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
45.4KNew |
$934K - $1.06M
|
45.4K
$978K
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
45.3KNew |
$930K - $1.05M
|
45.3K
$974K
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
44.4KNew |
$912K - $1.03M
|
44.4K
$955K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
43.1KNew |
$887K - $1M
|
43.1K
$929K
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
42.6K+ 405.72% |
$875K - $991K
|
53.1K
$1.14M
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
41.5KNew |
$852K - $964K
|
41.5K
$892K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
36.9KNew |
$759K - $859K
|
36.9K
$794K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
35.1K+ 6.4% |
$721K - $816K
|
583K
$12.5M
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
34.1K+ 6.3% |
$700K - $792K
|
575K
$12.4M
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
34K+ 40.64% |
$700K - $792K
|
118K
$2.53M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32.9KNew |
$677K - $766K
|
32.9K
$709K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
31.9K+ 3.73% |
$656K - $743K
|
888K
$19.1M
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
31.5KNew |
$647K - $732K
|
31.5K
$677K
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
29.4K+ 25.48% |
$603K - $683K
|
145K
$3.11M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.3K+ 6.09% |
$561K - $635K
|
476K
$10.2M
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
25.8K+ 32.3% |
$531K - $601K
|
106K
$2.28M
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
22.2K+ 2.68% |
$457K - $517K
|
851K
$18.3M
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
22.1KNew |
$453K - $513K
|
22.1K
$475K
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21.7K+ 16.02% |
$446K - $505K
|
157K
$3.38M
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
21.7K+ 2.67% |
$446K - $505K
|
833K
$17.9M
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
21.5KNew |
$441K - $500K
|
21.5K
$462K
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
21K+ 794.92% |
$431K - $487K
|
23.6K
$508K
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
19.9KNew |
$408K - $462K
|
19.9K
$428K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
18.7K+ 25.98% |
$384K - $434K
|
90.6K
$1.95M
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
18.3K+ 30.3% |
$377K - $426K
|
78.8K
$1.7M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.2K+ 14.94% |
$374K - $423K
|
140K
$3.01M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.7K+ 1.61% |
$365K - $413K
|
1.12M
$24.1M
|