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 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.68KNew |
$96.2K - $109K
|
4.68K
$101K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.27K+ 8.58% |
$87.8K - $99.3K
|
54.1K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.21K+ 25.67% |
$86.4K - $97.8K
|
20.6K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.13K+ 12.25% |
$84.8K - $96K
|
37.8K
$814K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4.11KNew |
$84.4K - $95.6K
|
4.11K
$88.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
3.9K+ 5.37% |
$80.1K - $90.7K
|
76.5K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.85K+ 14.86% |
$79.1K - $89.6K
|
29.8K
$640K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.78K+ 11.16% |
$77.6K - $87.9K
|
37.6K
$810K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.74K+ 10.54% |
$76.8K - $86.9K
|
39.2K
$844K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.7K+ 2.57% |
$76K - $86K
|
147K
$3.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.59K+ 6.71% |
$73.8K - $83.5K
|
57.1K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.54K+ 0.81% |
$72.7K - $82.3K
|
443K
$9.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
3.49K+ 0.81% |
$71.7K - $81.1K
|
435K
$9.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.45K+ 55.93% |
$70.8K - $80.2K
|
9.61K
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.39K+ 951.69% |
$69.6K - $78.8K
|
3.74K
$80.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.29KNew |
$67.7K - $76.6K
|
3.29K
$70.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.28K+ 15.45% |
$67.5K - $76.4K
|
24.5K
$528K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.25K+ 3.37% |
$66.8K - $75.6K
|
99.6K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.17K+ 26.46% |
$65.2K - $73.8K
|
15.2K
$326K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.12K+ 2.48% |
$64.1K - $72.6K
|
129K
$2.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.09K+ 3.53% |
$63.5K - $71.9K
|
90.8K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.8K+ 7.94% |
$57.6K - $65.2K
|
38.1K
$820K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.79K+ 7.34% |
$57.3K - $64.9K
|
40.8K
$877K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.69K+ 62.64% |
$55.4K - $62.7K
|
7K
$151K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.69K+ 3.43% |
$55.2K - $62.5K
|
81K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.67K+ 2.72% |
$54.8K - $62K
|
101K
$2.17M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.57K+ 15.56% |
$52.8K - $59.7K
|
19.1K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.54K+ 11.64% |
$52.2K - $59.1K
|
24.4K
$524K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
2.43K+ 10.73% |
$49.9K - $56.5K
|
25.1K
$540K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.36K+ 11.23% |
$48.5K - $54.9K
|
23.4K
$503K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.32K+ 311.28% |
$47.7K - $53.9K
|
3.06K
$65.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.28K+ 13.21% |
$46.9K - $53.1K
|
19.5K
$421K
|
|
|
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
$269K
|
|
|
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
$416K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.04K+ 19.87% |
$41.9K - $47.4K
|
12.3K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.03K+ 266.93% |
$41.6K - $47.1K
|
2.79K
$59.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.89K+ 4.3% |
$38.8K - $44K
|
45.9K
$987K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.81K+ 2.37% |
$37.2K - $42.1K
|
78.1K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.62K+ 2.95% |
$33.3K - $37.7K
|
56.5K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.61K+ 6.1% |
$33K - $37.4K
|
27.9K
$601K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.59K+ 21.54% |
$32.7K - $37K
|
8.97K
$193K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.54K+ 7.95% |
$31.7K - $35.8K
|
20.9K
$450K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.53K+ 5.1% |
$31.3K - $35.5K
|
31.4K
$676K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.42KNew |
$29.2K - $33.1K
|
1.42K
$30.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 3.23% |
$28.4K - $32.2K
|
44.2K
$951K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.33KNew |
$27.4K - $31K
|
1.33K
$28.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.26K+ 0.62% |
$25.9K - $29.3K
|
204K
$4.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.13K+ 5.27% |
$23.3K - $26.4K
|
22.6K
$487K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.12K+ 10.74% |
$23K - $26K
|
11.5K
$248K
|