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 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.08KNew |
$22.2K - $25.1K
|
1.08K
$23.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.06K+ 118.94% |
$21.7K - $24.5K
|
1.94K
$41.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.05K+ 54.96% |
$21.6K - $24.5K
|
2.97K
$63.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.03K+ 22.43% |
$21.1K - $23.9K
|
5.6K
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.02K+ 3.75% |
$20.9K - $23.6K
|
28.1K
$604K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.01K+ 1500.0% |
$20.7K - $23.4K
|
1.07K
$23.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
983New |
$20.2K - $22.9K
|
983
$21.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
972+ 0.57% |
$20K - $22.6K
|
172K
$3.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
963+ 0.95% |
$19.8K - $22.4K
|
102K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
958+ 3.03% |
$19.7K - $22.3K
|
32.6K
$701K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
952New |
$19.6K - $22.1K
|
952
$20.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
951+ 7.56% |
$19.5K - $22.1K
|
13.5K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
852+ 3.16% |
$17.5K - $19.8K
|
27.8K
$599K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
824New |
$16.9K - $19.2K
|
824
$17.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
783New |
$16.1K - $18.2K
|
783
$16.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
749+ 6.09% |
$15.4K - $17.4K
|
13K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
735+ 39.2% |
$15.1K - $17.1K
|
2.61K
$56.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
730New |
$15K - $17K
|
730
$15.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
730New |
$15K - $17K
|
730
$15.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
700+ 22.77% |
$14.4K - $16.3K
|
3.77K
$81.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
668+ 6.4% |
$13.7K - $15.5K
|
11.1K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
664+ 2.88% |
$13.6K - $15.4K
|
23.7K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
648+ 0.6% |
$13.3K - $15.1K
|
109K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
646+ 21.43% |
$13.3K - $15K
|
3.66K
$78.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
598+ 0.82% |
$12.3K - $13.9K
|
73.3K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
553+ 3.36% |
$11.4K - $12.9K
|
17K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
545+ 1.75% |
$11.2K - $12.7K
|
31.8K
$684K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
493New |
$10.1K - $11.5K
|
493
$10.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
487+ 2.08% |
$10K - $11.3K
|
23.9K
$514K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
480New |
$9.86K - $11.2K
|
480
$10.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
466+ 3.64% |
$9.58K - $10.8K
|
13.3K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
461+ 0.72% |
$9.47K - $10.7K
|
64.8K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
442New |
$9.08K - $10.3K
|
442
$9.51K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
428New |
$8.8K - $9.96K
|
428
$9.21K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
412New |
$8.47K - $9.58K
|
412
$8.87K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
379+ 115.55% |
$7.79K - $8.82K
|
707
$15.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
376New |
$7.73K - $8.75K
|
376
$8.09K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
365New |
$7.5K - $8.49K
|
365
$7.85K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
326New |
$6.7K - $7.58K
|
326
$7.02K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
311+ 971.88% |
$6.39K - $7.23K
|
343
$7.38K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
304+ 2.62% |
$6.25K - $7.07K
|
11.9K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300New |
$6.17K - $6.98K
|
300
$6.46K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
279+ 1.0% |
$5.73K - $6.49K
|
28.1K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
231+ 0.4% |
$4.75K - $5.37K
|
57.6K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
230+ 84.56% |
$4.73K - $5.35K
|
502
$10.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
220+ 110.0% |
$4.52K - $5.12K
|
420
$9.04K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
207+ 1.24% |
$4.25K - $4.81K
|
16.9K
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
205+ 1.88% |
$4.21K - $4.77K
|
11.1K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
192New |
$3.95K - $4.47K
|
192
$4.13K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
183+ 0.35% |
$3.76K - $4.26K
|
52.1K
$1.12M
|