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 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
181+ 0.46% |
$3.72K - $4.21K
|
39.1K
$842K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
170New |
$3.49K - $3.95K
|
170
$3.66K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
162+ 1.14% |
$3.33K - $3.77K
|
14.4K
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
156New |
$3.21K - $3.63K
|
156
$3.36K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
144+ 0.09% |
$2.96K - $3.35K
|
154K
$3.32M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
137+ 13.14% |
$2.82K - $3.19K
|
1.18K
$25.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
127+ 0.16% |
$2.61K - $2.95K
|
77.9K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
119+ 24.79% |
$2.45K - $2.77K
|
599
$12.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
114+ 670.59% |
$2.34K - $2.65K
|
131
$2.82K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
101New |
$2.08K - $2.35K
|
101
$2.17K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
100New |
$2.06K - $2.33K
|
100
$2.15K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
96+ 18.53% |
$1.97K - $2.23K
|
614
$13.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
96New |
$1.97K - $2.23K
|
96
$2.07K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
90+ 43.06% |
$1.85K - $2.09K
|
299
$6.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
89New |
$1.83K - $2.07K
|
89
$1.92K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
86New |
$1.77K - $2K
|
86
$1.85K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
85New |
$1.75K - $1.98K
|
85
$1.83K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
75+ 0.28% |
$1.54K - $1.74K
|
26.6K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
64New |
$1.32K - $1.49K
|
64
$1.38K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
60+ 0.29% |
$1.23K - $1.4K
|
20.5K
$441K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
52New |
$1.07K - $1.21K
|
52
$1.12K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
48+ 4.78% |
$986 - $1.12K
|
1.05K
$22.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
35+ 109.38% |
$719 - $814
|
67
$1.44K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
32+ 1.1% |
$658 - $744
|
2.94K
$63.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
29+ 0.06% |
$596 - $675
|
49.4K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
29+ 0.27% |
$596 - $675
|
10.8K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
25+ 30.12% |
$514 - $582
|
108
$2.32K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
22New |
$452 - $512
|
22
$473
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
19+ 0.07% |
$390 - $442
|
27.5K
$591K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
18New |
$370 - $419
|
18
$387
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
17+ 0.66% |
$349 - $395
|
2.58K
$55.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
15New |
$308 - $349
|
15
$323
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
14+ 1.6% |
$288 - $326
|
887
$19.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
14+ 0.06% |
$288 - $326
|
21.9K
$471K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
13New |
$267 - $302
|
13
$280
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8+ 1.12% |
$164 - $186
|
723
$15.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
8+ 0.08% |
$164 - $186
|
9.53K
$205K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.07% |
$164 - $186
|
12.1K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7+ 0.01% |
$144 - $163
|
106K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7+ 1.13% |
$144 - $163
|
629
$13.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.95% |
$61.7 - $69.8
|
318
$6.84K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 1.22% |
$61.7 - $69.8
|
248
$5.34K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3New |
$61.7 - $69.8
|
3
$64.6
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.95% |
$61.7 - $69.8
|
318
$6.84K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 1.09% |
$61.7 - $69.8
|
279
$6K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
3New |
$61.7 - $69.8
|
3
$64.6
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 1.52% |
$61.7 - $69.8
|
200
$4.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 1.08% |
$41.1 - $46.5
|
188
$4.05K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.02% |
$20.6 - $23.3
|
4.18K
$89.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 6.25% |
$20.6 - $23.3
|
17
$366
|