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 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-463- 3.44% |
$9.51K - $10.8K
|
13K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-489- 1.48% |
$10K - $11.4K
|
32.4K
$698K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-494- 3.45% |
$10.2K - $11.5K
|
13.8K
$298K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-507- 2.04% |
$10.4K - $11.8K
|
24.4K
$525K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-523- 2.49% |
$10.7K - $12.2K
|
20.5K
$441K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-527- 1.21% |
$10.8K - $12.3K
|
43.1K
$928K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-537- 13.67% |
$11K - $12.5K
|
3.39K
$73K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-548- 2.36% |
$11.3K - $12.7K
|
22.6K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-553- 0.86% |
$11.4K - $12.9K
|
64.1K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-583- 5.17% |
$12K - $13.6K
|
10.7K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-656- 5.35% |
$13.5K - $15.3K
|
11.6K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-678- 70.11% |
$13.9K - $15.8K
|
289
$6.22K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-684- 0.86% |
$14.1K - $15.9K
|
79.3K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-708- 3.46% |
$14.5K - $16.5K
|
19.8K
$425K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-761- 0.85% |
$15.6K - $17.7K
|
89K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-789- 3.6% |
$16.2K - $18.4K
|
21.1K
$454K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-808- 0.23% |
$16.6K - $18.8K
|
346K
$7.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-814- 5.86% |
$16.7K - $18.9K
|
13.1K
$281K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-834- 5.71% |
$17.1K - $19.4K
|
13.8K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-900- 1.71% |
$18.5K - $20.9K
|
51.6K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-994- 4.66% |
$20.4K - $23.1K
|
20.4K
$438K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.02K- 3.35% |
$20.9K - $23.7K
|
29.4K
$633K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.02K- 8.83% |
$21K - $23.7K
|
10.5K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.03K- 2.51% |
$21.1K - $23.9K
|
40K
$861K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.09K- 6.87% |
$22.3K - $25.2K
|
14.7K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09K- 99.91% |
$22.3K - $25.3K
|
1
$21.5
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.11K- 7.46% |
$22.8K - $25.8K
|
13.7K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.18K- 1.88% |
$24.2K - $27.4K
|
61.6K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.2K- 2.91% |
$24.7K - $27.9K
|
40K
$860K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.26K- 70.18% |
$26K - $29.4K
|
537
$11.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.31K- 3.53% |
$26.9K - $30.4K
|
35.7K
$769K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.39K- 82.97% |
$28.5K - $32.3K
|
285
$6.13K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.44K- 4.82% |
$29.6K - $33.5K
|
28.4K
$612K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.48K- 3.29% |
$30.3K - $34.3K
|
43.4K
$934K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.5K- 7.36% |
$30.8K - $34.8K
|
18.8K
$405K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.51K- 5.08% |
$31.1K - $35.2K
|
28.3K
$609K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.53K- 58.08% |
$31.5K - $35.7K
|
1.11K
$23.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.56K- 4.15% |
$32.1K - $36.3K
|
36.1K
$776K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.66K- 79.12% |
$34.2K - $38.7K
|
439
$9.45K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.74K- 9.03% |
$35.8K - $40.5K
|
17.5K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.74K- 8.08% |
$35.8K - $40.5K
|
19.8K
$427K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.81K- 0.39% |
$37.2K - $42.1K
|
464K
$9.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.86K- 5.5% |
$38.2K - $43.3K
|
31.9K
$687K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.94K- 0.37% |
$39.9K - $45.1K
|
516K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.95K- 98.79% |
$40.2K - $45.5K
|
24
$516
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.08K- 3.75% |
$42.7K - $48.4K
|
53.4K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-2.12K- 2.25% |
$43.5K - $49.3K
|
92.2K
$1.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.28K- 4.94% |
$46.8K - $52.9K
|
43.8K
$942K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.32K- 2.09% |
$47.6K - $53.8K
|
108K
$2.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.41K- 11.38% |
$49.4K - $56K
|
18.7K
$403K
|