Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
90+ 100.0% |
$2.05K - $2.35K
|
180
$3.79K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
90New |
$2.05K - $2.35K
|
90
$1.89K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
89+ 1271.43% |
$2.02K - $2.33K
|
96
$2.02K
|
|
|
May 03, 2022
Q1 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
86+ 100.0% |
$1.96K - $2.25K
|
172
$3.62K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
86+ 117.81% |
$1.96K - $2.25K
|
159
$3.34K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
84New |
$1.91K - $2.2K
|
84
$1.77K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
75+ 100.0% |
$1.71K - $1.96K
|
150
$3.15K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
72New |
$1.64K - $1.88K
|
72
$1.51K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
69+ 98.57% |
$1.57K - $1.81K
|
139
$2.92K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
67+ 100.0% |
$1.52K - $1.75K
|
134
$2.82K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
64+ 100.0% |
$1.46K - $1.67K
|
128
$2.69K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
63+ 100.0% |
$1.43K - $1.65K
|
126
$2.65K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
62New |
$1.41K - $1.62K
|
62
$1.3K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
60+ 100.0% |
$1.37K - $1.57K
|
120
$2.52K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
50New |
$1.14K - $1.31K
|
50
$1.05K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
50New |
$1.14K - $1.31K
|
50
$1.05K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
48+ 100.0% |
$1.09K - $1.26K
|
96
$2.02K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
44+ 366.67% |
$1K - $1.15K
|
56
$1.18K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
43+ 100.0% |
$978 - $1.12K
|
86
$1.81K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39+ 100.0% |
$887 - $1.02K
|
78
$1.64K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
36New |
$819 - $942
|
36
$757
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
36+ 102.86% |
$819 - $942
|
71
$1.49K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35+ 100.0% |
$796 - $916
|
70
$1.47K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
33+ 100.0% |
$751 - $863
|
66
$1.39K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
29+ 966.67% |
$660 - $759
|
32
$673
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
25+ 100.0% |
$569 - $654
|
50
$1.05K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
25+ 100.0% |
$569 - $654
|
50
$1.05K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
24+ 100.0% |
$546 - $628
|
48
$1.01K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
21+ 100.0% |
$478 - $549
|
42
$883
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
19+ 172.73% |
$432 - $497
|
30
$631
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17New |
$387 - $445
|
17
$358
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16+ 100.0% |
$364 - $419
|
32
$673
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
16+ 100.0% |
$364 - $419
|
32
$673
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
15+ 100.0% |
$341 - $392
|
30
$631
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
10+ 100.0% |
$228 - $262
|
20
$421
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 100.0% |
$205 - $235
|
18
$379
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6+ 100.0% |
$137 - $157
|
12
$252
|
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5+ 71.43% |
$114 - $131
|
12
$252
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4+ 100.0% |
$91 - $105
|
8
$168
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 22.22% |
$91 - $105
|
22
$463
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
1+ 100.0% |
$22.8 - $26.2
|
2
$42.1
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1Closed |
$22.8 - $26.2
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3- 0.14% |
$68.3 - $78.5
|
2.2K
$46.4K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4Closed |
$91 - $105
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-4- 15.38% |
$91 - $105
|
22
$463
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-7Closed |
$159 - $183
|
0
$0
|