Purchases and Sales Made in Q1 2023 in Schwab Strategic U.S. Reit ETF (SCHH)

SCHH Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic U.S. Reit ETF (SCHH) during Q1 2023. 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 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
4.91M
+ 13.43%
$88.4M - $107M
41.5M $866M
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
BUY
 -
3.33M
+ 401736.47%
$59.9M - $72.4M
3.33M $69.5M
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
1.62M
+ 8.0%
$29.2M - $35.3M
21.9M $457M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
1.39M
+ 255.44%
$25M - $30.2M
1.93M $40.3M
May 11, 2023 Q1 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
1.29M
+ 2.78%
$23.2M - $28.1M
47.8M $998M
May 11, 2023 Q1 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
1.11M
+ 5.37%
$19.9M - $24.1M
21.7M $454M
May 11, 2023 Q1 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
1.04M
New
$18.6M - $22.5M
1.04M $21.6M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
613K
+ 354.43%
$11M - $13.4M
786K $16.4M
May 11, 2023 Q1 2023
M&T Bank Corp

BUY
 -
511K
+ 55.97%
$9.2M - $11.1M
1.42M $29.7M
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

BUY
 -
228K
+ 31.76%
$4.11M - $4.97M
947K $19.8M
May 15, 2023 Q1 2023
David A. Siegel Two Sigma Advisers, LP | New York, Ny
BUY
 -
202K
New
$3.63M - $4.39M
202K $4.21M
May 12, 2023 Q1 2023
Rational Advisors LLC

Huntington, NY
BUY
 -
176K
+ 7.68%
$3.17M - $3.84M
2.47M $51.6M
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
145K
New
$2.6M - $3.15M
145K $3.02M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
144K
New
$2.59M - $3.13M
144K $3M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
141K
+ 2.28%
$2.54M - $3.07M
6.34M $132M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
131K
+ 56.18%
$2.36M - $2.85M
364K $7.6M
May 12, 2023 Q1 2023
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
123K
+ 10.91%
$2.22M - $2.68M
1.25M $26.1M
Apr 25, 2023 Q1 2023
Millburn Ridgefield Corp

BUY
 -
112K
+ 9.07%
$2.01M - $2.43M
1.34M $28M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
100K
+ 28.18%
$1.8M - $2.18M
456K $9.52M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
97.8K
+ 19.46%
$1.76M - $2.13M
600K $12.5M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
88.6K
New
$1.59M - $1.93M
88.6K $1.85M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
77K
New
$1.39M - $1.68M
77K $1.61M
May 11, 2023 Q1 2023
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
75.5K
New
$1.36M - $1.65M
75.5K $1.58M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
74.1K
New
$1.33M - $1.61M
74.1K $1.55M
Apr 13, 2023 Q1 2023
Phocas Financial Corp.

Alameda, CA
BUY
 -
72.7K
+ 153.3%
$1.31M - $1.58M
120K $2.51M
May 15, 2023 Q1 2023
Becker Capital Management Inc

BUY
 -
64.4K
New
$1.16M - $1.4M
64.4K $1.35M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
49.3K
+ 3140.61%
$889K - $1.07M
50.9K $1.06M
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
45.5K
+ 75.42%
$819K - $990K
106K $2.21M
May 11, 2023 Q1 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
45.3K
New
$816K - $987K
45.3K $947K
May 09, 2023 Q1 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
44.4K
+ 5.11%
$800K - $968K
913K $19.1M
Apr 27, 2023 Q1 2023
First National Corp

BUY
 -
39.3K
+ 14.92%
$708K - $856K
303K $6.32M
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
37.3K
+ 5.65%
$672K - $813K
698K $14.6M
May 05, 2023 Q1 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
35K
+ 4.29%
$630K - $762K
850K $17.7M
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
34.9K
+ 9.74%
$628K - $760K
393K $8.21M
May 10, 2023 Q1 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
33.9K
+ 112.56%
$611K - $739K
64.1K $1.34M
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
32.7K
New
$588K - $711K
32.7K $682K
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
32.3K
+ 4.86%
$581K - $703K
697K $14.6M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
27.3K
New
$492K - $595K
27.3K $570K
May 09, 2023 Q1 2023
Blue Sky Wealth Advisors, LLC

BUY
 -
26.7K
+ 4.03%
$481K - $582K
690K $14.4M
May 03, 2023 Q1 2023
Curi Wealth Management, LLC

BUY
 -
26.2K
+ 33.54%
$471K - $570K
104K $2.17M
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
23.5K
+ 211.1%
$422K - $511K
34.6K $722K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
23.2K
New
$418K - $505K
23.2K $484K
Apr 18, 2023 Q1 2023
D.B. Root & Company, LLC

BUY
 -
23.1K
New
$417K - $504K
23.1K $483K
May 12, 2023 Q1 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
20.5K
New
$369K - $446K
20.5K $428K
May 11, 2023 Q1 2023
Aletheian Wealth Advisors LLC

BUY
 -
19.8K
+ 63.23%
$356K - $430K
51K $1.07M
Apr 28, 2023 Q1 2023
Allen Capital Group, LLC

BUY
 -
19.1K
New
$344K - $416K
19.1K $399K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
17.4K
+ 10.14%
$314K - $379K
189K $3.95M
May 15, 2023 Q1 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
17.1K
New
$307K - $372K
17.1K $356K
May 11, 2023 Q1 2023
Cornerstone Wealth Advisors, Inc.

BUY
 -
17K
+ 6.48%
$307K - $371K
280K $5.85M

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