Purchases and Sales Made in Q1 2023 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 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 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
16.8KNew |
$303K - $367K
|
16.8K
$352K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
15.7K+ 5.13% |
$283K - $342K
|
322K
$6.72M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.6K+ 20.65% |
$281K - $340K
|
91.1K
$1.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
15.4K+ 5.5% |
$278K - $336K
|
296K
$6.19M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
15.4KNew |
$277K - $335K
|
15.4K
$322K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.7K+ 8.58% |
$264K - $320K
|
186K
$3.88M
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
14.3K+ 25.54% |
$258K - $312K
|
70.4K
$1.47M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
14.3K+ 57.15% |
$257K - $311K
|
39.3K
$821K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
14.1K+ 13.75% |
$253K - $306K
|
116K
$2.43M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
13.6KNew |
$244K - $295K
|
13.6K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.5K+ 5.83% |
$242K - $293K
|
244K
$5.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 10.12% |
$240K - $290K
|
145K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13.1K+ 18.06% |
$237K - $286K
|
85.8K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.6KNew |
$228K - $275K
|
12.6K
$264K
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
12.6K+ 8.33% |
$226K - $274K
|
164K
$3.42M
|
|
|
May 08, 2023
Q1 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.1K+ 7.37% |
$218K - $264K
|
176K
$3.69M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
11.8K+ 19.86% |
$212K - $256K
|
70.9K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.4K+ 3.92% |
$205K - $248K
|
302K
$6.3M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.3K+ 14.95% |
$203K - $246K
|
86.8K
$1.81M
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
11.2K+ 3.64% |
$201K - $243K
|
317K
$6.63M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
11.1K+ 2.59% |
$199K - $241K
|
438K
$9.16M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
10.7KNew |
$192K - $233K
|
10.7K
$223K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.5K+ 22.35% |
$189K - $228K
|
57.4K
$1.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
10.5K+ 2.72% |
$189K - $228K
|
395K
$8.25M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10.4K+ 38.53% |
$188K - $227K
|
37.5K
$783K
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10.3KNew |
$185K - $223K
|
10.3K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.67K+ 38.62% |
$174K - $211K
|
34.7K
$725K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
9.16K+ 10.1% |
$165K - $199K
|
99.8K
$2.09M
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8.78KNew |
$158K - $191K
|
8.78K
$183K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.65K+ 24.59% |
$156K - $188K
|
43.8K
$916K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8.26KNew |
$149K - $180K
|
8.26K
$173K
|
|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
8.21K+ 3.25% |
$148K - $179K
|
260K
$5.44M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.33KNew |
$132K - $160K
|
7.33K
$153K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
7.31K+ 6.21% |
$132K - $159K
|
125K
$2.61M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
7.27K+ 7.29% |
$131K - $158K
|
107K
$2.23M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
7.26K+ 202.17% |
$131K - $158K
|
10.9K
$227K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.03KNew |
$127K - $153K
|
7.03K
$147K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.97K+ 4.52% |
$125K - $152K
|
161K
$3.37M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.61K+ 17.89% |
$119K - $144K
|
43.6K
$910K
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
BUY
|
- |
6.29K+ 22.05% |
$113K - $137K
|
34.8K
$727K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.24K+ 49.13% |
$112K - $136K
|
18.9K
$396K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.15K+ 4.39% |
$111K - $134K
|
146K
$3.06M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5.71K+ 1.92% |
$103K - $124K
|
304K
$6.34M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.33K+ 11.7% |
$96.1K - $116K
|
50.9K
$1.06M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5.25K+ 5047.12% |
$94.5K - $114K
|
5.35K
$112K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5.17K+ 40.92% |
$93.1K - $113K
|
17.8K
$372K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5.11K+ 8.33% |
$92K - $111K
|
66.4K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.71K+ 5.48% |
$84.8K - $103K
|
90.6K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.44K+ 12.15% |
$80K - $96.7K
|
41K
$856K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.4K+ 8.04% |
$79.2K - $95.8K
|
59.1K
$1.24M
|