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 02, 2023 Q1 2023
Friedenthal Financial

BUY
 -
4.27K
+ 14.63%
$76.9K - $93K
33.4K $699K
Apr 17, 2023 Q1 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
4.18K
+ 29.87%
$75.2K - $91K
18.2K $379K
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
4.07K
New
$73.3K - $88.6K
4.07K $85K
Jul 28, 2023 Q1 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
3.96K
+ 3.82%
$71.4K - $86.3K
108K $2.25M
May 08, 2023 Q1 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
3.87K
+ 12.95%
$69.7K - $84.3K
33.8K $705K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
3.84K
+ 13.74%
$69.2K - $83.7K
31.8K $664K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
3.52K
+ 12.9%
$63.4K - $76.7K
30.8K $644K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
3.43K
+ 13.29%
$61.8K - $74.8K
29.3K $611K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
3.42K
+ 5.9%
$61.5K - $74.4K
61.4K $1.28M
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

BUY
 -
3.33K
+ 9.72%
$60K - $72.5K
37.6K $785K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.19K
+ 2.33%
$57.5K - $69.5K
140K $2.92M
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
3.07K
+ 3.97%
$55.3K - $66.9K
80.4K $1.68M
May 15, 2023 Q1 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
3.05K
+ 12.87%
$54.9K - $66.4K
26.7K $558K
Apr 11, 2023 Q1 2023
Guardian Financial Partners, LLC

BUY
 -
3.01K
+ 11.77%
$54.2K - $65.6K
28.6K $597K
Apr 26, 2023 Q1 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
2.71K
+ 12.75%
$48.8K - $59K
24K $501K
May 31, 2023 Q1 2023
Fc Advisory LLC

BUY
 -
2.67K
+ 4.12%
$48.2K - $58.2K
67.6K $1.41M
Apr 10, 2023 Q1 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
2.65K
+ 11.34%
$47.7K - $57.7K
26K $543K
Apr 27, 2023 Q1 2023
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
2.52K
+ 13.05%
$45.3K - $54.8K
21.8K $456K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
2.48K
+ 9.49%
$44.6K - $54K
28.6K $597K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
2.47K
+ 9.46%
$44.5K - $53.8K
28.6K $597K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.41K
+ 11.5%
$43.4K - $52.4K
23.3K $488K
May 02, 2023 Q1 2023
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
2.34K
+ 10.73%
$42.2K - $51K
24.2K $505K
May 09, 2023 Q1 2023
Sws Partners

BUY
 -
2.34K
+ 1.89%
$42.1K - $50.9K
126K $2.64M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
2.17K
+ 32.34%
$39K - $47.2K
8.87K $185K
Apr 10, 2023 Q1 2023
Appleton Partners Inc

BUY
 -
2.13K
+ 1.23%
$38.4K - $46.4K
176K $3.68M
Apr 20, 2023 Q1 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
2.1K
+ 4.32%
$37.9K - $45.8K
50.8K $1.06M
May 09, 2023 Q1 2023
Ballast Advisors LLC

BUY
 -
2.08K
+ 2.59%
$37.4K - $45.3K
82.5K $1.72M
May 10, 2023 Q1 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
2K
+ 180.51%
$36K - $43.6K
3.11K $64.9K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.8K
+ 6.51%
$32.5K - $39.3K
29.5K $617K
Apr 24, 2023 Q1 2023
Thompson Investment Management, Inc.

BUY
 -
1.6K
New
$28.8K - $34.9K
1.6K $33.4K
May 10, 2023 Q1 2023
Morris Financial Concepts, Inc.

BUY
 -
1.54K
+ 4654.55%
$27.7K - $33.5K
1.57K $32.8K
May 02, 2023 Q1 2023
Jackson Creek Investment Advisors LLC

BUY
 -
1.45K
+ 1.23%
$26K - $31.5K
119K $2.49M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.28K
+ 4.06%
$23.1K - $27.9K
32.8K $685K
Apr 07, 2023 Q1 2023
Trust CO Of Vermont

BUY
 -
1.18K
New
$21.3K - $25.7K
1.18K $24.7K
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

BUY
 -
1.18K
+ 10.16%
$21.2K - $25.6K
12.8K $267K
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

BUY
 -
1.14K
+ 14.74%
$20.6K - $24.9K
8.91K $186K
May 11, 2023 Q1 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
1.1K
+ 1.9%
$19.9K - $24K
59.3K $1.24M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
1.08K
+ 396.34%
$19.5K - $23.6K
1.36K $28.3K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.05K
New
$18.9K - $22.8K
1.05K $21.9K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
961
+ 7.99%
$17.3K - $20.9K
13K $271K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
930
+ 23.57%
$16.7K - $20.3K
4.88K $102K
Apr 12, 2023 Q1 2023
Jmg Financial Group, Ltd.

BUY
 -
910
+ 0.36%
$16.4K - $19.8K
251K $5.25M
Apr 25, 2023 Q1 2023
Madden Advisory Services, Inc.

BUY
 -
907
+ 0.99%
$16.3K - $19.8K
92.1K $1.92M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
897
New
$16.2K - $19.5K
897 $18.7K
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
896
+ 3.14%
$16.1K - $19.5K
29.4K $615K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
894
+ 1.05%
$16.1K - $19.5K
86.3K $1.8M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
881
+ 6.52%
$15.9K - $19.2K
14.4K $301K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
859
+ 329.12%
$15.5K - $18.7K
1.12K $23.4K
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
794
+ 1.09%
$14.3K - $17.3K
73.9K $1.54M

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