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 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
98+ 0.65% |
$1.76K - $2.13K
|
15.1K
$316K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
89+ 4.19% |
$1.6K - $1.94K
|
2.21K
$46.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
73New |
$1.31K - $1.59K
|
73
$1.52K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
65+ 144.44% |
$1.17K - $1.42K
|
110
$2.3K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
51New |
$919 - $1.11K
|
51
$1.07K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
48+ 0.64% |
$864 - $1.05K
|
7.49K
$156K
|
|
|
Apr 20, 2023
Q1 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
44+ 0.29% |
$792 - $958
|
15.4K
$321K
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
40+ 0.04% |
$720 - $871
|
111K
$2.32M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
37New |
$666 - $806
|
37
$773
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
35+ 0.03% |
$630 - $762
|
121K
$2.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
29+ 0.2% |
$522 - $632
|
14.3K
$298K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
23New |
$414 - $501
|
23
$480
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
22+ 0.6% |
$396 - $479
|
3.7K
$77.3K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
20New |
$360 - $436
|
20
$418
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
16+ 1.79% |
$288 - $348
|
910
$19K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
14+ 1400.0% |
$252 - $305
|
15
$313
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
14New |
$252 - $305
|
14
$292
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14+ 10.94% |
$252 - $305
|
142
$2.97K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
13+ 1.25% |
$234 - $283
|
1.05K
$22K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10New |
$180 - $218
|
10
$209
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
10+ 0.4% |
$180 - $218
|
2.49K
$51.9K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9New |
$162 - $196
|
9
$188
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.23% |
$144 - $174
|
3.42K
$71.4K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8+ 0.01% |
$144 - $174
|
92.6K
$1.93M
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
6+ 0.18% |
$108 - $131
|
3.34K
$69.8K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.73% |
$90.1 - $109
|
694
$14.5K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5+ 0.05% |
$90.1 - $109
|
10.8K
$227K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.09% |
$72 - $87.1
|
4.65K
$97.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.11% |
$54 - $65.3
|
2.8K
$58.4K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3+ 300.0% |
$54 - $65.3
|
4
$83.6
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.41% |
$54 - $65.3
|
737
$15.4K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3+ 0.22% |
$54 - $65.3
|
1.34K
$28K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$18 - $21.8
|
2.14K
$44.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.7% |
$18 - $21.8
|
143
$2.99K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.54% |
$18 - $21.8
|
66
$1.38K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.43% |
$18 - $21.8
|
233
$4.87K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$18 - $21.8
|
1
$20.9
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8- 2.96% |
$144 - $174
|
262
$5.47K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 3.32% |
$144 - $174
|
233
$4.87K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-9- 1.97% |
$162 - $196
|
447
$9.34K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-16- 76.19% |
$288 - $348
|
5
$104
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-23- 40.35% |
$414 - $501
|
34
$710
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-23- 5.6% |
$414 - $501
|
388
$8.11K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-28Closed |
$504 - $610
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-30- 32.26% |
$540 - $653
|
63
$1.32K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-32- 11.76% |
$576 - $697
|
240
$5.01K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-33- 20.5% |
$594 - $719
|
128
$2.67K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-35- 0.11% |
$630 - $762
|
32.1K
$670K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-42- 0.1% |
$756 - $915
|
42.3K
$884K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-55- 0.26% |
$991 - $1.2K
|
21.2K
$443K
|