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 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.98K- 6.26% |
$108K - $130K
|
89.4K
$1.87M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-6.32K- 15.77% |
$114K - $138K
|
33.8K
$705K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-6.69K- 5.09% |
$120K - $146K
|
125K
$2.6M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.28K- 1.7% |
$131K - $158K
|
420K
$8.78M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.5K- 20.26% |
$135K - $163K
|
29.5K
$617K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.75K- 20.62% |
$140K - $169K
|
29.8K
$623K
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
SELL
|
- |
-7.95K- 38.65% |
$143K - $173K
|
12.6K
$263K
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-7.96K- 6.1% |
$143K - $173K
|
123K
$2.56M
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-8.67K- 3.19% |
$156K - $189K
|
263K
$5.49M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-8.7K- 8.08% |
$157K - $189K
|
99K
$2.07M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8.71K- 96.67% |
$157K - $190K
|
300
$6.27K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.91K- 2.01% |
$160K - $194K
|
434K
$9.07M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.38K- 10.74% |
$169K - $204K
|
77.9K
$1.63M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-9.53K- 16.14% |
$172K - $208K
|
49.5K
$1.03M
|
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
SELL
|
- |
-9.53K- 23.78% |
$172K - $208K
|
30.6K
$639K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-9.74K- 8.19% |
$175K - $212K
|
109K
$2.28M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-10.5K- 36.79% |
$189K - $229K
|
18.1K
$378K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10.6K- 4.03% |
$191K - $231K
|
252K
$5.26M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-11.1K- 2.25% |
$200K - $242K
|
483K
$10.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.4K- 49.94% |
$205K - $248K
|
11.4K
$238K
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-11.6K- 32.79% |
$209K - $253K
|
23.8K
$497K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-12.3K- 17.91% |
$222K - $269K
|
56.5K
$1.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-12.7K- 9.65% |
$229K - $277K
|
119K
$2.49M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-13.9K- 3.23% |
$251K - $304K
|
418K
$8.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-14.9K- 15.06% |
$269K - $325K
|
84.3K
$1.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-15.2K- 38.41% |
$274K - $331K
|
24.4K
$509K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15.5K- 87.85% |
$279K - $337K
|
2.14K
$44.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.3K- 19.72% |
$311K - $376K
|
70.3K
$1.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-20.2K- 21.27% |
$364K - $440K
|
74.8K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-20.9K- 16.89% |
$376K - $454K
|
103K
$2.14M
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-21.1K- 45.94% |
$379K - $458K
|
24.8K
$518K
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-21.6K- 8.38% |
$389K - $471K
|
236K
$4.93M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-22.1K- 9.42% |
$398K - $482K
|
213K
$4.44M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-27.2K- 15.54% |
$490K - $592K
|
148K
$3.09M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-27.6K- 94.68% |
$498K - $602K
|
1.55K
$32.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28.6K- 18.26% |
$516K - $624K
|
128K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-30.6K- 27.58% |
$551K - $666K
|
80.3K
$1.68M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-32.6K- 22.72% |
$587K - $710K
|
111K
$2.32M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-36.4K- 85.22% |
$656K - $794K
|
6.32K
$132K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.1K- 51.15% |
$705K - $853K
|
37.4K
$781K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-40K- 41.0% |
$720K - $871K
|
57.5K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-43.1K- 1.4% |
$776K - $939K
|
3.03M
$63.4M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-50.3K- 39.55% |
$906K - $1.1M
|
76.9K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-56.4K- 80.56% |
$1.02M - $1.23M
|
13.6K
$285K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-89.2K- 62.73% |
$1.61M - $1.94M
|
53K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-96.9K- 97.47% |
$1.74M - $2.11M
|
2.51K
$52.5K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-101K- 54.73% |
$1.81M - $2.19M
|
83.3K
$1.74M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-180K- 23.4% |
$3.24M - $3.92M
|
589K
$12.3M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-204K- 80.05% |
$3.68M - $4.45M
|
50.9K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-298K- 81.49% |
$5.37M - $6.5M
|
67.8K
$1.42M
|