Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.61M+ 5.6% |
$32.4M - $41.7M
|
30.2M
$663M
|
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.1M+ 5377.26% |
$22.2M - $28.6M
|
1.12M
$24.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
813K+ 30.65% |
$16.4M - $21.1M
|
3.46M
$75.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
708K+ 166.22% |
$14.3M - $18.4M
|
1.13M
$24.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
373KNew |
$7.52M - $9.68M
|
373K
$8.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
322K+ 175.06% |
$6.49M - $8.36M
|
506K
$11.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
299K+ 67.77% |
$6.03M - $7.76M
|
740K
$16.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
208K+ 910.85% |
$4.2M - $5.4M
|
231K
$5.06M
|
|
|
Jul 19, 2022
Q2 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
195K+ 33.93% |
$3.94M - $5.07M
|
771K
$16.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
186K+ 32.68% |
$3.75M - $4.82M
|
754K
$16.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
183K+ 1.04% |
$3.69M - $4.75M
|
17.7M
$389M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
157K+ 776.59% |
$3.16M - $4.07M
|
177K
$3.88M
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
136K+ 149.18% |
$2.75M - $3.54M
|
228K
$4.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
116K+ 2193.57% |
$2.34M - $3.01M
|
121K
$2.66M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
114KNew |
$2.29M - $2.95M
|
114K
$2.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
102K+ 60.26% |
$2.07M - $2.66M
|
272K
$5.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
101K+ 3.32% |
$2.04M - $2.63M
|
3.15M
$69M
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
98.7K+ 49.03% |
$1.99M - $2.56M
|
300K
$6.57M
|
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
95K+ 75.4% |
$1.92M - $2.47M
|
221K
$4.84M
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
94.9KNew |
$1.91M - $2.46M
|
94.9K
$2.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94.8K+ 43.32% |
$1.91M - $2.46M
|
314K
$6.87M
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
93.4K+ 11.4% |
$1.88M - $2.43M
|
913K
$20M
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
91.3K+ 17.77% |
$1.84M - $2.37M
|
605K
$13.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
82KNew |
$1.65M - $2.13M
|
82K
$1.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
75K+ 38.67% |
$1.51M - $1.95M
|
269K
$5.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
72.2K+ 79.71% |
$1.46M - $1.88M
|
163K
$3.57M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
70.9KNew |
$1.43M - $1.84M
|
70.9K
$1.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
59.4K+ 42.45% |
$1.2M - $1.54M
|
199K
$4.37M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
59.4K+ 42.45% |
$1.2M - $1.54M
|
199K
$4.37M
|
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
55.8K+ 43.26% |
$1.13M - $1.45M
|
185K
$4.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
53.3K+ 6.6% |
$1.08M - $1.38M
|
861K
$18.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.7K+ 641.96% |
$942K - $1.21M
|
54K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
45.2KNew |
$912K - $1.17M
|
45.2K
$991K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
43.6K+ 53.37% |
$881K - $1.13M
|
125K
$2.75M
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
41.5K+ 8.91% |
$838K - $1.08M
|
508K
$11.1M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
34.7K+ 12.31% |
$700K - $900K
|
316K
$6.94M
|
|
|
Jul 18, 2022
Q2 2022
|
Whelan Financial
|
BUY
|
- |
30.6K+ 175.43% |
$618K - $795K
|
48.1K
$1.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
30.2K+ 30.96% |
$609K - $784K
|
128K
$2.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
29.9K+ 7.8% |
$603K - $776K
|
413K
$9.05M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
29KNew |
$586K - $754K
|
29K
$636K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
28.6KNew |
$578K - $744K
|
28.6K
$628K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
26.2K+ 9.26% |
$528K - $680K
|
309K
$6.77M
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
26.2KNew |
$528K - $680K
|
26.2K
$574K
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
25.7KNew |
$519K - $668K
|
25.7K
$564K
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
25.5KNew |
$515K - $663K
|
25.5K
$560K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
24.6K+ 3.92% |
$497K - $639K
|
653K
$14.3M
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
24.2K+ 121.39% |
$489K - $629K
|
44.2K
$969K
|
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
22.3K+ 30.23% |
$450K - $579K
|
96K
$2.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
19.6K+ 9.08% |
$396K - $510K
|
236K
$5.17M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18K+ 123.97% |
$363K - $467K
|
32.5K
$712K
|