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 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
17.8K+ 174.2% |
$359K - $463K
|
28K
$610K
|
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
17.6KNew |
$356K - $458K
|
17.6K
$383K
|
|
|
Aug 11, 2022
Q2 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
17.5KNew |
$353K - $455K
|
17.5K
$381K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
17.1K+ 92.54% |
$344K - $443K
|
35.5K
$772K
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
16.3KNew |
$328K - $422K
|
16.3K
$354K
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
15.7KNew |
$317K - $408K
|
15.7K
$342K
|
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
15.2KNew |
$307K - $395K
|
15.2K
$331K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.1K+ 100.81% |
$305K - $392K
|
30.1K
$654K
|
|
|
Aug 02, 2022
Q2 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
14.7KNew |
$297K - $382K
|
14.7K
$320K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
14.6KNew |
$294K - $378K
|
14.6K
$317K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.2K+ 44.59% |
$286K - $368K
|
46K
$999K
|
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
13.8K+ 144.15% |
$279K - $359K
|
23.4K
$509K
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
13.6K+ 4.0% |
$274K - $353K
|
353K
$7.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
13.5K+ 33.01% |
$272K - $350K
|
54.3K
$1.18M
|
|
|
Jul 08, 2022
Q2 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
12.5K+ 26.05% |
$252K - $324K
|
60.4K
$1.31M
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
12.4K+ 100.23% |
$250K - $322K
|
24.7K
$538K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
12.4K+ 2249.82% |
$250K - $321K
|
12.9K
$281K
|
|
|
Aug 04, 2022
Q2 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
12.3KNew |
$249K - $320K
|
12.3K
$268K
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
12.2KNew |
$247K - $318K
|
12.2K
$266K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
11.9K+ 2.06% |
$240K - $308K
|
588K
$12.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.7K+ 6.1% |
$236K - $304K
|
204K
$4.43M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 9.53% |
$233K - $300K
|
133K
$2.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.3KNew |
$229K - $295K
|
11.3K
$247K
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
11.1K+ 5.25% |
$223K - $287K
|
222K
$4.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$219K - $282K
|
10.9K
$237K
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
10.8KNew |
$218K - $280K
|
10.8K
$235K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
10.7K+ 40.42% |
$215K - $277K
|
37.1K
$807K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
9.9K+ 21.01% |
$200K - $257K
|
57K
$1.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
9.9K+ 23.02% |
$200K - $257K
|
52.9K
$1.15M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
9.63K+ 11.87% |
$194K - $250K
|
90.7K
$1.97M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.54KNew |
$193K - $248K
|
9.54K
$208K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.37K+ 2.06% |
$189K - $243K
|
463K
$10.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.09K+ 5.39% |
$183K - $236K
|
178K
$3.87M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
9.07K+ 6.71% |
$183K - $235K
|
144K
$3.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8.97K+ 102.66% |
$181K - $233K
|
17.7K
$385K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.46K+ 20.17% |
$171K - $220K
|
50.4K
$1.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
8.45K+ 18.27% |
$171K - $220K
|
54.7K
$1.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.24K+ 274633.34% |
$166K - $214K
|
8.24K
$179K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.87K+ 38.3% |
$159K - $204K
|
28.4K
$618K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.61K+ 22.52% |
$154K - $198K
|
41.4K
$901K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7.53KNew |
$152K - $196K
|
7.53K
$164K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.21K+ 13.15% |
$146K - $187K
|
62.1K
$1.35M
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.92K+ 15.71% |
$140K - $180K
|
51K
$1.11M
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
6.45K+ 25.27% |
$130K - $168K
|
32K
$695K
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
6.17K+ 13.87% |
$125K - $160K
|
50.7K
$1.1M
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
5.83K+ 11.85% |
$118K - $151K
|
55K
$1.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
5.81K+ 59.66% |
$117K - $151K
|
15.5K
$338K
|
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
5.42K+ 2.45% |
$109K - $141K
|
226K
$4.92M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.18K+ 61.31% |
$104K - $134K
|
13.6K
$296K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.12K+ 44.66% |
$103K - $133K
|
16.6K
$361K
|