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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
4.95K+ 47.84% |
$99.9K - $128K
|
15.3K
$333K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.81K+ 3.51% |
$97.1K - $125K
|
142K
$3.08M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.72K+ 8.13% |
$95.3K - $123K
|
62.8K
$1.37M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.57K+ 114.04% |
$92.3K - $119K
|
8.58K
$187K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.37K+ 34.65% |
$88.2K - $113K
|
17K
$369K
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.37K+ 36.29% |
$88.2K - $113K
|
16.4K
$357K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.11K+ 1.08% |
$82.8K - $107K
|
383K
$8.32M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.96K+ 275.63% |
$79.9K - $103K
|
5.39K
$117K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.82K+ 2.83% |
$77.2K - $99.3K
|
139K
$3.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.79K+ 6.27% |
$76.4K - $98.4K
|
64.2K
$1.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
3.77K+ 34.37% |
$76.1K - $97.9K
|
14.7K
$321K
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.76K+ 4.54% |
$75.8K - $97.6K
|
86.5K
$1.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.71K+ 3.65% |
$74.8K - $96.2K
|
105K
$2.29M
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
3.69K+ 2.33% |
$74.4K - $95.7K
|
162K
$3.51M
|
|
|
Jul 13, 2022
Q2 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.62K+ 20.49% |
$73K - $94K
|
21.3K
$463K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.22K+ 4.76% |
$64.9K - $83.5K
|
70.8K
$1.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.15K+ 23.89% |
$63.6K - $81.9K
|
16.4K
$356K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.15K+ 2.23% |
$63.6K - $81.9K
|
144K
$3.14M
|
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 10.88% |
$60.2K - $77.4K
|
30.4K
$661K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.97K+ 8.45% |
$60K - $77.2K
|
38.1K
$829K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.95K+ 61.82% |
$59.4K - $76.5K
|
7.71K
$168K
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
2.93K+ 20.8% |
$59K - $76K
|
17K
$370K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.89K+ 6.54% |
$58.3K - $75K
|
47.1K
$1.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.76K+ 5.95% |
$55.7K - $71.6K
|
49.1K
$1.07M
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
2.73K+ 4.88% |
$55.2K - $71K
|
58.8K
$1.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.25K+ 12.72% |
$45.4K - $58.5K
|
20K
$434K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2.05KNew |
$41.4K - $53.3K
|
2.05K
$44.7K
|
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.05K+ 20.35% |
$41.3K - $53.2K
|
12.1K
$263K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
2.04K+ 46.61% |
$41.2K - $53K
|
6.42K
$140K
|
|
|
Jul 22, 2022
Q2 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.9K+ 7.31% |
$38.3K - $49.3K
|
27.9K
$606K
|
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
1.9K+ 6.59% |
$38.3K - $49.3K
|
30.7K
$668K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.88K+ 2.72% |
$37.9K - $48.8K
|
70.9K
$1.54M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.87K+ 20.82% |
$37.8K - $48.6K
|
10.9K
$236K
|
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.83K+ 0.7% |
$36.9K - $47.4K
|
264K
$5.73M
|
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.82K+ 8.29% |
$36.8K - $47.4K
|
23.8K
$518K
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.82K+ 7.29% |
$36.7K - $47.2K
|
26.8K
$582K
|
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.7K+ 0.46% |
$34.2K - $44K
|
373K
$8.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
1.53K+ 2.02% |
$30.8K - $39.6K
|
76.9K
$1.67M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.51K+ 17.24% |
$30.6K - $39.3K
|
10.3K
$224K
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.49K+ 4.4% |
$30.1K - $38.7K
|
35.3K
$769K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.46KNew |
$29.5K - $38K
|
1.46K
$31.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.45K+ 9.01% |
$29.3K - $37.7K
|
17.6K
$382K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.44K+ 9.6% |
$29.1K - $37.5K
|
16.5K
$359K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1.44K+ 175.43% |
$29.1K - $37.4K
|
2.26K
$49.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
1.44K+ 5.72% |
$29.1K - $37.4K
|
26.6K
$579K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.44KNew |
$29.1K - $37.4K
|
1.44K
$31.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.41K+ 15.7% |
$28.5K - $36.6K
|
10.4K
$226K
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
1.37K+ 2.6% |
$27.6K - $35.6K
|
54K
$1.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.35K+ 6.4% |
$27.2K - $35K
|
22.4K
$488K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.31K+ 1022.66% |
$26.4K - $34K
|
1.44K
$31.3K
|