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 |
---|---|---|---|---|---|---|---|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.3KNew |
$26.3K - $33.8K
|
1.3K
$28.3K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.27K+ 4.16% |
$25.6K - $33K
|
31.8K
$691K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.14K+ 65.29% |
$23K - $29.6K
|
2.88K
$62.7K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.11K+ 5031.82% |
$22.3K - $28.7K
|
1.13K
$24.6K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.1K+ 3.63% |
$22.2K - $28.6K
|
31.4K
$683K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.04K+ 66.92% |
$21K - $27K
|
2.59K
$56.4K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1KNew |
$20.2K - $26K
|
1K
$21.8K
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
994+ 3.1% |
$20.1K - $25.8K
|
33K
$718K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
994New |
$20.1K - $25.8K
|
994
$21.6K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
913New |
$18.4K - $23.7K
|
913
$19.9K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
862+ 58.24% |
$17.4K - $22.4K
|
2.34K
$50.9K
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
812+ 3.1% |
$16.4K - $21.1K
|
27K
$587K
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
808New |
$16.3K - $21K
|
808
$17.6K
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
687+ 1.97% |
$13.9K - $17.8K
|
35.6K
$774K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
682+ 1.22% |
$13.8K - $17.7K
|
56.7K
$1.23M
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
680New |
$13.7K - $17.7K
|
680
$14.8K
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
630+ 2.89% |
$12.7K - $16.4K
|
22.4K
$487K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
630+ 0.9% |
$12.7K - $16.4K
|
70.7K
$1.54M
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
598+ 20.66% |
$12.1K - $15.5K
|
3.49K
$76K
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
559+ 0.55% |
$11.3K - $14.5K
|
103K
$2.24M
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
549+ 435.71% |
$11.1K - $14.3K
|
675
$14.7K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
504+ 0.86% |
$10.2K - $13.1K
|
59.1K
$1.29M
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
501+ 270.81% |
$10.1K - $13K
|
686
$14.9K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
482+ 2.07% |
$9.73K - $12.5K
|
23.8K
$517K
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
478+ 1.55% |
$9.65K - $12.4K
|
31.4K
$683K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
464+ 1450.0% |
$9.36K - $12.1K
|
496
$10.8K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
464+ 1.62% |
$9.36K - $12.1K
|
29.1K
$634K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
460+ 9.07% |
$9.28K - $11.9K
|
5.53K
$120K
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
452+ 1.4% |
$9.12K - $11.7K
|
32.7K
$712K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
442New |
$8.92K - $11.5K
|
442
$9.61K
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
408+ 0.57% |
$8.23K - $10.6K
|
72.3K
$1.57M
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
376New |
$7.59K - $9.76K
|
376
$8.18K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
361+ 1.24% |
$7.28K - $9.38K
|
29.4K
$640K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
357New |
$7.2K - $9.27K
|
357
$7.76K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
356New |
$7.18K - $9.25K
|
356
$7.74K
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
351+ 1.43% |
$7.08K - $9.12K
|
24.9K
$542K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
345New |
$6.96K - $8.96K
|
345
$7.5K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
340+ 3.17% |
$6.86K - $8.83K
|
11.1K
$241K
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
333+ 1.93% |
$6.72K - $8.65K
|
17.6K
$382K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
330+ 1.67% |
$6.66K - $8.57K
|
20.1K
$436K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
323+ 0.94% |
$6.52K - $8.39K
|
34.7K
$754K
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
294New |
$5.93K - $7.64K
|
294
$6.39K
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
BUY
|
- |
290+ 9.51% |
$5.85K - $7.53K
|
3.34K
$72.6K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
264+ 5.91% |
$5.33K - $6.86K
|
4.73K
$103K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
260+ 0.54% |
$5.25K - $6.75K
|
48.8K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
253+ 1.71% |
$5.11K - $6.57K
|
15K
$326K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
251+ 1140.91% |
$5.07K - $6.52K
|
273
$5.94K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
240+ 7.88% |
$4.84K - $6.23K
|
3.29K
$71.5K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
227+ 0.15% |
$4.58K - $5.9K
|
151K
$3.29M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
224+ 0.7% |
$4.52K - $5.82K
|
32.4K
$705K
|