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 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-15- 5.34% |
$303 - $390
|
266
$5.79K
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-15- 31.25% |
$303 - $390
|
33
$718
|
|
|
Jul 18, 2022
Q2 2022
|
Gpwm LLC
|
SELL
|
- |
-21- 5.77% |
$424 - $545
|
343
$7.46K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-21- 2.43% |
$424 - $545
|
843
$18.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-25- 0.24% |
$505 - $649
|
10.2K
$223K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-32Closed |
$646 - $831
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-36Closed |
$726 - $935
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-62Closed |
$1.25K - $1.61K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-67- 0.47% |
$1.35K - $1.74K
|
14.1K
$306K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-72Closed |
$1.45K - $1.87K
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-72- 53.73% |
$1.45K - $1.87K
|
62
$1.35K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-72- 40.0% |
$1.45K - $1.87K
|
108
$2.35K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-74- 0.76% |
$1.49K - $1.92K
|
9.64K
$210K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-80- 88.89% |
$1.61K - $2.08K
|
10
$218
|
|
|
Aug 08, 2022
Q2 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-85- 0.71% |
$1.72K - $2.21K
|
11.8K
$257K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-99- 1.52% |
$2K - $2.57K
|
6.41K
$140K
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-108- 0.47% |
$2.18K - $2.8K
|
22.9K
$499K
|
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-120- 0.65% |
$2.42K - $3.12K
|
18.2K
$396K
|
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-140- 0.71% |
$2.83K - $3.64K
|
19.5K
$423K
|
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-143- 1.09% |
$2.89K - $3.71K
|
13K
$283K
|
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-174- 1.29% |
$3.51K - $4.52K
|
13.3K
$290K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-193- 19.0% |
$3.89K - $5.01K
|
823
$17.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-200- 3.21% |
$4.04K - $5.19K
|
6.03K
$131K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-200Closed |
$4.04K - $5.19K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-212Closed |
$4.28K - $5.51K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-216Closed |
$4.36K - $5.61K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-233- 7.46% |
$4.7K - $6.05K
|
2.89K
$62.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-242- 1.16% |
$4.88K - $6.28K
|
20.6K
$448K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-262- 1.93% |
$5.29K - $6.8K
|
13.3K
$289K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-287Closed |
$5.79K - $7.45K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-325- 1.7% |
$6.56K - $8.44K
|
18.8K
$409K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-348- 2.16% |
$7.02K - $9.04K
|
15.8K
$343K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-356- 1.56% |
$7.18K - $9.25K
|
22.4K
$488K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-372- 1.31% |
$7.51K - $9.66K
|
28.1K
$610K
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-400- 55.4% |
$8.07K - $10.4K
|
322
$7K
|
|
|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-404- 1.78% |
$8.15K - $10.5K
|
22.3K
$484K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-404Closed |
$8.15K - $10.5K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-426- 6.26% |
$8.6K - $11.1K
|
6.38K
$139K
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-440Closed |
$8.88K - $11.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-451- 11.06% |
$9.1K - $11.7K
|
3.63K
$78.9K
|
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
SELL
|
- |
-455- 1.56% |
$9.18K - $11.8K
|
28.8K
$626K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-532- 1.3% |
$10.7K - $13.8K
|
40.5K
$880K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-552Closed |
$11.1K - $14.3K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-553- 1.09% |
$11.2K - $14.4K
|
50.4K
$1.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-591- 1.15% |
$11.9K - $15.3K
|
50.6K
$1.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-600Closed |
$12.1K - $15.6K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-608- 66.59% |
$12.3K - $15.8K
|
305
$6.63K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-617- 2.27% |
$12.5K - $16K
|
26.5K
$577K
|
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-619- 4.97% |
$12.5K - $16.1K
|
11.8K
$257K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-624Closed |
$12.6K - $16.2K
|
0
$0
|