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 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-626- 2.5% |
$12.6K - $16.3K
|
24.4K
$531K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-638- 13.45% |
$12.9K - $16.6K
|
4.11K
$89.3K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-654- 0.14% |
$13.2K - $17K
|
466K
$10.1M
|
|
Aug 03, 2022
Q2 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-670- 2.74% |
$13.5K - $17.4K
|
23.8K
$517K
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-724- 7.03% |
$14.6K - $18.8K
|
9.58K
$208K
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-802- 5.58% |
$16.2K - $20.8K
|
13.6K
$295K
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-805- 7.83% |
$16.2K - $20.9K
|
9.47K
$206K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-810- 0.24% |
$16.3K - $21K
|
342K
$7.44M
|
|
Aug 09, 2022
Q2 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-880- 1.51% |
$17.8K - $22.9K
|
57.3K
$1.25M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-893Closed |
$18K - $23.2K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.03K- 1.14% |
$20.7K - $26.7K
|
89.5K
$1.95M
|
|
Jul 13, 2022
Q2 2022
|
Jentner Corp
|
SELL
|
- |
-1.09K- 3.99% |
$21.9K - $28.2K
|
26.2K
$569K
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-1.09KClosed |
$22.1K - $28.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.15KClosed |
$23.3K - $29.9K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.17K- 58.31% |
$23.7K - $30.4K
|
838
$18.2K
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.21K- 1.99% |
$24.4K - $31.4K
|
59.7K
$1.3M
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.31KClosed |
$26.5K - $34.1K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.37KClosed |
$27.6K - $35.6K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.46K- 15.66% |
$29.5K - $37.9K
|
7.87K
$171K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.49K- 47.7% |
$30.1K - $38.7K
|
1.63K
$35.5K
|
|
Jul 15, 2022
Q2 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.54K- 3.06% |
$31.1K - $40K
|
48.7K
$1.06M
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.7K- 0.57% |
$34.2K - $44K
|
297K
$6.45M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.89K- 3.05% |
$38.1K - $49K
|
60K
$1.31M
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.92K- 10.03% |
$38.8K - $49.9K
|
17.2K
$375K
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.95K- 2.69% |
$39.3K - $50.5K
|
70.5K
$1.53M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.98K- 12.5% |
$39.9K - $51.4K
|
13.8K
$301K
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.99K- 15.7% |
$40.2K - $51.7K
|
10.7K
$233K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.1KClosed |
$42.3K - $54.4K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.22K- 1.91% |
$44.7K - $57.6K
|
114K
$2.48M
|
|
Aug 03, 2022
Q2 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.29K- 0.73% |
$46.1K - $59.3K
|
312K
$6.79M
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-2.38K- 9.71% |
$48.1K - $61.9K
|
22.2K
$482K
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.39KClosed |
$48.2K - $62K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.4K- 12.66% |
$48.5K - $62.4K
|
16.6K
$361K
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.41K- 12.66% |
$48.6K - $62.6K
|
16.6K
$362K
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-2.71K- 2.87% |
$54.8K - $70.5K
|
91.9K
$2M
|
|
Jul 21, 2022
Q2 2022
|
Marotta Asset Management
|
SELL
|
- |
-2.75K- 8.9% |
$55.5K - $71.4K
|
28.1K
$612K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-2.76KClosed |
$55.6K - $71.6K
|
0
$0
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.83K- 2.48% |
$57.1K - $73.5K
|
111K
$2.42M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.95K- 2.15% |
$59.6K - $76.7K
|
134K
$2.92M
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.11KClosed |
$62.8K - $80.8K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.49K- 19.99% |
$70.4K - $90.6K
|
14K
$304K
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.59K- 23.1% |
$72.5K - $93.3K
|
12K
$260K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3.8KClosed |
$76.7K - $98.7K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-3.82K- 2.48% |
$77K - $99.1K
|
150K
$3.27M
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.82K- 52.11% |
$77.1K - $99.2K
|
3.51K
$76.3K
|
|
Aug 09, 2022
Q2 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.95K- 6.3% |
$79.7K - $103K
|
58.8K
$1.28M
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.54K- 1.48% |
$91.6K - $118K
|
302K
$6.58M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.71K- 13.44% |
$115K - $148K
|
36.8K
$800K
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.84K- 7.94% |
$118K - $152K
|
67.7K
$1.47M
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-5.92K- 2.6% |
$120K - $154K
|
222K
$4.83M
|