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, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6K- 37.25% |
$121K - $156K
|
10.1K
$220K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.15K- 41.52% |
$124K - $160K
|
8.66K
$188K
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-6.26K- 20.32% |
$126K - $163K
|
24.6K
$534K
|
|
Oct 16, 2023
Q2 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-6.74K- 4.29% |
$136K - $175K
|
150K
$3.27M
|
|
Aug 12, 2022
Q2 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-7.06K- 13.54% |
$142K - $183K
|
45.1K
$980K
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.14K- 15.41% |
$144K - $185K
|
39.2K
$853K
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-7.52K- 14.68% |
$152K - $195K
|
43.7K
$950K
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-7.87K- 40.61% |
$159K - $204K
|
11.5K
$250K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.04K- 8.99% |
$162K - $209K
|
81.4K
$1.77M
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.12KClosed |
$164K - $211K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-8.17KClosed |
$165K - $212K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-8.2KClosed |
$165K - $213K
|
0
$0
|
|
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-8.34KClosed |
$168K - $217K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-8.35K- 37.54% |
$169K - $217K
|
13.9K
$302K
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-8.55KClosed |
$173K - $222K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-8.61KClosed |
$174K - $224K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.62K- 4.62% |
$174K - $224K
|
178K
$3.87M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.69KClosed |
$175K - $226K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-8.76KClosed |
$177K - $228K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-9.24KClosed |
$186K - $240K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-9.26KClosed |
$187K - $240K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-9.79K- 6.89% |
$198K - $254K
|
132K
$2.88M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-9.8K- 14.76% |
$198K - $255K
|
56.6K
$1.23M
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-9.93K- 31.48% |
$200K - $258K
|
21.6K
$470K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10.5K- 14.41% |
$212K - $273K
|
62.5K
$1.36M
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-10.8K- 30.8% |
$219K - $282K
|
24.4K
$530K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-11.2K- 6.45% |
$226K - $290K
|
162K
$3.52M
|
|
Jul 13, 2022
Q2 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-11.6K- 23.0% |
$234K - $301K
|
38.8K
$844K
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.7KClosed |
$235K - $303K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-12.3K- 26.35% |
$249K - $321K
|
34.5K
$751K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.5KClosed |
$252K - $324K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.2KClosed |
$266K - $342K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-13.5KClosed |
$272K - $350K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.6KClosed |
$294K - $378K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-16K- 62.37% |
$323K - $416K
|
9.66K
$210K
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-16.3KClosed |
$329K - $423K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-17.1K- 90.66% |
$346K - $445K
|
1.76K
$38.4K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.3K- 14.51% |
$369K - $474K
|
108K
$2.34M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-18.8K- 8.66% |
$380K - $489K
|
198K
$4.31M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20K- 14.29% |
$403K - $519K
|
120K
$2.61M
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-21.1KClosed |
$426K - $548K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-21.2K- 30.73% |
$428K - $550K
|
47.8K
$1.04M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-21.4K- 16.29% |
$432K - $555K
|
110K
$2.39M
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-26K- 74.58% |
$525K - $676K
|
8.87K
$193K
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-27.2K- 41.03% |
$548K - $706K
|
39.1K
$849K
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-27.4K- 44.5% |
$552K - $711K
|
34.1K
$742K
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-29.9KClosed |
$604K - $777K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-30.2KClosed |
$609K - $784K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-32.6K- 68.9% |
$658K - $847K
|
14.7K
$320K
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-34.2K- 21.57% |
$690K - $889K
|
124K
$2.71M
|