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 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-38.4K- 29.59% |
$776K - $998K
|
91.5K
$1.99M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-39.8K- 36.78% |
$804K - $1.03M
|
68.5K
$1.49M
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-40.2K- 6.34% |
$812K - $1.04M
|
594K
$12.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-45.7KClosed |
$922K - $1.19M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-46.2K- 37.98% |
$932K - $1.2M
|
75.4K
$1.64M
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-48.4K- 1.36% |
$976K - $1.26M
|
3.51M
$76.3M
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-59.2KClosed |
$1.19M - $1.54M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-66K- 37.73% |
$1.33M - $1.71M
|
109K
$2.37M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-71.6K- 45.39% |
$1.44M - $1.86M
|
86.2K
$1.87M
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-76.4K- 54.75% |
$1.54M - $1.98M
|
63.1K
$1.37M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-78.2KClosed |
$1.58M - $2.03M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-80.1K- 43.15% |
$1.62M - $2.08M
|
106K
$2.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Matrix Trust CO
|
SELL
|
- |
-85.3K- 4.24% |
$1.72M - $2.21M
|
1.93M
$41.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-94.6K- 0.52% |
$1.91M - $2.46M
|
18.2M
$395M
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-97.4KClosed |
$1.97M - $2.53M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-115K- 87.12% |
$2.32M - $2.98M
|
17K
$369K
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-136K- 48.48% |
$2.74M - $3.53M
|
144K
$3.14M
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-138K- 98.34% |
$2.78M - $3.57M
|
2.33K
$50.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-158K- 2.51% |
$3.18M - $4.09M
|
6.13M
$133M
|
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-172K- 86.74% |
$3.47M - $4.47M
|
26.3K
$572K
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-177KClosed |
$3.57M - $4.6M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-184KClosed |
$3.71M - $4.78M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-221KClosed |
$4.47M - $5.75M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-307KClosed |
$6.19M - $7.97M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-318KClosed |
$6.42M - $8.26M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-319K- 69.86% |
$6.44M - $8.28M
|
138K
$2.99M
|
|
|
Jul 26, 2022
Q2 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-320K- 93.55% |
$6.45M - $8.3M
|
22K
$479K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-595K- 1.73% |
$12M - $15.5M
|
33.8M
$735M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.12M- 71.71% |
$22.5M - $29M
|
441K
$9.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.62M- 5.45% |
$53M - $68.2M
|
45.5M
$990M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.5M- 93.71% |
$90.8M - $117M
|
302K
$6.57M
|