Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.2M+ 566.12% |
$27.3M - $29.8M
|
1.41M
$29.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
721K+ 3607450.0% |
$16.5M - $18M
|
722K
$15.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
606K+ 2.68% |
$13.8M - $15.1M
|
23.3M
$487M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
403K+ 5.44% |
$9.22M - $10.1M
|
7.82M
$164M
|
|
|
Oct 20, 2021
Q3 2021
|
Piershale Financial Group, Inc.
|
BUY
|
- |
358KNew |
$8.18M - $8.93M
|
358K
$7.5M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
226K+ 8.41% |
$5.16M - $5.63M
|
2.91M
$60.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
152K+ 1.12% |
$3.48M - $3.79M
|
13.8M
$288M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
140K+ 599.67% |
$3.19M - $3.48M
|
163K
$3.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
113K+ 707.11% |
$2.58M - $2.82M
|
129K
$2.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
109K+ 9.9% |
$2.48M - $2.7M
|
1.2M
$25.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
85.5K+ 1.14% |
$1.95M - $2.13M
|
7.55M
$158M
|
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
78.5KNew |
$1.79M - $1.96M
|
78.5K
$1.64M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
74.8K+ 300.92% |
$1.71M - $1.86M
|
99.6K
$2.09M
|
|
|
Nov 10, 2021
Q3 2021
|
Gunma Bank,Ltd.
|
BUY
|
- |
70KNew |
$1.6M - $1.74M
|
70K
$1.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.5KNew |
$1.52M - $1.66M
|
66.5K
$1.39M
|
|
|
Nov 15, 2021
Q3 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
59.9K+ 57.25% |
$1.37M - $1.49M
|
164K
$3.44M
|
|
|
Feb 15, 2022
Q3 2021
|
Awm Capital, LLC
|
BUY
|
- |
55.5KNew |
$1.27M - $1.38M
|
55.5K
$1.16M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
46.3K+ 3.09% |
$1.06M - $1.15M
|
1.54M
$32.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
41.2K+ 19.42% |
$941K - $1.03M
|
253K
$5.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
38.5K+ 50.28% |
$880K - $960K
|
115K
$2.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36.9K+ 43.91% |
$843K - $920K
|
121K
$2.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35.5KNew |
$812K - $886K
|
35.5K
$744K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
33.2K+ 152.05% |
$757K - $826K
|
55K
$1.15M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
33KNew |
$754K - $822K
|
33K
$691K
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.7K+ 0.7% |
$746K - $814K
|
4.7M
$98.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.5K+ 58.31% |
$719K - $785K
|
85.5K
$1.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.1KNew |
$666K - $726K
|
29.1K
$610K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.1KNew |
$574K - $626K
|
25.1K
$526K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$571K - $623K
|
25K
$524K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
24.6KNew |
$563K - $614K
|
24.6K
$516K
|
|
|
Feb 11, 2022
Q3 2021
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
24.2KNew |
$553K - $603K
|
24.2K
$507K
|
|
|
Nov 03, 2021
Q3 2021
|
Capital Wealth Planning, LLC
|
BUY
|
- |
23.5KNew |
$537K - $586K
|
23.5K
$493K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
23.5K+ 53.79% |
$537K - $586K
|
67.2K
$1.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.6KNew |
$493K - $538K
|
21.6K
$452K
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.6KNew |
$471K - $513K
|
20.6K
$431K
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
19.1K+ 9.5% |
$436K - $476K
|
220K
$4.61M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
18.8K+ 503.5% |
$430K - $469K
|
22.6K
$473K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.2K+ 13.66% |
$417K - $454K
|
152K
$3.18M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.7K+ 35.56% |
$404K - $441K
|
67.4K
$1.41M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16.4K+ 6.38% |
$376K - $410K
|
274K
$5.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.2K+ 26.55% |
$348K - $380K
|
72.7K
$1.52M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
15KNew |
$344K - $375K
|
15K
$315K
|
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
BUY
|
- |
14.4KNew |
$330K - $360K
|
14.4K
$302K
|
|
|
Nov 29, 2021
Q3 2021
|
Whelan Financial
|
BUY
|
- |
14KNew |
$320K - $349K
|
14K
$293K
|
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
13.2K+ 73.27% |
$301K - $328K
|
31.2K
$653K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.5K+ 42.86% |
$285K - $311K
|
41.6K
$871K
|
|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
11.3K+ 81.19% |
$257K - $280K
|
25.1K
$526K
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
11KNew |
$251K - $274K
|
11K
$230K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
10.6K+ 13.32% |
$241K - $263K
|
89.9K
$1.88M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.3KNew |
$234K - $256K
|
10.3K
$215K
|