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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.96K+ 178.1% |
$205K - $223K
|
14K
$292K
|
|
|
Nov 09, 2021
Q3 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
8.66K+ 9.01% |
$198K - $216K
|
105K
$2.19M
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
8.46K+ 50.71% |
$193K - $211K
|
25.1K
$524K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.73K+ 81.07% |
$177K - $193K
|
17.3K
$360K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.68KNew |
$175K - $191K
|
7.68K
$160K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.27KNew |
$166K - $181K
|
7.27K
$152K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.24K+ 18.19% |
$165K - $180K
|
47K
$981K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.14KNew |
$163K - $178K
|
7.14K
$149K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.8KNew |
$155K - $170K
|
6.8K
$142K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.71K+ 71.94% |
$153K - $167K
|
16K
$335K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.41K+ 28.07% |
$123K - $135K
|
24.7K
$515K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.08K+ 9.54% |
$116K - $126K
|
58.3K
$1.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.05K+ 5.25% |
$115K - $126K
|
101K
$2.11M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.96KNew |
$113K - $124K
|
4.96K
$103K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
4.91K+ 50.06% |
$112K - $122K
|
14.7K
$307K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
4.86K+ 3.03% |
$111K - $121K
|
165K
$3.45M
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.72K+ 6.58% |
$108K - $118K
|
76.5K
$1.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.61K+ 2.96% |
$105K - $115K
|
160K
$3.35M
|
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
4.42K+ 1.64% |
$101K - $110K
|
275K
$5.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
4.13K+ 14.86% |
$94.4K - $103K
|
31.9K
$666K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.95K+ 18.94% |
$90.2K - $98.4K
|
24.8K
$517K
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.67K+ 30.74% |
$83.7K - $91.4K
|
15.6K
$325K
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.62K+ 9.29% |
$82.6K - $90.1K
|
42.6K
$888K
|
|
|
Oct 15, 2021
Q3 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3.45K+ 1.05% |
$78.7K - $85.9K
|
331K
$6.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.2K+ 24.45% |
$73.1K - $79.8K
|
16.3K
$340K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.92K+ 38.95% |
$66.7K - $72.8K
|
10.4K
$217K
|
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
2.86K+ 8.42% |
$65.4K - $71.3K
|
36.8K
$768K
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
2.82K+ 3.9% |
$64.3K - $70.1K
|
75K
$1.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.68K+ 7.53% |
$61.1K - $66.7K
|
38.2K
$796K
|
|
|
Nov 09, 2021
Q3 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.57K+ 50.74% |
$58.8K - $64.1K
|
7.64K
$159K
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2.4K+ 0.96% |
$54.7K - $59.7K
|
251K
$5.24M
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.18K+ 12.95% |
$49.7K - $54.2K
|
19K
$396K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.04K+ 1.56% |
$46.5K - $50.8K
|
132K
$2.76M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.01K+ 5.19% |
$45.9K - $50.1K
|
40.7K
$849K
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
1.97K+ 2.63% |
$45.1K - $49.2K
|
77.1K
$1.61M
|
|
|
Nov 01, 2021
Q3 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.9K+ 2.85% |
$43.4K - $47.3K
|
68.5K
$1.43M
|
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
BUY
|
- |
1.78K+ 9.77% |
$40.7K - $44.4K
|
20K
$418K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 11.52% |
$40K - $43.7K
|
17K
$354K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.7KNew |
$38.8K - $42.3K
|
1.7K
$35.4K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.68K+ 7.3% |
$38.4K - $41.9K
|
24.7K
$515K
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.64K+ 4.61% |
$37.5K - $40.9K
|
37.2K
$777K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.6K+ 11.26% |
$36.5K - $39.8K
|
15.8K
$329K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.5K+ 10.39% |
$34.2K - $37.3K
|
15.9K
$332K
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.49K+ 8.97% |
$34.1K - $37.2K
|
18.1K
$378K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.46K+ 2.3% |
$33.4K - $36.5K
|
65.2K
$1.36M
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
1.3K+ 3.39% |
$29.7K - $32.4K
|
39.7K
$829K
|
|
|
Nov 03, 2021
Q3 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
1.22K+ 2.19% |
$27.9K - $30.4K
|
57K
$1.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16K+ 138.56% |
$26.4K - $28.8K
|
1.99K
$41.6K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.15KNew |
$26.3K - $28.7K
|
1.15K
$24.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.15KNew |
$26.2K - $28.5K
|
1.15K
$23.9K
|