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
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.04K+ 8.42% |
$23.7K - $25.8K
|
13.3K
$282K
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
987+ 7.47% |
$22.5K - $24.6K
|
14.2K
$300K
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
981+ 11.9% |
$22.4K - $24.4K
|
9.23K
$195K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
805+ 46.56% |
$18.4K - $20.1K
|
2.53K
$53.5K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
777New |
$17.7K - $19.4K
|
777
$16.4K
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
760+ 0.21% |
$17.4K - $18.9K
|
362K
$7.65M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
734+ 5.66% |
$16.8K - $18.3K
|
13.7K
$290K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
685+ 2.57% |
$15.6K - $17.1K
|
27.3K
$576K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
600+ 251.05% |
$13.7K - $15K
|
839
$17.7K
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
600+ 16.22% |
$13.7K - $15K
|
4.3K
$90.8K
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
598+ 9.48% |
$13.7K - $14.9K
|
6.9K
$146K
|
|
Nov 12, 2021
Q3 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
595+ 4.31% |
$13.6K - $14.8K
|
14.4K
$304K
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
595+ 204.47% |
$13.6K - $14.8K
|
886
$18.7K
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
563+ 4.05% |
$12.9K - $14K
|
14.5K
$305K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
551+ 5.82% |
$12.6K - $13.7K
|
10K
$211K
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
537+ 6.36% |
$12.3K - $13.4K
|
8.98K
$190K
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
521+ 4.66% |
$11.9K - $13K
|
11.7K
$247K
|
|
Oct 21, 2021
Q3 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
470+ 2.35% |
$10.7K - $11.7K
|
20.4K
$432K
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
467+ 2.55% |
$10.7K - $11.6K
|
18.8K
$397K
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
467+ 4.17% |
$10.7K - $11.6K
|
11.7K
$247K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
443+ 8.97% |
$10.1K - $11K
|
5.38K
$114K
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
435+ 3.0% |
$9.94K - $10.8K
|
14.9K
$315K
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
409+ 1.44% |
$9.34K - $10.2K
|
28.7K
$607K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
402+ 3.54% |
$9.18K - $10K
|
11.8K
$248K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
384+ 8.02% |
$8.77K - $9.57K
|
5.17K
$109K
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
338+ 15.63% |
$7.72K - $8.42K
|
2.5K
$52.8K
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
297New |
$6.78K - $7.4K
|
297
$6.27K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
249+ 0.45% |
$5.69K - $6.21K
|
55.3K
$1.17M
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
245+ 2.29% |
$5.6K - $6.11K
|
11K
$232K
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
235+ 2.01% |
$5.37K - $5.86K
|
11.9K
$251K
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
220+ 0.96% |
$5.02K - $5.48K
|
23.2K
$489K
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
215+ 0.22% |
$4.91K - $5.36K
|
97.7K
$2.06M
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
212New |
$4.84K - $5.28K
|
212
$4.48K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
209+ 20900.0% |
$4.77K - $5.21K
|
210
$4.44K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
205+ 2050.0% |
$4.68K - $5.11K
|
215
$4.54K
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
203+ 2.27% |
$4.64K - $5.06K
|
9.13K
$193K
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
201+ 1.03% |
$4.59K - $5.01K
|
19.7K
$417K
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
164+ 2.06% |
$3.75K - $4.09K
|
8.12K
$171K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
158+ 29.98% |
$3.61K - $3.94K
|
685
$14.5K
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
142+ 0.44% |
$3.24K - $3.54K
|
32.1K
$678K
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
140+ 297.87% |
$3.2K - $3.49K
|
187
$3.95K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
132+ 573.91% |
$3.01K - $3.29K
|
155
$3.27K
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
BUY
|
- |
131+ 55.51% |
$2.99K - $3.26K
|
367
$7.75K
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
129+ 2.33% |
$2.95K - $3.21K
|
5.67K
$120K
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
112+ 1.87% |
$2.56K - $2.79K
|
6.1K
$129K
|
|
Oct 22, 2021
Q3 2021
|
Ddd Partners, LLC
|
BUY
|
- |
110+ 0.97% |
$2.51K - $2.74K
|
11.4K
$241K
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
106New |
$2.42K - $2.64K
|
106
$2.24K
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
100+ 0.61% |
$2.28K - $2.49K
|
16.4K
$347K
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
100+ 227.27% |
$2.28K - $2.49K
|
144
$3.04K
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
96+ 34.29% |
$2.19K - $2.39K
|
376
$7.94K
|