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 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
89New |
$2.03K - $2.22K
|
89
$1.86K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
86+ 38.39% |
$1.96K - $2.14K
|
310
$6.47K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
83+ 21.39% |
$1.9K - $2.07K
|
471
$9.83K
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
82+ 0.12% |
$1.87K - $2.04K
|
67.2K
$1.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
80+ 0.29% |
$1.83K - $1.99K
|
27.8K
$581K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
76New |
$1.74K - $1.89K
|
76
$1.59K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
75+ 102.74% |
$1.71K - $1.87K
|
148
$3.09K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
71+ 6.38% |
$1.62K - $1.77K
|
1.18K
$24.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
69New |
$1.58K - $1.72K
|
69
$1.44K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
67+ 0.41% |
$1.53K - $1.67K
|
16.2K
$339K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
56+ 37.58% |
$1.28K - $1.4K
|
205
$4.28K
|
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
51+ 0.3% |
$1.16K - $1.27K
|
17.3K
$360K
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
49+ 41.88% |
$1.12K - $1.22K
|
166
$3.46K
|
|
|
Oct 28, 2021
Q3 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
48+ 0.34% |
$1.1K - $1.2K
|
14.1K
$293K
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
46+ 0.03% |
$1.05K - $1.15K
|
147K
$3.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
43+ 0.48% |
$982 - $1.07K
|
9.09K
$190K
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
42+ 0.19% |
$959 - $1.05K
|
22.3K
$464K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
39New |
$891 - $972
|
39
$814
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
37+ 0.5% |
$845 - $922
|
7.46K
$156K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
36+ 4.46% |
$822 - $897
|
843
$17.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
36+ 0.5% |
$822 - $897
|
7.28K
$152K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
36+ 0.83% |
$822 - $897
|
4.39K
$91.7K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
36+ 4.46% |
$822 - $897
|
843
$17.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35New |
$799 - $872
|
35
$730
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
31+ 3.06% |
$708 - $773
|
1.04K
$21.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
25New |
$571 - $623
|
25
$522
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
25+ 0.32% |
$571 - $623
|
7.73K
$161K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
25New |
$571 - $623
|
25
$522
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
22+ 0.48% |
$502 - $548
|
4.57K
$95.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
17New |
$388 - $424
|
17
$355
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15+ 14.71% |
$343 - $374
|
117
$2.44K
|
|
|
Oct 19, 2021
Q3 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
15+ 0.25% |
$343 - $374
|
5.95K
$124K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
14+ 0.5% |
$320 - $349
|
2.83K
$59.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
13+ 0.23% |
$297 - $324
|
5.55K
$116K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
12New |
$274 - $299
|
12
$250
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
9+ 56.25% |
$206 - $224
|
25
$522
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8+ 0.14% |
$183 - $199
|
5.9K
$123K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8+ 13.11% |
$183 - $199
|
69
$1.44K
|
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4+ 0.33% |
$91.4 - $99.7
|
1.22K
$25.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.61% |
$91.4 - $99.7
|
664
$13.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
2+ 0.29% |
$45.7 - $49.8
|
694
$14.5K
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
2+ 0.03% |
$45.7 - $49.8
|
7.82K
$163K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2+ 0.02% |
$45.7 - $49.8
|
12.3K
$256K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2+ 0.34% |
$45.7 - $49.8
|
594
$12.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.29% |
$22.8 - $24.9
|
351
$7.32K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.1% |
$22.8 - $24.9
|
1.01K
$21K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.48% |
$22.8 - $24.9
|
210
$4.38K
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$22.8 - $24.9
|
11.2K
$233K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.08% |
$22.8 - $24.9
|
1.26K
$26.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
1+ 0.91% |
$22.8 - $24.9
|
111
$2.32K
|