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
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3- 0.32% |
$68.5 - $74.8
|
929
$19.4K
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$91.4 - $99.7
|
24K
$501K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4- 3.96% |
$91.4 - $99.7
|
97
$2.02K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5Closed |
$114 - $125
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-6- 0.43% |
$137 - $150
|
1.38K
$28.8K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-7- 0.75% |
$160 - $174
|
929
$19.4K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-7- 2.39% |
$160 - $174
|
286
$5.97K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-7Closed |
$160 - $174
|
0
$0
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-7Closed |
$160 - $174
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-11- 0.23% |
$251 - $274
|
4.78K
$99.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-13- 15.29% |
$297 - $324
|
72
$1.5K
|
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-17- 40.48% |
$388 - $424
|
25
$522
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-18Closed |
$411 - $449
|
0
$0
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-26- 25.0% |
$594 - $648
|
78
$1.63K
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-30Closed |
$685 - $748
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-37- 2.55% |
$845 - $922
|
1.42K
$29.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
SELL
|
- |
-39- 0.62% |
$891 - $972
|
6.24K
$130K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-42- 0.32% |
$959 - $1.05K
|
13.2K
$276K
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-42- 0.19% |
$959 - $1.05K
|
22.5K
$470K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-48- 1.46% |
$1.1K - $1.2K
|
3.24K
$67.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-52- 0.46% |
$1.19K - $1.3K
|
11.2K
$234K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-55Closed |
$1.26K - $1.37K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-57- 0.35% |
$1.3K - $1.42K
|
16.5K
$343K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-59- 5.02% |
$1.35K - $1.47K
|
1.12K
$23.3K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-61- 20.47% |
$1.39K - $1.52K
|
237
$4.94K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-68- 3.36% |
$1.55K - $1.69K
|
1.96K
$40.8K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-75- 50.68% |
$1.71K - $1.87K
|
73
$1.52K
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-77- 0.1% |
$1.76K - $1.92K
|
74.7K
$1.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-80Closed |
$1.83K - $1.99K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-83- 55.7% |
$1.9K - $2.07K
|
66
$1.38K
|
|
|
Nov 15, 2022
Q3 2021
|
Values First Advisors, Inc.
|
SELL
|
- |
-86- 50.0% |
$1.96K - $2.14K
|
86
$1.79K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-92- 1.19% |
$2.1K - $2.29K
|
7.64K
$159K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-92- 0.74% |
$2.1K - $2.29K
|
12.3K
$258K
|
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-97- 0.1% |
$2.22K - $2.42K
|
98.8K
$2.06M
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-97Closed |
$2.22K - $2.42K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-116- 92.8% |
$2.65K - $2.89K
|
9
$188
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-121- 0.62% |
$2.76K - $3.02K
|
19.5K
$407K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-127- 0.32% |
$2.9K - $3.16K
|
39.3K
$821K
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-132- 1.91% |
$3.01K - $3.29K
|
6.78K
$141K
|
|
|
Nov 15, 2021
Q3 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-146- 2.13% |
$3.33K - $3.64K
|
6.7K
$140K
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-150- 0.55% |
$3.43K - $3.74K
|
27.2K
$567K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-155Closed |
$3.54K - $3.86K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-171- 0.27% |
$3.91K - $4.26K
|
64.2K
$1.34M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-200- 26.63% |
$4.57K - $4.98K
|
551
$11.5K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-204- 95.33% |
$4.66K - $5.08K
|
10
$209
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-236- 4.59% |
$5.39K - $5.88K
|
4.91K
$102K
|
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-236- 0.66% |
$5.39K - $5.88K
|
35.7K
$744K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-238- 1.54% |
$5.44K - $5.93K
|
15.3K
$318K
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-257- 0.73% |
$5.87K - $6.4K
|
34.9K
$727K
|