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
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-266- 3.03% |
$6.08K - $6.63K
|
8.52K
$178K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-281- 4.85% |
$6.42K - $7K
|
5.51K
$115K
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-284- 97.93% |
$6.49K - $7.08K
|
6
$125
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-290Closed |
$6.62K - $7.23K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-302- 87.54% |
$6.9K - $7.53K
|
43
$897
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-303- 6.31% |
$6.92K - $7.55K
|
4.5K
$93.9K
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-319- 3.36% |
$7.29K - $7.95K
|
9.17K
$191K
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-325- 0.87% |
$7.42K - $8.1K
|
37.2K
$775K
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-328Closed |
$7.49K - $8.17K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-330- 3.39% |
$7.54K - $8.22K
|
9.4K
$196K
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-339Closed |
$7.74K - $8.45K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-349- 4.21% |
$7.97K - $8.7K
|
7.93K
$165K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-361- 0.49% |
$8.25K - $9K
|
73K
$1.52M
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
SELL
|
- |
-381- 0.79% |
$8.7K - $9.49K
|
48K
$1M
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-383Closed |
$8.75K - $9.54K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-394- 0.86% |
$9K - $9.82K
|
45.3K
$944K
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
SELL
|
- |
-400- 2.37% |
$9.14K - $9.97K
|
16.5K
$344K
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-400- 1.9% |
$9.14K - $9.97K
|
20.6K
$430K
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-442- 4.28% |
$10.1K - $11K
|
9.88K
$206K
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-462Closed |
$10.6K - $11.5K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-482Closed |
$11K - $12K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-520- 3.79% |
$11.9K - $13K
|
13.2K
$275K
|
|
Nov 15, 2021
Q3 2021
|
Jentner Corp
|
SELL
|
- |
-553- 3.7% |
$12.6K - $13.8K
|
14.4K
$300K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-563- 7.12% |
$12.9K - $14K
|
7.35K
$153K
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-573- 4.77% |
$13.1K - $14.3K
|
11.4K
$239K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-596Closed |
$13.6K - $14.9K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-649- 8.71% |
$14.8K - $16.2K
|
6.81K
$142K
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-669- 6.2% |
$15.3K - $16.7K
|
10.1K
$211K
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-677- 10.32% |
$15.5K - $16.9K
|
5.88K
$123K
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-708- 2.1% |
$16.2K - $17.6K
|
32.9K
$687K
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-736- 52.12% |
$16.8K - $18.3K
|
676
$14.1K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-737- 46.47% |
$16.8K - $18.4K
|
849
$17.7K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-750Closed |
$17.1K - $18.7K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-761- 8.5% |
$17.4K - $19K
|
8.19K
$171K
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
SELL
|
- |
-765- 4.14% |
$17.5K - $19.1K
|
17.7K
$369K
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-846- 3.77% |
$19.3K - $21.1K
|
21.6K
$450K
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-957- 0.71% |
$21.9K - $23.8K
|
133K
$2.78M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-998- 12.17% |
$22.8K - $24.9K
|
7.2K
$150K
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1K- 12.35% |
$22.8K - $24.9K
|
7.09K
$148K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.06K- 47.8% |
$24.1K - $26.3K
|
1.15K
$24K
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.23K- 11.37% |
$28K - $30.5K
|
9.55K
$199K
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.24K- 11.86% |
$28.3K - $30.8K
|
9.2K
$192K
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.31K- 2.61% |
$30K - $32.7K
|
49K
$1.02M
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.32K- 8.3% |
$30.1K - $32.8K
|
14.6K
$304K
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.36K- 10.59% |
$31K - $33.8K
|
11.5K
$239K
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.42K- 24.36% |
$32.4K - $35.4K
|
4.41K
$92K
|
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.49K- 1.77% |
$34K - $37.1K
|
82.6K
$1.72M
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.62K- 6.16% |
$36.9K - $40.3K
|
24.6K
$514K
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.79K- 5.12% |
$40.9K - $44.6K
|
33.2K
$692K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.83K- 3.79% |
$41.9K - $45.7K
|
46.5K
$970K
|