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 09, 2021
Q3 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.89K- 1.01% |
$43.1K - $47K
|
186K
$3.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.9K- 2.12% |
$43.3K - $47.2K
|
87.6K
$1.83M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2K- 2.21% |
$45.7K - $49.8K
|
88.5K
$1.85M
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.07K- 10.72% |
$47.3K - $51.6K
|
17.2K
$359K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.17K- 9.04% |
$49.4K - $54K
|
21.8K
$454K
|
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.32K- 4.39% |
$53K - $57.8K
|
50.6K
$1.05M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.35K- 8.02% |
$53.6K - $58.5K
|
26.9K
$562K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-2.44K- 5.17% |
$55.7K - $60.8K
|
44.7K
$933K
|
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.5K- 5.01% |
$57.1K - $62.3K
|
47.4K
$989K
|
|
|
Nov 16, 2021
Q3 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-2.5K- 2.65% |
$57.1K - $62.3K
|
92K
$1.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.54K- 6.84% |
$58K - $63.2K
|
34.6K
$721K
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.83K- 4.42% |
$64.7K - $70.6K
|
61.2K
$1.28M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.13K- 7.47% |
$71.4K - $77.9K
|
38.7K
$807K
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-3.44K- 1.85% |
$78.6K - $85.7K
|
182K
$3.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.75K- 18.24% |
$85.7K - $93.5K
|
16.8K
$351K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.25K- 30.3% |
$97.2K - $106K
|
9.79K
$204K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.37KClosed |
$99.8K - $109K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.64K- 16.65% |
$106K - $116K
|
23.3K
$485K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.69K- 15.84% |
$107K - $117K
|
24.9K
$519K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.78K- 92.02% |
$109K - $119K
|
415
$8.66K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.47KClosed |
$125K - $136K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-5.73K- 45.31% |
$131K - $143K
|
6.92K
$144K
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-6.38K- 14.35% |
$146K - $159K
|
38.1K
$794K
|
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-6.39KClosed |
$146K - $159K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-7.06KClosed |
$161K - $176K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.44K- 1.88% |
$170K - $185K
|
389K
$8.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.13K- 7.24% |
$186K - $203K
|
104K
$2.17M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.68K- 11.74% |
$198K - $216K
|
65.2K
$1.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.73K- 31.46% |
$199K - $218K
|
19K
$397K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.75K- 74.96% |
$200K - $218K
|
2.92K
$61K
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-8.92K- 41.07% |
$204K - $222K
|
12.8K
$267K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.86K- 3.81% |
$225K - $246K
|
249K
$5.19M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-12.1K- 5.45% |
$277K - $302K
|
211K
$4.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.4KClosed |
$283K - $309K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
SELL
|
- |
-12.8KClosed |
$293K - $320K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-14.3KClosed |
$326K - $355K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-14.9KClosed |
$341K - $372K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-15.3K- 5.66% |
$349K - $381K
|
254K
$5.31M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-20K- 13.46% |
$456K - $498K
|
128K
$2.68M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-21.9KClosed |
$501K - $546K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-22.1KClosed |
$505K - $551K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-22.8KClosed |
$520K - $568K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.2K- 79.5% |
$529K - $577K
|
5.97K
$125K
|
|
|
Dec 17, 2021
Q3 2021
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-24.2KClosed |
$553K - $603K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-25.8KClosed |
$590K - $643K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-28.1K- 10.74% |
$642K - $700K
|
234K
$4.87M
|
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-34.6K- 16.71% |
$790K - $862K
|
172K
$3.59M
|
|
|
Oct 19, 2021
Q3 2021
|
Matrix Trust CO
|
SELL
|
- |
-61.7K- 5.2% |
$1.41M - $1.54M
|
1.12M
$23.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-65.6K- 87.37% |
$1.5M - $1.63M
|
9.48K
$198K
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-74.8K- 75.12% |
$1.71M - $1.86M
|
24.8K
$517K
|