Purchases and Sales Made in Q3 2022 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 2022. 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 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.85M+ 6.12% |
$34.2M - $43.7M
|
32.1M
$720M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.14M+ 6.25% |
$21M - $26.8M
|
19.3M
$434M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
771K+ 4.35% |
$14.2M - $18.2M
|
18.5M
$415M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
574K+ 50.66% |
$10.6M - $13.6M
|
1.71M
$38.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
538K+ 64148.93% |
$9.92M - $12.7M
|
538K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
300KNew |
$5.54M - $7.08M
|
300K
$6.73M
|
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
275K+ 35.75% |
$5.08M - $6.5M
|
1.05M
$23.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
247K+ 32.84% |
$4.57M - $5.84M
|
1M
$22.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
210K+ 105.35% |
$3.87M - $4.95M
|
409K
$9.18M
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
207K+ 805.67% |
$3.82M - $4.89M
|
233K
$5.23M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
200KNew |
$3.69M - $4.72M
|
200K
$4.49M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
199K+ 87.38% |
$3.67M - $4.7M
|
427K
$9.58M
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
191KNew |
$3.53M - $4.51M
|
191K
$4.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
189K+ 37.43% |
$3.49M - $4.47M
|
695K
$15.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
186KNew |
$3.42M - $4.38M
|
186K
$4.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
174K+ 992.16% |
$3.2M - $4.1M
|
191K
$4.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
168KNew |
$3.11M - $3.98M
|
168K
$3.78M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
158KNew |
$2.92M - $3.73M
|
158K
$3.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
142K+ 23.47% |
$2.62M - $3.35M
|
747K
$16.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
141K+ 311.5% |
$2.6M - $3.32M
|
186K
$4.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
124KNew |
$2.29M - $2.93M
|
124K
$2.78M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
123K+ 55.34% |
$2.27M - $2.9M
|
345K
$7.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
122KNew |
$2.25M - $2.87M
|
122K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
109KNew |
$2.01M - $2.57M
|
109K
$2.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
92.6K+ 1.51% |
$1.71M - $2.19M
|
6.23M
$140M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
91.7K+ 86.92% |
$1.69M - $2.16M
|
197K
$4.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
73.6K+ 277.26% |
$1.36M - $1.74M
|
100K
$2.25M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
71.8KNew |
$1.32M - $1.69M
|
71.8K
$1.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
65.6K+ 17.13% |
$1.21M - $1.55M
|
448K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
60K+ 111.17% |
$1.11M - $1.42M
|
114K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
55.6K+ 194.05% |
$1.03M - $1.31M
|
84.2K
$1.89M
|
|
|
Oct 25, 2022
Q3 2022
|
Matrix Trust CO
|
BUY
|
- |
53.1K+ 2.76% |
$980K - $1.25M
|
1.98M
$44.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
52.3KNew |
$965K - $1.23M
|
52.3K
$1.17M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
46.7K+ 88.31% |
$862K - $1.1M
|
99.6K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
46.6K+ 9.17% |
$860K - $1.1M
|
554K
$12.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
44.6K+ 39.23% |
$822K - $1.05M
|
158K
$3.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.1K+ 13.76% |
$796K - $1.02M
|
357K
$8M
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
38.2K+ 74.91% |
$705K - $901K
|
89.2K
$2M
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
34.8KNew |
$642K - $821K
|
34.8K
$781K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
34K+ 4.59% |
$627K - $802K
|
774K
$17.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
33.8K+ 356.69% |
$623K - $797K
|
43.2K
$971K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.7K+ 17.91% |
$585K - $748K
|
209K
$4.68M
|
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
30.3K+ 16.37% |
$558K - $714K
|
215K
$4.83M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
29K+ 46.66% |
$534K - $683K
|
91K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
28.9K+ 199.72% |
$534K - $683K
|
43.4K
$975K
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
28.8KNew |
$532K - $680K
|
28.8K
$647K
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
27.5K+ 3.19% |
$508K - $649K
|
889K
$19.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
27.3K+ 211.6% |
$505K - $645K
|
40.3K
$904K
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
25.1K+ 82.58% |
$463K - $592K
|
55.5K
$1.24M
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
24.6K+ 55.68% |
$454K - $581K
|
68.8K
$1.54M
|