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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
78+ 3.99% |
$1.44K - $1.84K
|
2.03K
$46.2K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
78New |
$1.44K - $1.84K
|
78
$1.77K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
70+ 0.45% |
$1.29K - $1.65K
|
15.6K
$354K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
69+ 0.78% |
$1.27K - $1.63K
|
8.94K
$203K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
64New |
$1.18K - $1.51K
|
64
$1.46K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
62New |
$1.14K - $1.46K
|
62
$1.41K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
57+ 0.51% |
$1.05K - $1.35K
|
11.1K
$253K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
45+ 450.0% |
$830 - $1.06K
|
55
$1.25K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
44+ 1.88% |
$812 - $1.04K
|
2.39K
$54.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
44+ 0.01% |
$812 - $1.04K
|
450K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
38+ 14.5% |
$701 - $897
|
300
$6.82K
|
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
BUY
|
- |
34+ 0.12% |
$627 - $802
|
28.8K
$655K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
25+ 0.69% |
$461 - $590
|
3.65K
$83.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23+ 0.15% |
$424 - $543
|
15K
$342K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
18New |
$332 - $425
|
18
$409
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 0.16% |
$314 - $401
|
10.9K
$248K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14+ 0.34% |
$258 - $330
|
4.12K
$93.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
12+ 0.49% |
$221 - $283
|
2.46K
$56K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11+ 1.08% |
$203 - $260
|
1.03K
$23.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
10New |
$185 - $236
|
10
$227
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
9+ 1.02% |
$166 - $212
|
894
$20.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
8+ 0.05% |
$148 - $189
|
17.6K
$400K
|
|
|
Oct 21, 2022
Q3 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
7+ 0.06% |
$129 - $165
|
11.8K
$269K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.66% |
$111 - $142
|
919
$20.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.74% |
$92.3 - $118
|
684
$15.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5New |
$92.3 - $118
|
5
$114
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.11% |
$73.8 - $94.4
|
3.5K
$79.5K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.11% |
$55.3 - $70.8
|
2.79K
$63.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.69% |
$55.3 - $70.8
|
437
$9.94K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.88% |
$36.9 - $47.2
|
230
$5.23K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.02% |
$18.5 - $23.6
|
5.35K
$122K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.63% |
$18.5 - $23.6
|
160
$3.64K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.24% |
$18.5 - $23.6
|
418
$9.51K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-3- 1.43% |
$55.3 - $70.8
|
207
$4.71K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 1.47% |
$73.8 - $94.4
|
268
$6.09K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-6- 3.02% |
$111 - $142
|
193
$4.39K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8- 3.92% |
$148 - $189
|
196
$4.46K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-15- 0.05% |
$277 - $354
|
29K
$660K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19- 0.08% |
$351 - $448
|
23.7K
$540K
|
|
|
Oct 11, 2022
Q3 2022
|
Gpwm LLC
|
SELL
|
- |
-24- 7.0% |
$443 - $566
|
319
$7.25K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-30- 12.82% |
$554 - $708
|
204
$4.64K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-32- 0.23% |
$590 - $755
|
13.8K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-35- 0.26% |
$646 - $826
|
13.5K
$308K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-46- 2.5% |
$849 - $1.09K
|
1.8K
$40.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 21.74% |
$923 - $1.18K
|
180
$4.09K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-57- 1.97% |
$1.05K - $1.35K
|
2.84K
$64.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-66- 0.77% |
$1.22K - $1.56K
|
8.52K
$194K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-97- 0.69% |
$1.79K - $2.29K
|
14K
$317K
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-124- 0.32% |
$2.29K - $2.93K
|
38.9K
$885K
|