Purchases and Sales Made in Q4 2022 in Schwab Strategic U.S. Reit ETF (SCHH)

SCHH Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic U.S. Reit ETF (SCHH) during Q4 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
Feb 07, 2023 Q4 2022
Wms Partners, LLC

BUY
 -
35.2K
+ 236.36%
$622K - $720K
50.1K $1.04M
Jan 20, 2023 Q4 2022
Peterson Wealth Advisors, LLC

BUY
 -
35.2K
+ 63.43%
$622K - $720K
90.7K $1.89M
Feb 09, 2023 Q4 2022
Tempus Wealth Planning, LLC

BUY
 -
35.2K
New
$622K - $720K
35.2K $734K
Feb 06, 2023 Q4 2022
Black Diamond Financial, LLC

BUY
 -
34K
+ 65.36%
$601K - $695K
85.9K $1.79M
Feb 09, 2023 Q4 2022
Lee Financial CO

Dallas, TX
BUY
 -
32.7K
+ 564.68%
$579K - $670K
38.5K $804K
Dec 19, 2024 Q4 2022
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
31.9K
+ 139.46%
$564K - $652K
54.7K $1.14M
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
30.7K
+ 40.45%
$543K - $629K
107K $2.23M
Jan 26, 2023 Q4 2022
First National Corp

BUY
 -
30.4K
+ 13.05%
$538K - $622K
263K $5.5M
Apr 28, 2023 Q4 2022
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
30.1K
New
$533K - $617K
30.1K $629K
Feb 02, 2023 Q4 2022
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
29.9K
New
$528K - $611K
29.9K $623K
Feb 13, 2023 Q4 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
29.7K
+ 62.45%
$526K - $608K
77.3K $1.61M
Jan 17, 2023 Q4 2022
Wealth Management Resources, Inc.

BUY
 -
28.1K
+ 10.42%
$497K - $575K
298K $6.21M
Jan 27, 2023 Q4 2022
Jmg Financial Group, Ltd.

BUY
 -
27.4K
+ 12.26%
$484K - $560K
250K $5.22M
Feb 02, 2023 Q4 2022
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
26.3K
New
$464K - $537K
26.3K $548K
Jan 30, 2023 Q4 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
26K
New
$460K - $532K
26K $543K
Feb 10, 2023 Q4 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
25.7K
+ 73.74%
$454K - $525K
60.4K $1.26M
Feb 07, 2023 Q4 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
25.5K
+ 17.45%
$451K - $522K
172K $3.58M
Feb 14, 2023 Q4 2022
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
24.7K
+ 8.92%
$436K - $504K
301K $6.28M
Feb 03, 2023 Q4 2022
Aveo Capital Partners, LLC

BUY
 -
23.7K
New
$419K - $485K
23.7K $495K
Jan 13, 2023 Q4 2022
Platte River Wealth Advisors, LLC

BUY
 -
23K
+ 63.75%
$406K - $470K
59.1K $1.23M
Feb 24, 2023 Q4 2022
Natixis

Paris, I0
BUY
 -
22.6K
New
$400K - $463K
22.6K $472K
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
22.1K
+ 10.59%
$391K - $452K
231K $4.81M
Feb 13, 2023 Q4 2022
Consilium Wealth Advisory, LLC

BUY
 -
21.6K
New
$382K - $442K
21.6K $451K
Jan 18, 2023 Q4 2022
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
21.5K
New
$379K - $439K
21.5K $448K
Feb 13, 2023 Q4 2022
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
21.3K
New
$376K - $435K
21.3K $443K
Mar 30, 2023 Q4 2022
Luts & Greenleigh Group, Inc

Bethesda, MD
BUY
 -
21.2K
New
$375K - $434K
21.2K $442K
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
21K
+ 13.98%
$371K - $429K
171K $3.57M
Jan 30, 2023 Q4 2022
Tevis Investment Management

BUY
 -
20.6K
New
$364K - $421K
20.6K $429K
Jan 24, 2023 Q4 2022
Pinnacle Bancorp, Inc.

BUY
 -
20.1K
+ 142.65%
$356K - $412K
34.3K $714K
Feb 08, 2023 Q4 2022
Hillcrest Wealth Advisors Ny, LLC

BUY
 -
19.9K
+ 76.76%
$352K - $407K
45.8K $956K
Feb 08, 2023 Q4 2022
Interactive Financial Advisors

Chicago, IL
BUY
 -
19.8K
+ 17.88%
$350K - $405K
131K $2.72M
Feb 01, 2023 Q4 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
19.6K
New
$347K - $402K
19.6K $410K
Feb 01, 2023 Q4 2022
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
19.6K
+ 191.3%
$346K - $400K
29.8K $621K
Feb 15, 2023 Q4 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
19.3K
+ 9.05%
$342K - $395K
233K $4.86M
Jan 30, 2023 Q4 2022
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
19.3K
New
$341K - $395K
19.3K $402K
Jan 17, 2023 Q4 2022
Whelan Financial

BUY
 -
19.2K
+ 92.04%
$340K - $393K
40.1K $836K
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
19.1K
+ 20.75%
$337K - $390K
111K $2.31M
Jan 23, 2023 Q4 2022
Catalyst Private Wealth, LLC

BUY
 -
18.3K
New
$323K - $374K
18.3K $381K
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

BUY
 -
18K
+ 22.76%
$319K - $369K
97.4K $2.03M
Feb 10, 2023 Q4 2022
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
17.7K
+ 16.68%
$312K - $361K
123K $2.58M
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
16.8K
New
$297K - $344K
16.8K $351K
Jan 10, 2023 Q4 2022
Fc Advisory LLC

BUY
 -
16.7K
+ 34.76%
$296K - $343K
64.9K $1.35M
Feb 08, 2023 Q4 2022
Gould Asset Management LLC

Claremont, CA
BUY
 -
16.2K
New
$287K - $332K
16.2K $338K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
15.6K
+ 13.38%
$275K - $318K
132K $2.75M
Jan 27, 2023 Q4 2022
Courage Miller Partners, LLC

BUY
 -
15.1K
+ 4.09%
$267K - $309K
385K $8.02M
Feb 03, 2023 Q4 2022
Ascension Capital Advisors, Inc.

Houston, TX
BUY
 -
14.4K
New
$255K - $295K
14.4K $301K
Feb 16, 2023 Q4 2022
American Trust

Lexington, KY
BUY
 -
13.6K
+ 118.56%
$240K - $278K
25K $522K
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
13K
New
$230K - $267K
13K $272K
Jan 23, 2023 Q4 2022
Roman Butler Fullerton & CO

BUY
 -
12.7K
New
$224K - $259K
12.7K $264K

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