Purchases and Sales Made in Q4 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 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 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
12.6K+ 5.27% |
$223K - $258K
|
252K
$5.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.6KNew |
$223K - $258K
|
12.6K
$263K
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
12.5KNew |
$221K - $256K
|
12.5K
$261K
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
12.1K+ 4.84% |
$214K - $248K
|
263K
$5.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
BUY
|
- |
12KNew |
$212K - $245K
|
12K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
11.9KNew |
$210K - $243K
|
11.9K
$248K
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
11.7KNew |
$207K - $239K
|
11.7K
$244K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
11.6K+ 1451.94% |
$205K - $237K
|
12.4K
$259K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.5K+ 100.24% |
$203K - $235K
|
23K
$479K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.2K+ 12.36% |
$199K - $230K
|
102K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
11.1KNew |
$196K - $227K
|
11.1K
$232K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.9KNew |
$192K - $222K
|
10.9K
$227K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
10.8K+ 10.12% |
$191K - $221K
|
118K
$2.45M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
10.6KNew |
$188K - $217K
|
10.6K
$222K
|
|
|
Jan 17, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
10.5KNew |
$185K - $214K
|
10.5K
$218K
|
|
|
Jun 13, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
10.5KNew |
$185K - $214K
|
10.5K
$218K
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
10.2KNew |
$181K - $209K
|
10.2K
$213K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.73K+ 15.25% |
$172K - $199K
|
73.5K
$1.53M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
9.6K+ 26.32% |
$170K - $196K
|
46.1K
$962K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9.22K+ 26.59% |
$163K - $189K
|
43.9K
$916K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
8.97K+ 7.33% |
$159K - $184K
|
131K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
8.63K+ 36.09% |
$153K - $177K
|
32.5K
$679K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.62K+ 3.06% |
$152K - $176K
|
290K
$6.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
8.13K+ 15.27% |
$144K - $166K
|
61.3K
$1.28M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
8.03KNew |
$142K - $164K
|
8.03K
$168K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.93K+ 61.03% |
$140K - $162K
|
20.9K
$437K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.5K+ 5.02% |
$133K - $153K
|
157K
$3.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.4K+ 37.64% |
$131K - $151K
|
27.1K
$564K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
7.36KNew |
$130K - $151K
|
7.36K
$154K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
7.16K+ 10.14% |
$127K - $147K
|
77.8K
$1.62M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
6.75K+ 4.04% |
$119K - $138K
|
174K
$3.63M
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
6.13K+ 52.8% |
$108K - $125K
|
17.7K
$370K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.08K+ 9.56% |
$107K - $124K
|
69.6K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.25K+ 7.36% |
$92.8K - $107K
|
76.5K
$1.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.12K+ 36.76% |
$90.5K - $105K
|
19K
$397K
|
|
|
Jan 11, 2023
Q4 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
5K+ 48.33% |
$88.4K - $102K
|
15.3K
$320K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
4.59K+ 12.02% |
$81.1K - $93.9K
|
42.8K
$892K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.49KNew |
$79.3K - $91.8K
|
4.49K
$93.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.42K+ 23.5% |
$78.2K - $90.5K
|
23.2K
$485K
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.21K+ 16.43% |
$74.5K - $86.2K
|
29.9K
$623K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.16K+ 32.16% |
$73.6K - $85.2K
|
17.1K
$357K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.01K+ 4.6% |
$70.9K - $82K
|
91.2K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.96KNew |
$70K - $81K
|
3.96K
$82.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.83K+ 16.04% |
$67.7K - $78.4K
|
27.7K
$578K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.77K+ 7.2% |
$66.6K - $77.1K
|
56.1K
$1.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.75K+ 6.9% |
$66.2K - $76.6K
|
58.1K
$1.21M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3.68K+ 2.17% |
$65.1K - $75.4K
|
173K
$3.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.52K+ 26.02% |
$62.3K - $72.1K
|
17.1K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.43K+ 1.9% |
$60.6K - $70.2K
|
184K
$3.84M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
3.37K+ 10.32% |
$59.6K - $69K
|
36K
$752K
|