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 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.33K+ 13.64% |
$58.8K - $68.1K
|
27.7K
$578K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.19K+ 16.3% |
$56.4K - $65.3K
|
22.8K
$475K
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
3.16K+ 10.72% |
$55.9K - $64.6K
|
32.6K
$680K
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.05K+ 5.53% |
$54K - $62.5K
|
58.2K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.68K+ 11.56% |
$47.3K - $54.8K
|
25.8K
$539K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.51K+ 12.05% |
$44.4K - $51.4K
|
23.3K
$487K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.46K+ 311.38% |
$43.5K - $50.4K
|
3.25K
$67.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.46K+ 8200.0% |
$43.5K - $50.3K
|
2.49K
$51.9K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.26KNew |
$39.9K - $46.2K
|
2.26K
$47.1K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.14KNew |
$37.8K - $43.8K
|
2.14K
$44.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.13KNew |
$37.6K - $43.5K
|
2.13K
$44.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.12K+ 1.53% |
$37.4K - $43.3K
|
140K
$2.92M
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
BUY
|
- |
2.09K+ 1.72% |
$37K - $42.8K
|
124K
$2.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2K+ 16.64% |
$35.3K - $40.8K
|
14K
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.82K+ 64.34% |
$32.2K - $37.2K
|
4.65K
$96.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.74K+ 24.66% |
$30.8K - $35.7K
|
8.82K
$184K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.58KNew |
$28K - $32.4K
|
1.58K
$33K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.56K+ 65.34% |
$27.6K - $31.9K
|
3.95K
$82.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
1.55K+ 1.96% |
$27.4K - $31.7K
|
80.4K
$1.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.54K+ 2.15% |
$27.3K - $31.5K
|
73.1K
$1.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.5KNew |
$26.5K - $30.7K
|
1.5K
$31.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.45KNew |
$25.5K - $29.6K
|
1.45K
$30.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.35K+ 5.56% |
$23.8K - $27.6K
|
25.6K
$534K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.34K+ 4.47% |
$23.6K - $27.4K
|
31.3K
$652K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.29K+ 4.73% |
$22.8K - $26.4K
|
28.5K
$595K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.27KNew |
$22.5K - $26K
|
1.27K
$26.6K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.24KNew |
$22K - $25.5K
|
1.24K
$25.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1.18K+ 300.77% |
$20.8K - $24.1K
|
1.57K
$32.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.17K+ 3.42% |
$20.7K - $24K
|
35.5K
$739K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.14K+ 10.48% |
$20.2K - $23.3K
|
12K
$251K
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.04K+ 8.93% |
$18.3K - $21.2K
|
12.6K
$263K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.02K+ 987.38% |
$18K - $20.8K
|
1.12K
$23.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.01K+ 672.67% |
$17.8K - $20.6K
|
1.16K
$24.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.01KNew |
$17.8K - $20.6K
|
1.01K
$21K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
895New |
$15.8K - $18.3K
|
895
$18.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
861+ 18.82% |
$15.2K - $17.6K
|
5.44K
$113K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
843+ 7.2% |
$14.9K - $17.2K
|
12.6K
$262K
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
814+ 1.43% |
$14.4K - $16.7K
|
57.6K
$1.2M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
805+ 1.9% |
$14.2K - $16.5K
|
43.3K
$902K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
804New |
$14.2K - $16.4K
|
804
$16.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
762+ 1.33% |
$13.5K - $15.6K
|
58K
$1.21M
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
680+ 2.39% |
$12K - $13.9K
|
29.2K
$609K
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
634+ 5.9% |
$11.2K - $13K
|
11.4K
$237K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
622+ 4.76% |
$11K - $12.7K
|
13.7K
$285K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
610+ 2.12% |
$10.8K - $12.5K
|
29.4K
$614K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
596New |
$10.5K - $12.2K
|
596
$12.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
555New |
$9.81K - $11.4K
|
555
$11.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
536+ 3.1% |
$9.48K - $11K
|
17.8K
$372K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
514+ 4.64% |
$9.09K - $10.5K
|
11.6K
$242K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
437+ 100.0% |
$7.73K - $8.94K
|
874
$18.2K
|