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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-219- 0.34% |
$3.87K - $4.48K
|
64.1K
$1.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-230- 0.54% |
$4.07K - $4.71K
|
42.4K
$895K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-242- 0.62% |
$4.28K - $4.95K
|
38.7K
$818K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-286- 1.58% |
$5.06K - $5.85K
|
17.8K
$377K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-295- 1.7% |
$5.22K - $6.04K
|
17K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-298- 2.16% |
$5.27K - $6.1K
|
13.5K
$285K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-310- 0.36% |
$5.48K - $6.34K
|
85.4K
$1.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-330- 2.74% |
$5.83K - $6.75K
|
11.7K
$248K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-330- 1.89% |
$5.83K - $6.75K
|
17.1K
$362K
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-335- 0.23% |
$5.92K - $6.85K
|
146K
$3.08M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-458- 0.05% |
$8.1K - $9.37K
|
912K
$19.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-467- 3.94% |
$8.26K - $9.55K
|
11.4K
$240K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-499- 2.89% |
$8.82K - $10.2K
|
16.8K
$354K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-520- 62.05% |
$9.19K - $10.6K
|
318
$6.72K
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-526- 3.46% |
$9.3K - $10.8K
|
14.7K
$310K
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-537- 3.15% |
$9.49K - $11K
|
16.5K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-565- 1.82% |
$9.99K - $11.6K
|
30.4K
$643K
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-566- 0.37% |
$10K - $11.6K
|
151K
$3.19M
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-569- 2.24% |
$10.1K - $11.6K
|
24.9K
$525K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-574- 1.71% |
$10.1K - $11.7K
|
33K
$696K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-592- 2.78% |
$10.5K - $12.1K
|
20.7K
$438K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-659- 1.62% |
$11.7K - $13.5K
|
40.1K
$847K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-690- 12.89% |
$12.2K - $14.1K
|
4.66K
$98.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-690- 2.72% |
$12.2K - $14.1K
|
24.6K
$520K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-738- 2.86% |
$13K - $15.1K
|
25K
$529K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-833- 74.51% |
$14.7K - $17K
|
285
$6.02K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-866- 11.44% |
$15.3K - $17.7K
|
6.7K
$142K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-872- 6.49% |
$15.4K - $17.8K
|
12.6K
$265K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-881- 8.02% |
$15.6K - $18K
|
10.1K
$213K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-966- 7.07% |
$17.1K - $19.8K
|
12.7K
$268K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.01K- 4.52% |
$17.8K - $20.6K
|
21.3K
$449K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.03K- 79.02% |
$18.2K - $21K
|
273
$5.77K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.21K- 6.91% |
$21.5K - $24.8K
|
16.4K
$346K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.35K- 45.66% |
$23.8K - $27.5K
|
1.6K
$33.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.54K- 63.95% |
$27.2K - $31.4K
|
866
$18.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.57K- 5.19% |
$27.7K - $32K
|
28.6K
$604K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.66K- 7.0% |
$29.4K - $34K
|
22.1K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.68K- 32.97% |
$29.6K - $34.3K
|
3.41K
$72K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.69K- 10.84% |
$29.8K - $34.5K
|
13.9K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.72K- 40.93% |
$30.4K - $35.2K
|
2.48K
$52.4K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.85K- 0.51% |
$32.7K - $37.9K
|
358K
$7.57M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.88K- 4.97% |
$33.3K - $38.5K
|
36K
$760K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.92K- 10.52% |
$33.9K - $39.2K
|
16.3K
$344K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.99K- 5.15% |
$35.2K - $40.7K
|
36.7K
$775K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2K- 33.17% |
$35.4K - $40.9K
|
4.03K
$85.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.24K- 3.77% |
$39.6K - $45.8K
|
57.1K
$1.21M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.25K- 3.03% |
$39.7K - $46K
|
71.9K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.26K- 3.98% |
$39.9K - $46.2K
|
54.4K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.3K- 3.69% |
$40.7K - $47.1K
|
60K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.84K- 8.13% |
$50.2K - $58.1K
|
32.1K
$678K
|