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 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.7K- 0.49% |
$543K - $628K
|
6.2M
$129M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-31.4K- 39.86% |
$555K - $643K
|
47.4K
$989K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-32K- 26.74% |
$565K - $654K
|
87.6K
$1.83M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-34.3K- 7.36% |
$607K - $703K
|
432K
$9.02M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-46.1K- 8.57% |
$815K - $944K
|
492K
$10.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-50.1K- 34.42% |
$885K - $1.02M
|
95.4K
$1.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-50.7K- 57.4% |
$896K - $1.04M
|
37.6K
$784K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-81.4K- 51.47% |
$1.44M - $1.67M
|
76.7K
$1.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-81.5K- 48.37% |
$1.44M - $1.67M
|
87K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-82.1K- 10.99% |
$1.45M - $1.68M
|
665K
$13.9M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-111K- 51.72% |
$1.97M - $2.28M
|
104K
$2.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-114K- 54.54% |
$2.01M - $2.33M
|
95K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-117K- 3.71% |
$2.06M - $2.39M
|
3.03M
$63.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-122K- 63.95% |
$2.16M - $2.5M
|
68.9K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-124K- 58.64% |
$2.19M - $2.53M
|
87.3K
$1.82M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-152K- 21.83% |
$2.68M - $3.1M
|
543K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-152K- 81.72% |
$2.69M - $3.11M
|
34K
$709K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-255K- 62.31% |
$4.51M - $5.21M
|
154K
$3.22M
|
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-354K- 80.39% |
$6.26M - $7.25M
|
86.4K
$1.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-496K- 74.13% |
$8.76M - $10.1M
|
173K
$3.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-793K- 25.67% |
$14M - $16.2M
|
2.3M
$47.9M
|