Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
24.5M+ 103.47% |
$557M - $641M
|
48.2M
$1.05B
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
17M+ 97.48% |
$386M - $444M
|
34.4M
$748M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.3M+ 114.69% |
$348M - $400M
|
28.6M
$623M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.7M+ 142.1% |
$244M - $281M
|
18.3M
$398M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
9.23M+ 111.07% |
$210M - $242M
|
17.5M
$382M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.27M+ 108.09% |
$74.4M - $85.5M
|
6.29M
$137M
|
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.79M+ 101.38% |
$40.7M - $46.8M
|
3.56M
$77.4M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.53M+ 100.99% |
$34.8M - $40.1M
|
3.05M
$66.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.39M+ 816.09% |
$31.6M - $36.3M
|
1.56M
$33.9M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.37M+ 107.35% |
$31.2M - $35.9M
|
2.65M
$57.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Matrix Trust CO
|
BUY
|
- |
905K+ 81.82% |
$20.6M - $23.7M
|
2.01M
$43.8M
|
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
900K+ 180.0% |
$20.5M - $23.5M
|
1.4M
$30.5M
|
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
450KNew |
$10.2M - $11.8M
|
450K
$9.79M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
417K+ 106.47% |
$9.48M - $10.9M
|
808K
$17.6M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
410K+ 100.03% |
$9.32M - $10.7M
|
819K
$17.8M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
382K+ 509.14% |
$8.68M - $9.98M
|
457K
$9.93M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
338K+ 116.59% |
$7.7M - $8.85M
|
629K
$13.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
321K+ 126.14% |
$7.3M - $8.4M
|
575K
$12.5M
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
318KNew |
$7.23M - $8.32M
|
318K
$6.92M
|
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
315K+ 124.14% |
$7.16M - $8.23M
|
568K
$12.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
312K+ 96.96% |
$7.1M - $8.17M
|
634K
$13.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
307KNew |
$6.98M - $8.03M
|
307K
$6.67M
|
|
|
Apr 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
300K+ 108.45% |
$6.82M - $7.84M
|
576K
$12.5M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
262K+ 159.54% |
$5.96M - $6.85M
|
426K
$9.26M
|
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
BUY
|
- |
255K+ 100.0% |
$5.8M - $6.67M
|
510K
$11.1M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
249K+ 93.82% |
$5.66M - $6.51M
|
514K
$11.2M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
236K+ 102.93% |
$5.38M - $6.19M
|
466K
$10.1M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
235K+ 159.43% |
$5.35M - $6.16M
|
383K
$8.33M
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
235K+ 101.41% |
$5.34M - $6.14M
|
466K
$10.1M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
228K+ 152.1% |
$5.2M - $5.97M
|
379K
$8.23M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
228K+ 101.02% |
$5.19M - $5.97M
|
454K
$9.88M
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
221KNew |
$5.04M - $5.79M
|
221K
$4.82M
|
|
|
Apr 19, 2022
Q1 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
216KNew |
$4.92M - $5.66M
|
216K
$4.7M
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
187K+ 101.75% |
$4.26M - $4.89M
|
371K
$8.07M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
179K+ 109.33% |
$4.08M - $4.69M
|
343K
$7.46M
|
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
177K+ 107.27% |
$4.02M - $4.62M
|
342K
$7.43M
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
171K+ 101.9% |
$3.89M - $4.48M
|
339K
$7.38M
|
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
170KNew |
$3.86M - $4.44M
|
170K
$3.69M
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
159KNew |
$3.62M - $4.16M
|
159K
$3.46M
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
158K+ 105.73% |
$3.59M - $4.13M
|
307K
$6.67M
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
150K+ 101.66% |
$3.42M - $3.93M
|
298K
$6.49M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
145K+ 106.33% |
$3.3M - $3.8M
|
282K
$6.13M
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
140KNew |
$3.18M - $3.66M
|
140K
$3.04M
|
|
|
May 05, 2022
Q1 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
136K+ 76.51% |
$3.1M - $3.57M
|
315K
$6.84M
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
134K+ 105.23% |
$3.05M - $3.51M
|
262K
$5.69M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
127K+ 81.71% |
$2.89M - $3.32M
|
283K
$6.15M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
114KNew |
$2.59M - $2.98M
|
114K
$2.48M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
113K+ 2.42% |
$2.58M - $2.96M
|
4.8M
$104M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
112K+ 177.62% |
$2.55M - $2.93M
|
175K
$3.8M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
111K+ 123.74% |
$2.53M - $2.91M
|
201K
$4.38M
|