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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-7Closed |
$159 - $183
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7- 20.0% |
$159 - $183
|
28
$609
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-11Closed |
$250 - $288
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-11- 4.28% |
$250 - $288
|
246
$5.35K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-15Closed |
$341 - $392
|
0
$0
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-17- 6.05% |
$387 - $445
|
264
$5.74K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-22Closed |
$501 - $576
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-25Closed |
$569 - $654
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-30Closed |
$683 - $785
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-37Closed |
$842 - $968
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-39Closed |
$887 - $1.02K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-46Closed |
$1.05K - $1.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-54Closed |
$1.23K - $1.41K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-65Closed |
$1.48K - $1.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-76- 6.97% |
$1.73K - $1.99K
|
1.01K
$22.1K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-76Closed |
$1.73K - $1.99K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-83Closed |
$1.89K - $2.17K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-100Closed |
$2.28K - $2.62K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-112Closed |
$2.55K - $2.93K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-115Closed |
$2.62K - $3.01K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-122- 98.39% |
$2.78K - $3.19K
|
2
$43.5
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-142- 95.95% |
$3.23K - $3.71K
|
6
$131
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-187Closed |
$4.25K - $4.89K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-205Closed |
$4.66K - $5.36K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-274- 14.99% |
$6.23K - $7.17K
|
1.55K
$33.8K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-328Closed |
$7.46K - $8.58K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-453Closed |
$10.3K - $11.9K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-460- 79.86% |
$10.5K - $12K
|
116
$2.52K
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-471Closed |
$10.7K - $12.3K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-705Closed |
$16K - $18.4K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-714Closed |
$16.2K - $18.7K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-805- 31.77% |
$18.3K - $21.1K
|
1.73K
$37.6K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.04KClosed |
$23.6K - $27.1K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.1KClosed |
$25K - $28.8K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.16KClosed |
$26.3K - $30.3K
|
0
$0
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.54K- 7.96% |
$57.8K - $66.5K
|
29.4K
$639K
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-3.82KClosed |
$86.9K - $99.9K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-3.88KClosed |
$88.2K - $101K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.88KClosed |
$88.2K - $101K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.97KClosed |
$90.4K - $104K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-4KClosed |
$91K - $105K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.17K- 17.13% |
$94.9K - $109K
|
20.2K
$439K
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4.19K- 4.42% |
$95.3K - $110K
|
90.6K
$1.97M
|
|
May 09, 2022
Q1 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-4.28KClosed |
$97.3K - $112K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.41KClosed |
$100K - $115K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.42KClosed |
$100K - $116K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.51K- 34.5% |
$103K - $118K
|
8.55K
$186K
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-4.75KClosed |
$108K - $124K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-6.96KClosed |
$158K - $182K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.27KClosed |
$211K - $243K
|
0
$0
|