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 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
111K+ 126.31% |
$2.52M - $2.9M
|
198K
$4.31M
|
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
110K+ 99.09% |
$2.5M - $2.87M
|
221K
$4.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
108K+ 105.68% |
$2.46M - $2.83M
|
211K
$4.58M
|
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
108K+ 501.58% |
$2.45M - $2.81M
|
129K
$2.81M
|
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
104K+ 83.77% |
$2.37M - $2.72M
|
228K
$4.96M
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
BUY
|
- |
97.4KNew |
$2.22M - $2.55M
|
97.4K
$2.12M
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
96.5K+ 98.91% |
$2.2M - $2.52M
|
194K
$4.22M
|
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
92K+ 100.0% |
$2.09M - $2.41M
|
184K
$4M
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
91K+ 22638.31% |
$2.07M - $2.38M
|
91.4K
$1.99M
|
|
|
Apr 29, 2022
Q1 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
89.9K+ 114.01% |
$2.05M - $2.35M
|
169K
$3.67M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
89.8K+ 92.89% |
$2.04M - $2.35M
|
187K
$4.06M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
89.8K+ 131.98% |
$2.04M - $2.35M
|
158K
$3.43M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
88.5K+ 100.0% |
$2.01M - $2.32M
|
177K
$3.85M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
88.2K+ 187.95% |
$2.01M - $2.31M
|
135K
$2.94M
|
|
|
Apr 22, 2022
Q1 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
84K+ 200.0% |
$1.91M - $2.2M
|
126K
$2.74M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
83.5K+ 23.35% |
$1.9M - $2.18M
|
441K
$9.59M
|
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
BUY
|
- |
83.4K+ 110.81% |
$1.9M - $2.18M
|
159K
$3.45M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82.2K+ 103.84% |
$1.87M - $2.15M
|
161K
$3.51M
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
81.3K+ 106.21% |
$1.85M - $2.13M
|
158K
$3.43M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
78.3K+ 56.34% |
$1.78M - $2.05M
|
217K
$4.72M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
78.2KNew |
$1.78M - $2.05M
|
78.2K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
77.5K+ 105.46% |
$1.76M - $2.03M
|
151K
$3.29M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.7K+ 118.96% |
$1.75M - $2.01M
|
141K
$3.07M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
75K+ 133.21% |
$1.71M - $1.96M
|
131K
$2.85M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
74.9K+ 120.78% |
$1.7M - $1.96M
|
137K
$2.98M
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
73.1K+ 106.13% |
$1.66M - $1.91M
|
142K
$3.09M
|
|
|
Apr 18, 2022
Q1 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
73.1K+ 90.29% |
$1.66M - $1.91M
|
154K
$3.35M
|
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
72.4KNew |
$1.65M - $1.89M
|
72.4K
$1.58M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
72.2K+ 100.0% |
$1.64M - $1.89M
|
144K
$3.14M
|
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
71.4K+ 104.86% |
$1.62M - $1.87M
|
140K
$3.03M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
68K+ 98.38% |
$1.55M - $1.78M
|
137K
$2.98M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.4K+ 93.03% |
$1.53M - $1.76M
|
140K
$3.04M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
65.9K+ 55.05% |
$1.5M - $1.72M
|
186K
$4.04M
|
|
|
Apr 27, 2022
Q1 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
65.2K+ 97.82% |
$1.48M - $1.71M
|
132K
$2.87M
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
61K+ 100.46% |
$1.39M - $1.59M
|
122K
$2.65M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
59.7K+ 90.22% |
$1.36M - $1.56M
|
126K
$2.74M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.4K+ 37.23% |
$1.35M - $1.55M
|
219K
$4.76M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
58.4K+ 71.68% |
$1.33M - $1.53M
|
140K
$3.04M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
57.3K+ 73.43% |
$1.3M - $1.5M
|
135K
$2.94M
|
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
BUY
|
- |
55.5K+ 100.0% |
$1.26M - $1.45M
|
111K
$2.41M
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
55.2K+ 90.54% |
$1.26M - $1.44M
|
116K
$2.53M
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
54.9K+ 73.06% |
$1.25M - $1.43M
|
130K
$2.83M
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
53.5K+ 109.49% |
$1.22M - $1.4M
|
102K
$2.23M
|
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
50.7K+ 100.05% |
$1.15M - $1.33M
|
101K
$2.21M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
48.2K+ 97.71% |
$1.1M - $1.26M
|
97.5K
$2.12M
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
47K+ 98.74% |
$1.07M - $1.23M
|
94.6K
$2.06M
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
45.1K+ 71.2% |
$1.03M - $1.18M
|
108K
$2.36M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
44K+ 94.54% |
$1M - $1.15M
|
90.5K
$1.97M
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
43.5K+ 171.07% |
$990K - $1.14M
|
69K
$1.5M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
43.5K+ 94.59% |
$989K - $1.14M
|
89.4K
$1.94M
|