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 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
42.9K+ 107.41% |
$975K - $1.12M
|
82.8K
$1.8M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
42.7K+ 109.06% |
$970K - $1.12M
|
81.8K
$1.78M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
40.9KNew |
$931K - $1.07M
|
40.9K
$890K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
40.6K+ 516.36% |
$925K - $1.06M
|
48.5K
$1.06M
|
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
38.7K+ 111.23% |
$881K - $1.01M
|
73.5K
$1.6M
|
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
38K+ 496.1% |
$865K - $995K
|
45.7K
$994K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
37.3K+ 98.18% |
$850K - $977K
|
75.4K
$1.64M
|
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
36.7K+ 98.92% |
$834K - $959K
|
73.7K
$1.6M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
36.4K+ 108.04% |
$828K - $953K
|
70.1K
$1.53M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
36.4K+ 99.14% |
$827K - $951K
|
73K
$1.59M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
34.6K+ 105.05% |
$788K - $906K
|
67.6K
$1.47M
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
33.7K+ 159.86% |
$767K - $883K
|
54.8K
$1.19M
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
33.7K+ 71.17% |
$767K - $882K
|
81.1K
$1.76M
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
33K+ 99.32% |
$751K - $863K
|
66.2K
$1.44M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
32KNew |
$729K - $838K
|
32K
$697K
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
32K+ 110.88% |
$729K - $838K
|
60.9K
$1.32M
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
32K+ 185.41% |
$727K - $836K
|
49.2K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.9K+ 111.53% |
$725K - $834K
|
60.5K
$1.32M
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
31.6K+ 4422.13% |
$718K - $826K
|
32.3K
$702K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
31.5K+ 84.14% |
$717K - $825K
|
69K
$1.5M
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
31.3K+ 88.92% |
$711K - $818K
|
66.4K
$1.44M
|
|
|
May 04, 2022
Q1 2022
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
31.1K+ 97.34% |
$707K - $813K
|
63K
$1.37M
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
31K+ 153.49% |
$705K - $811K
|
51.2K
$1.11M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
30.6KNew |
$697K - $802K
|
30.6K
$667K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
30.4K+ 105.51% |
$691K - $795K
|
59.2K
$1.29M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.2K+ 106.69% |
$688K - $791K
|
58.6K
$1.27M
|
|
|
May 10, 2022
Q1 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
30.1K+ 92.47% |
$685K - $788K
|
62.7K
$1.36M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
30K+ 94.11% |
$683K - $785K
|
61.9K
$1.35M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
28.9K+ 98.99% |
$657K - $756K
|
58.1K
$1.26M
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
28.8K+ 130.35% |
$656K - $754K
|
50.9K
$1.11M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.8K+ 17.64% |
$655K - $753K
|
192K
$4.17M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28.7K+ 18.47% |
$652K - $750K
|
184K
$4M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
28.4K+ 102.38% |
$645K - $742K
|
56.1K
$1.22M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
28.2K+ 1408.7% |
$641K - $737K
|
30.2K
$656K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.8K+ 29.8% |
$633K - $728K
|
121K
$2.64M
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
27.2K+ 100.0% |
$619K - $712K
|
54.4K
$1.18M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
27K+ 111.02% |
$613K - $705K
|
51.2K
$1.11M
|
|
|
Apr 11, 2022
Q1 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
26.6K+ 112.96% |
$606K - $697K
|
50.2K
$1.09M
|
|
|
May 24, 2022
Q1 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
26.6K+ 83.88% |
$604K - $695K
|
58.2K
$1.27M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
26.3K+ 180.28% |
$597K - $687K
|
40.8K
$888K
|
|
|
May 10, 2022
Q1 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
25.7KNew |
$584K - $672K
|
25.7K
$558K
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
25K+ 90.66% |
$569K - $654K
|
52.6K
$1.14M
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.5K+ 112.4% |
$558K - $642K
|
46.4K
$1.01M
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
24.2K+ 113.42% |
$550K - $632K
|
45.5K
$989K
|
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
24K+ 100.0% |
$545K - $627K
|
47.9K
$1.04M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
23.6K+ 275.21% |
$537K - $618K
|
32.2K
$700K
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
23.6K+ 100.4% |
$537K - $618K
|
47.1K
$1.03M
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
23.5K+ 102.92% |
$534K - $614K
|
46.3K
$1.01M
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
23.2K+ 1368.55% |
$529K - $608K
|
24.9K
$542K
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
23.1K+ 47.24% |
$525K - $604K
|
71.9K
$1.56M
|