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 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
22.8K+ 68.64% |
$519K - $597K
|
56.1K
$1.22M
|
|
|
May 10, 2022
Q1 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
22.7K+ 81.63% |
$516K - $593K
|
50.4K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
22.6K+ 76.77% |
$515K - $592K
|
52.1K
$1.13M
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
22.6K+ 103.13% |
$514K - $591K
|
44.5K
$968K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.2K+ 112.4% |
$505K - $580K
|
41.9K
$912K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
22.1K+ 100.39% |
$503K - $579K
|
44.2K
$961K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
22.1K+ 89.31% |
$503K - $578K
|
46.9K
$1.02M
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
21.6K+ 96.23% |
$492K - $565K
|
44.1K
$958K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
21.2K+ 106.73% |
$482K - $554K
|
41K
$892K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
20.6K+ 13.47% |
$468K - $538K
|
173K
$3.77M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
20.1K+ 140.37% |
$457K - $525K
|
34.4K
$747K
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
20KNew |
$454K - $522K
|
20K
$434K
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
19.5K+ 100.0% |
$443K - $510K
|
39K
$848K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
19.1K+ 162.04% |
$434K - $499K
|
30.8K
$670K
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
19K+ 117.16% |
$431K - $496K
|
35.1K
$764K
|
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
17.9K+ 266.9% |
$407K - $468K
|
24.6K
$535K
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
17.7KNew |
$403K - $463K
|
17.7K
$385K
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
17.6K+ 125.88% |
$400K - $460K
|
31.6K
$686K
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
17.6K+ 107.77% |
$400K - $459K
|
33.9K
$736K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
17.4K+ 99.35% |
$396K - $455K
|
34.9K
$759K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
17.3K+ 130.67% |
$393K - $452K
|
30.5K
$664K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.1K+ 67.58% |
$390K - $449K
|
42.5K
$925K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.1K+ 58.36% |
$389K - $447K
|
46.4K
$1.01M
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
16.4K+ 87.56% |
$374K - $430K
|
35.2K
$766K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16.1K+ 112.75% |
$365K - $420K
|
30.3K
$659K
|
|
|
May 06, 2022
Q1 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
16.1K+ 161.71% |
$365K - $420K
|
26K
$565K
|
|
|
May 10, 2022
Q1 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
15.5K+ 100.0% |
$352K - $405K
|
31K
$674K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
15.3K+ 98.18% |
$348K - $401K
|
30.9K
$673K
|
|
|
May 13, 2022
Q1 2022
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
15.2K+ 62.81% |
$346K - $398K
|
39.4K
$857K
|
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
BUY
|
- |
15.1K+ 95.77% |
$344K - $395K
|
30.9K
$672K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15.1K+ 99.29% |
$343K - $395K
|
30.3K
$659K
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
15K+ 100.0% |
$340K - $391K
|
29.9K
$651K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.8KNew |
$336K - $386K
|
14.8K
$321K
|
|
|
Apr 08, 2022
Q1 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
14.5K+ 242.8% |
$330K - $379K
|
20.5K
$445K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.5K+ 98.88% |
$329K - $378K
|
29.1K
$632K
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
14.4K+ 99.25% |
$327K - $376K
|
28.8K
$627K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.3K+ 73.74% |
$326K - $375K
|
33.8K
$735K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
14K+ 48.51% |
$320K - $367K
|
43K
$935K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14K+ 79.16% |
$319K - $367K
|
31.8K
$691K
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
14K+ 114.73% |
$318K - $366K
|
26.2K
$569K
|
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
13.9K+ 9.73% |
$317K - $364K
|
157K
$3.42M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
13.8K+ 92.85% |
$314K - $361K
|
28.7K
$624K
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.6K+ 180.74% |
$309K - $356K
|
21.1K
$459K
|
|
|
May 16, 2022
Q1 2022
|
Jentner Corp
|
BUY
|
- |
13.6K+ 99.24% |
$309K - $355K
|
27.3K
$593K
|
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13.5K+ 97.64% |
$308K - $354K
|
27.4K
$596K
|
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
13.5K+ 100.18% |
$306K - $352K
|
26.9K
$585K
|
|
|
May 05, 2022
Q1 2022
|
Ddd Partners, LLC
|
BUY
|
- |
13.3K+ 112.81% |
$304K - $349K
|
25.2K
$547K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.2KNew |
$300K - $345K
|
13.2K
$287K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
13.2K+ 99.33% |
$299K - $344K
|
26.4K
$574K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.1K+ 93.76% |
$299K - $344K
|
27.2K
$591K
|