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 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
13.1K+ 109.53% |
$298K - $342K
|
25K
$544K
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
13.1KNew |
$297K - $342K
|
13.1K
$284K
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
12.5K+ 102.85% |
$284K - $327K
|
24.6K
$535K
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
BUY
|
- |
12.5K+ 74.57% |
$284K - $327K
|
29.2K
$636K
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
12.2K+ 100.01% |
$277K - $318K
|
24.3K
$529K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
12K+ 174.89% |
$273K - $314K
|
18.9K
$411K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.8K+ 107.0% |
$268K - $309K
|
22.8K
$497K
|
|
May 16, 2022
Q1 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
11.5K+ 89.36% |
$262K - $302K
|
24.4K
$532K
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11.4K+ 91.73% |
$259K - $297K
|
23.8K
$517K
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
11.3K+ 96.88% |
$258K - $296K
|
23K
$501K
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
11.3K+ 99.31% |
$257K - $295K
|
22.7K
$493K
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
11.3K+ 187.61% |
$257K - $295K
|
17.3K
$376K
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.2K+ 100.0% |
$256K - $294K
|
22.5K
$489K
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11.1K+ 128.17% |
$253K - $291K
|
19.8K
$430K
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
11K+ 100.0% |
$250K - $288K
|
22K
$479K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.9K+ 87.89% |
$248K - $285K
|
23.3K
$506K
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
10.8K+ 126.97% |
$247K - $284K
|
19.4K
$421K
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
10.7K+ 96.37% |
$243K - $280K
|
21.8K
$474K
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
10.4K+ 100.02% |
$237K - $273K
|
20.8K
$453K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.3K+ 144.58% |
$235K - $270K
|
17.5K
$380K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
10.3K+ 82.53% |
$234K - $270K
|
22.8K
$496K
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
BUY
|
- |
10.3KNew |
$234K - $269K
|
10.3K
$223K
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
10.2KNew |
$233K - $268K
|
10.2K
$222K
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
10.2K+ 100.26% |
$232K - $266K
|
20.3K
$442K
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10.2K+ 114.72% |
$231K - $266K
|
19K
$414K
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
10.1KNew |
$229K - $263K
|
10.1K
$219K
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
10K+ 110.32% |
$228K - $263K
|
19.1K
$416K
|
|
Apr 26, 2022
Q1 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
9.91K+ 128.02% |
$226K - $259K
|
17.7K
$384K
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
9.8K+ 103.55% |
$223K - $256K
|
19.3K
$419K
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
9.78K+ 78.35% |
$222K - $256K
|
22.3K
$484K
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
9.77K+ 99.49% |
$222K - $256K
|
19.6K
$426K
|
|
May 04, 2022
Q1 2022
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
9.73KNew |
$221K - $255K
|
9.73K
$212K
|
|
May 02, 2022
Q1 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
9.38K+ 61.78% |
$213K - $245K
|
24.6K
$534K
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.33KNew |
$212K - $244K
|
9.33K
$203K
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
9.31K+ 101.93% |
$212K - $244K
|
18.4K
$401K
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
9.3K+ 94.3% |
$212K - $243K
|
19.2K
$417K
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
9.26KNew |
$211K - $242K
|
9.26K
$201K
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
8.93K+ 95.03% |
$203K - $234K
|
18.3K
$399K
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
8.84K+ 105.1% |
$201K - $231K
|
17.2K
$375K
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
8.78KNew |
$200K - $230K
|
8.78K
$191K
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
8.74K+ 52.11% |
$199K - $229K
|
25.5K
$555K
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.69KNew |
$198K - $227K
|
8.69K
$189K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.61K+ 135.32% |
$196K - $225K
|
15K
$326K
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.59K+ 77.19% |
$196K - $225K
|
19.7K
$429K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
8.55K+ 113.01% |
$194K - $224K
|
16.1K
$350K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.49K+ 70.33% |
$193K - $222K
|
20.6K
$447K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
8.44KNew |
$192K - $221K
|
8.44K
$184K
|
|
Apr 19, 2022
Q1 2022
|
Whelan Financial
|
BUY
|
- |
8.22K+ 89.04% |
$187K - $215K
|
17.5K
$380K
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.12KNew |
$185K - $213K
|
8.12K
$177K
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
8.09K+ 100.72% |
$184K - $212K
|
16.1K
$351K
|