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 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
7.9K+ 128.31% |
$180K - $207K
|
14.1K
$306K
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
7.86K+ 174.62% |
$179K - $206K
|
12.4K
$269K
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
7.78K+ 100.21% |
$177K - $204K
|
15.5K
$338K
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
7.58K+ 104.7% |
$172K - $198K
|
14.8K
$322K
|
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
7.54K+ 100.0% |
$172K - $197K
|
15.1K
$328K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.53K+ 100.27% |
$171K - $197K
|
15K
$327K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.39K+ 104.11% |
$168K - $193K
|
14.5K
$315K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
7.38K+ 139.01% |
$168K - $193K
|
12.7K
$276K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
7.35K+ 108.63% |
$167K - $192K
|
14.1K
$307K
|
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
7.35K+ 100.26% |
$167K - $192K
|
14.7K
$319K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
7.33KNew |
$167K - $192K
|
7.33K
$159K
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7.03K+ 83.61% |
$160K - $184K
|
15.4K
$336K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
6.92K+ 125.02% |
$157K - $181K
|
12.4K
$271K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.9K+ 103.68% |
$157K - $181K
|
13.6K
$295K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.85K+ 107.86% |
$156K - $179K
|
13.2K
$287K
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6.79K+ 99.79% |
$154K - $178K
|
13.6K
$295K
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.64K+ 96.5% |
$151K - $174K
|
13.5K
$294K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.57K+ 68.76% |
$149K - $172K
|
16.1K
$351K
|
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
6.48K+ 96.7% |
$147K - $169K
|
13.2K
$287K
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
6.42K+ 106.31% |
$146K - $168K
|
12.5K
$271K
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
6.38K+ 164.14% |
$145K - $167K
|
10.3K
$223K
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6.34K+ 78.93% |
$144K - $166K
|
14.4K
$313K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
6.3K+ 100.0% |
$143K - $165K
|
12.6K
$274K
|
|
|
May 09, 2022
Q1 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
6.28K+ 111.14% |
$143K - $164K
|
11.9K
$259K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.12K+ 70.46% |
$139K - $160K
|
14.8K
$322K
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
6.05K+ 100.25% |
$138K - $158K
|
12.1K
$263K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.02K+ 100.0% |
$137K - $157K
|
12K
$262K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.81K+ 57.99% |
$132K - $152K
|
15.8K
$344K
|
|
|
Apr 15, 2022
Q1 2022
|
Regis Management CO LLC
|
BUY
|
- |
5.81K+ 100.0% |
$132K - $152K
|
11.6K
$253K
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
5.8K+ 129.02% |
$132K - $152K
|
10.3K
$224K
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
5.77K+ 102.52% |
$131K - $151K
|
11.4K
$248K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.51K+ 78.99% |
$125K - $144K
|
12.5K
$272K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.39K+ 100.86% |
$123K - $141K
|
10.7K
$233K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.36K+ 104.4% |
$122K - $140K
|
10.5K
$228K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5.33K+ 94.57% |
$121K - $140K
|
11K
$239K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.33K+ 86.81% |
$121K - $139K
|
11.5K
$250K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.33K+ 65.3% |
$121K - $139K
|
13.5K
$293K
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
5.15K+ 115.57% |
$117K - $135K
|
9.61K
$209K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.9K+ 101.98% |
$112K - $128K
|
9.71K
$211K
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
4.9K+ 100.0% |
$111K - $128K
|
9.8K
$213K
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.84K+ 101.81% |
$110K - $127K
|
9.59K
$208K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.65K+ 185.73% |
$106K - $122K
|
7.15K
$155K
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.49K+ 100.02% |
$102K - $118K
|
8.98K
$195K
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.46K+ 107.3% |
$101K - $117K
|
8.61K
$187K
|
|
|
Apr 11, 2022
Q1 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
4.39K+ 100.25% |
$99.8K - $115K
|
8.76K
$191K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.37K+ 4370.0% |
$99.4K - $114K
|
4.47K
$97.2K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
4.36K+ 24238.89% |
$99.3K - $114K
|
4.38K
$95.3K
|
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.17K+ 100.0% |
$94.9K - $109K
|
8.34K
$181K
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.17K+ 91.91% |
$94.8K - $109K
|
8.71K
$189K
|
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4.11K+ 100.78% |
$93.6K - $108K
|
8.2K
$178K
|