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 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
4.08K+ 99.51% |
$92.7K - $107K
|
8.17K
$178K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.79K+ 72.73% |
$86.2K - $99.1K
|
8.99K
$196K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.68K+ 66.23% |
$83.7K - $96.3K
|
9.24K
$201K
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
3.67K+ 100.0% |
$83.6K - $96.1K
|
7.35K
$160K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.43K+ 101.6% |
$78K - $89.7K
|
6.8K
$148K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.34K+ 193.23% |
$76K - $87.4K
|
5.07K
$110K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.2K+ 96.71% |
$72.8K - $83.8K
|
6.51K
$142K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3.17K+ 103.26% |
$72K - $82.8K
|
6.23K
$136K
|
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.11KNew |
$70.7K - $81.3K
|
3.11K
$67.6K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.72K+ 22.95% |
$61.9K - $71.1K
|
14.6K
$317K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.68K+ 99.96% |
$60.9K - $70K
|
5.35K
$116K
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
2.43KNew |
$55.4K - $63.7K
|
2.43K
$52.9K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.37K+ 99.96% |
$53.9K - $62K
|
4.74K
$103K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.29K+ 273.68% |
$52.1K - $59.9K
|
3.12K
$67.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2.15K+ 357.21% |
$49K - $56.3K
|
2.76K
$60K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.04K+ 100.15% |
$46.4K - $53.4K
|
4.08K
$88.7K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.02K+ 101.31% |
$45.9K - $52.8K
|
4.01K
$87.2K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.96K+ 10.25% |
$44.6K - $51.2K
|
21.1K
$458K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.94K+ 99.95% |
$44K - $50.6K
|
3.87K
$84.2K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.9K+ 100.0% |
$43.2K - $49.7K
|
3.8K
$82.7K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.73K+ 2502.9% |
$39.3K - $45.2K
|
1.8K
$39.1K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.66K+ 113.31% |
$37.8K - $43.4K
|
3.13K
$68K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.63K+ 422.08% |
$37K - $42.5K
|
2.01K
$43.7K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.58KNew |
$36K - $41.4K
|
1.58K
$34.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.56K+ 99.94% |
$35.4K - $40.7K
|
3.11K
$67.7K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.45K+ 100.9% |
$33.1K - $38K
|
2.9K
$63K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1.39K+ 99.93% |
$31.6K - $36.4K
|
2.78K
$60.5K
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.37KNew |
$31.1K - $35.8K
|
1.37K
$29.8K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.35K+ 80.02% |
$30.8K - $35.4K
|
3.05K
$66.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.22K+ 100.0% |
$27.8K - $31.9K
|
2.44K
$53.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.19K+ 100.08% |
$27.2K - $31.2K
|
2.39K
$51.9K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.14K+ 946.67% |
$25.8K - $29.7K
|
1.26K
$27.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.11K+ 113.01% |
$25.3K - $29.1K
|
2.1K
$45.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1K+ 100.0% |
$22.8K - $26.2K
|
2K
$43.5K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
987+ 100.0% |
$22.5K - $25.8K
|
1.97K
$42.9K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
967+ 105.22% |
$22K - $25.3K
|
1.89K
$41K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
943+ 175.61% |
$21.5K - $24.7K
|
1.48K
$32.2K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
913New |
$20.8K - $23.9K
|
913
$19.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
BUY
|
- |
900New |
$20.5K - $23.5K
|
900
$19.6K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
893New |
$20.3K - $23.4K
|
893
$19.4K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
727+ 102.54% |
$16.5K - $19K
|
1.44K
$31.2K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
668+ 62.14% |
$15.2K - $17.5K
|
1.74K
$37.9K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
668+ 72.77% |
$15.2K - $17.5K
|
1.59K
$34.5K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
668+ 72.77% |
$15.2K - $17.5K
|
1.59K
$34.5K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
657+ 100.0% |
$14.9K - $17.2K
|
1.31K
$28.6K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
643+ 359.22% |
$14.6K - $16.8K
|
822
$17.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
639+ 169.5% |
$14.5K - $16.7K
|
1.02K
$22.1K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
624New |
$14.2K - $16.3K
|
624
$13.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
600New |
$13.7K - $15.7K
|
600
$13.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
581+ 100.0% |
$13.2K - $15.2K
|
1.16K
$25.3K
|