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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
572+ 5.07% |
$13K - $15K
|
11.9K
$247K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
552New |
$12.6K - $14.4K
|
552
$11.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
551+ 100.0% |
$12.5K - $14.4K
|
1.1K
$23K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
547+ 100.0% |
$12.4K - $14.3K
|
1.09K
$22.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
519+ 216.25% |
$11.8K - $13.6K
|
759
$15.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Shearwater Capital LLC
|
BUY
|
- |
515+ 51.65% |
$11.7K - $13.5K
|
1.51K
$31.6K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
465+ 100.0% |
$10.6K - $12.2K
|
930
$19.4K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
465+ 78.95% |
$10.6K - $12.2K
|
1.05K
$22K
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
BUY
|
- |
464+ 17.94% |
$10.6K - $12.1K
|
3.05K
$63.7K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
446+ 113.49% |
$10.1K - $11.7K
|
839
$17.5K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
414+ 100.0% |
$9.42K - $10.8K
|
828
$17.3K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
404New |
$9.19K - $10.6K
|
404
$8.43K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
395+ 99.75% |
$8.99K - $10.3K
|
791
$16.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
371+ 100.0% |
$8.44K - $9.71K
|
742
$15.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
BUY
|
- |
367+ 100.0% |
$8.35K - $9.6K
|
734
$15.3K
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
350+ 100.0% |
$7.96K - $9.16K
|
700
$14.6K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
337+ 100.0% |
$7.67K - $8.82K
|
674
$14.1K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
318New |
$7.23K - $8.32K
|
318
$6.64K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
309+ 101.31% |
$7.03K - $8.08K
|
614
$12.8K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
281+ 4683.33% |
$6.39K - $7.35K
|
287
$5.99K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
275+ 100.0% |
$6.26K - $7.19K
|
550
$11.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
275+ 100.0% |
$6.26K - $7.19K
|
550
$11.5K
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
260+ 100.0% |
$5.92K - $6.8K
|
520
$10.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
260+ 100.0% |
$5.92K - $6.8K
|
520
$10.9K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
220+ 100.0% |
$5.01K - $5.76K
|
440
$9.18K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
216New |
$4.91K - $5.65K
|
216
$4.51K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
214+ 98.62% |
$4.87K - $5.6K
|
431
$8.99K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
210+ 100.48% |
$4.78K - $5.49K
|
419
$8.74K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
200+ 100.0% |
$4.55K - $5.23K
|
400
$8.35K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
166+ 23.78% |
$3.78K - $4.34K
|
864
$18K
|
|
|
Apr 07, 2022
Q1 2022
|
Gpwm LLC
|
BUY
|
- |
163+ 81.09% |
$3.71K - $4.26K
|
364
$7.6K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
155+ 516.67% |
$3.53K - $4.05K
|
185
$3.86K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
152+ 100.0% |
$3.46K - $3.98K
|
304
$6.34K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
144+ 100.0% |
$3.28K - $3.77K
|
288
$6.01K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
144+ 400.0% |
$3.28K - $3.77K
|
180
$3.76K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
131+ 100.0% |
$2.98K - $3.43K
|
262
$5.47K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
127+ 173.97% |
$2.89K - $3.32K
|
200
$4.17K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
125+ 100.0% |
$2.84K - $3.27K
|
250
$5.22K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
124+ 155.0% |
$2.82K - $3.24K
|
204
$4.26K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
119+ 78.81% |
$2.71K - $3.11K
|
270
$5.63K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
118+ 126.88% |
$2.68K - $3.09K
|
211
$4.4K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
117+ 100.0% |
$2.66K - $3.06K
|
234
$4.88K
|
|
|
Apr 20, 2022
Q1 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
110+ 100.0% |
$2.5K - $2.88K
|
220
$4.59K
|
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
106+ 100.0% |
$2.41K - $2.77K
|
212
$4.42K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
106+ 79.1% |
$2.41K - $2.77K
|
240
$5.01K
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
106+ 17.21% |
$2.41K - $2.77K
|
722
$15.1K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100+ 100.0% |
$2.28K - $2.62K
|
200
$4.17K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100+ 78.74% |
$2.28K - $2.62K
|
227
$4.74K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
97+ 100.0% |
$2.21K - $2.54K
|
194
$4.05K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
90New |
$2.05K - $2.35K
|
90
$1.88K
|