Purchases and Sales Made in Q1 2023 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 2023. 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 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.91M+ 13.43% |
$88.4M - $107M
|
41.5M
$902M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.33M+ 401736.47% |
$59.9M - $72.4M
|
3.33M
$72.4M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.62M+ 8.0% |
$29.2M - $35.3M
|
21.9M
$476M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.39M+ 255.44% |
$25M - $30.2M
|
1.93M
$42M
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.29M+ 2.78% |
$23.2M - $28.1M
|
47.8M
$1.04B
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.11M+ 5.37% |
$19.9M - $24.1M
|
21.7M
$473M
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.04MNew |
$18.6M - $22.5M
|
1.04M
$22.5M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
613K+ 354.43% |
$11M - $13.4M
|
786K
$17.1M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
511K+ 55.97% |
$9.2M - $11.1M
|
1.42M
$31M
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
228K+ 31.76% |
$4.11M - $4.97M
|
947K
$20.6M
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
204K+ 625.85% |
$3.67M - $4.44M
|
236K
$5.14M
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
202KNew |
$3.63M - $4.39M
|
202K
$4.39M
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
176K+ 7.68% |
$3.17M - $3.84M
|
2.47M
$53.8M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
145KNew |
$2.6M - $3.15M
|
145K
$3.14M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
144KNew |
$2.59M - $3.13M
|
144K
$3.13M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
141K+ 2.28% |
$2.54M - $3.07M
|
6.34M
$138M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
131K+ 56.18% |
$2.36M - $2.85M
|
364K
$7.91M
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
123K+ 10.91% |
$2.22M - $2.68M
|
1.25M
$27.2M
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
112K+ 9.07% |
$2.01M - $2.43M
|
1.34M
$29.2M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
100K+ 28.18% |
$1.8M - $2.18M
|
456K
$9.91M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
97.8K+ 19.46% |
$1.76M - $2.13M
|
600K
$13.1M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
88.6KNew |
$1.59M - $1.93M
|
88.6K
$1.93M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
77KNew |
$1.39M - $1.68M
|
77K
$1.67M
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
75.5KNew |
$1.36M - $1.65M
|
75.5K
$1.64M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
74.1KNew |
$1.33M - $1.61M
|
74.1K
$1.61M
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
72.7K+ 153.3% |
$1.31M - $1.58M
|
120K
$2.61M
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
64.4KNew |
$1.16M - $1.4M
|
64.4K
$1.4M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
49.3K+ 3140.61% |
$889K - $1.07M
|
50.9K
$1.11M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
45.5K+ 75.42% |
$819K - $990K
|
106K
$2.3M
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
45.3KNew |
$816K - $987K
|
45.3K
$986K
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
44.4K+ 5.11% |
$800K - $968K
|
913K
$19.9M
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
39.3K+ 14.92% |
$708K - $856K
|
303K
$6.58M
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
37.3K+ 5.65% |
$672K - $813K
|
698K
$15.2M
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
35K+ 4.29% |
$630K - $762K
|
850K
$18.5M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
34.9K+ 9.74% |
$628K - $760K
|
393K
$8.55M
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
33.9K+ 112.56% |
$611K - $739K
|
64.1K
$1.39M
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
32.7KNew |
$588K - $711K
|
32.7K
$710K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
32.3K+ 4.86% |
$581K - $703K
|
697K
$15.2M
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
27.3KNew |
$492K - $595K
|
27.3K
$594K
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
26.7K+ 4.03% |
$481K - $582K
|
690K
$15M
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
26.2K+ 33.54% |
$471K - $570K
|
104K
$2.26M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
23.5K+ 211.1% |
$422K - $511K
|
34.6K
$752K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.2KNew |
$418K - $505K
|
23.2K
$504K
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
23.1KNew |
$417K - $504K
|
23.1K
$503K
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
20.5KNew |
$369K - $446K
|
20.5K
$445K
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
19.8K+ 63.23% |
$356K - $430K
|
51K
$1.11M
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
19.1KNew |
$344K - $416K
|
19.1K
$416K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
17.4K+ 10.14% |
$314K - $379K
|
189K
$4.11M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
17.1KNew |
$307K - $372K
|
17.1K
$371K
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
17K+ 6.48% |
$307K - $371K
|
280K
$6.09M
|