Purchases and Sales Made in Q1 2023 in Schwab Strategic U.S. Reit ETF (SCHH)

SCHH Quotes by TradingView

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
Apr 17, 2023 Q1 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
4.18K
+ 29.87%
$75.2K - $91K
18.2K $395K
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
4.07K
New
$73.3K - $88.6K
4.07K $88.5K
Jul 28, 2023 Q1 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
3.96K
+ 3.82%
$71.4K - $86.3K
108K $2.34M
May 08, 2023 Q1 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
3.87K
+ 12.95%
$69.7K - $84.3K
33.8K $734K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
3.84K
+ 13.74%
$69.2K - $83.7K
31.8K $691K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
3.52K
+ 12.9%
$63.4K - $76.7K
30.8K $671K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
3.43K
+ 13.29%
$61.8K - $74.8K
29.3K $636K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
3.42K
+ 5.9%
$61.5K - $74.4K
61.4K $1.33M
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

BUY
 -
3.33K
+ 9.72%
$60K - $72.5K
37.6K $817K
Apr 06, 2023 Q1 2023
Foster Group, Inc.

BUY
 -
3.29K
+ 19.06%
$59.2K - $71.6K
20.5K $447K
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
3.07K
+ 3.97%
$55.3K - $66.9K
80.4K $1.75M
May 15, 2023 Q1 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
3.05K
+ 12.87%
$54.9K - $66.4K
26.7K $581K
Apr 11, 2023 Q1 2023
Guardian Financial Partners, LLC

BUY
 -
3.01K
+ 11.77%
$54.2K - $65.6K
28.6K $622K
Apr 26, 2023 Q1 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
2.71K
+ 12.75%
$48.8K - $59K
24K $521K
May 31, 2023 Q1 2023
Fc Advisory LLC

BUY
 -
2.67K
+ 4.12%
$48.2K - $58.2K
67.6K $1.47M
Apr 10, 2023 Q1 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
2.65K
+ 11.34%
$47.7K - $57.7K
26K $565K
Apr 27, 2023 Q1 2023
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
2.52K
+ 13.05%
$45.3K - $54.8K
21.8K $474K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
2.48K
+ 9.49%
$44.6K - $54K
28.6K $622K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
2.47K
+ 9.46%
$44.5K - $53.8K
28.6K $622K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.41K
+ 11.5%
$43.4K - $52.4K
23.3K $508K
May 02, 2023 Q1 2023
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
2.34K
+ 10.73%
$42.2K - $51K
24.2K $525K
May 09, 2023 Q1 2023
Sws Partners

BUY
 -
2.34K
+ 1.89%
$42.1K - $50.9K
126K $2.75M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
2.17K
+ 32.34%
$39K - $47.2K
8.87K $193K
Apr 10, 2023 Q1 2023
Appleton Partners Inc

BUY
 -
2.13K
+ 1.23%
$38.4K - $46.4K
176K $3.83M
Apr 20, 2023 Q1 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
2.1K
+ 4.32%
$37.9K - $45.8K
50.8K $1.11M
May 09, 2023 Q1 2023
Ballast Advisors LLC

BUY
 -
2.08K
+ 2.59%
$37.4K - $45.3K
82.5K $1.79M
May 10, 2023 Q1 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
2K
+ 180.51%
$36K - $43.6K
3.11K $67.6K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.8K
+ 6.51%
$32.5K - $39.3K
29.5K $642K
Apr 24, 2023 Q1 2023
Thompson Investment Management, Inc.

BUY
 -
1.6K
New
$28.8K - $34.9K
1.6K $34.8K
May 10, 2023 Q1 2023
Morris Financial Concepts, Inc.

BUY
 -
1.54K
+ 4654.55%
$27.7K - $33.5K
1.57K $34.1K
May 02, 2023 Q1 2023
Jackson Creek Investment Advisors LLC

BUY
 -
1.45K
+ 1.23%
$26K - $31.5K
119K $2.59M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.28K
+ 4.06%
$23.1K - $27.9K
32.8K $713K
Apr 07, 2023 Q1 2023
Trust CO Of Vermont

BUY
 -
1.18K
New
$21.3K - $25.7K
1.18K $25.7K
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

BUY
 -
1.18K
+ 10.16%
$21.2K - $25.6K
12.8K $278K
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

BUY
 -
1.14K
+ 14.74%
$20.6K - $24.9K
8.91K $194K
May 11, 2023 Q1 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
1.1K
+ 1.9%
$19.9K - $24K
59.3K $1.29M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
1.08K
+ 396.34%
$19.5K - $23.6K
1.36K $29.5K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.05K
New
$18.9K - $22.8K
1.05K $22.8K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
961
+ 7.99%
$17.3K - $20.9K
13K $282K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
930
+ 23.57%
$16.7K - $20.3K
4.88K $106K
Apr 12, 2023 Q1 2023
Jmg Financial Group, Ltd.

BUY
 -
910
+ 0.36%
$16.4K - $19.8K
251K $5.47M
Apr 25, 2023 Q1 2023
Madden Advisory Services, Inc.

BUY
 -
907
+ 0.99%
$16.3K - $19.8K
92.1K $2M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
897
New
$16.2K - $19.5K
897 $19.5K
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
896
+ 3.14%
$16.1K - $19.5K
29.4K $640K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
894
+ 1.05%
$16.1K - $19.5K
86.3K $1.88M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
881
+ 6.52%
$15.9K - $19.2K
14.4K $313K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
859
+ 329.12%
$15.5K - $18.7K
1.12K $24.4K
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
794
+ 1.09%
$14.3K - $17.3K
73.9K $1.61M
Apr 24, 2023 Q1 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
769
+ 1.35%
$13.8K - $16.7K
57.9K $1.26M

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