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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
753+ 0.98% |
$13.6K - $16.4K
|
77.5K
$1.69M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
710+ 9.66% |
$12.8K - $15.5K
|
8.06K
$175K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
708+ 5.07% |
$12.8K - $15.4K
|
14.7K
$319K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
707+ 0.49% |
$12.7K - $15.4K
|
145K
$3.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
666+ 7.53% |
$12K - $14.5K
|
9.51K
$207K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
646New |
$11.6K - $14.1K
|
646
$14.1K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
617+ 5.68% |
$11.1K - $13.4K
|
11.5K
$250K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
595+ 0.98% |
$10.7K - $13K
|
61.1K
$1.33M
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
569+ 5.57% |
$10.2K - $12.4K
|
10.8K
$235K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
565+ 1.48% |
$10.2K - $12.3K
|
38.7K
$842K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
557New |
$10K - $12.1K
|
557
$12.1K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
530+ 0.76% |
$9.55K - $11.5K
|
70.1K
$1.53M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
514New |
$9.26K - $11.2K
|
514
$11.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
509+ 1.74% |
$9.17K - $11.1K
|
29.7K
$646K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
502+ 6.31% |
$9.04K - $10.9K
|
8.46K
$184K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
494+ 2.3% |
$8.9K - $10.8K
|
22K
$477K
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
487+ 1.63% |
$8.77K - $10.6K
|
30.4K
$660K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
481+ 2.32% |
$8.66K - $10.5K
|
21.2K
$461K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
468+ 19.17% |
$8.43K - $10.2K
|
2.91K
$63.3K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
458+ 0.64% |
$8.25K - $9.98K
|
72.3K
$1.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
458+ 0.43% |
$8.25K - $9.98K
|
107K
$2.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
402+ 2.35% |
$7.24K - $8.76K
|
17.5K
$381K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
378+ 0.82% |
$6.81K - $8.23K
|
46.5K
$1.01M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
371+ 2.25% |
$6.68K - $8.08K
|
16.8K
$366K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
360+ 1.52% |
$6.48K - $7.84K
|
24.1K
$524K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
328+ 585.71% |
$5.91K - $7.14K
|
384
$8.35K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
300New |
$5.4K - $6.53K
|
300
$6.53K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
300+ 8.26% |
$5.4K - $6.53K
|
3.93K
$85.5K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
286+ 1.6% |
$5.15K - $6.23K
|
18.1K
$394K
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
286+ 1.6% |
$5.15K - $6.23K
|
18.1K
$394K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
278New |
$5.01K - $6.05K
|
278
$6.05K
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
BUY
|
- |
272+ 0.31% |
$4.9K - $5.92K
|
86.7K
$1.89M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
272New |
$4.9K - $5.92K
|
272
$5.92K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
251+ 1091.3% |
$4.52K - $5.47K
|
274
$5.96K
|
|
|
May 09, 2023
Q1 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
243+ 1.54% |
$4.38K - $5.29K
|
16K
$348K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
220New |
$3.96K - $4.79K
|
220
$4.79K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
220New |
$3.96K - $4.79K
|
220
$4.79K
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
211+ 0.65% |
$3.8K - $4.6K
|
32.8K
$714K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
190New |
$3.42K - $4.14K
|
190
$4.13K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
172New |
$3.1K - $3.75K
|
172
$3.74K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
135New |
$2.43K - $2.94K
|
135
$2.94K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
132New |
$2.38K - $2.87K
|
132
$2.87K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
129+ 129.0% |
$2.32K - $2.81K
|
229
$4.98K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
121+ 21.45% |
$2.18K - $2.64K
|
685
$14.9K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
121+ 0.58% |
$2.18K - $2.64K
|
20.9K
$454K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
120+ 0.74% |
$2.16K - $2.61K
|
16.3K
$355K
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
109+ 0.74% |
$1.96K - $2.37K
|
14.8K
$321K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
108New |
$1.95K - $2.35K
|
108
$2.35K
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
103+ 0.35% |
$1.86K - $2.24K
|
29.5K
$642K
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
98+ 0.65% |
$1.76K - $2.13K
|
15.1K
$328K
|