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 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.08K- 3.01% |
$19.5K - $23.6K
|
34.9K
$759K
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.22K- 4.1% |
$22K - $26.6K
|
28.6K
$621K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-1.23K- 3.1% |
$22.2K - $26.8K
|
38.5K
$837K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.25K- 7.42% |
$22.4K - $27.1K
|
15.5K
$338K
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 8.72% |
$24.5K - $29.6K
|
14.2K
$310K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.4K- 2.57% |
$25.2K - $30.5K
|
53K
$1.15M
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.46K- 1.0% |
$26.3K - $31.8K
|
144K
$3.14M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.47K- 2.45% |
$26.5K - $32.1K
|
58.5K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.49K- 4.12% |
$26.8K - $32.4K
|
34.6K
$752K
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.68K- 3.82% |
$30.2K - $36.5K
|
42.2K
$919K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.69K- 7.29% |
$30.5K - $36.9K
|
21.5K
$469K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.72K- 1.09% |
$31K - $37.5K
|
156K
$3.39M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.73K- 48.17% |
$31.1K - $37.6K
|
1.86K
$40.4K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.79K- 2.41% |
$32.2K - $39K
|
72.3K
$1.57M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.8K- 6.85% |
$32.4K - $39.2K
|
24.5K
$532K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.8K- 6.93% |
$32.5K - $39.3K
|
24.2K
$527K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.8K- 6.93% |
$32.5K - $39.3K
|
24.2K
$527K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.81K- 10.62% |
$32.6K - $39.4K
|
15.2K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.86K- 4.83% |
$33.5K - $40.5K
|
36.7K
$798K
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-2K- 64.35% |
$36K - $43.6K
|
1.11K
$24.1K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.11K- 6.4% |
$38K - $46K
|
30.8K
$671K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.28K- 4.42% |
$41K - $49.6K
|
49.2K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.33K- 4.28% |
$42K - $50.8K
|
52.1K
$1.13M
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-2.45K- 98.23% |
$44.1K - $53.3K
|
44
$957
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.5K- 10.16% |
$45.1K - $54.5K
|
22.1K
$482K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.59K- 3.33% |
$46.6K - $56.4K
|
75.2K
$1.64M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.64K- 58.73% |
$47.5K - $57.4K
|
1.85K
$40.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-2.95K- 10.66% |
$53.2K - $64.3K
|
24.8K
$538K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.99K- 46.66% |
$53.8K - $65K
|
3.41K
$74.2K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3K- 10.11% |
$54K - $65.3K
|
26.7K
$580K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.03K- 25.68% |
$54.5K - $65.9K
|
8.76K
$190K
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-3.11K- 11.05% |
$56K - $67.7K
|
25K
$544K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.3K- 16.94% |
$59.4K - $71.9K
|
16.2K
$352K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.3K- 19.36% |
$59.5K - $71.9K
|
13.8K
$299K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.35K- 5.56% |
$60.3K - $72.9K
|
56.9K
$1.24M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.38K- 1.95% |
$60.9K - $73.6K
|
170K
$3.69M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.53K- 24.12% |
$63.6K - $76.9K
|
11.1K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.72K- 82.88% |
$67K - $81K
|
768
$16.7K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.97K- 12.25% |
$71.6K - $86.5K
|
28.5K
$619K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.38K- 5.03% |
$78.8K - $95.3K
|
82.6K
$1.8M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.44K- 20.11% |
$79.9K - $96.7K
|
17.6K
$384K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4.56K- 97.77% |
$82.1K - $99.3K
|
104
$2.26K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.7K- 4.83% |
$84.6K - $102K
|
92.7K
$2.02M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.76K- 38.42% |
$85.8K - $104K
|
7.64K
$166K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-4.93K- 25.88% |
$88.7K - $107K
|
14.1K
$307K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.96K- 34.61% |
$89.3K - $108K
|
9.36K
$204K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.11K- 30.39% |
$92K - $111K
|
11.7K
$255K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.24K- 96.32% |
$94.3K - $114K
|
200
$4.35K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-5.86K- 7.29% |
$106K - $128K
|
74.5K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.98K- 6.26% |
$108K - $130K
|
89.4K
$1.94M
|