Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
224+ 0.7% |
$4.52K - $5.82K
|
32.4K
$696K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
220New |
$4.44K - $5.71K
|
220
$4.72K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
210+ 0.46% |
$4.24K - $5.45K
|
45.7K
$980K
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
208+ 98.11% |
$4.2K - $5.4K
|
420
$9.01K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
200New |
$4.04K - $5.19K
|
200
$4.29K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
199New |
$4.02K - $5.17K
|
199
$4.27K
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
157+ 0.64% |
$3.17K - $4.08K
|
24.8K
$531K
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
149+ 0.78% |
$3.01K - $3.87K
|
19.3K
$413K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
145New |
$2.93K - $3.77K
|
145
$3.11K
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
132New |
$2.66K - $3.43K
|
132
$2.83K
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
124+ 0.46% |
$2.5K - $3.22K
|
27K
$579K
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
120+ 0.59% |
$2.42K - $3.12K
|
20.5K
$439K
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
116+ 0.49% |
$2.34K - $3.01K
|
23.9K
$512K
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
96+ 0.65% |
$1.94K - $2.49K
|
14.8K
$317K
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
79+ 0.65% |
$1.59K - $2.05K
|
12.2K
$261K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
70New |
$1.41K - $1.82K
|
70
$1.5K
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
69+ 3.66% |
$1.39K - $1.79K
|
1.96K
$41.9K
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
68+ 0.22% |
$1.37K - $1.77K
|
30.4K
$651K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
66+ 0.04% |
$1.33K - $1.71K
|
162K
$3.46M
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
64+ 6.07% |
$1.29K - $1.66K
|
1.12K
$24K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
57New |
$1.15K - $1.48K
|
57
$1.22K
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
56+ 0.04% |
$1.13K - $1.45K
|
144K
$3.1M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 27.78% |
$1.01K - $1.3K
|
230
$4.93K
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
47+ 0.3% |
$948 - $1.22K
|
15.5K
$332K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
46+ 5.48% |
$928 - $1.19K
|
885
$19K
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
46+ 2.56% |
$928 - $1.19K
|
1.84K
$39.5K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
34New |
$686 - $883
|
34
$729
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
31+ 0.1% |
$626 - $805
|
31K
$665K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
26New |
$525 - $675
|
26
$558
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
26New |
$525 - $675
|
26
$558
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
25New |
$505 - $649
|
25
$536
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
22New |
$444 - $571
|
22
$472
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
17+ 0.18% |
$343 - $441
|
9.62K
$206K
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12+ 0.08% |
$242 - $312
|
14.8K
$318K
|
|
Jul 26, 2022
Q2 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
9+ 0.37% |
$182 - $234
|
2.45K
$52.6K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
7+ 0.69% |
$141 - $182
|
1.02K
$21.9K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.18% |
$101 - $130
|
2.79K
$59.8K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.74% |
$101 - $130
|
679
$14.6K
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4+ 0.02% |
$80.7 - $104
|
24.3K
$522K
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.7% |
$60.5 - $77.9
|
434
$9.31K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.05% |
$40.4 - $51.9
|
3.88K
$83.1K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.72% |
$20.2 - $26
|
140
$3K
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.0% |
$20.2 - $26
|
22.5K
$482K
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.44% |
$20.2 - $26
|
228
$4.89K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1- 0.47% |
$20.2 - $26
|
210
$4.5K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2- 0.09% |
$40.4 - $51.9
|
2.21K
$47.3K
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2Closed |
$40.4 - $51.9
|
0
$0
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13- 0.03% |
$262 - $338
|
40.9K
$877K
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-13- 0.1% |
$262 - $338
|
13.6K
$291K
|