Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24.3K+ 20.26% |
$448K - $573K
|
144K
$3.1M
|
|
Nov 01, 2022
Q3 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
23.9KNew |
$441K - $564K
|
23.9K
$514K
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
23.9KNew |
$440K - $563K
|
23.9K
$513K
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
22.4K+ 3.77% |
$414K - $529K
|
616K
$13.2M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
20.7K+ 16.5% |
$382K - $488K
|
146K
$3.14M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19K+ 11.75% |
$350K - $448K
|
180K
$3.88M
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
17.9K+ 5.24% |
$331K - $423K
|
360K
$7.74M
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
17.7K+ 18.47% |
$327K - $419K
|
114K
$2.44M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
17.4K+ 15.82% |
$321K - $410K
|
127K
$2.73M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
17.3KNew |
$318K - $407K
|
17.3K
$371K
|
|
Nov 14, 2022
Q3 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
17K+ 5.44% |
$313K - $401K
|
329K
$7.08M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.9K+ 34.34% |
$311K - $398K
|
66K
$1.42M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15.5K+ 2.37% |
$286K - $365K
|
669K
$14.4M
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
15.4K+ 22.45% |
$284K - $363K
|
83.9K
$1.8M
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.1K+ 7.62% |
$279K - $357K
|
213K
$4.59M
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
14.9KNew |
$275K - $351K
|
14.9K
$320K
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
14.9KNew |
$275K - $351K
|
14.9K
$320K
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
14.8K+ 6.25% |
$272K - $348K
|
251K
$5.39M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.3K+ 51.03% |
$264K - $338K
|
42.4K
$911K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.7KNew |
$252K - $322K
|
13.7K
$294K
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.3KNew |
$246K - $314K
|
13.3K
$286K
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
13.2K+ 5.85% |
$244K - $312K
|
239K
$5.15M
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
12.1K+ 99.09% |
$224K - $286K
|
24.4K
$524K
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
11.9KNew |
$220K - $282K
|
11.9K
$256K
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
11.8KNew |
$217K - $278K
|
11.8K
$253K
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
11.2K+ 76.36% |
$207K - $265K
|
25.9K
$557K
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
11KNew |
$203K - $259K
|
11K
$236K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
10.6K+ 9.77% |
$196K - $251K
|
120K
$2.57M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5K+ 12.9% |
$194K - $248K
|
91.9K
$1.97M
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9.61K+ 657.18% |
$177K - $227K
|
11.1K
$238K
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.39K+ 3.45% |
$173K - $222K
|
282K
$6.05M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.34K+ 26.92% |
$172K - $220K
|
44K
$946K
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
8.96K+ 2.83% |
$165K - $212K
|
325K
$6.99M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.51K+ 12.02% |
$157K - $201K
|
79.3K
$1.7M
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
8.35K+ 7.32% |
$154K - $197K
|
122K
$2.63M
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
8.28K+ 18.96% |
$153K - $195K
|
52K
$1.12M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.25K+ 5.82% |
$152K - $195K
|
150K
$3.22M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8K+ 15.89% |
$148K - $189K
|
58.4K
$1.25M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.84K+ 5.7% |
$145K - $185K
|
145K
$3.13M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
7.65K+ 5.3% |
$141K - $180K
|
152K
$3.26M
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
7.6KNew |
$140K - $179K
|
7.6K
$163K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.38K+ 3.62% |
$136K - $174K
|
211K
$4.54M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.37K+ 4.55% |
$136K - $174K
|
169K
$3.64M
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.97K+ 97.54% |
$129K - $164K
|
14.1K
$303K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.84K+ 5.15% |
$126K - $161K
|
140K
$3M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.8K+ 11.98% |
$125K - $160K
|
63.5K
$1.37M
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.5KNew |
$120K - $153K
|
6.5K
$140K
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
6.48K+ 8.96% |
$120K - $153K
|
78.8K
$1.69M
|
|
Oct 12, 2022
Q3 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6.35K+ 1.08% |
$117K - $150K
|
594K
$12.8M
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.27K+ 2.38% |
$116K - $148K
|
270K
$5.8M
|