Purchases and Sales Made in Q3 2022 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 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
Nov 01, 2022 Q3 2022
Park Avenue Securities LLC

BUY
 -
5.96K
+ 43.79%
$110K - $141K
19.6K $420K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
5.81K
+ 39.84%
$107K - $137K
20.4K $437K
Oct 12, 2022 Q3 2022
Acorn Financial Advisory Services Inc

BUY
 -
5.76K
+ 34.65%
$106K - $136K
22.4K $480K
Oct 27, 2022 Q3 2022
Appleton Partners Inc

BUY
 -
5.54K
+ 3.43%
$102K - $131K
167K $3.58M
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
5.14K
+ 17.62%
$94.8K - $121K
34.3K $735K
Nov 07, 2022 Q3 2022
Personal Capital Advisors Corp

BUY
 -
5.11K
+ 7.2%
$94.2K - $121K
76K $1.63M
Oct 25, 2022 Q3 2022
Vista Wealth Management Group, LLC

BUY
 -
5K
+ 21.81%
$92.2K - $118K
27.9K $599K
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
5K
+ 7.78%
$92.2K - $118K
69.2K $1.49M
Oct 14, 2022 Q3 2022
Aletheian Wealth Advisors LLC

BUY
 -
4.98K
+ 19.99%
$91.9K - $118K
29.9K $642K
Oct 21, 2022 Q3 2022
Spinnaker Investment Group, LLC

BUY
 -
4.54K
+ 13.31%
$83.8K - $107K
38.7K $829K
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
4.2K
New
$77.5K - $99.1K
4.2K $90.1K
Nov 09, 2022 Q3 2022
Jackson Creek Investment Advisors LLC

BUY
 -
3.82K
+ 3.71%
$70.4K - $90.1K
107K $2.29M
Jan 19, 2023 Q3 2022
Stephens Consulting, LLC

Flint, MI
BUY
 -
3.63K
New
$66.9K - $85.6K
3.63K $77.8K
Oct 18, 2022 Q3 2022
Wbh Advisory Inc

BUY
 -
3.51K
+ 6.16%
$64.8K - $82.9K
60.6K $1.3M
Jul 24, 2024 Q3 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
3.48K
+ 8.51%
$64.2K - $82.2K
44.4K $952K
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
3.37K
+ 14.12%
$62.2K - $79.6K
27.3K $585K
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
3.31K
+ 40.1%
$61K - $78K
11.5K $248K
Nov 08, 2022 Q3 2022
Curi Wealth Management, LLC

BUY
 -
3.1K
+ 3.42%
$57.2K - $73.2K
93.8K $2.01M
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.05K
+ 19.33%
$56.2K - $71.9K
18.8K $404K
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
2.96K
New
$54.6K - $69.9K
2.96K $63.5K
Oct 18, 2022 Q3 2022
Guardian Financial Partners, LLC

BUY
 -
2.96K
+ 13.89%
$54.5K - $69.7K
24.2K $520K
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
2.95K
New
$54.4K - $69.5K
2.95K $63.2K
Nov 07, 2022 Q3 2022
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
2.63K
+ 17.73%
$48.5K - $62.1K
17.5K $375K
Nov 01, 2022 Q3 2022
Lee Financial CO

Dallas, TX
BUY
 -
2.51K
+ 76.45%
$46.3K - $59.3K
5.8K $124K
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
2.42K
New
$44.7K - $57.1K
2.42K $51.9K
Nov 14, 2022 Q3 2022
Truepoint, Inc.

BUY
 -
2.32K
+ 4.29%
$42.7K - $54.7K
56.3K $1.21M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
2.21K
New
$40.7K - $52.1K
2.21K $47.3K
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
2.14K
+ 312.1%
$39.5K - $50.5K
2.83K $60.6K
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.1K
+ 2.44%
$38.8K - $49.6K
88.3K $1.89M
Nov 14, 2022 Q3 2022
Ballast Advisors LLC

BUY
 -
1.97K
+ 2.56%
$36.3K - $46.5K
78.9K $1.69M
Nov 15, 2022 Q3 2022
Altfest L J & CO Inc

BUY
 -
1.89K
+ 7.62%
$34.8K - $44.5K
26.7K $572K
Nov 09, 2022 Q3 2022
Ddd Partners, LLC

BUY
 -
1.83K
+ 6.88%
$33.8K - $43.2K
28.4K $610K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
1.79K
+ 18.56%
$33K - $42.2K
11.4K $245K
Nov 14, 2022 Q3 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.72K
+ 10.52%
$31.8K - $40.6K
18.1K $388K
Nov 15, 2022 Q3 2022
Highland Financial Advisors, LLC

BUY
 -
1.65K
+ 13.4%
$30.5K - $39K
14K $300K
Dec 19, 2024 Q3 2022
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
1.64K
+ 7.72%
$30.2K - $38.7K
22.9K $490K
Oct 26, 2022 Q3 2022
Galvin, Gaustad & Stein, LLC

BUY
 -
1.6K
+ 15.35%
$29.4K - $37.6K
12K $257K
Oct 28, 2022 Q3 2022
Peak Financial Management, Inc.

BUY
 -
1.52K
+ 5.64%
$28.1K - $35.9K
28.5K $612K
Nov 10, 2022 Q3 2022
Bigelow Investment Advisors, LLC

BUY
 -
1.47K
+ 14.36%
$27.1K - $34.7K
11.7K $251K
Oct 21, 2022 Q3 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
1.4K
+ 5.76%
$25.9K - $33.1K
25.8K $553K
Nov 14, 2022 Q3 2022
Crewe Advisors LLC

BUY
 -
1.34K
New
$24.7K - $31.6K
1.34K $28.7K
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

BUY
 -
1.3K
+ 117.97%
$24K - $30.7K
2.4K $51.5K
Nov 01, 2022 Q3 2022
Upper Left Wealth Management, LLC

BUY
 -
1.3K
+ 0.86%
$23.9K - $30.6K
152K $3.25M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
1.21K
New
$22.2K - $28.4K
1.21K $25.8K
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
BUY
 -
1.19K
+ 18.73%
$22K - $28.2K
7.57K $162K
Nov 15, 2022 Q3 2022
Colony Group LLC

Boston, MA
BUY
 -
1.19K
+ 3.75%
$22K - $28.1K
33K $707K
Oct 28, 2022 Q3 2022
Walkner Condon Financial Advisors LLC

BUY
 -
1.19K
+ 2.86%
$21.9K - $28K
42.6K $914K
Oct 12, 2022 Q3 2022
Bangor Savings Bank

Bangor, ME
BUY
 -
1.07K
+ 0.23%
$19.7K - $25.3K
467K $10M
Oct 13, 2023 Q3 2022
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
1.04K
New
$19.2K - $24.5K
1.04K $22.3K

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