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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.03K+ 376.56% |
$19K - $24.3K
|
1.3K
$27.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
1KNew |
$18.5K - $23.6K
|
1K
$21.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
981+ 2.76% |
$18.1K - $23.2K
|
36.5K
$783K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
894+ 0.29% |
$16.5K - $21.1K
|
310K
$6.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
879+ 4.41% |
$16.2K - $20.7K
|
20.8K
$447K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
855+ 4.15% |
$15.8K - $20.2K
|
21.5K
$460K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
728+ 3.25% |
$13.4K - $17.2K
|
23.1K
$496K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
711+ 1.0% |
$13.1K - $16.8K
|
71.6K
$1.54M
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
700+ 2.19% |
$12.9K - $16.5K
|
32.7K
$701K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
659+ 10.27% |
$12.2K - $15.6K
|
7.07K
$152K
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
653+ 0.75% |
$12K - $15.4K
|
87.2K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
645+ 0.61% |
$11.9K - $15.2K
|
106K
$2.27M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
645+ 5.97% |
$11.9K - $15.2K
|
11.4K
$245K
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
585+ 4.39% |
$10.8K - $13.8K
|
13.9K
$299K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
574+ 19.92% |
$10.6K - $13.5K
|
3.46K
$74.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
557+ 1.56% |
$10.3K - $13.1K
|
36.2K
$776K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
552+ 1.17% |
$10.2K - $13K
|
47.6K
$1.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
520+ 163.52% |
$9.59K - $12.3K
|
838
$18K
|
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
519+ 1.97% |
$9.58K - $12.2K
|
26.8K
$575K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
504+ 4.8% |
$9.3K - $11.9K
|
11K
$236K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
502New |
$9.26K - $11.8K
|
502
$10.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
408+ 1.39% |
$7.53K - $9.63K
|
29.8K
$640K
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
391+ 2.3% |
$7.21K - $9.23K
|
17.4K
$373K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
357+ 0.01% |
$6.59K - $8.43K
|
3.15M
$67.6M
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
330+ 0.56% |
$6.09K - $7.79K
|
59.1K
$1.27M
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
325New |
$6K - $7.67K
|
325
$6.97K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
303+ 432.86% |
$5.59K - $7.15K
|
373
$8K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
283+ 0.7% |
$5.22K - $6.68K
|
40.8K
$874K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
238+ 0.73% |
$4.39K - $5.62K
|
32.7K
$701K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
234+ 47.18% |
$4.32K - $5.52K
|
730
$15.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
223+ 5.75% |
$4.11K - $5.26K
|
4.1K
$87.9K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
215+ 2.48% |
$3.97K - $5.07K
|
8.87K
$190K
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
BUY
|
- |
200+ 0.22% |
$3.69K - $4.72K
|
92.1K
$1.98M
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
195+ 0.28% |
$3.6K - $4.6K
|
70.7K
$1.52M
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
185New |
$3.41K - $4.37K
|
185
$3.97K
|
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
175+ 0.51% |
$3.23K - $4.13K
|
34.7K
$744K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
174New |
$3.21K - $4.11K
|
174
$3.73K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
152+ 6.71% |
$2.8K - $3.59K
|
2.42K
$51.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
147+ 0.54% |
$2.71K - $3.47K
|
27.2K
$583K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
144New |
$2.66K - $3.4K
|
144
$3.09K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
134New |
$2.47K - $3.16K
|
134
$2.87K
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
118+ 0.72% |
$2.18K - $2.78K
|
16.6K
$356K
|
|
|
Oct 26, 2022
Q3 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
115+ 0.78% |
$2.12K - $2.71K
|
14.9K
$319K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
112+ 38.1% |
$2.07K - $2.64K
|
406
$8.71K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
103New |
$1.9K - $2.43K
|
103
$2.21K
|
|
|
Nov 01, 2022
Q3 2022
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
97+ 0.62% |
$1.79K - $2.29K
|
15.6K
$335K
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
95+ 0.78% |
$1.75K - $2.24K
|
12.3K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
94+ 0.01% |
$1.73K - $2.22K
|
913K
$19.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
86New |
$1.59K - $2.03K
|
86
$1.84K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
86+ 0.19% |
$1.59K - $2.03K
|
45.8K
$981K
|