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 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-124- 0.32% |
$2.29K - $2.93K
|
38.9K
$835K
|
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-130- 0.67% |
$2.4K - $3.07K
|
19.3K
$414K
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-136- 20.0% |
$2.51K - $3.21K
|
544
$11.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-143- 98.62% |
$2.64K - $3.37K
|
2
$42.9
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-147- 1.95% |
$2.71K - $3.47K
|
7.38K
$158K
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-147- 1.08% |
$2.71K - $3.47K
|
13.4K
$288K
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-149- 0.77% |
$2.75K - $3.52K
|
19.1K
$410K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-158- 3.34% |
$2.92K - $3.73K
|
4.58K
$98.2K
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
SELL
|
- |
-164- 0.15% |
$3.03K - $3.87K
|
111K
$2.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-198- 1.19% |
$3.65K - $4.67K
|
16.4K
$352K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-198- 0.32% |
$3.65K - $4.67K
|
62.3K
$1.34M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-212- 0.83% |
$3.91K - $5K
|
25.3K
$543K
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-238- 2.01% |
$4.39K - $5.62K
|
11.6K
$249K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-240- 34.29% |
$4.43K - $5.66K
|
460
$9.87K
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-343- 0.57% |
$6.33K - $8.09K
|
59.4K
$1.27M
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-348- 2.8% |
$6.42K - $8.21K
|
12.1K
$260K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-383- 0.34% |
$7.07K - $9.04K
|
111K
$2.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-389- 2.2% |
$7.18K - $9.18K
|
17.3K
$371K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 1.99% |
$7.38K - $9.44K
|
19.7K
$422K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-418- 1.86% |
$7.71K - $9.86K
|
22K
$472K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-420Closed |
$7.75K - $9.91K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-431- 52.37% |
$7.95K - $10.2K
|
392
$8.41K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-432- 51.25% |
$7.97K - $10.2K
|
411
$8.82K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-443- 8.01% |
$8.17K - $10.5K
|
5.09K
$109K
|
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-450- 1.89% |
$8.3K - $10.6K
|
23.3K
$500K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-478- 0.33% |
$8.82K - $11.3K
|
144K
$3.09M
|
|
|
Oct 17, 2022
Q3 2022
|
Jentner Corp
|
SELL
|
- |
-525- 2.01% |
$9.69K - $12.4K
|
25.6K
$550K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-540- 3.07% |
$9.96K - $12.7K
|
17K
$366K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-549- 81.33% |
$10.1K - $13K
|
126
$2.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-568- 35.81% |
$10.5K - $13.4K
|
1.02K
$21.8K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-568- 35.81% |
$10.5K - $13.4K
|
1.02K
$21.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-579- 1.01% |
$10.7K - $13.7K
|
56.8K
$1.22M
|
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-626- 2.82% |
$11.5K - $14.8K
|
21.5K
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-809- 2.49% |
$14.9K - $19.1K
|
31.7K
$679K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-918- 17.02% |
$16.9K - $21.7K
|
4.48K
$96K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-965- 54.71% |
$17.8K - $22.8K
|
799
$17.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-968- 6.93% |
$17.9K - $22.8K
|
13K
$279K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.04K- 40.09% |
$19.2K - $24.5K
|
1.55K
$33.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.05K- 4.73% |
$19.4K - $24.8K
|
21.2K
$455K
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.06K- 2.98% |
$19.5K - $24.9K
|
34.3K
$736K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.12K- 0.81% |
$20.7K - $26.5K
|
138K
$2.96M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.13KClosed |
$20.8K - $26.6K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.24K- 3.94% |
$22.8K - $29.2K
|
30.2K
$647K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.24K- 9.34% |
$22.9K - $29.3K
|
12.1K
$258K
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.27K- 4.12% |
$23.4K - $29.9K
|
29.5K
$632K
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.29K- 11.17% |
$23.7K - $30.3K
|
10.2K
$219K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.31K- 91.09% |
$24.2K - $30.9K
|
128
$2.75K
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 3.48% |
$25.2K - $32.2K
|
37.9K
$812K
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.42K- 2.51% |
$26.2K - $33.5K
|
55.2K
$1.18M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.58KClosed |
$29.2K - $37.3K
|
0
$0
|