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 10, 2022
Q3 2022
|
Firestone Capital Management
|
SELL
|
- |
-1.65K- 0.47% |
$30.4K - $38.9K
|
351K
$7.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-1.65K- 12.65% |
$30.4K - $38.9K
|
11.4K
$244K
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.67K- 8.86% |
$30.8K - $39.3K
|
17.1K
$368K
|
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.69K- 4.36% |
$31.2K - $39.9K
|
37.1K
$797K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.85K- 3.08% |
$34.2K - $43.7K
|
58.2K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.89K- 1.25% |
$34.9K - $44.7K
|
149K
$3.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.9K- 3.21% |
$35K - $44.8K
|
57.2K
$1.23M
|
|
|
Nov 15, 2022
Q3 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.07K- 3.52% |
$38.2K - $48.8K
|
56.7K
$1.22M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-2.28K- 9.28% |
$42K - $53.8K
|
22.3K
$478K
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.39K- 8.51% |
$44K - $56.3K
|
25.7K
$550K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.39K- 15.2% |
$44K - $56.3K
|
13.3K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.45K- 1.37% |
$45.1K - $57.7K
|
175K
$3.76M
|
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.5K- 11.57% |
$46.2K - $59K
|
19.1K
$410K
|
|
|
Oct 31, 2022
Q3 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.5K- 1.41% |
$46.2K - $59.1K
|
175K
$3.76M
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-2.51K- 4.96% |
$46.4K - $59.3K
|
48.2K
$1.03M
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
SELL
|
- |
-2.69K- 9.57% |
$49.7K - $63.5K
|
25.4K
$546K
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.87K- 0.97% |
$52.9K - $67.6K
|
294K
$6.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.94K- 13.1% |
$54.2K - $69.3K
|
19.5K
$418K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-2.95K- 27.6% |
$54.4K - $69.6K
|
7.74K
$166K
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-3.11K- 0.83% |
$57.4K - $73.4K
|
369K
$7.93M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.28K- 8.91% |
$60.5K - $77.4K
|
33.5K
$719K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.36K- 10.17% |
$62K - $79.2K
|
29.7K
$636K
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-3.65K- 24.78% |
$67.3K - $86.1K
|
11.1K
$237K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.78K- 4.22% |
$69.8K - $89.3K
|
85.7K
$1.84M
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.88K- 5.73% |
$71.5K - $91.5K
|
63.8K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.13K- 5.04% |
$76.2K - $97.5K
|
77.8K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.13K- 5.04% |
$76.2K - $97.5K
|
77.8K
$1.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.18K- 15.63% |
$77.2K - $98.7K
|
22.6K
$484K
|
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-4.22K- 2.8% |
$77.8K - $99.5K
|
146K
$3.14M
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-4.27K- 7.8% |
$78.7K - $101K
|
50.4K
$1.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.43K- 11.94% |
$81.7K - $104K
|
32.7K
$701K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.54K- 18.36% |
$83.8K - $107K
|
20.2K
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.12K- 30.87% |
$94.5K - $121K
|
11.5K
$246K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.67K- 18.87% |
$105K - $134K
|
24.4K
$523K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-6.39K- 99.47% |
$118K - $151K
|
34
$729
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.92K- 22.8% |
$128K - $163K
|
23.4K
$503K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-6.98K- 47.36% |
$129K - $165K
|
7.76K
$166K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-7.36K- 5.56% |
$136K - $174K
|
125K
$2.68M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-7.54K- 10.65% |
$139K - $178K
|
63.2K
$1.36M
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-8.03K- 28.79% |
$148K - $189K
|
19.9K
$426K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8.08K- 40.84% |
$149K - $191K
|
11.7K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9K- 1.94% |
$166K - $212K
|
454K
$9.75M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.17K- 19.96% |
$169K - $216K
|
36.8K
$789K
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-9.43K- 7.58% |
$174K - $223K
|
115K
$2.47M
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-9.6K- 20.1% |
$177K - $227K
|
38.2K
$819K
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-10.5K- 44.68% |
$193K - $247K
|
12.9K
$278K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-11.4K- 8.95% |
$211K - $270K
|
116K
$2.49M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.9K- 11.94% |
$237K - $303K
|
94.8K
$2.03M
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-13.4K- 6.03% |
$247K - $316K
|
209K
$4.48M
|
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-16.8K- 26.68% |
$311K - $397K
|
46.3K
$993K
|