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 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-19.3K- 42.81% |
$356K - $455K
|
25.8K
$553K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-20.5K- 6.78% |
$378K - $484K
|
282K
$6.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-20.7K- 6.85% |
$382K - $489K
|
282K
$6.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-23.5K- 7.83% |
$433K - $554K
|
276K
$5.93M
|
|
|
Oct 21, 2022
Q3 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-24.4K- 40.33% |
$450K - $575K
|
36.1K
$773K
|
|
|
Oct 18, 2022
Q3 2022
|
Whelan Financial
|
SELL
|
- |
-27.2K- 56.57% |
$502K - $642K
|
20.9K
$448K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-27.7K- 30.29% |
$511K - $654K
|
63.8K
$1.37M
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-30.6K- 32.26% |
$565K - $722K
|
64.3K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-30.9K- 94.39% |
$570K - $729K
|
1.84K
$39.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-32.1K- 42.56% |
$592K - $758K
|
43.3K
$930K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-33.7K- 61.27% |
$622K - $796K
|
21.3K
$457K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-40K- 79.46% |
$739K - $945K
|
10.3K
$222K
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-46K- 17.11% |
$849K - $1.09M
|
223K
$4.79M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-52K- 82.75% |
$959K - $1.23M
|
10.8K
$232K
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-52.1K- 31.97% |
$960K - $1.23M
|
111K
$2.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-58.4K- 0.17% |
$1.08M - $1.38M
|
33.7M
$724M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-67.5K- 67.75% |
$1.25M - $1.59M
|
32.1K
$689K
|
|
|
Oct 18, 2022
Q3 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-69.4K- 13.61% |
$1.28M - $1.64M
|
441K
$9.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-75.4K- 0.17% |
$1.39M - $1.78M
|
45.5M
$975M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-82.1K- 67.66% |
$1.51M - $1.94M
|
39.2K
$841K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-99.2K- 73.94% |
$1.83M - $2.34M
|
34.9K
$749K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-109K- 75.74% |
$2.02M - $2.58M
|
35K
$752K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-109K- 75.74% |
$2.02M - $2.58M
|
35K
$752K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-156K- 4.5% |
$2.87M - $3.68M
|
3.31M
$71M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-160K- 69.12% |
$2.94M - $3.76M
|
71.3K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-300K- 21.43% |
$5.54M - $7.08M
|
1.1M
$23.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-420K- 11.98% |
$7.75M - $9.92M
|
3.09M
$66.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-427K- 96.88% |
$7.88M - $10.1M
|
13.8K
$295K
|
|
|
Oct 18, 2022
Q3 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-1.11M- 99.08% |
$20.5M - $26.2M
|
10.3K
$222K
|