Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.6M+ 483.91% |
$36.8M - $42.2M
|
1.93M
$42M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
915K+ 5.55% |
$21M - $24.1M
|
17.4M
$379M
|
|
|
Feb 11, 2022
Q4 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
500KNew |
$11.5M - $13.2M
|
500K
$10.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
490K+ 6.26% |
$11.3M - $12.9M
|
8.31M
$181M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
408K+ 1.75% |
$9.38M - $10.8M
|
23.7M
$515M
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
358K+ 25.43% |
$8.23M - $9.44M
|
1.77M
$38.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
200KNew |
$4.6M - $5.27M
|
200K
$4.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Piershale Financial Group, Inc.
|
BUY
|
- |
193K+ 53.94% |
$4.44M - $5.09M
|
552K
$12M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
164KNew |
$3.77M - $4.32M
|
164K
$3.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
128KNew |
$2.93M - $3.36M
|
128K
$2.77M
|
|
|
Jan 25, 2022
Q4 2021
|
Q3 Asset Management
|
BUY
|
- |
126KNew |
$2.9M - $3.32M
|
126K
$2.74M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
114K+ 3.93% |
$2.63M - $3.01M
|
3.02M
$65.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
114KNew |
$2.61M - $2.99M
|
114K
$2.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
94.9KNew |
$2.18M - $2.5M
|
94.9K
$2.06M
|
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
81KNew |
$1.86M - $2.13M
|
81K
$1.76M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
78KNew |
$1.79M - $2.06M
|
78K
$1.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
74K+ 6.15% |
$1.7M - $1.95M
|
1.28M
$27.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
68.1KNew |
$1.57M - $1.79M
|
68.1K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
64.6K+ 75.61% |
$1.49M - $1.7M
|
150K
$3.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50.1K+ 263.28% |
$1.15M - $1.32M
|
69.1K
$1.5M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
47.6KNew |
$1.1M - $1.26M
|
47.6K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.9K+ 213.14% |
$1.01M - $1.16M
|
64.5K
$1.4M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.1K+ 69.01% |
$877K - $1.01M
|
93.4K
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
37.6K+ 37.07% |
$864K - $990K
|
139K
$3.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
36.3KNew |
$835K - $957K
|
36.3K
$790K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
33.7K+ 149.27% |
$775K - $888K
|
56.3K
$1.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.4K+ 80.21% |
$767K - $879K
|
75K
$1.63M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
32.5K+ 28.2% |
$747K - $856K
|
148K
$3.21M
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
29.5KNew |
$678K - $777K
|
29.5K
$641K
|
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
28.8KNew |
$662K - $758K
|
28.8K
$626K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
26.9K+ 291.88% |
$619K - $710K
|
36.2K
$786K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
26.4K+ 20.47% |
$607K - $696K
|
155K
$3.38M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
24.9K+ 9.91% |
$573K - $657K
|
276K
$6.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
23.5K+ 415.23% |
$541K - $620K
|
29.2K
$635K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.7K+ 17.12% |
$521K - $598K
|
155K
$3.37M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
21.4KNew |
$493K - $565K
|
21.4K
$466K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21K+ 44.62% |
$482K - $553K
|
68K
$1.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
19.1KNew |
$439K - $504K
|
19.1K
$416K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15.9K+ 5.8% |
$366K - $420K
|
290K
$6.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15.2KNew |
$349K - $401K
|
15.2K
$331K
|
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
14.1KNew |
$323K - $370K
|
14.1K
$306K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14K+ 20.8% |
$322K - $369K
|
81.4K
$1.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.9KNew |
$297K - $340K
|
12.9K
$281K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
12.4K+ 7.98% |
$285K - $327K
|
168K
$3.65M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
12.2KNew |
$280K - $320K
|
12.2K
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.7KNew |
$269K - $308K
|
11.7K
$254K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.7K+ 4.61% |
$268K - $308K
|
265K
$5.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.7KNew |
$268K - $307K
|
11.7K
$253K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
11.3K+ 5.13% |
$260K - $298K
|
231K
$5.03M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.2KNew |
$258K - $296K
|
11.2K
$244K
|