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 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
11.2K+ 226.26% |
$258K - $296K
|
16.2K
$338K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
10.4KNew |
$240K - $275K
|
10.4K
$217K
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
9.82KNew |
$226K - $259K
|
9.82K
$205K
|
|
|
Feb 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
9.11K+ 11.6% |
$209K - $240K
|
87.6K
$1.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
8.8K+ 61.0% |
$202K - $232K
|
23.2K
$485K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8.67KNew |
$199K - $228K
|
8.67K
$181K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
8.58KNew |
$197K - $226K
|
8.58K
$179K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.16KNew |
$188K - $215K
|
8.16K
$170K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
8.09K+ 54.98% |
$186K - $213K
|
22.8K
$476K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
8.02K+ 14.6% |
$184K - $211K
|
63K
$1.31M
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
7.74KNew |
$178K - $204K
|
7.74K
$162K
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
7.67KNew |
$176K - $202K
|
7.67K
$160K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.65K+ 5.04% |
$176K - $201K
|
159K
$3.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.52KNew |
$173K - $198K
|
7.52K
$157K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6.78K+ 150.57% |
$156K - $179K
|
11.3K
$235K
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.7KNew |
$154K - $177K
|
6.7K
$140K
|
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
6.56K+ 26.11% |
$151K - $173K
|
31.7K
$661K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.53K+ 8.98% |
$150K - $172K
|
79.2K
$1.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
6.09K+ 5.81% |
$140K - $161K
|
111K
$2.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
6.03KNew |
$139K - $159K
|
6.03K
$126K
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6.01KNew |
$138K - $158K
|
6.01K
$125K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.97K+ 8.99% |
$137K - $157K
|
72.4K
$1.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
5.82K+ 14.3% |
$134K - $153K
|
46.5K
$971K
|
|
|
Jan 25, 2022
Q4 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
5.65KNew |
$130K - $149K
|
5.65K
$118K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
5.64KNew |
$130K - $149K
|
5.64K
$118K
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
5.63KNew |
$129K - $148K
|
5.63K
$117K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.57K+ 80.52% |
$128K - $147K
|
12.5K
$261K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
5.56KNew |
$128K - $146K
|
5.56K
$116K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5.31KNew |
$122K - $140K
|
5.31K
$111K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.82K+ 11.33% |
$111K - $127K
|
47.4K
$989K
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.75KNew |
$109K - $125K
|
4.75K
$99.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
4.51K+ 15.68% |
$104K - $119K
|
33.3K
$694K
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4.46KNew |
$102K - $117K
|
4.46K
$93K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.41KNew |
$101K - $116K
|
4.41K
$92.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
4.38KNew |
$101K - $115K
|
4.38K
$91.3K
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.17KNew |
$95.9K - $110K
|
4.17K
$87.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4.17K+ 16.82% |
$95.8K - $110K
|
29K
$604K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.15KNew |
$95.5K - $109K
|
4.15K
$86.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
4.1KNew |
$94.1K - $108K
|
4.1K
$85.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4.08KNew |
$93.8K - $108K
|
4.08K
$85.2K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.04K+ 39.36% |
$92.8K - $106K
|
14.3K
$298K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.97KNew |
$91.3K - $105K
|
3.97K
$82.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.93K+ 39.0% |
$90.4K - $104K
|
14K
$292K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.89KNew |
$89.3K - $102K
|
3.89K
$81.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.88KNew |
$89.1K - $102K
|
3.88K
$80.9K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
3.88KNew |
$89.1K - $102K
|
3.88K
$80.9K
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3.85KNew |
$88.5K - $101K
|
3.85K
$80.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3.82KNew |
$87.8K - $101K
|
3.82K
$79.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.79K+ 6.51% |
$87.2K - $99.9K
|
62K
$1.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.71K+ 5.69% |
$85.2K - $97.7K
|
68.9K
$1.44M
|