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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.6K+ 2.24% |
$82.7K - $94.8K
|
164K
$3.42M
|
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
3.59K+ 7.93% |
$82.5K - $94.6K
|
48.8K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.46K+ 13.79% |
$79.6K - $91.3K
|
28.6K
$597K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.39K+ 20.13% |
$77.8K - $89.2K
|
20.2K
$422K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.31K+ 5012.12% |
$76.1K - $87.2K
|
3.37K
$70.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.18K+ 20.41% |
$73.2K - $83.8K
|
18.8K
$392K
|
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.14K+ 15.37% |
$72.2K - $82.8K
|
23.6K
$492K
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.7K+ 8.41% |
$62.1K - $71.1K
|
34.8K
$727K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.67K+ 7.17% |
$61.3K - $70.3K
|
39.9K
$833K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.48K+ 16.28% |
$57.1K - $65.5K
|
17.7K
$370K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.48K+ 14.34% |
$56.9K - $65.2K
|
19.7K
$412K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.37KNew |
$54.5K - $62.5K
|
2.37K
$49.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.33K+ 3.04% |
$53.5K - $61.3K
|
78.9K
$1.65M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.29K+ 0.59% |
$52.6K - $60.3K
|
391K
$8.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.19K+ 4.9% |
$50.4K - $57.8K
|
46.9K
$980K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.04KNew |
$46.9K - $53.7K
|
2.04K
$42.5K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.9KNew |
$43.7K - $50.1K
|
1.9K
$39.7K
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
1.87K+ 9.34% |
$43K - $49.3K
|
21.9K
$457K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
1.78K+ 5.56% |
$40.8K - $46.8K
|
33.7K
$703K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.75K+ 32.58% |
$40.3K - $46.2K
|
7.14K
$149K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.58K+ 16.59% |
$36.4K - $41.7K
|
11.1K
$232K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
1.58K+ 2.1% |
$36.3K - $41.6K
|
76.6K
$1.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.51K+ 0.83% |
$34.8K - $39.9K
|
184K
$3.84M
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.51K+ 3.18% |
$34.7K - $39.8K
|
48.9K
$1.02M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.42K+ 5.27% |
$32.6K - $37.4K
|
28.3K
$592K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.41K+ 6.81% |
$32.3K - $37K
|
22K
$460K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.25K+ 12.72% |
$28.6K - $32.8K
|
11K
$230K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.16KNew |
$26.6K - $30.5K
|
1.16K
$24.2K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
1.1KNew |
$25.3K - $29K
|
1.1K
$23K
|
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.07K+ 0.73% |
$24.6K - $28.2K
|
148K
$3.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.06K+ 11.67% |
$24.4K - $28K
|
10.2K
$212K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.05K+ 135.26% |
$24.2K - $27.7K
|
1.83K
$38.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Shearwater Capital LLC
|
BUY
|
- |
997New |
$22.9K - $26.3K
|
997
$20.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
944+ 1.45% |
$21.7K - $24.9K
|
66.2K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
895+ 1.02% |
$20.6K - $23.6K
|
88.5K
$1.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
894+ 11.7% |
$20.6K - $23.6K
|
8.54K
$178K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
884+ 9.84% |
$20.3K - $23.3K
|
9.87K
$206K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
864+ 4.55% |
$19.9K - $22.8K
|
19.8K
$414K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
839+ 7.47% |
$19.3K - $22.1K
|
12.1K
$252K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
795+ 5.8% |
$18.3K - $20.9K
|
14.5K
$303K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
786+ 4.78% |
$18.1K - $20.7K
|
17.2K
$360K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
755+ 12.8% |
$17.4K - $19.9K
|
6.66K
$139K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
725+ 2.2% |
$16.7K - $19.1K
|
33.7K
$704K
|
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
715+ 4.94% |
$16.4K - $18.8K
|
15.2K
$317K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
714New |
$16.4K - $18.8K
|
714
$14.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
705New |
$16.2K - $18.6K
|
705
$14.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
698New |
$16K - $18.4K
|
698
$14.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
686+ 68.19% |
$15.8K - $18.1K
|
1.69K
$35.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
667+ 4.47% |
$15.3K - $17.6K
|
15.6K
$326K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
664+ 2.69% |
$15.3K - $17.5K
|
25.4K
$530K
|