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 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
657New |
$15.1K - $17.3K
|
657
$13.7K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
635+ 5.4% |
$14.6K - $16.7K
|
12.4K
$259K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
576New |
$13.2K - $15.2K
|
576
$12K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
537New |
$12.3K - $14.1K
|
537
$11.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
497+ 6.07% |
$11.4K - $13.1K
|
8.69K
$181K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
480+ 4.19% |
$11K - $12.6K
|
11.9K
$249K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
476+ 0.65% |
$10.9K - $12.5K
|
73.5K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
471New |
$10.8K - $12.4K
|
471
$9.83K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
465New |
$10.7K - $12.3K
|
465
$9.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
462+ 3.96% |
$10.6K - $12.2K
|
12.1K
$253K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
424+ 5.94% |
$9.75K - $11.2K
|
7.56K
$158K
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
414+ 1.12% |
$9.52K - $10.9K
|
37.3K
$777K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
409+ 1.5% |
$9.4K - $10.8K
|
27.7K
$578K
|
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
BUY
|
- |
403+ 3.53% |
$9.26K - $10.6K
|
11.8K
$247K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
380+ 520.55% |
$8.74K - $10K
|
453
$9.45K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
371New |
$8.53K - $9.78K
|
371
$7.74K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
355+ 7.43% |
$8.16K - $9.35K
|
5.13K
$107K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
353+ 1.52% |
$8.12K - $9.3K
|
23.5K
$491K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
328New |
$7.54K - $8.64K
|
328
$6.85K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
326+ 0.44% |
$7.49K - $8.59K
|
75.1K
$1.57M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
324+ 415.38% |
$7.45K - $8.54K
|
402
$8.39K
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
306+ 1.22% |
$7.03K - $8.06K
|
25.4K
$531K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
294+ 3.62% |
$6.76K - $7.75K
|
8.41K
$176K
|
|
|
Feb 07, 2022
Q4 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
289+ 0.18% |
$6.64K - $7.62K
|
165K
$3.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
277+ 0.79% |
$6.37K - $7.3K
|
35.1K
$733K
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
261+ 1.21% |
$6K - $6.88K
|
21.8K
$456K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
257New |
$5.91K - $6.77K
|
257
$5.36K
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
252+ 1.53% |
$5.79K - $6.64K
|
16.7K
$349K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
246+ 0.5% |
$5.66K - $6.48K
|
49.3K
$1.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
235+ 1.12% |
$5.4K - $6.19K
|
21.3K
$445K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
214+ 2.74% |
$4.92K - $5.64K
|
8.03K
$168K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
205New |
$4.71K - $5.4K
|
205
$4.28K
|
|
|
Feb 02, 2022
Q4 2021
|
Gpwm LLC
|
BUY
|
- |
201New |
$4.62K - $5.3K
|
201
$4.19K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
178+ 14.09% |
$4.09K - $4.69K
|
1.44K
$30.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
151New |
$3.47K - $3.98K
|
151
$3.15K
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
150+ 0.3% |
$3.45K - $3.95K
|
50.7K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
147+ 2940.0% |
$3.38K - $3.87K
|
152
$3.17K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
145+ 2.04% |
$3.33K - $3.82K
|
7.24K
$151K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
135+ 0.46% |
$3.1K - $3.56K
|
29.3K
$611K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
135+ 15.9% |
$3.1K - $3.56K
|
984
$20.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
115+ 0.47% |
$2.64K - $3.03K
|
24.8K
$517K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
115New |
$2.64K - $3.03K
|
115
$2.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
100New |
$2.3K - $2.64K
|
100
$2.09K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
98+ 35.13% |
$2.25K - $2.58K
|
377
$7.87K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
93New |
$2.14K - $2.45K
|
93
$1.94K
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
88+ 2.0% |
$2.02K - $2.32K
|
4.5K
$93.9K
|
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
86New |
$1.98K - $2.27K
|
86
$1.79K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
75+ 8.9% |
$1.72K - $1.98K
|
918
$19.2K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
75+ 8.9% |
$1.72K - $1.98K
|
918
$19.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
73New |
$1.68K - $1.92K
|
73
$1.52K
|