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 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
70+ 2.16% |
$1.61K - $1.84K
|
3.31K
$72K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
54New |
$1.24K - $1.42K
|
54
$1.17K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
52+ 0.39% |
$1.2K - $1.37K
|
13.2K
$288K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
51+ 0.44% |
$1.17K - $1.34K
|
11.8K
$256K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
50+ 0.67% |
$1.15K - $1.32K
|
7.51K
$163K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
50+ 3.53% |
$1.15K - $1.32K
|
1.47K
$31.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
49+ 0.67% |
$1.13K - $1.29K
|
7.33K
$159K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
47+ 0.38% |
$1.08K - $1.24K
|
12.4K
$270K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
45+ 6.78% |
$1.03K - $1.19K
|
709
$15.4K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
43New |
$989 - $1.13K
|
43
$935
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
40+ 0.36% |
$920 - $1.05K
|
11K
$239K
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
37New |
$851 - $975
|
37
$805
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 0.68% |
$805 - $922
|
5.21K
$113K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
35New |
$805 - $922
|
35
$761
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
35New |
$805 - $922
|
35
$761
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
35+ 0.45% |
$805 - $922
|
7.77K
$169K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
34+ 283.33% |
$782 - $896
|
46
$1K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
33New |
$759 - $870
|
33
$718
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
33+ 3.72% |
$759 - $870
|
919
$20K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
32+ 3.07% |
$736 - $843
|
1.08K
$23.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
26New |
$598 - $685
|
26
$566
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
25+ 0.82% |
$575 - $659
|
3.07K
$66.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
25New |
$575 - $659
|
25
$544
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
24New |
$552 - $632
|
24
$522
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
24+ 15.48% |
$552 - $632
|
179
$3.89K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
23+ 0.52% |
$529 - $606
|
4.42K
$96.1K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
22New |
$506 - $580
|
22
$479
|
|
|
Jan 13, 2022
Q4 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
21+ 0.35% |
$483 - $553
|
5.97K
$130K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
21New |
$483 - $553
|
21
$457
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
20+ 2.88% |
$460 - $527
|
714
$15.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
18New |
$414 - $474
|
18
$392
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
17+ 4.52% |
$391 - $448
|
393
$8.55K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
15New |
$345 - $395
|
15
$326
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
14+ 56.0% |
$322 - $369
|
39
$848
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
12New |
$276 - $316
|
12
$261
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
11New |
$253 - $290
|
11
$239
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 0.8% |
$253 - $290
|
1.39K
$30.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11+ 9.48% |
$253 - $290
|
127
$2.76K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
10New |
$230 - $264
|
10
$218
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
9+ 0.76% |
$207 - $237
|
1.19K
$25.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
7New |
$161 - $184
|
7
$152
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7New |
$161 - $184
|
7
$152
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
7New |
$161 - $184
|
7
$152
|
|
|
Feb 09, 2022
Q4 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
5+ 0.41% |
$115 - $132
|
1.22K
$26.6K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4New |
$92 - $105
|
4
$87
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.03% |
$69 - $79.1
|
9.13K
$199K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.93% |
$46 - $52.7
|
217
$4.72K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.39% |
$23 - $26.4
|
73
$1.59K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.25% |
$23 - $26.4
|
396
$8.61K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.45% |
$23 - $26.4
|
70
$1.52K
|