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 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
1+ 5.88% |
$23 - $26.4
|
18
$392
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
BUY
|
- |
1+ 0.9% |
$23 - $26.4
|
112
$2.44K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.48% |
$23 - $26.4
|
209
$4.55K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1- 0.24% |
$23 - $26.4
|
414
$9K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-5- 0.07% |
$115 - $132
|
6.8K
$148K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-13- 0.19% |
$299 - $343
|
6.77K
$147K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-13- 0.23% |
$299 - $343
|
5.53K
$120K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-14- 3.99% |
$322 - $369
|
337
$7.33K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-15- 18.29% |
$345 - $395
|
67
$1.46K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-19- 0.97% |
$437 - $501
|
1.94K
$42.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-20Closed |
$460 - $527
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-25Closed |
$575 - $659
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-30- 0.63% |
$690 - $791
|
4.75K
$103K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-36- 83.72% |
$828 - $949
|
7
$152
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-37- 0.81% |
$851 - $975
|
4.54K
$98.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-39Closed |
$897 - $1.03K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-42- 25.3% |
$966 - $1.11K
|
124
$2.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-50- 1.1% |
$1.15K - $1.32K
|
4.49K
$97.7K
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-57- 0.24% |
$1.31K - $1.5K
|
24K
$521K
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-60- 8.88% |
$1.38K - $1.58K
|
616
$13.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-63- 1.03% |
$1.45K - $1.66K
|
6.04K
$131K
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-68- 0.3% |
$1.56K - $1.79K
|
22.5K
$488K
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-68- 0.59% |
$1.56K - $1.79K
|
11.4K
$247K
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-73- 0.8% |
$1.68K - $1.92K
|
9.1K
$198K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-77Closed |
$1.77K - $2.03K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
SELL
|
- |
-77- 1.23% |
$1.77K - $2.03K
|
6.16K
$134K
|
|
|
Jan 31, 2022
Q4 2021
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-82- 0.29% |
$1.89K - $2.16K
|
27.8K
$604K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-85- 0.56% |
$1.95K - $2.24K
|
15K
$325K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-86- 18.26% |
$1.98K - $2.27K
|
385
$8.37K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-89Closed |
$2.05K - $2.35K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-90- 0.73% |
$2.07K - $2.37K
|
12.2K
$265K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-96- 14.01% |
$2.21K - $2.53K
|
589
$12.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-99- 0.88% |
$2.28K - $2.61K
|
11.1K
$241K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-103- 1.21% |
$2.37K - $2.71K
|
8.41K
$183K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-103- 2.1% |
$2.37K - $2.71K
|
4.81K
$105K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-111- 0.3% |
$2.55K - $2.92K
|
37.1K
$806K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-134- 40.12% |
$3.08K - $3.53K
|
200
$4.35K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-135- 64.29% |
$3.1K - $3.56K
|
75
$1.63K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-138- 48.25% |
$3.17K - $3.64K
|
148
$3.22K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-150- 0.91% |
$3.45K - $3.95K
|
16.3K
$354K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-154- 1.17% |
$3.54K - $4.06K
|
13.1K
$284K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-156- 0.7% |
$3.59K - $4.11K
|
22.1K
$481K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-159- 20.87% |
$3.66K - $4.19K
|
603
$13.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-164- 2.98% |
$3.77K - $4.32K
|
5.34K
$116K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-172- 72.57% |
$3.95K - $4.53K
|
65
$1.41K
|