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 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-175- 85.37% |
$4.02K - $4.61K
|
30
$626
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-176- 56.77% |
$4.05K - $4.64K
|
134
$2.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-178Closed |
$4.09K - $4.69K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-210- 1.76% |
$4.83K - $5.53K
|
11.7K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-228- 0.58% |
$5.24K - $6.01K
|
39.1K
$816K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-244- 3.39% |
$5.61K - $6.43K
|
6.96K
$145K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-285- 1.44% |
$6.55K - $7.51K
|
19.5K
$406K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-297Closed |
$6.83K - $7.83K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-322- 2.52% |
$7.4K - $8.48K
|
12.5K
$260K
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-337- 2.37% |
$7.75K - $8.88K
|
13.9K
$289K
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-363- 1.1% |
$8.35K - $9.57K
|
32.6K
$680K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-389- 1.58% |
$8.94K - $10.3K
|
24.3K
$507K
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
SELL
|
- |
-397- 0.83% |
$9.13K - $10.5K
|
47.6K
$993K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-435Closed |
$10K - $11.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-445- 1.79% |
$10.2K - $11.7K
|
24.4K
$508K
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-450- 2.61% |
$10.3K - $11.9K
|
16.8K
$350K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-454- 6.67% |
$10.4K - $12K
|
6.35K
$133K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-462- 4.61% |
$10.6K - $12.2K
|
9.55K
$199K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-476- 6.48% |
$10.9K - $12.5K
|
6.87K
$143K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-565- 0.92% |
$13K - $14.9K
|
60.7K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-569- 1.22% |
$13.1K - $15K
|
45.9K
$959K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-588- 98.99% |
$13.5K - $15.5K
|
6
$125
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-599- 71.39% |
$13.8K - $15.8K
|
240
$5.01K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-600- 8.69% |
$13.8K - $15.8K
|
6.3K
$132K
|
|
|
Jan 18, 2022
Q4 2021
|
Solitude Financial Services
|
SELL
|
- |
-605- 1.7% |
$13.9K - $15.9K
|
35K
$731K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-607- 3.35% |
$14K - $16K
|
17.5K
$365K
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-630- 4.48% |
$14.5K - $16.6K
|
13.4K
$280K
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-654- 6.46% |
$15K - $17.2K
|
9.46K
$197K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-654- 1.84% |
$15K - $17.2K
|
34.9K
$728K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-681- 3.13% |
$15.7K - $17.9K
|
21.1K
$440K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-682- 11.42% |
$15.7K - $18K
|
5.29K
$110K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-699- 1.83% |
$16.1K - $18.4K
|
37.5K
$782K
|
|
|
Feb 14, 2022
Q4 2021
|
Jentner Corp
|
SELL
|
- |
-722- 5.01% |
$16.6K - $19K
|
13.7K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-761- 2.57% |
$17.5K - $20.1K
|
28.9K
$603K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-791Closed |
$18.2K - $20.8K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-921- 5.83% |
$21.2K - $24.3K
|
14.9K
$310K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-922- 31.55% |
$21.2K - $24.3K
|
2K
$41.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-929Closed |
$21.4K - $24.5K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-929Closed |
$21.4K - $24.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-965- 1.69% |
$22.2K - $25.4K
|
56K
$1.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1K- 0.39% |
$23K - $26.4K
|
253K
$5.29M
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.02K- 1.23% |
$23.4K - $26.8K
|
81.6K
$1.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.02K- 10.31% |
$23.4K - $26.9K
|
8.86K
$185K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 13.3% |
$24.3K - $27.8K
|
6.88K
$144K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.11K- 99.02% |
$25.4K - $29.1K
|
11
$230
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.15KClosed |
$26.3K - $30.2K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.15K- 8.61% |
$26.4K - $30.3K
|
12.2K
$254K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.15K- 52.11% |
$26.4K - $30.3K
|
1.06K
$22.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.16K- 12.62% |
$26.7K - $30.6K
|
8.04K
$168K
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.22K- 1.23% |
$28K - $32K
|
97.6K
$2.04M
|