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 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.26K- 1.04% |
$28.9K - $33.1K
|
120K
$2.6M
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.27K- 3.84% |
$29.2K - $33.5K
|
31.9K
$694K
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.28K- 45.04% |
$29.3K - $33.6K
|
1.56K
$33.9K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.3KClosed |
$29.9K - $34.3K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.32K- 17.17% |
$30.3K - $34.8K
|
6.36K
$138K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.43K- 8.89% |
$32.8K - $37.6K
|
14.6K
$318K
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 10.27% |
$34K - $38.9K
|
12.9K
$281K
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.49K- 19.55% |
$34.3K - $39.3K
|
6.14K
$134K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.62K- 4.69% |
$37.3K - $42.7K
|
33K
$717K
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.69K- 11.3% |
$38.7K - $44.4K
|
13.2K
$288K
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-1.7K- 4.28% |
$39.1K - $44.8K
|
38K
$827K
|
|
Feb 08, 2022
Q4 2021
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.89K- 2.75% |
$43.4K - $49.7K
|
66.7K
$1.45M
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
SELL
|
- |
-1.89K- 2.45% |
$43.4K - $49.7K
|
75.2K
$1.64M
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
SELL
|
- |
-1.93K- 10.91% |
$44.4K - $50.9K
|
15.8K
$343K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2K- 12.33% |
$46K - $52.8K
|
14.2K
$310K
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.03K- 5.24% |
$46.6K - $53.5K
|
36.7K
$798K
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-2.11K- 34.5% |
$48.5K - $55.5K
|
4K
$87K
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.81K- 16.27% |
$64.6K - $74.1K
|
14.5K
$315K
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-2.87K- 3.82% |
$66K - $75.6K
|
72.2K
$1.57M
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.9K- 8.33% |
$66.7K - $76.4K
|
31.9K
$694K
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.9K- 2.97% |
$66.8K - $76.5K
|
94.8K
$2.06M
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3.79K- 1.62% |
$87.1K - $99.8K
|
230K
$5M
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.9K- 5.8% |
$89.7K - $103K
|
63.3K
$1.38M
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4.2K- 3.27% |
$96.6K - $111K
|
124K
$2.7M
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-4.3KClosed |
$98.9K - $113K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.46K- 0.06% |
$103K - $118K
|
7.55M
$164M
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.59K- 1.27% |
$105K - $121K
|
358K
$7.78M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.71K- 49.73% |
$108K - $124K
|
4.76K
$104K
|
|
Jan 19, 2022
Q4 2021
|
Whelan Financial
|
SELL
|
- |
-4.76K- 34.02% |
$109K - $125K
|
9.24K
$201K
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.82K- 25.67% |
$111K - $127K
|
14K
$304K
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.84K- 12.71% |
$111K - $127K
|
33.2K
$723K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.11K- 20.54% |
$118K - $135K
|
19.8K
$430K
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.88KClosed |
$135K - $155K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.89K- 37.03% |
$135K - $155K
|
10K
$218K
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-6.17K- 9.19% |
$142K - $163K
|
61K
$1.33M
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-6.63K- 4.97% |
$152K - $175K
|
127K
$2.76M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7K- 50.09% |
$161K - $185K
|
6.98K
$152K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.03K- 43.11% |
$162K - $185K
|
9.27K
$202K
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.45K- 7.15% |
$171K - $196K
|
96.7K
$2.1M
|
|
Feb 07, 2022
Q4 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-7.56K- 4.07% |
$174K - $199K
|
178K
$3.88M
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-8.93K- 50.55% |
$205K - $235K
|
8.74K
$190K
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
SELL
|
- |
-9.56K- 25.74% |
$220K - $252K
|
27.6K
$600K
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-10.4KClosed |
$240K - $275K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-14.9K- 0.32% |
$342K - $392K
|
4.69M
$102M
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-15.7K- 50.32% |
$361K - $413K
|
15.5K
$337K
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-17KClosed |
$390K - $447K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Matrix Trust CO
|
SELL
|
- |
-17.9K- 1.6% |
$412K - $473K
|
1.11M
$24.1M
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-20.1K- 81.74% |
$463K - $531K
|
4.5K
$97.9K
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-20.3K- 7.38% |
$466K - $534K
|
254K
$5.53M
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-21.6KClosed |
$496K - $569K
|
0
$0
|