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
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.8K- 9.18% |
$525K - $602K
|
226K
$4.91M
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-23.1K- 13.43% |
$532K - $610K
|
149K
$3.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-23.3KClosed |
$535K - $613K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-23.5KClosed |
$541K - $620K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-26.8K- 1.74% |
$617K - $707K
|
1.52M
$33M
|
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-28K- 40.0% |
$644K - $738K
|
42K
$914K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-28.8K- 17.41% |
$662K - $758K
|
137K
$2.97M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
SELL
|
- |
-30.5K- 41.79% |
$702K - $804K
|
42.5K
$924K
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-31.4K- 88.01% |
$722K - $827K
|
4.28K
$93K
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-64.2KClosed |
$1.48M - $1.69M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-108K- 51.35% |
$2.49M - $2.85M
|
102K
$2.23M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-130K- 24.09% |
$2.99M - $3.43M
|
410K
$8.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-417K- 3.03% |
$9.58M - $11M
|
13.3M
$290M
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-551K- 76.43% |
$12.7M - $14.5M
|
170K
$3.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.61M- 83.33% |
$37M - $42.4M
|
322K
$7M
|