Purchases and Sales Made in Q4 2022 in Schwab Strategic U.S. Reit ETF (SCHH)

SCHH Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic U.S. Reit ETF (SCHH) during Q4 2022. 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 16, 2023 Q4 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
3.07M
+ 38774.97%
$54.2M - $62.8M
3.08M $66.9M
Feb 14, 2023 Q4 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
2.83M
+ 8.4%
$50.1M - $58M
36.6M $795M
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
2.68M
+ 156.63%
$47.3M - $54.7M
4.38M $95.3M
Feb 13, 2023 Q4 2022
Us Bancorp \De\

BUY
 -
1.77M
+ 9.58%
$31.3M - $36.3M
20.3M $441M
Feb 13, 2023 Q4 2022
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
1.31M
+ 6.76%
$23.1M - $26.7M
20.6M $449M
Feb 13, 2023 Q4 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
1.02M
+ 2.24%
$18M - $20.8M
46.5M $1.01B
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
BUY
 -
598K
+ 1.86%
$10.6M - $12.2M
32.7M $711M
Jan 26, 2023 Q4 2022
Charles Schwab Trust CO

BUY
 -
424K
+ 123.01%
$7.49M - $8.67M
768K $16.7M
Feb 06, 2023 Q4 2022
Gyl Financial Synergies, LLC

BUY
 -
342K
+ 1402.04%
$6.04M - $6.99M
366K $7.96M
Feb 02, 2023 Q4 2022
Altfest L J & CO Inc

BUY
 -
316K
+ 1184.42%
$5.58M - $6.46M
342K $7.45M
Apr 20, 2023 Q4 2022
Pioneer Wealth Management Group

Austin, TX
BUY
 -
281K
New
$4.97M - $5.75M
281K $6.11M
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
248K
New
$4.38M - $5.07M
248K $5.39M
Feb 14, 2023 Q4 2022
Colony Group LLC

Boston, MA
BUY
 -
222K
+ 673.92%
$3.93M - $4.55M
255K $5.55M
Jan 20, 2023 Q4 2022
Millburn Ridgefield Corp

BUY
 -
183K
+ 17.52%
$3.24M - $3.75M
1.23M $26.7M
Feb 14, 2023 Q4 2022
Pacific Capital Wealth Advisors, Inc

BUY
 -
171K
New
$3.02M - $3.49M
171K $3.71M
Feb 07, 2023 Q4 2022
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
128K
+ 12.74%
$2.26M - $2.61M
1.13M $24.5M
Feb 13, 2023 Q4 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
114K
+ 258.05%
$2.01M - $2.32M
158K $3.43M
Jan 24, 2023 Q4 2022
Matrix Trust CO

BUY
 -
109K
+ 5.52%
$1.93M - $2.24M
2.09M $45.4M
Feb 13, 2023 Q4 2022
Lake Street Advisors Group, LLC

BUY
 -
107K
+ 19.25%
$1.89M - $2.18M
661K $14.4M
Jan 27, 2023 Q4 2022
Flc Capital Advisors

BUY
 -
106K
New
$1.88M - $2.18M
106K $2.31M
Feb 13, 2023 Q4 2022
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
BUY
 -
100K
+ 9.09%
$1.77M - $2.05M
1.2M $26.1M
Feb 13, 2023 Q4 2022
Moran Wealth Management, LLC

Naples, FL
BUY
 -
95K
New
$1.68M - $1.94M
95K $2.07M
Feb 13, 2023 Q4 2022
Truepoint, Inc.

BUY
 -
85.9K
+ 152.7%
$1.52M - $1.76M
142K $3.09M
Feb 13, 2023 Q4 2022
Betterment LLC

New York, NY
BUY
 -
81.7K
+ 19.78%
$1.44M - $1.67M
495K $10.8M
Feb 06, 2023 Q4 2022
Jnba Financial Advisors

BUY
 -
77.4K
+ 192.31%
$1.37M - $1.58M
118K $2.56M
Feb 09, 2023 Q4 2022
Firestone Capital Management

BUY
 -
76.2K
+ 21.72%
$1.35M - $1.56M
427K $9.3M
May 01, 2023 Q4 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
75.5K
New
$1.34M - $1.55M
75.5K $1.64M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
70.9K
+ 19.89%
$1.25M - $1.45M
428K $9.3M
Feb 10, 2023 Q4 2022
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
66.9K
New
$1.18M - $1.37M
66.9K $1.45M
Feb 13, 2023 Q4 2022
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
65.4K
+ 190.64%
$1.16M - $1.34M
99.7K $2.17M
Feb 06, 2023 Q4 2022
Vista Capital Partners, Inc.

BUY
 -
61.2K
+ 53.8%
$1.08M - $1.25M
175K $3.8M
Feb 09, 2023 Q4 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
59.4K
+ 33.85%
$1.05M - $1.22M
235K $5.11M
Feb 08, 2023 Q4 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
59.3K
New
$1.05M - $1.21M
59.3K $1.29M
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
56.8K
+ 378.08%
$1M - $1.16M
71.9K $1.56M
Feb 03, 2023 Q4 2022
Cx Institutional

BUY
 -
56.7K
+ 44.58%
$1M - $1.16M
184K $4M
Feb 09, 2023 Q4 2022
Mai Capital Management

BUY
 -
56.3K
+ 89.13%
$996K - $1.15M
120K $2.6M
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
54.4K
+ 12.13%
$961K - $1.11M
503K $10.9M
Feb 10, 2023 Q4 2022
Patton Fund Management, Inc.

BUY
 -
50.8K
New
$898K - $1.04M
50.8K $1.11M
Feb 14, 2023 Q4 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
50.2K
+ 223.53%
$888K - $1.03M
72.7K $1.58M
Jan 25, 2023 Q4 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
49.8K
New
$881K - $1.02M
49.8K $1.08M
Mar 02, 2023 Q4 2022
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
48.7K
New
$861K - $997K
48.7K $1.06M
Feb 01, 2023 Q4 2022
Blue Sky Wealth Advisors, LLC

BUY
 -
47.4K
+ 7.69%
$837K - $969K
664K $14.4M
Jan 19, 2023 Q4 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
46.8K
+ 102.39%
$828K - $958K
92.6K $2.01M
Feb 08, 2023 Q4 2022
Ubs Group Ag

BUY
 -
45.8K
+ 14.78%
$809K - $936K
355K $7.73M
Jan 23, 2023 Q4 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
40.6K
+ 5.24%
$717K - $830K
815K $17.7M
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
39.2K
+ 1623.22%
$693K - $802K
41.6K $906K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
39.1K
+ 67.03%
$692K - $801K
97.5K $2.12M
Jan 31, 2023 Q4 2022
Bell Bank

BUY
 -
38.8K
New
$686K - $794K
38.8K $844K
Feb 06, 2023 Q4 2022
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
36.6K
New
$646K - $748K
36.6K $795K

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