Purchases and Sales Made in Q1 2023 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 Q1 2023. 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
Apr 13, 2023 Q1 2023
Landmark Financial Advisors, LLC

SELL
 -
-69
- 0.3%
$1.24K - $1.5K
23.3K $501K
May 09, 2023 Q1 2023
Bigelow Investment Advisors, LLC

SELL
 -
-74
- 0.59%
$1.33K - $1.61K
12.5K $268K
May 08, 2023 Q1 2023
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-100
- 2.48%
$1.8K - $2.18K
3.93K $84.6K
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-107
- 0.91%
$1.93K - $2.33K
11.6K $250K
May 04, 2023 Q1 2023
Washington Trust CO

SELL
 -
-108
Closed
$1.95K - $2.35K
0 $0
Apr 12, 2023 Q1 2023
Bridgewater Advisors Inc.

SELL
 -
-119
- 0.72%
$2.14K - $2.59K
16.4K $353K
May 12, 2023 Q1 2023
Delta Asset Management LLC

Memphis, TN
SELL
 -
-122
- 29.12%
$2.2K - $2.66K
297 $6.39K
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-134
- 69.07%
$2.41K - $2.92K
60 $1.29K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

SELL
 -
-141
- 15.24%
$2.54K - $3.07K
784 $16.9K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
SELL
 -
-149
- 4.58%
$2.68K - $3.25K
3.11K $66.8K
Dec 20, 2023 Q1 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
SELL
 -
-170
Closed
$3.06K - $3.7K
0 $0
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-192
- 51.61%
$3.46K - $4.18K
180 $3.87K
May 08, 2023 Q1 2023
Bailard, Inc.

SELL
 -
-219
- 1.03%
$3.94K - $4.77K
21.1K $453K
Apr 26, 2023 Q1 2023
Acorn Financial Advisory Services Inc

SELL
 -
-221
- 0.98%
$3.98K - $4.81K
22.2K $478K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-233
- 18.3%
$4.2K - $5.07K
1.04K $22.4K
Apr 11, 2023 Q1 2023
Gpwm LLC

SELL
 -
-237
- 73.37%
$4.27K - $5.16K
86 $1.85K
Apr 26, 2023 Q1 2023
Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL
SELL
 -
-240
- 0.88%
$4.32K - $5.23K
27.1K $583K
May 05, 2023 Q1 2023
Sandy Spring Bank

SELL
 -
-260
- 72.63%
$4.68K - $5.66K
98 $2.11K
Apr 17, 2023 Q1 2023
Lederer & Associates Investment Counsel

Long Beach, CA
SELL
 -
-274
- 0.48%
$4.93K - $5.97K
57.3K $1.23M
May 11, 2023 Q1 2023
Blue Barn Wealth, LLC

SELL
 -
-337
- 2.43%
$6.07K - $7.34K
13.5K $291K
Apr 20, 2023 Q1 2023
Private Ocean, LLC

SELL
 -
-361
- 64.58%
$6.5K - $7.86K
198 $4.26K
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

SELL
 -
-378
- 95.94%
$6.81K - $8.23K
16 $344
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-384
- 3.37%
$6.92K - $8.36K
11K $237K
May 24, 2024 Q1 2023
Garrison Asset Management, LLC

SELL
 -
-405
- 3.56%
$7.29K - $8.82K
11K $236K
Apr 28, 2023 Q1 2023
Garrison Asset Management, LLC

SELL
 -
-405
- 3.56%
$7.29K - $8.82K
11K $236K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

SELL
 -
-408
- 4.63%
$7.35K - $8.89K
8.41K $181K
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
SELL
 -
-420
Closed
$7.56K - $9.15K
0 $0
May 15, 2023 Q1 2023
Jentner Corp

SELL
 -
-436
- 1.98%
$7.85K - $9.5K
21.6K $465K
Apr 18, 2023 Q1 2023
Allworth Financial LP

SELL
 -
-445
- 1.07%
$8.01K - $9.69K
41.2K $886K
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

SELL
 -
-449
- 51.37%
$8.09K - $9.78K
425 $9.15K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-458
- 0.63%
$8.25K - $9.98K
71.9K $1.55M
Apr 13, 2023 Q1 2023
Cambridge Advisors Inc.

SELL
 -
-480
- 2.93%
$8.64K - $10.5K
15.9K $342K
Apr 10, 2023 Q1 2023
Tradewinds Capital Management, LLC

SELL
 -
-480
- 91.95%
$8.64K - $10.5K
42 $904
May 16, 2023 Q1 2023
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-505
- 0.7%
$9.1K - $11K
72.1K $1.55M
May 15, 2023 Q1 2023
Covestor LTD

Boston, MA
SELL
 -
-548
- 25.76%
$9.87K - $11.9K
1.58K $34K
May 04, 2023 Q1 2023
Ellevest, Inc.

SELL
 -
-569
- 49.09%
$10.2K - $12.4K
590 $12.7K
May 02, 2023 Q1 2023
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-610
- 99.35%
$11K - $13.3K
4 $86.1
Jun 09, 2023 Q1 2023
Laraway Financial Advisors Inc

Saint Cloud, MN
SELL
 -
-624
- 3.23%
$11.2K - $13.6K
18.7K $402K
May 15, 2023 Q1 2023
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-634
- 1.07%
$11.4K - $13.8K
58.6K $1.26M
May 12, 2023 Q1 2023
Wms Partners, LLC

SELL
 -
-710
- 1.42%
$12.8K - $15.5K
49.4K $1.06M
May 11, 2023 Q1 2023
Watershed Private Wealth LLC

Oak Brook, IL
SELL
 -
-822
- 1.23%
$14.8K - $17.9K
66K $1.42M
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

SELL
 -
-872
- 22.55%
$15.7K - $19K
3K $64.5K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-886
- 22.39%
$16K - $19.3K
3.07K $66.1K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-906
- 0.18%
$16.3K - $19.7K
491K $10.6M
Apr 27, 2023 Q1 2023
Regis Management CO LLC

SELL
 -
-925
- 5.21%
$16.7K - $20.1K
16.8K $362K
May 10, 2023 Q1 2023
Mai Capital Management

SELL
 -
-941
- 0.79%
$16.9K - $20.5K
119K $2.55M
Apr 17, 2023 Q1 2023
Northwest Investment Counselors, LLC

SELL
 -
-989
- 23.92%
$17.8K - $21.5K
3.15K $67.7K
Apr 25, 2023 Q1 2023
Ria Advisory Group LLC

Ames, IA
SELL
 -
-998
- 8.54%
$18K - $21.7K
10.7K $230K
May 11, 2023 Q1 2023
Montag A & Associates Inc

Atlanta, GA
SELL
 -
-1.05K
- 14.15%
$18.8K - $22.8K
6.35K $137K

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