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 06, 2023 Q4 2022
Princeton Global Asset Management LLC

BUY
 -
437
+ 100.0%
$7.73K - $8.94K
874 $18.8K
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
419
New
$7.41K - $8.57K
419 $9.02K
Feb 02, 2023 Q4 2022
Luken Investment Analytics, LLC

Brentwood, TN
BUY
 -
404
New
$7.14K - $8.27K
404 $8.69K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
402
New
$7.11K - $8.22K
402 $8.65K
Jan 31, 2023 Q4 2022
Friedenthal Financial

BUY
 -
380
+ 1.32%
$6.72K - $7.77K
29.2K $628K
Jan 11, 2023 Q4 2022
Financial Management Professionals, Inc.

BUY
 -
376
+ 2088.89%
$6.65K - $7.69K
394 $8.48K
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

BUY
 -
370
+ 10.58%
$6.54K - $7.57K
3.87K $83.2K
Nov 07, 2023 Q4 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
370
+ 190.72%
$6.54K - $7.57K
564 $12.1K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

BUY
 -
331
New
$5.85K - $6.77K
331 $7.12K
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
331
New
$5.85K - $6.77K
331 $7.12K
Feb 13, 2023 Q4 2022
M&T Bank Corp

BUY
 -
322
+ 0.04%
$5.69K - $6.59K
913K $19.6M
Feb 09, 2023 Q4 2022
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
300
+ 1.47%
$5.3K - $6.14K
20.8K $447K
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
276
New
$4.88K - $5.65K
276 $5.94K
Jan 30, 2023 Q4 2022
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
270
+ 1.25%
$4.77K - $5.52K
21.8K $469K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
268
New
$4.74K - $5.48K
268 $5.77K
Jan 13, 2023 Q4 2022
Piershale Financial Group, Inc.

BUY
 -
264
New
$4.67K - $5.4K
264 $5.68K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
246
+ 3.19%
$4.35K - $5.03K
7.96K $171K
Feb 13, 2023 Q4 2022
Carmichael Hill & Associates, Inc.

BUY
 -
244
+ 12.36%
$4.31K - $4.99K
2.22K $47.7K
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
221
New
$3.91K - $4.52K
221 $4.76K
Feb 10, 2023 Q4 2022
Sandy Spring Bank

BUY
 -
214
+ 148.61%
$3.78K - $4.38K
358 $7.7K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
192
+ 106.67%
$3.39K - $3.93K
372 $8.01K
Jan 09, 2023 Q4 2022
Cwa Asset Management Group, LLC

BUY
 -
178
+ 1.07%
$3.15K - $3.64K
16.8K $361K
Feb 03, 2023 Q4 2022
Blue Bell Private Wealth Management, LLC

BUY
 -
176
+ 628.57%
$3.11K - $3.6K
204 $4.39K
Dec 20, 2023 Q4 2022
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
170
New
$3.01K - $3.48K
170 $3.66K
Feb 08, 2023 Q4 2022
Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL
BUY
 -
157
+ 0.58%
$2.78K - $3.21K
27.3K $588K
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
148
+ 3.61%
$2.62K - $3.03K
4.25K $91.4K
Jan 25, 2023 Q4 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
144
+ 225.0%
$2.55K - $2.95K
208 $4.48K
Feb 01, 2023 Q4 2022
Private Ocean, LLC

BUY
 -
141
+ 33.73%
$2.49K - $2.88K
559 $12K
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
139
+ 18.31%
$2.46K - $2.84K
898 $19.3K
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

BUY
 -
126
+ 3.65%
$2.23K - $2.58K
3.58K $77.1K
Jan 25, 2023 Q4 2022
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
123
+ 0.83%
$2.17K - $2.52K
15K $323K
Feb 15, 2023 Q4 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
114
New
$2.02K - $2.33K
114 $2.45K
Feb 14, 2023 Q4 2022
Mangham Associates,Llc

Charlottesville, VA
BUY
 -
110
+ 0.7%
$1.94K - $2.25K
15.7K $339K
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

BUY
 -
101
New
$1.79K - $2.07K
101 $2.17K
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
100
New
$1.77K - $2.05K
100 $2.15K
Jan 26, 2023 Q4 2022
Econ Financial Services Corp

BUY
 -
99
+ 0.83%
$1.75K - $2.03K
12K $259K
Jan 20, 2023 Q4 2022
First Command Advisory Services, Inc.

BUY
 -
97
New
$1.71K - $1.98K
97 $2.09K
Jan 05, 2023 Q4 2022
Optimum Investment Advisors

BUY
 -
92
+ 4.53%
$1.63K - $1.88K
2.13K $45.7K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
82
New
$1.45K - $1.68K
82 $1.76K
Feb 13, 2023 Q4 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
78
New
$1.38K - $1.6K
78 $1.68K
Jan 11, 2023 Q4 2022
M&R Capital Management Inc

BUY
 -
76
New
$1.34K - $1.55K
76 $1.64K
Feb 08, 2023 Q4 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
74
+ 0.83%
$1.31K - $1.51K
9.01K $194K
Feb 14, 2023 Q4 2022
Ddd Partners, LLC

BUY
 -
71
+ 0.25%
$1.26K - $1.45K
28.5K $614K
Feb 14, 2023 Q4 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
70
+ 0.9%
$1.24K - $1.43K
7.81K $168K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
68
New
$1.2K - $1.39K
68 $1.46K
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
65
New
$1.15K - $1.33K
65 $1.4K
Jan 20, 2023 Q4 2022
Acorn Financial Advisory Services Inc

BUY
 -
63
+ 0.28%
$1.11K - $1.29K
22.4K $483K
Apr 04, 2024 Q4 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
61
+ 0.83%
$1.08K - $1.25K
7.44K $160K
Feb 16, 2023 Q4 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
58
New
$1.03K - $1.19K
58 $1.25K

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