Purchases and Sales Made in Q4 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
50New |
$884 - $1.02K
|
50
$1.08K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
50+ 2.72% |
$884 - $1.02K
|
1.89K
$40.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
43New |
$760 - $880
|
43
$925
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
40+ 800.0% |
$707 - $818
|
45
$968
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
37+ 0.17% |
$654 - $757
|
22K
$474K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
37New |
$654 - $757
|
37
$796
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
32+ 13.33% |
$566 - $655
|
272
$5.85K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31+ 50.0% |
$548 - $634
|
93
$2K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
28New |
$495 - $573
|
28
$603
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
27+ 0.74% |
$477 - $552
|
3.68K
$79.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
23New |
$407 - $471
|
23
$495
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
23+ 67.65% |
$407 - $471
|
57
$1.23K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
20+ 0.83% |
$354 - $409
|
2.44K
$52.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
15+ 0.36% |
$265 - $307
|
4.13K
$89K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
14New |
$248 - $286
|
14
$301
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
12+ 0.49% |
$212 - $246
|
2.48K
$53.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
12+ 0.05% |
$212 - $246
|
23.3K
$502K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.25% |
$194 - $225
|
4.49K
$96.6K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9+ 0.87% |
$159 - $184
|
1.05K
$22.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8+ 0.07% |
$141 - $164
|
10.8K
$233K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.65% |
$106 - $123
|
925
$19.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6+ 0.58% |
$106 - $123
|
1.04K
$22.3K
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
5+ 0.03% |
$88.4 - $102
|
19.3K
$416K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
5+ 0.01% |
$88.4 - $102
|
59.2K
$1.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.73% |
$88.4 - $102
|
689
$14.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Gpwm LLC
|
BUY
|
- |
4+ 1.25% |
$70.7 - $81.8
|
323
$6.95K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.55% |
$70.7 - $81.8
|
734
$15.8K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.11% |
$53 - $61.4
|
2.79K
$60.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2New |
$35.4 - $40.9
|
2
$43
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 1.43% |
$35.4 - $40.9
|
142
$3.06K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.87% |
$35.4 - $40.9
|
232
$4.99K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.75% |
$35.4 - $40.9
|
270
$5.81K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.63% |
$17.7 - $20.5
|
161
$3.46K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.52% |
$17.7 - $20.5
|
194
$4.17K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 5.0% |
$17.7 - $20.5
|
21
$452
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1New |
$17.7 - $20.5
|
1
$21.5
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$17.7 - $20.5
|
1
$21.5
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.82% |
$17.7 - $20.5
|
56
$1.21K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
0- 100.0% |
$0 - $0
|
7.91K
$170K
|
|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
0+ 86508.39% |
$0 - $0
|
2.86B
$61.7B
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1- 1.52% |
$17.7 - $20.5
|
65
$1.4K
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-6- 0.18% |
$106 - $123
|
3.33K
$71.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-16- 0.14% |
$283 - $327
|
11.4K
$245K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-30- 10.0% |
$530 - $614
|
270
$5.81K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-31- 0.35% |
$548 - $634
|
8.84K
$190K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-46- 9.16% |
$813 - $941
|
456
$9.81K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-78Closed |
$1.38K - $1.6K
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-130- 0.75% |
$2.3K - $2.66K
|
17.3K
$371K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-152- 73.43% |
$2.69K - $3.11K
|
55
$1.18K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-168- 0.53% |
$2.97K - $3.44K
|
31.5K
$678K
|