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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.84K- 8.13% |
$50.2K - $58.1K
|
32.1K
$691K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.92K- 2.09% |
$51.6K - $59.7K
|
137K
$2.94M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.14K- 2.84% |
$55.6K - $64.3K
|
108K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.43K- 18.97% |
$60.6K - $70.1K
|
14.6K
$315K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.52K- 18.41% |
$62.2K - $72K
|
15.6K
$336K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.56K- 5.58% |
$63K - $72.9K
|
60.2K
$1.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.56K- 9.15% |
$63K - $72.9K
|
35.4K
$761K
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
SELL
|
- |
-3.61K- 14.07% |
$63.8K - $73.8K
|
22K
$474K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3.63KClosed |
$64.1K - $74.2K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.1K- 3.28% |
$72.5K - $83.9K
|
121K
$2.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.07K- 10.0% |
$89.6K - $104K
|
45.6K
$981K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.17K- 11.93% |
$91.4K - $106K
|
38.2K
$821K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5.3K- 45.29% |
$93.7K - $108K
|
6.4K
$138K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.06K- 29.72% |
$107K - $124K
|
14.3K
$308K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.56K- 20.07% |
$116K - $134K
|
26.1K
$562K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.68K- 11.48% |
$118K - $137K
|
51.5K
$1.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-6.72K- 14.51% |
$119K - $137K
|
39.6K
$852K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.26K- 96.94% |
$146K - $169K
|
261
$5.62K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-8.45K- 5.56% |
$149K - $173K
|
143K
$3.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.83K- 24.0% |
$156K - $181K
|
28K
$602K
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-9K- 24.24% |
$159K - $184K
|
28.1K
$605K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.01K- 25.73% |
$159K - $184K
|
26K
$560K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.01K- 25.73% |
$159K - $184K
|
26K
$560K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.75K- 48.25% |
$172K - $199K
|
10.5K
$225K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.96K- 23.5% |
$176K - $204K
|
32.4K
$698K
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-10.1K- 47.41% |
$178K - $206K
|
11.2K
$240K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-10.5K- 3.73% |
$186K - $215K
|
271K
$5.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-10.7K- 21.27% |
$190K - $220K
|
39.7K
$855K
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11K- 6.29% |
$195K - $226K
|
164K
$3.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.2K- 2.47% |
$198K - $229K
|
443K
$9.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-11.2K- 13.39% |
$199K - $230K
|
72.7K
$1.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-11.6K- 44.82% |
$204K - $236K
|
14.2K
$306K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-11.7K- 12.75% |
$208K - $240K
|
80.3K
$1.73M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.5K- 8.67% |
$221K - $256K
|
132K
$2.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-13.2K- 47.2% |
$233K - $270K
|
14.7K
$317K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-13.2K- 96.21% |
$234K - $271K
|
522
$11.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-14.2K- 16.82% |
$251K - $290K
|
70.1K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.6K- 12.8% |
$258K - $298K
|
99.4K
$2.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-15.2K- 67.26% |
$268K - $311K
|
7.39K
$159K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-15.8K- 13.73% |
$279K - $323K
|
99.2K
$2.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-15.9K- 16.92% |
$281K - $325K
|
78K
$1.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-16.2K- 49.59% |
$286K - $331K
|
16.5K
$354K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-16.6K- 38.45% |
$294K - $340K
|
26.6K
$573K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-19K- 6.74% |
$336K - $388K
|
263K
$5.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.1K- 28.88% |
$337K - $390K
|
46.9K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.3K- 20.32% |
$341K - $394K
|
75.5K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-19.3K- 5.92% |
$341K - $394K
|
306K
$6.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-19.9K- 2.24% |
$353K - $408K
|
869K
$18.7M
|
|
|
Feb 13, 2025
Q4 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-22.7K- 49.0% |
$401K - $464K
|
23.6K
$508K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-23.2K- 7.05% |
$411K - $475K
|
306K
$6.59M
|