Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.37M+ 4.82% |
$27.7M - $30.5M
|
29.8M
$635M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
615K+ 69.29% |
$12.4M - $13.7M
|
1.5M
$32M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
490K+ 306.55% |
$9.89M - $10.9M
|
649K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
448K+ 44.42% |
$9.04M - $9.96M
|
1.46M
$31M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
337K+ 0.63% |
$6.82M - $7.51M
|
54.2M
$1.15B
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
247K+ 3.41% |
$4.98M - $5.48M
|
7.48M
$159M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
239KNew |
$4.83M - $5.32M
|
239K
$5.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
161K+ 1360.04% |
$3.26M - $3.59M
|
173K
$3.69M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
153K+ 1325.32% |
$3.09M - $3.4M
|
165K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
152K+ 10.07% |
$3.08M - $3.39M
|
1.67M
$35.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
130K+ 11.96% |
$2.62M - $2.88M
|
1.21M
$25.8M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
122K+ 7.4% |
$2.47M - $2.72M
|
1.77M
$37.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
112KNew |
$2.27M - $2.5M
|
112K
$2.39M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
106K+ 445.7% |
$2.15M - $2.36M
|
130K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
103K+ 734.18% |
$2.08M - $2.29M
|
117K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
75K+ 29.3% |
$1.52M - $1.67M
|
331K
$7.05M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
74.2K+ 140.71% |
$1.5M - $1.65M
|
127K
$2.71M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
68.1K+ 35.5% |
$1.38M - $1.51M
|
260K
$5.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
57.4K+ 11.35% |
$1.16M - $1.28M
|
563K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55.3KNew |
$1.12M - $1.23M
|
55.3K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
38.6K+ 11249.56% |
$779K - $858K
|
38.9K
$829K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
34.3K+ 81.68% |
$693K - $763K
|
76.3K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
34.3K+ 15.57% |
$692K - $762K
|
254K
$5.42M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
32.3K+ 32.43% |
$653K - $719K
|
132K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
32.1KNew |
$648K - $713K
|
32.1K
$683K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
30.8K+ 235.38% |
$622K - $685K
|
43.9K
$934K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
30.5K+ 40.28% |
$616K - $678K
|
106K
$2.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
29.9KNew |
$603K - $664K
|
29.9K
$636K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
26.7K+ 4.65% |
$540K - $594K
|
602K
$12.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
23.6K+ 2.77% |
$476K - $524K
|
874K
$18.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
22.6K+ 5.16% |
$457K - $503K
|
461K
$9.82M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
22.6K+ 6.32% |
$456K - $502K
|
380K
$8.09M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
21.9K+ 17.23% |
$443K - $488K
|
149K
$3.18M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
21.2K+ 6.13% |
$429K - $472K
|
368K
$7.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
21.2K+ 10.38% |
$428K - $471K
|
225K
$4.79M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
20.5K+ 3.51% |
$413K - $455K
|
603K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20.2K+ 3.92% |
$409K - $450K
|
537K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
19.4KNew |
$392K - $432K
|
19.4K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
17.5K+ 9.57% |
$353K - $388K
|
200K
$4.26M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.4KNew |
$351K - $386K
|
17.4K
$370K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
17.1K+ 2.54% |
$346K - $381K
|
691K
$14.7M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.7K+ 22.27% |
$337K - $372K
|
91.7K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.6K+ 88.71% |
$335K - $369K
|
35.3K
$751K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
16.3KNew |
$329K - $362K
|
16.3K
$347K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
16.2K+ 4.55% |
$326K - $359K
|
371K
$7.91M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
15.9K+ 1.76% |
$321K - $353K
|
921K
$19.6M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
14.6KNew |
$294K - $324K
|
14.6K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14.5KNew |
$293K - $323K
|
14.5K
$309K
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
14.5K+ 10.28% |
$292K - $322K
|
155K
$3.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
14.4KNew |
$290K - $320K
|
14.4K
$306K
|