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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
14.3K+ 30.1% |
$288K - $317K
|
61.7K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
14.1KNew |
$286K - $314K
|
14.1K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
13.4K+ 14.39% |
$270K - $297K
|
106K
$2.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
13.2K+ 10.94% |
$267K - $294K
|
134K
$2.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 7.42% |
$261K - $287K
|
187K
$3.98M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
12.5K+ 11.55% |
$253K - $279K
|
121K
$2.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
12.4KNew |
$251K - $276K
|
12.4K
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
12.3K+ 2.77% |
$248K - $273K
|
455K
$9.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1KNew |
$244K - $268K
|
12.1K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
11.3K+ 90.65% |
$229K - $252K
|
23.8K
$507K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
11.3KNew |
$228K - $251K
|
11.3K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
11.1K+ 6.95% |
$225K - $248K
|
172K
$3.66M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
10.9KNew |
$221K - $243K
|
10.9K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10KNew |
$202K - $223K
|
10K
$213K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.88KNew |
$199K - $220K
|
9.88K
$210K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
9.82KNew |
$198K - $218K
|
9.82K
$209K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.46K+ 6.01% |
$191K - $210K
|
167K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.9KNew |
$180K - $198K
|
8.9K
$190K
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
8.86K+ 7.54% |
$179K - $197K
|
126K
$2.69M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
8.38K+ 18.27% |
$169K - $186K
|
54.2K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.23K+ 21.69% |
$166K - $183K
|
46.1K
$983K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8.21K+ 4.58% |
$166K - $183K
|
188K
$4M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8.19K+ 29.34% |
$165K - $182K
|
36.1K
$769K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
8.11K+ 29.14% |
$164K - $180K
|
35.9K
$765K
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
7.94K+ 2.29% |
$160K - $177K
|
356K
$7.57M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.43K+ 14.05% |
$150K - $165K
|
60.3K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
7.3K+ 1.68% |
$147K - $162K
|
442K
$9.41M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
7.1K+ 32.43% |
$143K - $158K
|
29K
$617K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7.02K+ 28.62% |
$142K - $156K
|
31.6K
$672K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
6.89K+ 3.45% |
$139K - $153K
|
206K
$4.39M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.73K+ 0.09% |
$136K - $150K
|
7.66M
$163M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.66K+ 95.2% |
$135K - $148K
|
13.7K
$291K
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.53K+ 5.43% |
$132K - $145K
|
127K
$2.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6.44KNew |
$130K - $143K
|
6.44K
$137K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
6.4KNew |
$129K - $142K
|
6.4K
$136K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.39K+ 57.92% |
$129K - $142K
|
17.4K
$371K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
6.32K+ 21.51% |
$128K - $141K
|
35.7K
$761K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.99K+ 2.05% |
$121K - $133K
|
297K
$6.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5.75K+ 11.52% |
$116K - $128K
|
55.7K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
5.75K+ 29.73% |
$116K - $128K
|
25.1K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
5.45KNew |
$110K - $121K
|
5.45K
$116K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.97K+ 5.43% |
$100K - $111K
|
96.6K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.69K+ 1.07% |
$94.8K - $104K
|
444K
$9.45M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.41K+ 15.72% |
$89.2K - $98.2K
|
32.5K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.93K+ 12.54% |
$79.3K - $87.3K
|
35.2K
$751K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.92K+ 6.94% |
$79.1K - $87.1K
|
60.4K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.92K+ 5.42% |
$79.1K - $87.1K
|
76.2K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.9K+ 3.45% |
$78.8K - $86.8K
|
117K
$2.49M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.85K+ 2.61% |
$77.7K - $85.5K
|
151K
$3.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.76K+ 264.81% |
$76K - $83.7K
|
5.18K
$110K
|