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 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.73K+ 26.36% |
$75.3K - $82.9K
|
17.9K
$380K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3.63K+ 2.82% |
$73.2K - $80.6K
|
132K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.59K+ 1.43% |
$72.4K - $79.7K
|
255K
$5.43M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.58K+ 4.54% |
$72.3K - $79.6K
|
82.4K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 4.11% |
$70.7K - $77.9K
|
88.6K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
3.47K+ 20.2% |
$70.2K - $77.2K
|
20.7K
$440K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.41K+ 7.71% |
$68.8K - $75.8K
|
47.6K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.39K+ 39.47% |
$68.5K - $75.4K
|
12K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.22K+ 16.49% |
$65.1K - $71.7K
|
22.8K
$485K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.11K+ 6.33% |
$62.8K - $69.1K
|
52.2K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.05K+ 5.74% |
$61.6K - $67.8K
|
56.1K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.02KNew |
$61.1K - $67.2K
|
3.02K
$64.4K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.99K+ 5.18% |
$60.3K - $66.4K
|
60.7K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.91KNew |
$58.8K - $64.7K
|
2.91K
$62K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.75K+ 9.77% |
$55.4K - $61K
|
30.8K
$657K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.72K+ 0.75% |
$54.9K - $60.4K
|
367K
$7.81M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.27K+ 16.63% |
$45.9K - $50.5K
|
15.9K
$339K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.24K+ 235.71% |
$45.3K - $49.9K
|
3.2K
$68.1K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.24K+ 72.94% |
$45.1K - $49.7K
|
5.3K
$113K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.23K+ 2478.89% |
$45.1K - $49.6K
|
2.32K
$49.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.16K+ 6.35% |
$43.7K - $48.1K
|
36.2K
$772K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.11K+ 2.82% |
$42.6K - $46.9K
|
76.8K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.11K+ 2.6% |
$42.6K - $46.9K
|
83.1K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.07K+ 23.24% |
$41.8K - $46K
|
11K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.05K+ 8.06% |
$41.4K - $45.6K
|
27.5K
$585K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.97KNew |
$39.7K - $43.7K
|
1.97K
$41.9K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
1.95K+ 10.44% |
$39.4K - $43.4K
|
20.6K
$440K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.81K+ 5.76% |
$36.6K - $40.3K
|
33.2K
$708K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.75K+ 1.49% |
$35.4K - $39K
|
120K
$2.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.71K+ 3.26% |
$34.5K - $38K
|
54.1K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.62K+ 58.28% |
$32.8K - $36.1K
|
4.41K
$93.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 1.16% |
$32.7K - $36K
|
141K
$3.01M
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
1.48K+ 0.6% |
$29.9K - $32.9K
|
246K
$5.24M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.45K+ 1.44% |
$29.4K - $32.3K
|
102K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.34K+ 6.65% |
$27K - $29.7K
|
21.4K
$456K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.27K+ 6.37% |
$25.6K - $28.1K
|
21.1K
$450K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.24K+ 10.64% |
$25K - $27.5K
|
12.9K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
1.2K+ 1.18% |
$24.1K - $26.6K
|
102K
$2.18M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.17K+ 5.17% |
$23.6K - $26K
|
23.8K
$507K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.15K+ 1.57% |
$23.2K - $25.6K
|
74.4K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.1K+ 110100.0% |
$22.2K - $24.5K
|
1.1K
$23.5K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.06K+ 196.83% |
$21.4K - $23.5K
|
1.59K
$34K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.06K+ 5.19% |
$21.3K - $23.5K
|
21.4K
$456K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1K+ 313.75% |
$20.3K - $22.3K
|
1.32K
$28.2K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
973+ 87.9% |
$19.7K - $21.6K
|
2.08K
$44.3K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
948New |
$19.1K - $21.1K
|
948
$20.2K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
897+ 2.82% |
$18.1K - $19.9K
|
32.7K
$696K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
894+ 0.85% |
$18.1K - $19.9K
|
107K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
870New |
$17.6K - $19.3K
|
870
$18.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
813+ 2.93% |
$16.4K - $18.1K
|
28.5K
$607K
|