Purchases and Sales Made in Q1 2025 in Schwab Strategic U.S. Reit ETF (SCHH)

SCHH Quotes by TradingView

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 12, 2025 Q1 2025
Ff Advisors,Llc

Manhattan Beach, CA
BUY
 -
795
+ 6.65%
$16.1K - $17.7K
12.8K $272K
Apr 22, 2025 Q1 2025
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
725
+ 2.63%
$14.6K - $16.1K
28.3K $602K
May 13, 2025 Q1 2025
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
706
+ 59.83%
$14.3K - $15.7K
1.89K $40.2K
Apr 09, 2025 Q1 2025
St Germain D J CO Inc

Springfield, MA
BUY
 -
675
New
$13.6K - $15K
675 $14.4K
Apr 24, 2025 Q1 2025
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
658
+ 325.74%
$13.3K - $14.6K
860 $18.3K
May 09, 2025 Q1 2025
Blair William & CO

Chicago, IL
BUY
 -
656
+ 17.38%
$13.3K - $14.6K
4.43K $94.4K
Apr 17, 2025 Q1 2025
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
628
+ 738.82%
$12.7K - $14K
713 $15.2K
May 06, 2025 Q1 2025
Ae Wealth Management LLC

BUY
 -
627
+ 13.4%
$12.7K - $13.9K
5.31K $113K
May 05, 2025 Q1 2025
Lewis Asset Management, LLC

Lafayette, CA
BUY
 -
611
+ 6.27%
$12.3K - $13.6K
10.4K $221K
Apr 22, 2025 Q1 2025
Continuum Advisory, LLC

Eagle, ID
BUY
 -
597
+ 537.84%
$12.1K - $13.3K
708 $15.1K
May 14, 2025 Q1 2025
Heritage Financial Services, LLC

BUY
 -
589
+ 3.13%
$11.9K - $13.1K
19.4K $414K
Apr 15, 2025 Q1 2025
Cx Institutional

BUY
 -
581
New
$11.7K - $12.9K
581 $12.4K
Apr 22, 2025 Q1 2025
Comprehensive Money Management Services LLC

Coral Gables, FL
BUY
 -
525
+ 1.49%
$10.6K - $11.7K
35.8K $763K
May 02, 2025 Q1 2025
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
524
+ 3.64%
$10.6K - $11.7K
14.9K $318K
May 06, 2025 Q1 2025
Atria Investments LLC

Charlotte, NC
BUY
 -
508
+ 2.5%
$10.3K - $11.3K
20.9K $444K
May 15, 2025 Q1 2025
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
490
+ 16.52%
$9.9K - $10.9K
3.46K $73.6K
Apr 09, 2025 Q1 2025
Cypress Financial Planning LLC

BUY
 -
477
+ 4.14%
$9.64K - $10.6K
12K $256K
May 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
473
New
$9.55K - $10.5K
473 $10.1K
Apr 15, 2025 Q1 2025
Sagace Wealth Management LLC

St. Petersburg, FL
BUY
 -
463
+ 0.42%
$9.35K - $10.3K
111K $2.36M
May 06, 2025 Q1 2025
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
453
+ 1.44%
$9.15K - $10.1K
31.9K $680K
May 12, 2025 Q1 2025
Covestor LTD

Boston, MA
BUY
 -
381
+ 36.22%
$7.7K - $8.47K
1.43K $30.5K
May 02, 2025 Q1 2025
Graybill Bartz & Assoc LTD

BUY
 -
370
New
$7.47K - $8.23K
370 $7.88K
Apr 09, 2025 Q1 2025
Websterrogers Financial Advisors, LLC

BUY
 -
364
+ 2.28%
$7.35K - $8.1K
16.3K $347K
May 14, 2025 Q1 2025
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
353
+ 32.93%
$7.13K - $7.85K
1.43K $30.4K
Apr 22, 2025 Q1 2025
Walkner Condon Financial Advisors LLC

BUY
 -
332
+ 0.86%
$6.71K - $7.38K
38.8K $827K
Apr 11, 2025 Q1 2025
Davis Capital Management

Jacksonville, FL
BUY
 -
322
+ 0.35%
$6.5K - $7.16K
92.5K $1.97M
May 15, 2025 Q1 2025
Marquette Associates, Inc.

Chicago, IL
BUY
 -
293
New
$5.92K - $6.52K
293 $6.24K
May 02, 2025 Q1 2025
Hager Investment Management Services, LLC

New London, NH
BUY
 -
280
New
$5.66K - $6.23K
280 $5.96K
Apr 17, 2025 Q1 2025
Brighton Jones LLC

BUY
 -
273
+ 2.77%
$5.51K - $6.07K
10.1K $216K
Apr 15, 2025 Q1 2025
Gps Wealth Strategies Group, LLC

BUY
 -
269
+ 2690.0%
$5.43K - $5.98K
279 $5.94K
May 05, 2025 Q1 2025
Lindbrook Capital, LLC

BUY
 -
265
New
$5.35K - $5.89K
265 $5.64K
Apr 23, 2025 Q1 2025
Western Wealth Management, LLC

BUY
 -
249
+ 1.46%
$5.03K - $5.54K
17.3K $368K
Apr 10, 2025 Q1 2025
Financial Management Professionals, Inc.

BUY
 -
244
+ 1525.0%
$4.93K - $5.43K
260 $5.54K
Apr 15, 2025 Q1 2025
Thompson Investment Management, Inc.

BUY
 -
230
+ 1.7%
$4.65K - $5.12K
13.8K $293K
May 08, 2025 Q1 2025
Eastern Bank

BUY
 -
229
+ 22.9%
$4.63K - $5.09K
1.23K $26.2K
Apr 16, 2025 Q1 2025
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
203
New
$4.1K - $4.51K
203 $4.32K
May 02, 2025 Q1 2025
Gradient Capital Advisors, LLC

BUY
 -
198
+ 0.46%
$4K - $4.4K
43.3K $922K
May 06, 2025 Q1 2025
Prospect Financial Group LLC

Arlington, VA
BUY
 -
181
+ 0.84%
$3.66K - $4.03K
21.7K $461K
May 12, 2025 Q1 2025
Sandy Spring Bank

BUY
 -
178
+ 23.42%
$3.6K - $3.96K
938 $20K
May 02, 2025 Q1 2025
Transce3nd, LLC

Kyle, TX
BUY
 -
174
New
$3.51K - $3.87K
174 $3.71K
Apr 23, 2025 Q1 2025
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
162
+ 15.0%
$3.27K - $3.6K
1.24K $26.5K
May 15, 2025 Q1 2025
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
159
+ 157.43%
$3.21K - $3.54K
260 $5.54K
Apr 28, 2025 Q1 2025
First Horizon Advisors, Inc.

BUY
 -
141
New
$2.85K - $3.14K
141 $3K
May 01, 2025 Q1 2025
Bridge Generations Wealth Management LLC

South Miami, FL
BUY
 -
138
+ 155.06%
$2.79K - $3.07K
227 $4.84K
Apr 08, 2025 Q1 2025
Ivc Wealth Advisors LLC

BUY
 -
138
+ 0.74%
$2.79K - $3.07K
18.8K $401K
Apr 15, 2025 Q1 2025
Fifth Third Bancorp

BUY
 -
134
+ 1.49%
$2.71K - $2.98K
9.1K $194K
May 01, 2025 Q1 2025
Signaturefd, LLC

Atlanta, GA
BUY
 -
126
+ 10.16%
$2.55K - $2.8K
1.37K $29.1K
May 09, 2025 Q1 2025
Costello Asset Management, Inc

BUY
 -
119
New
$2.4K - $2.65K
119 $2.53K
Apr 10, 2025 Q1 2025
Foster Group, Inc.

BUY
 -
118
+ 0.44%
$2.38K - $2.62K
26.8K $571K

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