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 14, 2025 Q1 2025
Natixis

Paris, I0
BUY
 -
2
+ 0.01%
$40.4 - $44.5
24.5K $521K
Apr 17, 2025 Q1 2025
Abound Wealth Management

Franklin, TN
BUY
 -
1
+ 0.35%
$20.2 - $22.2
290 $6.18K
May 12, 2025 Q1 2025
Prestige Wealth Management Group LLC

BUY
 -
1
+ 0.4%
$20.2 - $22.2
249 $5.3K
May 09, 2025 Q1 2025
Tidemark, LLC

San Diego, CA
BUY
 -
1
+ 0.5%
$20.2 - $22.2
201 $4.28K
May 09, 2025 Q1 2025
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
1
+ 0.15%
$20.2 - $22.2
662 $14.1K
May 08, 2025 Q1 2025
North Rock Partners, LLC

BUY
 -
1
+ 0.02%
$20.2 - $22.2
5.93K $126K
Apr 16, 2025 Q1 2025
Cva Family Office, LLC

BUY
 -
1
+ 0.05%
$20.2 - $22.2
1.94K $41.4K
Apr 22, 2025 Q1 2025
Atticus Wealth Management, LLC

BUY
 -
1
+ 1.18%
$20.2 - $22.2
86 $1.83K
May 06, 2025 Q1 2025
Jackson, Grant Investment Advisers, Inc.

BUY
 -
1
+ 0.53%
$20.2 - $22.2
189 $4.03K
Apr 28, 2025 Q1 2025
North Capital, Inc.

Salt Lake City, UT
BUY
 -
0
New
$0 - $0
0 $0
May 14, 2025 Q1 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 25, 2025 Q1 2025
Valley National Advisers Inc

SELL
 -
-1
- 0.22%
$20.2 - $22.2
453 $9.65K
May 14, 2025 Q1 2025
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-5
- 0.14%
$101 - $111
3.66K $77.9K
Apr 29, 2025 Q1 2025
Capital Investment Advisory Services, LLC

SELL
 -
-9
- 0.23%
$182 - $200
3.86K $82.2K
Apr 29, 2025 Q1 2025
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-17
Closed
$343 - $378
0 $0
Apr 23, 2025 Q1 2025
Pinnacle Bancorp, Inc.

SELL
 -
-46
- 0.25%
$929 - $1.02K
18.3K $390K
May 02, 2025 Q1 2025
Droms Strauss Advisors Inc

St. Louis, MO
SELL
 -
-47
- 0.21%
$949 - $1.05K
22.6K $481K
Apr 21, 2025 Q1 2025
Elser Financial Planning, Inc

Indianapolis, IN
SELL
 -
-60
- 0.26%
$1.21K - $1.33K
23.1K $492K
Apr 16, 2025 Q1 2025
Everhart Financial Group, Inc.

SELL
 -
-68
- 0.33%
$1.37K - $1.51K
20.4K $435K
May 02, 2025 Q1 2025
Sachetta, LLC

Lynnfield, MA
SELL
 -
-78
- 33.33%
$1.58K - $1.73K
156 $3.32K
May 02, 2025 Q1 2025
Armor Investment Advisors, LLC

SELL
 -
-88
- 0.81%
$1.78K - $1.96K
10.7K $229K
May 13, 2025 Q1 2025
Laraway Financial Advisors Inc

Saint Cloud, MN
SELL
 -
-107
- 0.63%
$2.16K - $2.38K
17K $362K
Apr 23, 2025 Q1 2025
Spire Wealth Management

SELL
 -
-135
- 19.09%
$2.73K - $3K
572 $12.2K
Apr 21, 2025 Q1 2025
Cordant, Inc.

Portland, OR
SELL
 -
-150
- 0.78%
$3.03K - $3.34K
19.1K $406K
May 13, 2025 Q1 2025
Aptus Capital Advisors, LLC

SELL
 -
-154
- 1.6%
$3.11K - $3.42K
9.45K $201K
Apr 14, 2025 Q1 2025
Park Avenue Securities LLC

SELL
 -
-157
- 1.26%
$3.17K - $3.49K
12.3K $262K
May 01, 2025 Q1 2025
Valued Wealth Advisors LLC

Holladay, UT
SELL
 -
-161
- 0.77%
$3.25K - $3.58K
20.8K $442K
Apr 08, 2025 Q1 2025
Investors Research Corp

SELL
 -
-168
- 18.94%
$3.39K - $3.74K
719 $15.3K
May 12, 2025 Q1 2025
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-268
- 92.41%
$5.41K - $5.96K
22 $469
May 13, 2025 Q1 2025
Lee Financial CO

Dallas, TX
SELL
 -
-294
- 1.21%
$5.94K - $6.54K
24.1K $513K
Apr 15, 2025 Q1 2025
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-296
- 2.88%
$5.98K - $6.58K
9.99K $213K
May 05, 2025 Q1 2025
Blue Bell Private Wealth Management, LLC

SELL
 -
-299
Closed
$6.04K - $6.65K
0 $0
May 08, 2025 Q1 2025
Cap Partners, LLC

Franklin, TN
SELL
 -
-304
- 2.46%
$6.14K - $6.76K
12.1K $257K
May 05, 2025 Q1 2025
Vista Capital Partners, Inc.

SELL
 -
-339
- 0.22%
$6.85K - $7.54K
157K $3.34M
Apr 23, 2025 Q1 2025
Creative Financial Designs Inc

SELL
 -
-394
- 2.86%
$7.96K - $8.76K
13.4K $285K
May 05, 2025 Q1 2025
One Ascent Financial Services LLC

Birmingham, AL
SELL
 -
-395
- 2.39%
$7.98K - $8.78K
16.1K $344K
Apr 25, 2025 Q1 2025
Lodestar Private Asset Management LLC

Alamo, CA
SELL
 -
-401
- 1.69%
$8.1K - $8.92K
23.3K $497K
May 08, 2025 Q1 2025
Modera Wealth Management, LLC

SELL
 -
-411
- 0.46%
$8.3K - $9.14K
88.5K $1.89M
Apr 15, 2025 Q1 2025
Alpha Omega Wealth Management LLC

SELL
 -
-450
- 2.93%
$9.09K - $10K
14.9K $318K
May 08, 2025 Q1 2025
Aegis Wealth Management LLC

Bethesda, MD
SELL
 -
-480
- 1.99%
$9.7K - $10.7K
23.6K $503K
May 02, 2025 Q1 2025
Grey Fox Wealth Advisors, LLC

Rockland, DE
SELL
 -
-515
- 1.94%
$10.4K - $11.5K
26K $555K
Apr 08, 2025 Q1 2025
Aletheian Wealth Advisors LLC

SELL
 -
-538
- 1.34%
$10.9K - $12K
39.5K $841K
Apr 17, 2025 Q1 2025
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-539
- 4.45%
$10.9K - $12K
11.6K $246K
May 02, 2025 Q1 2025
Larson Financial Group LLC

SELL
 -
-575
- 6.91%
$11.6K - $12.8K
7.74K $165K
Apr 22, 2025 Q1 2025
Clearview Wealth Advisors LLC

SELL
 -
-594
- 1.03%
$12K - $13.2K
57K $1.21M
Apr 24, 2025 Q1 2025
Golden State Wealth Management, LLC

Santa Ana, CA
SELL
 -
-621
- 50.0%
$12.5K - $13.8K
621 $13.2K
Apr 28, 2025 Q1 2025
Values Added Financial LLC

Washington, DC
SELL
 -
-637
- 1.96%
$12.9K - $14.2K
31.8K $678K
Apr 30, 2025 Q1 2025
Fonville Wealth Management LLC

Richmond, VA
SELL
 -
-652
- 3.3%
$13.2K - $14.5K
19.1K $407K
May 07, 2025 Q1 2025
Geneos Wealth Management Inc.

SELL
 -
-735
- 0.8%
$14.8K - $16.3K
91.6K $1.95M

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