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
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-737- 5.99% |
$14.9K - $16.4K
|
11.6K
$246K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-741- 2.35% |
$15K - $16.5K
|
30.7K
$655K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-819- 1.65% |
$16.5K - $18.2K
|
48.7K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-822- 2.17% |
$16.6K - $18.3K
|
37K
$788K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-839- 2.57% |
$16.9K - $18.7K
|
31.8K
$676K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-844- 4.63% |
$17K - $18.8K
|
17.4K
$370K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-886- 2.48% |
$17.9K - $19.7K
|
34.9K
$743K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-939- 1.49% |
$19K - $20.9K
|
61.9K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-975- 9.26% |
$19.7K - $21.7K
|
9.55K
$203K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-981- 4.84% |
$19.8K - $21.8K
|
19.3K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
SELL
|
- |
-983- 4.11% |
$19.9K - $21.9K
|
22.9K
$488K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-987- 4.05% |
$19.9K - $22K
|
23.4K
$498K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.03K- 4.9% |
$20.9K - $23K
|
20.1K
$427K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.04K- 8.74% |
$21K - $23.1K
|
10.9K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.04K- 0.79% |
$21K - $23.2K
|
131K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.04K- 5.26% |
$21.1K - $23.2K
|
18.8K
$400K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.05K- 3.72% |
$21.1K - $23.2K
|
27.1K
$577K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-1.1K- 2.56% |
$22.3K - $24.5K
|
42K
$896K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.14K- 4.95% |
$23K - $25.3K
|
21.9K
$466K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.2K- 0.64% |
$24.2K - $26.7K
|
187K
$3.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-1.27K- 2.22% |
$25.6K - $28.2K
|
55.8K
$1.19M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.28K- 11.5% |
$25.8K - $28.4K
|
9.82K
$209K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.32K- 1.66% |
$26.6K - $29.2K
|
77.8K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.34K- 4.2% |
$27.1K - $29.8K
|
30.6K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.39K- 0.12% |
$28.1K - $30.9K
|
1.12M
$23.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.4K- 1.44% |
$28.2K - $31K
|
95.3K
$2.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.51K- 4.2% |
$30.6K - $33.7K
|
34.5K
$736K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.52K- 4.11% |
$30.6K - $33.7K
|
35.4K
$754K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-1.61K- 2.1% |
$32.4K - $35.7K
|
74.9K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.66K- 1.52% |
$33.5K - $36.9K
|
107K
$2.29M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.68K- 1.85% |
$34K - $37.4K
|
89.1K
$1.9M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1.72K- 1.19% |
$34.8K - $38.3K
|
143K
$3.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.77K- 2.67% |
$35.7K - $39.3K
|
64.5K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.8K- 3.49% |
$36.4K - $40K
|
49.8K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.85K- 9.72% |
$37.4K - $41.2K
|
17.2K
$367K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 17.38% |
$45.6K - $50.2K
|
10.7K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.3K- 4.25% |
$46.5K - $51.2K
|
51.8K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.38K- 9.18% |
$48K - $52.8K
|
23.5K
$501K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.41K- 3.09% |
$48.7K - $53.6K
|
75.7K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2.43K- 6.25% |
$49.2K - $54.1K
|
36.5K
$778K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.48K- 14.64% |
$50K - $55.1K
|
14.4K
$308K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.49K- 5.02% |
$50.3K - $55.4K
|
47.2K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.51K- 96.09% |
$50.7K - $55.8K
|
102
$2.17K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.51K- 74.07% |
$50.7K - $55.8K
|
879
$18.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-2.93K- 10.36% |
$59.2K - $65.2K
|
25.4K
$541K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.05K- 13.06% |
$61.7K - $67.9K
|
20.3K
$433K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.15K- 7.88% |
$63.7K - $70.1K
|
36.8K
$784K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.24K- 8.28% |
$65.5K - $72.1K
|
35.9K
$765K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-3.25K- 14.73% |
$65.6K - $72.3K
|
18.8K
$400K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.34K- 16.0% |
$67.5K - $74.3K
|
17.5K
$374K
|