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 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.39K- 90.49% |
$68.4K - $75.3K
|
356
$7.58K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-3.7K- 3.72% |
$74.7K - $82.3K
|
95.7K
$2.04M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.97K- 1.92% |
$80.2K - $88.2K
|
202K
$4.31M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.04K- 23.04% |
$81.6K - $89.8K
|
13.5K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-4.07K- 2.99% |
$82.1K - $90.4K
|
132K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.19K- 2.72% |
$84.6K - $93.1K
|
150K
$3.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.35K- 1.96% |
$87.9K - $96.8K
|
217K
$4.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.67K- 4.86% |
$94.3K - $104K
|
91.3K
$1.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.9K- 12.86% |
$99K - $109K
|
33.2K
$707K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.03K- 31.61% |
$102K - $112K
|
10.9K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.05K- 12.86% |
$102K - $112K
|
34.2K
$728K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.1K- 7.87% |
$103K - $113K
|
59.7K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.13K- 12.58% |
$104K - $114K
|
35.6K
$759K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.14K- 5.68% |
$104K - $114K
|
85.4K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.39K- 20.87% |
$109K - $120K
|
20.4K
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.58K- 26.47% |
$113K - $124K
|
15.5K
$330K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.67K- 9.21% |
$115K - $126K
|
55.9K
$1.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-6.16K- 3.66% |
$125K - $137K
|
162K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-6.3K- 11.81% |
$127K - $140K
|
47.1K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-6.3K- 16.75% |
$127K - $140K
|
31.3K
$667K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-6.34K- 99.98% |
$128K - $141K
|
1
$21.3
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.48K- 3.95% |
$131K - $144K
|
157K
$3.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6.57K- 15.0% |
$133K - $146K
|
37.2K
$793K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-6.6K- 38.77% |
$133K - $147K
|
10.4K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-6.78K- 3.19% |
$137K - $151K
|
206K
$4.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.95K- 14.97% |
$140K - $155K
|
39.5K
$841K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-7.36K- 13.77% |
$149K - $164K
|
46K
$981K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-7.56K- 9.32% |
$153K - $168K
|
73.6K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.93K- 27.88% |
$160K - $176K
|
20.5K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.6K- 6.65% |
$214K - $236K
|
149K
$3.17M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.7K- 5.96% |
$215K - $237K
|
168K
$3.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-10.9K- 38.89% |
$221K - $244K
|
17.2K
$366K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-11.2K- 37.49% |
$227K - $250K
|
18.7K
$399K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 4.5% |
$247K - $272K
|
259K
$5.52M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-12.5K- 15.63% |
$252K - $277K
|
67.3K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14K- 3.86% |
$282K - $311K
|
349K
$7.42M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.2K- 6.77% |
$347K - $382K
|
236K
$5.04M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-19.9K- 19.72% |
$401K - $442K
|
80.9K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-20.1K- 40.6% |
$405K - $446K
|
29.3K
$625K
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-22.7K- 2.0% |
$460K - $506K
|
1.12M
$23.8M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-24.1K- 8.97% |
$487K - $536K
|
245K
$5.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-25.2K- 54.64% |
$509K - $561K
|
20.9K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-34.1K- 26.42% |
$689K - $759K
|
95.1K
$2.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.4K- 3.77% |
$694K - $765K
|
878K
$18.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.2K- 9.81% |
$792K - $872K
|
360K
$7.68M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.4K- 47.44% |
$1.04M - $1.14M
|
57K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-53.7K- 68.98% |
$1.09M - $1.19M
|
24.2K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-56.3K- 32.68% |
$1.14M - $1.25M
|
116K
$2.47M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-57.8K- 23.15% |
$1.17M - $1.28M
|
192K
$4.09M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-57.9K- 8.37% |
$1.17M - $1.29M
|
634K
$13.5M
|