Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
196KNew |
$4.07M - $4.27M
|
196K
$4.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
117K+ 7.51% |
$2.44M - $2.56M
|
1.68M
$36M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
83.7K+ 13.67% |
$1.74M - $1.82M
|
697K
$14.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
80K+ 6.69% |
$1.66M - $1.74M
|
1.28M
$27.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
77.3K+ 55.24% |
$1.61M - $1.68M
|
217K
$4.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
64.9K+ 7.01% |
$1.35M - $1.41M
|
991K
$21.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
44.2K+ 13.8% |
$919K - $964K
|
365K
$7.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
36.4K+ 6.18% |
$755K - $792K
|
625K
$13.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
31.2K+ 6.45% |
$647K - $679K
|
514K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
21.2K+ 34.44% |
$441K - $463K
|
82.9K
$1.78M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19.2K+ 10.87% |
$398K - $417K
|
195K
$4.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
17.8K+ 12.37% |
$369K - $387K
|
162K
$3.46M
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
16.9K+ 2.32% |
$352K - $369K
|
746K
$16M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12.5K+ 6.48% |
$260K - $272K
|
205K
$4.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
12.4K+ 56.53% |
$258K - $270K
|
34.4K
$736K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
9.74KNew |
$202K - $212K
|
9.74K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
8.94K+ 5.67% |
$186K - $195K
|
167K
$3.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
8.13K+ 7.04% |
$169K - $177K
|
124K
$2.65M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.98KNew |
$166K - $174K
|
7.98K
$171K
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
7.77K+ 1.99% |
$161K - $169K
|
398K
$8.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
6.9K+ 8.76% |
$143K - $150K
|
85.7K
$1.84M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.86K+ 3.77% |
$142K - $149K
|
189K
$4.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.84K+ 40.04% |
$142K - $149K
|
23.9K
$512K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.73K+ 11.31% |
$140K - $147K
|
66.2K
$1.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.35K+ 0.67% |
$132K - $138K
|
961K
$20.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
6.3K+ 2.89% |
$131K - $137K
|
224K
$4.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.48K+ 5.72% |
$114K - $119K
|
101K
$2.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.39K+ 3.84% |
$112K - $117K
|
146K
$3.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.21K+ 6.19% |
$108K - $113K
|
89.3K
$1.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.16K+ 2.6% |
$107K - $112K
|
204K
$4.36M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.08K+ 2.26% |
$105K - $111K
|
230K
$4.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.04K+ 46.02% |
$105K - $110K
|
16K
$342K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.87K+ 3.98% |
$101K - $106K
|
127K
$2.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
4.49K+ 15.4% |
$93.2K - $97.8K
|
33.7K
$721K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
4.49K+ 130.08% |
$93.1K - $97.7K
|
7.93K
$170K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
4.27K+ 11.0% |
$88.6K - $93K
|
43.1K
$923K
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
4.18K+ 1.68% |
$86.8K - $91K
|
253K
$5.41M
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
BUY
|
- |
3.77K+ 169.36% |
$78.3K - $82.1K
|
6K
$128K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.71K+ 18.2% |
$77K - $80.8K
|
24.1K
$516K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2.96K+ 3.19% |
$61.4K - $64.4K
|
95.5K
$2.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.35K+ 11.94% |
$48.8K - $51.2K
|
22K
$472K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.21K+ 12.64% |
$45.9K - $48.1K
|
19.7K
$422K
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.87K+ 8.2% |
$38.8K - $40.7K
|
24.6K
$528K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.7K+ 6.49% |
$35.3K - $37K
|
27.9K
$597K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.44K+ 1.57% |
$29.9K - $31.4K
|
93.1K
$1.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.44K+ 62.42% |
$29.8K - $31.3K
|
3.73K
$80K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.22KNew |
$25.4K - $26.6K
|
1.22K
$26.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.2K+ 1.14% |
$24.9K - $26.2K
|
107K
$2.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.14K+ 7.94% |
$23.7K - $24.8K
|
15.5K
$332K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.12K+ 1.96% |
$23.3K - $24.5K
|
58.5K
$1.25M
|