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 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
768+ 5.22% |
$15.9K - $16.7K
|
15.5K
$331K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
742New |
$15.4K - $16.2K
|
742
$15.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
662+ 1.15% |
$13.7K - $14.4K
|
58.4K
$1.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
650+ 5.73% |
$13.5K - $14.2K
|
12K
$257K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
640+ 4.99% |
$13.3K - $13.9K
|
13.5K
$288K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
590+ 0.65% |
$12.2K - $12.9K
|
91K
$1.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
532New |
$11K - $11.6K
|
532
$11.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
527+ 2.46% |
$10.9K - $11.5K
|
21.9K
$470K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
502New |
$10.4K - $10.9K
|
502
$10.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
501+ 0.62% |
$10.4K - $10.9K
|
81.7K
$1.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
450+ 2.37% |
$9.34K - $9.8K
|
19.4K
$416K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
445+ 0.59% |
$9.24K - $9.69K
|
76.1K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
424New |
$8.8K - $9.23K
|
424
$9.08K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
380+ 4.25% |
$7.89K - $8.28K
|
9.32K
$200K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
323New |
$6.71K - $7.03K
|
323
$6.92K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
289+ 2.61% |
$6K - $6.29K
|
11.4K
$244K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
238+ 3.29% |
$4.94K - $5.18K
|
7.47K
$160K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
236+ 0.46% |
$4.9K - $5.14K
|
52K
$1.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
221+ 0.71% |
$4.59K - $4.81K
|
31.5K
$674K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
150+ 0.73% |
$3.11K - $3.27K
|
20.7K
$444K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
138+ 5.01% |
$2.86K - $3.01K
|
2.89K
$62K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
121New |
$2.51K - $2.64K
|
121
$2.59K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
120+ 1.12% |
$2.49K - $2.61K
|
10.9K
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
97+ 6.57% |
$2.01K - $2.11K
|
1.57K
$33.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
80+ 2.32% |
$1.66K - $1.74K
|
3.53K
$75.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
80New |
$1.66K - $1.74K
|
80
$1.71K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
66+ 0.38% |
$1.37K - $1.44K
|
17.4K
$373K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
42+ 0.12% |
$872 - $915
|
34.4K
$736K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
24New |
$498 - $523
|
24
$514
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
21New |
$436 - $457
|
21
$450
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
12+ 0.46% |
$249 - $261
|
2.61K
$55.9K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$187 - $196
|
14.6K
$312K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5New |
$104 - $109
|
5
$107
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5+ 0.57% |
$104 - $109
|
879
$18.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5+ 38.46% |
$104 - $109
|
18
$386
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
2+ 0.35% |
$41.5 - $43.6
|
580
$12.4K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1New |
$20.8 - $21.8
|
1
$21.4
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 1.39% |
$20.8 - $21.8
|
73
$1.56K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1+ 0.14% |
$20.8 - $21.8
|
720
$15.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1- 7.14% |
$20.8 - $21.8
|
13
$278
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-18- 0.02% |
$374 - $392
|
93.2K
$2M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-22- 0.09% |
$457 - $479
|
25.1K
$538K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-46- 0.19% |
$955 - $1K
|
24.1K
$516K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-58- 0.34% |
$1.2K - $1.26K
|
16.9K
$361K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-244- 93.85% |
$5.07K - $5.31K
|
16
$343
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-274- 0.81% |
$5.69K - $5.97K
|
33.4K
$716K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-300- 0.9% |
$6.23K - $6.53K
|
33.2K
$711K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-306- 40.42% |
$6.35K - $6.66K
|
451
$9.66K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-360- 3.42% |
$7.47K - $7.84K
|
10.2K
$218K
|