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 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-502- 2.46% |
$10.4K - $10.9K
|
19.9K
$427K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-579- 2.47% |
$12K - $12.6K
|
22.8K
$489K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-688- 1.78% |
$14.3K - $15K
|
38K
$815K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-761- 93.37% |
$15.8K - $16.6K
|
54
$1.16K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-766- 5.53% |
$15.9K - $16.7K
|
13.1K
$280K
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-799- 2.6% |
$16.6K - $17.4K
|
29.9K
$641K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-880- 7.57% |
$18.3K - $19.2K
|
10.7K
$230K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-923- 2.52% |
$19.2K - $20.1K
|
35.6K
$763K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-928- 2.8% |
$19.3K - $20.2K
|
32.2K
$690K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-936- 14.75% |
$19.4K - $20.4K
|
5.41K
$116K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-989- 50.93% |
$20.5K - $21.5K
|
953
$20.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.31K- 10.99% |
$27.2K - $28.5K
|
10.6K
$227K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.38K- 2.28% |
$28.7K - $30.1K
|
59.4K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.6K- 4.45% |
$33.2K - $34.8K
|
34.4K
$736K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.79K- 9.29% |
$37.2K - $39K
|
17.5K
$374K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.73K- 7.58% |
$56.6K - $59.4K
|
33.2K
$712K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.41K- 5.95% |
$70.7K - $74.2K
|
53.9K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-3.96K- 17.42% |
$82.2K - $86.2K
|
18.8K
$402K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.47K- 31.35% |
$92.8K - $97.4K
|
9.79K
$210K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4.91K- 28.33% |
$102K - $107K
|
12.4K
$266K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.63K- 6.05% |
$117K - $123K
|
87.5K
$1.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-5.86K- 16.38% |
$122K - $128K
|
29.9K
$641K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-7.03K- 22.13% |
$146K - $153K
|
24.7K
$530K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-7.66K- 83.06% |
$159K - $167K
|
1.56K
$33.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.13K- 7.28% |
$169K - $177K
|
103K
$2.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-8.15K- 4.43% |
$169K - $178K
|
176K
$3.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.38K- 17.72% |
$174K - $182K
|
38.9K
$833K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-10.3K- 84.75% |
$213K - $223K
|
1.85K
$39.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-10.3K- 25.25% |
$213K - $224K
|
30.4K
$651K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-15.2K- 0.57% |
$315K - $330K
|
2.64M
$56.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-37.6K- 21.85% |
$781K - $820K
|
135K
$2.88M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-49.9K- 65.74% |
$1.04M - $1.09M
|
26K
$557K
|