Latest Institutional Transactions on Schwab Strategic U.S. Reit ETF (SCHH)
This table provides information on the latest institutional transactions involving Schwab Strategic U.S. Reit ETF (SCHH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
322+ 0.35% |
$6.5K - $7.16K
|
92.5K
$1.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-939- 1.49% |
$19K - $20.9K
|
61.9K
$1.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
13.2K+ 10.94% |
$267K - $294K
|
134K
$2.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.23K+ 2478.89% |
$45.1K - $49.6K
|
2.32K
$49.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
36+ 0.31% |
$727 - $801
|
11.5K
$246K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.15K- 7.88% |
$63.7K - $70.1K
|
36.8K
$784K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
244+ 1525.0% |
$4.93K - $5.43K
|
260
$5.54K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.04K- 8.74% |
$21K - $23.1K
|
10.9K
$231K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
130K+ 11.96% |
$2.62M - $2.88M
|
1.21M
$25.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
118+ 0.44% |
$2.38K - $2.62K
|
26.8K
$571K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.41K+ 7.71% |
$68.8K - $75.8K
|
47.6K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
364+ 2.28% |
$7.35K - $8.1K
|
16.3K
$347K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.2K- 0.64% |
$24.2K - $26.7K
|
187K
$3.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.1K+ 110100.0% |
$22.2K - $24.5K
|
1.1K
$23.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
477+ 4.14% |
$9.64K - $10.6K
|
12K
$256K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
57.4K+ 11.35% |
$1.16M - $1.28M
|
563K
$12M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8.21K+ 4.58% |
$166K - $183K
|
188K
$4M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
675New |
$13.6K - $15K
|
675
$14.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1KNew |
$244K - $268K
|
12.1K
$257K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.05K- 3.72% |
$21.1K - $23.2K
|
27.1K
$577K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
6.32K+ 21.51% |
$128K - $141K
|
35.7K
$761K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.77K- 2.67% |
$35.7K - $39.3K
|
64.5K
$1.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-168- 18.94% |
$3.39K - $3.74K
|
719
$15.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-6.16K- 3.66% |
$125K - $137K
|
162K
$3.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-538- 1.34% |
$10.9K - $12K
|
39.5K
$841K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
138+ 0.74% |
$2.79K - $3.07K
|
18.8K
$401K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-844- 4.63% |
$17K - $18.8K
|
17.4K
$370K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-1.61K- 2.1% |
$32.4K - $35.7K
|
74.9K
$1.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.28K- 11.5% |
$25.8K - $28.4K
|
9.82K
$209K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8.19K+ 29.34% |
$165K - $182K
|
36.1K
$769K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
9.82KNew |
$198K - $218K
|
9.82K
$209K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
11+ 0.02% |
$222 - $245
|
52.1K
$1.11M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
673K+ 3658.78% |
$13.8M - $15.7M
|
692K
$14.7M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
200New |
$4.11K - $4.65K
|
200
$4.26K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25K- 5.38% |
$513K - $581K
|
439K
$9.35M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
24.1KNew |
$495K - $561K
|
24.1K
$513K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
20New |
$411 - $465
|
20
$426
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.28KNew |
$26.2K - $29.7K
|
1.28K
$27.2K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-135Closed |
$2.77K - $3.14K
|
0
$0
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
35.3KNew |
$726K - $821K
|
35.3K
$752K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
3+ 1.18% |
$61.7 - $69.8
|
258
$5.5K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-7.57M- 98.44% |
$156M - $176M
|
120K
$2.56M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
20.3KNew |
$418K - $473K
|
20.3K
$433K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
88+ 0.86% |
$1.81K - $2.05K
|
10.3K
$219K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-631- 3.95% |
$13K - $14.7K
|
15.4K
$327K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.72K- 7.55% |
$35.4K - $40.1K
|
21.1K
$449K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-699- 28.05% |
$14.4K - $16.3K
|
1.79K
$38.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
16.5K+ 4.71% |
$340K - $385K
|
367K
$7.83M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-430- 68.04% |
$8.84K - $10K
|
202
$4.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.8K- 19.28% |
$78.1K - $88.4K
|
15.9K
$339K
|
|