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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.35K- 10.99% |
$25.6K - $29.3K
|
10.9K
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.65K+ 569.66% |
$31.3K - $35.8K
|
1.94K
$41.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-881- 8.97% |
$16.7K - $19.1K
|
8.94K
$190K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
9.89K+ 6.1% |
$187K - $214K
|
172K
$3.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
398+ 3.84% |
$7.54K - $8.62K
|
10.8K
$228K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.46K+ 16.64% |
$84.5K - $96.6K
|
31.3K
$664K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
51.7K+ 5.91% |
$979K - $1.12M
|
926K
$19.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-359- 0.69% |
$6.8K - $7.78K
|
51.8K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
460New |
$8.71K - $9.97K
|
460
$9.77K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.97K- 3.18% |
$37.3K - $42.7K
|
60K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-982- 5.36% |
$18.6K - $21.3K
|
17.3K
$368K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-3- 0.52% |
$56.8 - $65
|
578
$12.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-27.5K- 45.1% |
$521K - $596K
|
33.5K
$711K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-31.9K- 8.94% |
$604K - $691K
|
325K
$6.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.48K+ 5.68% |
$179K - $205K
|
176K
$3.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
11.6KNew |
$220K - $252K
|
11.6K
$247K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
2.61K+ 1.68% |
$49.4K - $56.5K
|
158K
$3.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.16% |
$18.9 - $21.7
|
87
$1.85K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
458+ 1.46% |
$8.67K - $9.92K
|
31.8K
$675K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
815New |
$15.4K - $17.7K
|
815
$17.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-95- 0.85% |
$1.8K - $2.06K
|
11.1K
$235K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.73K- 10.62% |
$32.8K - $37.5K
|
14.6K
$309K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
79New |
$1.5K - $1.71K
|
79
$1.68K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
24New |
$455 - $520
|
24
$510
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
807+ 6.72% |
$15.3K - $17.5K
|
12.8K
$272K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
147K+ 85.11% |
$2.79M - $3.19M
|
321K
$6.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
49.7K+ 8.83% |
$941K - $1.08M
|
613K
$13M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
11.8K+ 3.17% |
$223K - $255K
|
383K
$8.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-571- 5.26% |
$10.8K - $12.4K
|
10.3K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.16K- 4.95% |
$117K - $133K
|
118K
$2.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
401KNew |
$7.6M - $8.7M
|
401K
$8.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
14.7K+ 10.99% |
$278K - $319K
|
149K
$3.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5.43K- 2.9% |
$103K - $118K
|
182K
$3.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.54K+ 2.76% |
$29.1K - $33.3K
|
57.4K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
43+ 0.25% |
$814 - $932
|
17.4K
$370K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
84+ 0.18% |
$1.59K - $1.82K
|
47.2K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
30.7K+ 24.21% |
$581K - $665K
|
157K
$3.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.7K- 4.87% |
$32.1K - $36.8K
|
33.2K
$704K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 0.64% |
$133 - $152
|
1.11K
$23.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.21KNew |
$23K - $26.3K
|
1.21K
$25.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.81K- 5.11% |
$72.1K - $82.5K
|
70.6K
$1.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.04K- 5.71% |
$38.6K - $44.2K
|
33.7K
$715K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.36K+ 2.86% |
$102K - $116K
|
193K
$4.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.1K+ 2.8% |
$20.9K - $23.9K
|
40.6K
$862K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 2.78% |
$38.7K - $44.3K
|
75.6K
$1.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-623- 3.05% |
$11.8K - $13.5K
|
19.8K
$421K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
154+ 0.75% |
$2.92K - $3.34K
|
20.6K
$437K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7.33K- 3.26% |
$139K - $159K
|
218K
$4.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1New |
$18.9 - $21.7
|
1
$21.2
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.77K- 21.5% |
$147K - $168K
|
28.4K
$602K
|