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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.84K+ 28.23% |
$111K - $126K
|
26.5K
$553K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.48K- 3.61% |
$66K - $75.5K
|
93.1K
$1.94M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9.9KNew |
$187K - $214K
|
9.9K
$206K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
21+ 17.36% |
$398 - $455
|
142
$2.96K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.1K+ 9.35% |
$419K - $479K
|
259K
$5.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
54K+ 104.38% |
$1.02M - $1.17M
|
106K
$2.21M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
696+ 0.27% |
$13.2K - $15.1K
|
256K
$5.33M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
149New |
$2.82K - $3.23K
|
149
$3.11K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
25.1K+ 12.54% |
$475K - $543K
|
225K
$4.69M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-595- 14.24% |
$11.3K - $12.9K
|
3.58K
$74.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.97K+ 6.78% |
$37.2K - $42.6K
|
30.9K
$646K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.43K+ 256.65% |
$46.1K - $52.7K
|
3.38K
$70.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
4.76K+ 1.24% |
$90.2K - $103K
|
389K
$8.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
15+ 0.05% |
$284 - $325
|
29.9K
$625K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.48K- 10.72% |
$66K - $75.5K
|
29K
$605K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-166- 63.85% |
$3.14K - $3.6K
|
94
$1.96K
|
|
|
Aug 14, 2025
Q2 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
2+ 0.68% |
$37.9 - $43.3
|
295
$6.15K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17+ 1.28% |
$322 - $368
|
1.34K
$28K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-552- 1.69% |
$10.5K - $12K
|
32.1K
$670K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8New |
$152 - $173
|
8
$167
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
11.5KNew |
$218K - $250K
|
11.5K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
8.87KNew |
$168K - $192K
|
8.87K
$185K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.7K+ 7.14% |
$487K - $557K
|
386K
$8.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
16.8K+ 22.4% |
$318K - $364K
|
91.7K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.11K+ 41.99% |
$116K - $132K
|
20.7K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.75K+ 16.48% |
$71K - $81.3K
|
26.5K
$553K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-550- 0.51% |
$10.4K - $11.9K
|
107K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$259K - $296K
|
13.7K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-44.3K- 2.66% |
$838K - $959K
|
1.62M
$33.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43.6K- 38.78% |
$825K - $944K
|
68.8K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
1.3K+ 8.9% |
$24.6K - $28.2K
|
15.9K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.03K+ 10.89% |
$76.3K - $87.3K
|
41K
$856K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2- 13.33% |
$37.9 - $43.3
|
13
$271
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
342+ 0.26% |
$6.48K - $7.41K
|
133K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-86- 26.38% |
$1.63K - $1.86K
|
240
$5.01K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.37K+ 6.42% |
$25.9K - $29.6K
|
22.6K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.49K+ 3.01% |
$66.1K - $75.6K
|
120K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.78K+ 12.9% |
$147K - $169K
|
68.1K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5+ 0.58% |
$94.7 - $108
|
874
$18.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
180K+ 114.9% |
$3.41M - $3.91M
|
337K
$7.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-269- 2.33% |
$5.09K - $5.83K
|
11.3K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.89K+ 7.61% |
$187K - $214K
|
140K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.3K- 39.17% |
$81.3K - $93.1K
|
6.67K
$139K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
30.9K+ 5.12% |
$584K - $669K
|
634K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23K- 14.95% |
$435K - $498K
|
131K
$2.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
58.9K+ 3.92% |
$1.12M - $1.28M
|
1.56M
$32.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-12.3K- 8.27% |
$234K - $267K
|
137K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18.3KNew |
$347K - $397K
|
18.3K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.1K- 56.76% |
$1.37M - $1.56M
|
54.9K
$1.15M
|