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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.06K+ 196.83% |
$21.4K - $23.5K
|
1.59K
$34K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
5+ 0.48% |
$101 - $111
|
1.04K
$22.1K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
68.1K+ 35.5% |
$1.38M - $1.51M
|
260K
$5.54M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1.72K- 1.19% |
$34.8K - $38.3K
|
143K
$3.04M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.97K+ 5.43% |
$100K - $111K
|
96.6K
$2.06M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-24.1K- 8.97% |
$487K - $536K
|
245K
$5.21M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5New |
$101 - $111
|
5
$107
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
85+ 0.41% |
$1.72K - $1.89K
|
20.7K
$440K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
72+ 9.03% |
$1.45K - $1.6K
|
869
$18.5K
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
19.4KNew |
$392K - $432K
|
19.4K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
159+ 157.43% |
$3.21K - $3.54K
|
260
$5.54K
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
293New |
$5.92K - $6.52K
|
293
$6.24K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
948New |
$19.1K - $21.1K
|
948
$20.2K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.4KNew |
$351K - $386K
|
17.4K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
5.45KNew |
$110K - $121K
|
5.45K
$116K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.43K+ 14.05% |
$150K - $165K
|
60.3K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
SELL
|
- |
-983- 4.11% |
$19.9K - $21.9K
|
22.9K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.22K+ 16.49% |
$65.1K - $71.7K
|
22.8K
$485K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1K+ 313.75% |
$20.3K - $22.3K
|
1.32K
$28.2K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.66K- 1.52% |
$33.5K - $36.9K
|
107K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.41K+ 15.72% |
$89.2K - $98.2K
|
32.5K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-56.3K- 32.68% |
$1.14M - $1.25M
|
116K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.2K- 6.77% |
$347K - $382K
|
236K
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.73K+ 26.36% |
$75.3K - $82.9K
|
17.9K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.14K- 5.68% |
$104K - $114K
|
85.4K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.6K- 6.65% |
$214K - $236K
|
149K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55.3KNew |
$1.12M - $1.23M
|
55.3K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
74.2K+ 140.71% |
$1.5M - $1.65M
|
127K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.91KNew |
$58.8K - $64.7K
|
2.91K
$62K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-62.6K- 13.15% |
$1.26M - $1.39M
|
413K
$8.8M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.39K- 0.12% |
$28.1K - $30.9K
|
1.12M
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-737- 5.99% |
$14.9K - $16.4K
|
11.6K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.07K+ 23.24% |
$41.8K - $46K
|
11K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
20.5K+ 3.51% |
$413K - $455K
|
603K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-98.1K- 38.95% |
$1.98M - $2.18M
|
154K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.93K+ 12.54% |
$79.3K - $87.3K
|
35.2K
$751K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
239KNew |
$4.83M - $5.32M
|
239K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
490+ 16.52% |
$9.9K - $10.9K
|
3.46K
$73.6K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-6.4K- 46.04% |
$129K - $142K
|
7.5K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-895K- 3.68% |
$18.1M - $19.9M
|
23.4M
$498M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
17.5K+ 9.57% |
$353K - $388K
|
200K
$4.26M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
26New |
$525 - $578
|
26
$554
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
63New |
$1.27K - $1.4K
|
63
$1.34K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.63% |
$40.4 - $44.5
|
320
$6.82K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-987- 4.05% |
$19.9K - $22K
|
23.4K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.59K+ 1.43% |
$72.4K - $79.7K
|
255K
$5.43M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
589+ 3.13% |
$11.9K - $13.1K
|
19.4K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5- 0.14% |
$101 - $111
|
3.66K
$77.9K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 9.68% |
$60.6 - $66.7
|
34
$724
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.9KNew |
$180K - $198K
|
8.9K
$190K
|