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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-480- 1.99% |
$9.7K - $10.7K
|
23.6K
$493K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
34.3K+ 15.57% |
$692K - $762K
|
254K
$5.31M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-3.7K- 3.72% |
$74.7K - $82.3K
|
95.7K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.39K- 90.49% |
$68.4K - $75.3K
|
356
$7.43K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
265New |
$5.35K - $5.89K
|
265
$5.53K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-299Closed |
$6.04K - $6.65K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.27K+ 16.63% |
$45.9K - $50.5K
|
15.9K
$332K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
1.95K+ 10.44% |
$39.4K - $43.4K
|
20.6K
$430K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
370New |
$7.47K - $8.23K
|
370
$7.72K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
280New |
$5.66K - $6.23K
|
280
$5.84K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.48K- 14.64% |
$50K - $55.1K
|
14.4K
$301K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-78- 33.33% |
$1.58K - $1.73K
|
156
$3.25K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
174New |
$3.51K - $3.87K
|
174
$3.63K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
138+ 155.06% |
$2.79K - $3.07K
|
227
$4.74K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
93+ 32.29% |
$1.88K - $2.07K
|
381
$7.95K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
39New |
$788 - $867
|
39
$814
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
14.3K+ 30.1% |
$288K - $317K
|
61.7K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-6.34K- 99.98% |
$128K - $141K
|
1
$20.9
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
64New |
$1.29K - $1.42K
|
64
$1.34K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-131K- 87.96% |
$2.65M - $2.91M
|
17.9K
$374K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-7.36K- 13.77% |
$149K - $164K
|
46K
$961K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.04K- 0.79% |
$21K - $23.2K
|
131K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
870New |
$17.6K - $19.3K
|
870
$18.1K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
141New |
$2.85K - $3.14K
|
141
$2.94K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.02KNew |
$61.1K - $67.2K
|
3.02K
$63.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
44+ 0.41% |
$889 - $979
|
10.7K
$224K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-501K- 99.99% |
$10.1M - $11.1M
|
55
$1.15K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6.44KNew |
$130K - $143K
|
6.44K
$134K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
17.1K+ 2.54% |
$346K - $381K
|
691K
$14.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-621- 50.0% |
$12.5K - $13.8K
|
621
$13K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
597+ 537.84% |
$12.1K - $13.3K
|
708
$14.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
11+ 16.42% |
$222 - $245
|
78
$1.63K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
19New |
$384 - $423
|
19
$396
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
26New |
$525 - $578
|
26
$542
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.34K+ 6.65% |
$27K - $29.7K
|
21.4K
$447K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.5% |
$101 - $111
|
999
$20.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-539- 4.45% |
$10.9K - $12K
|
11.6K
$241K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
5+ 1.35% |
$101 - $111
|
376
$7.84K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
203New |
$4.1K - $4.51K
|
203
$4.23K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
29.9KNew |
$603K - $664K
|
29.9K
$623K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 17.38% |
$45.6K - $50.2K
|
10.7K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10New |
$202 - $222
|
10
$209
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
269+ 2690.0% |
$5.43K - $5.98K
|
279
$5.82K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
322+ 0.35% |
$6.5K - $7.16K
|
92.5K
$1.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.23K+ 2478.89% |
$45.1K - $49.6K
|
2.32K
$48.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
244+ 1525.0% |
$4.93K - $5.43K
|
260
$5.42K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
675New |
$13.6K - $15K
|
675
$14.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1KNew |
$244K - $268K
|
12.1K
$252K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-168- 18.94% |
$3.39K - $3.74K
|
719
$15K
|