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 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 4.11% |
$70.7K - $77.9K
|
88.6K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
490K+ 306.55% |
$9.89M - $10.9M
|
649K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-154- 1.6% |
$3.11K - $3.42K
|
9.45K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-413K- 51.79% |
$8.34M - $9.18M
|
384K
$8.19M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-34.1K- 26.42% |
$689K - $759K
|
95.1K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
16.3KNew |
$329K - $362K
|
16.3K
$347K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-107- 0.63% |
$2.16K - $2.38K
|
17K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-822- 2.17% |
$16.6K - $18.3K
|
37K
$788K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
894+ 0.85% |
$18.1K - $19.9K
|
107K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-6.3K- 11.81% |
$127K - $140K
|
47.1K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
30.8K+ 235.38% |
$622K - $685K
|
43.9K
$934K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
22.6K+ 6.32% |
$456K - $502K
|
380K
$8.09M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-268- 92.41% |
$5.41K - $5.96K
|
22
$469
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
13+ 0.44% |
$263 - $289
|
2.95K
$62.8K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-107K- 27.39% |
$2.17M - $2.38M
|
284K
$6.05M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.05K- 13.06% |
$61.7K - $67.9K
|
20.3K
$433K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
795+ 6.65% |
$16.1K - $17.7K
|
12.8K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.41K- 3.09% |
$48.7K - $53.6K
|
75.7K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-196K- 18.9% |
$3.96M - $4.36M
|
842K
$17.9M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
32.1KNew |
$648K - $713K
|
32.1K
$683K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2+ 0.0% |
$40.4 - $44.5
|
106K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
381+ 36.22% |
$7.7K - $8.47K
|
1.43K
$30.5K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.05K- 12.86% |
$102K - $112K
|
34.2K
$728K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
615K+ 69.29% |
$12.4M - $13.7M
|
1.5M
$32M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
30.5K+ 40.28% |
$616K - $678K
|
106K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
3.47K+ 20.2% |
$70.2K - $77.2K
|
20.7K
$440K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.14K- 4.95% |
$23K - $25.3K
|
21.9K
$466K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.9K+ 3.45% |
$78.8K - $86.8K
|
117K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
178+ 23.42% |
$3.6K - $3.96K
|
938
$20K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.4% |
$20.2 - $22.2
|
249
$5.3K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
337K+ 0.63% |
$6.82M - $7.51M
|
54.2M
$1.15B
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.04K- 23.04% |
$81.6K - $89.8K
|
13.5K
$287K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.7K- 5.96% |
$215K - $237K
|
168K
$3.58M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.53K+ 5.43% |
$132K - $145K
|
127K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-96K- 10.47% |
$1.94M - $2.13M
|
821K
$17.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.49K- 5.02% |
$50.3K - $55.4K
|
47.2K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
656+ 17.38% |
$13.3K - $14.6K
|
4.43K
$94.4K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
106K+ 445.7% |
$2.15M - $2.36M
|
130K
$2.77M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
8.38K+ 18.27% |
$169K - $186K
|
54.2K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.15% |
$20.2 - $22.2
|
662
$14.1K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.63% |
$40.4 - $44.5
|
320
$6.82K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
119New |
$2.4K - $2.65K
|
119
$2.53K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.06K+ 5.19% |
$21.3K - $23.5K
|
21.4K
$456K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.99K+ 5.18% |
$60.3K - $66.4K
|
60.7K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$404 - $445
|
20
$426
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-173K- 89.07% |
$3.5M - $3.85M
|
21.3K
$453K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3+ 0.01% |
$60.6 - $66.7
|
27.5K
$585K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.81K+ 5.76% |
$36.6K - $40.3K
|
33.2K
$708K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.5% |
$20.2 - $22.2
|
201
$4.28K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
61New |
$1.23K - $1.36K
|
61
$1.3K
|