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 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.75K+ 4.06% |
$89.9K - $103K
|
122K
$2.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-50- 0.28% |
$947 - $1.08K
|
17.8K
$372K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.49K- 41.92% |
$47.2K - $54K
|
3.45K
$72.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.06K+ 0.88% |
$20.1K - $23K
|
122K
$2.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.51K- 14.08% |
$28.6K - $32.7K
|
9.22K
$192K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-23- 0.1% |
$436 - $498
|
23.3K
$487K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-219- 24.91% |
$4.15K - $4.75K
|
660
$13.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.75% |
$18.9 - $21.7
|
134
$2.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-432- 2.68% |
$8.18K - $9.36K
|
15.7K
$327K
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
9.51KNew |
$180K - $206K
|
9.51K
$198K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.15K- 2.15% |
$117K - $133K
|
280K
$5.84M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
699+ 37.06% |
$13.2K - $15.1K
|
2.59K
$53.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18.5K+ 1012.62% |
$349K - $400K
|
20.3K
$423K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.65K+ 27.37% |
$183K - $209K
|
44.9K
$937K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.77K+ 77.76% |
$147K - $168K
|
17.8K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-56.7K- 53.38% |
$1.07M - $1.23M
|
49.5K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 0.14% |
$37.9 - $43.3
|
1.42K
$29.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-26- 0.12% |
$492 - $563
|
21.9K
$456K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.07KNew |
$96.1K - $110K
|
5.07K
$106K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12.2K- 15.64% |
$230K - $264K
|
65.6K
$1.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
39.4KNew |
$747K - $854K
|
39.4K
$822K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-23.6K- 53.87% |
$447K - $512K
|
20.2K
$422K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.88% |
$18.9 - $21.7
|
115
$2.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-69- 0.73% |
$1.31K - $1.5K
|
9.38K
$196K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-14.8K- 40.91% |
$281K - $321K
|
21.4K
$447K
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-21K- 19.69% |
$398K - $455K
|
85.7K
$1.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-419- 1.17% |
$7.94K - $9.08K
|
35.5K
$740K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.73K+ 4.6% |
$146K - $168K
|
176K
$3.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6New |
$114 - $130
|
6
$125
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
235New |
$4.45K - $5.09K
|
235
$4.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
49.7K+ 11.2% |
$941K - $1.08M
|
493K
$10.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12.7KNew |
$240K - $274K
|
12.7K
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.01K+ 1.82% |
$19.1K - $21.9K
|
56.7K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
910+ 63.5% |
$17.2K - $19.7K
|
2.34K
$48.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
312New |
$5.91K - $6.76K
|
312
$6.51K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-50- 0.18% |
$947 - $1.08K
|
27.4K
$572K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.5% |
$18.9 - $21.7
|
202
$4.21K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.69K- 4.0% |
$51K - $58.4K
|
64.6K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-7.14K- 1.94% |
$135K - $155K
|
360K
$7.52M
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-192- 0.42% |
$3.64K - $4.16K
|
45.2K
$944K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1.17K- 6.24% |
$22.2K - $25.4K
|
17.6K
$368K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.32K- 3.72% |
$62.8K - $71.8K
|
85.8K
$1.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
8+ 0.77% |
$152 - $173
|
1.05K
$21.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32.6K- 3.97% |
$617K - $706K
|
788K
$16.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.11K- 4.44% |
$21.1K - $24.1K
|
24K
$500K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.13% |
$94.7 - $108
|
3.86K
$80.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.61K+ 33.75% |
$49.5K - $56.6K
|
10.4K
$216K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
32+ 0.09% |
$606 - $693
|
36K
$750K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.41K- 26.12% |
$64.6K - $73.9K
|
9.65K
$201K
|