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 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-6.77K- 3.29% |
$128K - $147K
|
199K
$4.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-21.7K- 6.09% |
$410K - $469K
|
334K
$6.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
632+ 1.9% |
$12K - $13.7K
|
33.9K
$706K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$216K - $248K
|
11.4K
$238K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.17K+ 3.57% |
$41.1K - $47K
|
62.8K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.64K- 2.77% |
$50K - $57.2K
|
92.6K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2K+ 5.02% |
$192K - $220K
|
212K
$4.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-298- 0.09% |
$5.64K - $6.46K
|
348K
$7.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-765K- 3.27% |
$14.5M - $16.6M
|
22.6M
$472M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.33K+ 4.07% |
$25.2K - $28.8K
|
34.1K
$710K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-15.8K- 2.94% |
$298K - $341K
|
521K
$10.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-8.82K- 2.0% |
$167K - $191K
|
433K
$9.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-321- 1.86% |
$6.08K - $6.96K
|
16.9K
$354K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.63% |
$37.9 - $43.3
|
322
$6.72K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-4.67K- 4.52% |
$88.5K - $101K
|
98.6K
$2.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2.28K- 5.14% |
$43.2K - $49.4K
|
42.1K
$878K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
131KNew |
$2.48M - $2.84M
|
131K
$2.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.39K+ 23.36% |
$83.2K - $95.2K
|
23.2K
$484K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7.22K+ 35.39% |
$137K - $156K
|
27.6K
$576K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.15K- 29.6% |
$135K - $155K
|
17K
$355K
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
4.13K+ 19.07% |
$78.3K - $89.5K
|
25.8K
$538K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
38.3KNew |
$725K - $830K
|
38.3K
$799K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.86K+ 112.94% |
$111K - $127K
|
11K
$230K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
66New |
$1.25K - $1.43K
|
66
$1.38K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.88K- 1.98% |
$35.7K - $40.8K
|
93.2K
$1.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.25K- 10.0% |
$23.7K - $27.1K
|
11.2K
$235K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.1K+ 3.83% |
$266K - $305K
|
381K
$7.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
12+ 0.06% |
$227 - $260
|
19.1K
$399K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-9.72K- 27.26% |
$184K - $211K
|
25.9K
$541K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.64K- 8.85% |
$50K - $57.3K
|
27.2K
$567K
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.84K- 5.39% |
$34.9K - $39.9K
|
32.3K
$674K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
116New |
$2.2K - $2.51K
|
116
$2.42K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
939New |
$17.8K - $20.3K
|
939
$19.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.1K+ 21.42% |
$191K - $219K
|
57.3K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12- 0.01% |
$227 - $260
|
88.5K
$1.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
143New |
$2.71K - $3.1K
|
143
$2.98K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
7.02K+ 5.32% |
$133K - $152K
|
139K
$2.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
5.72K+ 59.93% |
$108K - $124K
|
15.3K
$319K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.02K- 15.49% |
$114K - $130K
|
32.8K
$685K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.57K- 6.04% |
$29.8K - $34.1K
|
24.5K
$510K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-7.27K- 38.81% |
$138K - $157K
|
11.5K
$239K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1K- 18.9% |
$19K - $21.7K
|
4.3K
$89.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.39K+ 30.78% |
$121K - $138K
|
27.1K
$566K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.08K+ 9.32% |
$20.4K - $23.3K
|
12.6K
$263K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.37K+ 20.19% |
$121K - $138K
|
37.9K
$791K
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-135K- 28.06% |
$2.55M - $2.92M
|
346K
$7.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-118- 0.36% |
$2.23K - $2.56K
|
33.1K
$690K
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
832+ 2.6% |
$15.8K - $18K
|
32.8K
$684K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-272- 54.18% |
$5.15K - $5.89K
|
230
$4.8K
|