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 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
8.11K+ 29.14% |
$164K - $180K
|
35.9K
$765K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.67K- 9.21% |
$115K - $126K
|
55.9K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.03K- 4.9% |
$20.9K - $23K
|
20.1K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
29+ 1.62% |
$586 - $645
|
1.82K
$38.8K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
229+ 22.9% |
$4.63K - $5.09K
|
1.23K
$26.2K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.24K+ 235.71% |
$45.3K - $49.9K
|
3.2K
$68.1K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.27K+ 6.37% |
$25.6K - $28.1K
|
21.1K
$450K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7.02K+ 28.62% |
$142K - $156K
|
31.6K
$672K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-975- 9.26% |
$19.7K - $21.7K
|
9.55K
$203K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$20.2 - $22.2
|
5.93K
$126K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.05K+ 5.74% |
$61.6K - $67.8K
|
56.1K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-480- 1.99% |
$9.7K - $10.7K
|
23.6K
$503K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-411- 0.46% |
$8.3K - $9.14K
|
88.5K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
15.9K+ 1.76% |
$321K - $353K
|
921K
$19.6M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-304- 2.46% |
$6.14K - $6.76K
|
12.1K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.17K+ 5.17% |
$23.6K - $26K
|
23.8K
$507K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.7K+ 22.27% |
$337K - $372K
|
91.7K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.48K- 3.95% |
$131K - $144K
|
157K
$3.35M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.68K- 1.85% |
$34K - $37.4K
|
89.1K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
973+ 87.9% |
$19.7K - $21.6K
|
2.08K
$44.3K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10KNew |
$202K - $223K
|
10K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
11.3K+ 90.65% |
$229K - $252K
|
23.8K
$507K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.37M+ 4.82% |
$27.7M - $30.5M
|
29.8M
$635M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.04K- 5.26% |
$21.1K - $23.2K
|
18.8K
$400K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
21.2K+ 6.13% |
$429K - $472K
|
368K
$7.83M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
1.2K+ 1.18% |
$24.1K - $26.6K
|
102K
$2.18M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-253K- 46.91% |
$5.1M - $5.62M
|
286K
$6.09M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
32.3K+ 32.43% |
$653K - $719K
|
132K
$2.81M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
34.3K+ 15.57% |
$692K - $762K
|
254K
$5.42M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
110+ 0.44% |
$2.22K - $2.45K
|
25.2K
$537K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-3.7K- 3.72% |
$74.7K - $82.3K
|
95.7K
$2.04M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
6.4KNew |
$129K - $142K
|
6.4K
$136K
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-22.7K- 2.0% |
$460K - $506K
|
1.12M
$23.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.4K- 1.44% |
$28.2K - $31K
|
95.3K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.32K- 1.66% |
$26.6K - $29.2K
|
77.8K
$1.66M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.53% |
$20.2 - $22.2
|
189
$4.03K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.39K- 90.49% |
$68.4K - $75.3K
|
356
$7.58K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.45K+ 1.44% |
$29.4K - $32.3K
|
102K
$2.18M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-839- 2.57% |
$16.9K - $18.7K
|
31.8K
$676K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
627+ 13.4% |
$12.7K - $13.9K
|
5.31K
$113K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
20+ 0.05% |
$404 - $445
|
44.4K
$946K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
453+ 1.44% |
$9.15K - $10.1K
|
31.9K
$680K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.92K+ 6.94% |
$79.1K - $87.1K
|
60.4K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.97K- 1.92% |
$80.2K - $88.2K
|
202K
$4.31M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
508+ 2.5% |
$10.3K - $11.3K
|
20.9K
$444K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.24K+ 72.94% |
$45.1K - $49.7K
|
5.3K
$113K
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
1.48K+ 0.6% |
$29.9K - $32.9K
|
246K
$5.24M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
181+ 0.84% |
$3.66K - $4.03K
|
21.7K
$461K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.85K+ 2.61% |
$77.7K - $85.5K
|
151K
$3.22M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
12.5K+ 11.55% |
$253K - $279K
|
121K
$2.58M
|