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 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
170+ 166.67% |
$3.22K - $3.68K
|
272
$5.67K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5- 14.71% |
$94.7 - $108
|
29
$605
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4+ 0.04% |
$75.8 - $86.7
|
10.9K
$228K
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-471- 0.7% |
$8.92K - $10.2K
|
67.3K
$1.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
23+ 0.78% |
$436 - $498
|
2.97K
$62K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-503- 87.94% |
$9.53K - $10.9K
|
69
$1.44K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.44K- 0.65% |
$103K - $118K
|
836K
$17.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.82K- 53.18% |
$53.4K - $61.1K
|
2.48K
$51.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-20.2K- 51.21% |
$383K - $438K
|
19.3K
$402K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
60+ 0.29% |
$1.14K - $1.3K
|
20.9K
$436K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-8.52K- 40.74% |
$161K - $185K
|
12.4K
$259K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-158- 1.95% |
$2.99K - $3.42K
|
7.96K
$166K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.33K+ 13.26% |
$25.1K - $28.8K
|
11.3K
$236K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.7K+ 12.69% |
$32.1K - $36.8K
|
15.1K
$314K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-17.4K- 31.04% |
$330K - $378K
|
38.7K
$808K
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
11.7KNew |
$221K - $252K
|
11.7K
$243K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-211- 0.2% |
$4K - $4.57K
|
106K
$2.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-855- 6.34% |
$16.2K - $18.5K
|
12.6K
$264K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
435New |
$8.24K - $9.43K
|
435
$9.07K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-579- 1.58% |
$11K - $12.5K
|
36K
$750K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
2.25K+ 9.8% |
$42.5K - $48.7K
|
25.2K
$525K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.4K- 7.36% |
$64.4K - $73.6K
|
42.7K
$892K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2New |
$37.9 - $43.3
|
2
$41.7
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-222K- 12.53% |
$4.21M - $4.81M
|
1.55M
$32.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.04K- 69.05% |
$19.6K - $22.4K
|
464
$9.68K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
180+ 0.71% |
$3.41K - $3.9K
|
25.4K
$529K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.98K+ 64.26% |
$151K - $173K
|
20.4K
$425K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.09K- 11.61% |
$77.5K - $88.7K
|
31.2K
$650K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
16.2K+ 15.26% |
$307K - $351K
|
122K
$2.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
393+ 3.87% |
$7.44K - $8.52K
|
10.5K
$220K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-9.56K- 7.25% |
$181K - $207K
|
122K
$2.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
5+ 0.05% |
$94.7 - $108
|
9.54K
$199K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.15% |
$56.8 - $65
|
1.95K
$40.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
102+ 3.84% |
$1.93K - $2.21K
|
2.76K
$57.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
1.06K+ 1.03% |
$20K - $22.9K
|
103K
$2.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
22+ 0.21% |
$417 - $477
|
10.4K
$218K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
31.8K+ 5.02% |
$602K - $689K
|
665K
$13.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.9K+ 2.95% |
$490K - $561K
|
904K
$18.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
40New |
$758 - $867
|
40
$834
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-37.8K- 31.59% |
$715K - $818K
|
81.8K
$1.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 0.69% |
$94.7 - $108
|
732
$15.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-12.4K- 2.69% |
$235K - $269K
|
448K
$9.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
15.7KNew |
$298K - $341K
|
15.7K
$328K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 2.75% |
$1.89K - $2.17K
|
3.53K
$73.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
66.9KNew |
$1.27M - $1.45M
|
66.9K
$1.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
566New |
$10.7K - $12.3K
|
566
$11.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$379 - $433
|
20
$417
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15.8KNew |
$300K - $343K
|
15.8K
$330K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-487- 4.04% |
$9.22K - $10.6K
|
11.6K
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-82.1K- 31.67% |
$1.55M - $1.78M
|
177K
$3.7M
|