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 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.24K- 8.28% |
$65.5K - $72.1K
|
35.9K
$765K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
26+ 0.13% |
$525 - $578
|
20.5K
$437K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-395- 2.39% |
$7.98K - $8.78K
|
16.1K
$344K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
611+ 6.27% |
$12.3K - $13.6K
|
10.4K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.75K+ 9.77% |
$55.4K - $61K
|
30.8K
$657K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
8+ 0.31% |
$162 - $178
|
2.59K
$55.1K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
265New |
$5.35K - $5.89K
|
265
$5.64K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-299Closed |
$6.04K - $6.65K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.27K+ 16.63% |
$45.9K - $50.5K
|
15.9K
$339K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
1.95K+ 10.44% |
$39.4K - $43.4K
|
20.6K
$440K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-339- 0.22% |
$6.85K - $7.54K
|
157K
$3.34M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-3.25K- 14.73% |
$65.6K - $72.3K
|
18.8K
$400K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-47- 0.21% |
$949 - $1.05K
|
22.6K
$481K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
591+ 0.13% |
$11.9K - $13.1K
|
442K
$9.41M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
370New |
$7.47K - $8.23K
|
370
$7.88K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-515- 1.94% |
$10.4K - $11.5K
|
26K
$555K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
280New |
$5.66K - $6.23K
|
280
$5.96K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-57.9K- 8.37% |
$1.17M - $1.29M
|
634K
$13.5M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.11K+ 2.6% |
$42.6K - $46.9K
|
83.1K
$1.77M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
86+ 0.78% |
$1.74K - $1.91K
|
11.2K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-575- 6.91% |
$11.6K - $12.8K
|
7.74K
$165K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 0.55% |
$80.8 - $89
|
727
$15.5K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.48K- 14.64% |
$50K - $55.1K
|
14.4K
$308K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
10.9KNew |
$221K - $243K
|
10.9K
$233K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
524+ 3.64% |
$10.6K - $11.7K
|
14.9K
$318K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-159K- 82.97% |
$3.22M - $3.55M
|
32.7K
$697K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
5.75K+ 29.73% |
$116K - $128K
|
25.1K
$534K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-88- 0.81% |
$1.78K - $1.96K
|
10.7K
$229K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-78- 33.33% |
$1.58K - $1.73K
|
156
$3.32K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
198+ 0.46% |
$4K - $4.4K
|
43.3K
$922K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
174New |
$3.51K - $3.87K
|
174
$3.71K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.93K- 27.88% |
$160K - $176K
|
20.5K
$437K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-6.78K- 3.19% |
$137K - $151K
|
206K
$4.38M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
122K+ 7.4% |
$2.47M - $2.72M
|
1.77M
$37.8M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
138+ 155.06% |
$2.79K - $3.07K
|
227
$4.84K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-161- 0.77% |
$3.25K - $3.58K
|
20.8K
$442K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.58K+ 4.54% |
$72.3K - $79.6K
|
82.4K
$1.75M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.24K+ 10.64% |
$25K - $27.5K
|
12.9K
$274K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
93+ 32.29% |
$1.88K - $2.07K
|
381
$8.12K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
39New |
$788 - $867
|
39
$831
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
126+ 10.16% |
$2.55K - $2.8K
|
1.37K
$29.1K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-941K- 86.65% |
$19M - $20.9M
|
145K
$3.09M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
86+ 0.01% |
$1.74K - $1.91K
|
1.05M
$22.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-7.56K- 9.32% |
$153K - $168K
|
73.6K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 4.5% |
$247K - $272K
|
259K
$5.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.75K+ 1.49% |
$35.4K - $39K
|
120K
$2.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.69K+ 1.07% |
$94.8K - $104K
|
444K
$9.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
103+ 4.04% |
$2.08K - $2.29K
|
2.65K
$56.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
14.3K+ 30.1% |
$288K - $317K
|
61.7K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-6.34K- 99.98% |
$128K - $141K
|
1
$21.3
|