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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-133- 0.63% |
$2.52K - $2.88K
|
21K
$438K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
632+ 2.07% |
$12K - $13.7K
|
31.2K
$651K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
46+ 0.31% |
$871 - $997
|
14.8K
$309K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-500- 1.0% |
$9.47K - $10.8K
|
49.3K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
34.1K+ 3.7% |
$645K - $738K
|
955K
$19.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.48K- 8.01% |
$84.8K - $97.1K
|
51.5K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.12K- 1.36% |
$21.3K - $24.3K
|
81.3K
$1.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-810- 4.04% |
$15.3K - $17.6K
|
19.3K
$402K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
122+ 9.53% |
$2.31K - $2.64K
|
1.4K
$29.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.02KNew |
$19.2K - $22K
|
1.02K
$21.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
70.7K+ 6.33% |
$1.34M - $1.53M
|
1.19M
$24.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
562+ 27.02% |
$10.6K - $12.2K
|
2.64K
$55.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
286+ 5.25% |
$5.42K - $6.2K
|
5.73K
$120K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-4.48K- 6.95% |
$84.9K - $97.1K
|
60K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
4.67K+ 4.21% |
$88.4K - $101K
|
115K
$2.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
666+ 1.17% |
$12.6K - $14.4K
|
57.7K
$1.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
852+ 3.65% |
$16.1K - $18.5K
|
24.2K
$504K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-944- 7.35% |
$17.9K - $20.5K
|
11.9K
$248K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
981+ 1.18% |
$18.6K - $21.3K
|
84.1K
$1.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.1K+ 4.47% |
$77.7K - $88.9K
|
95.8K
$2M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
27.8K+ 6.1% |
$526K - $602K
|
483K
$10.1M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
604+ 10.18% |
$11.4K - $13.1K
|
6.54K
$136K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
104+ 0.49% |
$1.97K - $2.25K
|
21.5K
$449K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
386K+ 5.16% |
$7.31M - $8.36M
|
7.87M
$164M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
906+ 20.45% |
$17.2K - $19.6K
|
5.34K
$111K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.14K- 4.73% |
$21.6K - $24.7K
|
22.9K
$479K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
357New |
$6.76K - $7.74K
|
357
$7.45K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.31K+ 17.23% |
$101K - $115K
|
36.2K
$754K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.84% |
$18.9 - $21.7
|
120
$2.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
936+ 6.8% |
$17.7K - $20.3K
|
14.7K
$307K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1K- 81.37% |
$18.9K - $21.7K
|
229
$4.78K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
23.8K+ 6.49% |
$451K - $516K
|
390K
$8.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
2.99K+ 8.35% |
$56.7K - $64.8K
|
38.8K
$810K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-33.4K- 23.04% |
$633K - $724K
|
112K
$2.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
134+ 0.42% |
$2.54K - $2.9K
|
31.9K
$665K
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2.24K+ 10.92% |
$42.5K - $48.6K
|
22.8K
$475K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3+ 0.02% |
$56.8 - $65
|
17K
$354K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-268- 1.06% |
$5.08K - $5.81K
|
25.1K
$524K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-246- 1.7% |
$4.66K - $5.33K
|
14.3K
$297K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-12.7K- 34.5% |
$241K - $275K
|
24.1K
$503K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
8.1K+ 14.93% |
$153K - $176K
|
62.3K
$1.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.01K+ 6.58% |
$94.9K - $109K
|
81.2K
$1.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.09K+ 3.02% |
$58.6K - $67K
|
105K
$2.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-13.1K- 2.18% |
$249K - $285K
|
589K
$12.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-3.59K- 11.28% |
$68K - $77.8K
|
28.2K
$589K
|
|
|
Jul 23, 2025
Q2 2025
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
11.8KNew |
$223K - $255K
|
11.8K
$246K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.04K+ 1.74% |
$19.7K - $22.5K
|
60.8K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
725K+ 2.43% |
$13.7M - $15.7M
|
30.5M
$637M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
888+ 3.14% |
$16.8K - $19.2K
|
29.2K
$608K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-21- 0.15% |
$398 - $455
|
14.4K
$299K
|