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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.13K- 12.58% |
$104K - $114K
|
35.6K
$759K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6.57K- 15.0% |
$133K - $146K
|
37.2K
$793K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
64New |
$1.29K - $1.42K
|
64
$1.36K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-270K- 9.04% |
$5.46M - $6.01M
|
2.72M
$58M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-131K- 87.96% |
$2.65M - $2.91M
|
17.9K
$382K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-652- 3.3% |
$13.2K - $14.5K
|
19.1K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
94+ 0.46% |
$1.9K - $2.09K
|
20.4K
$435K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9- 0.23% |
$182 - $200
|
3.86K
$82.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-10.9K- 38.89% |
$221K - $244K
|
17.2K
$366K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-7.36K- 13.77% |
$149K - $164K
|
46K
$981K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
22.6K+ 5.16% |
$457K - $503K
|
461K
$9.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-981- 4.84% |
$19.8K - $21.8K
|
19.3K
$411K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-25.2K- 54.64% |
$509K - $561K
|
20.9K
$446K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.34K- 4.2% |
$27.1K - $29.8K
|
30.6K
$652K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
26.7K+ 4.65% |
$540K - $594K
|
602K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5.75K+ 11.52% |
$116K - $128K
|
55.7K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.4K- 3.77% |
$694K - $765K
|
878K
$18.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.04K- 0.79% |
$21K - $23.2K
|
131K
$2.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-17Closed |
$343 - $378
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
870New |
$17.6K - $19.3K
|
870
$18.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
7.94K+ 2.29% |
$160K - $177K
|
356K
$7.57M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
141New |
$2.85K - $3.14K
|
141
$3K
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
8.86K+ 7.54% |
$179K - $197K
|
126K
$2.69M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
12.3K+ 2.77% |
$248K - $273K
|
455K
$9.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-53.7K- 68.98% |
$1.09M - $1.19M
|
24.2K
$515K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-637- 1.96% |
$12.9K - $14.2K
|
31.8K
$678K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
12.4KNew |
$251K - $276K
|
12.4K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.02KNew |
$61.1K - $67.2K
|
3.02K
$64.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
44+ 0.41% |
$889 - $979
|
10.7K
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-501K- 99.99% |
$10.1M - $11.1M
|
55
$1.17K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-6.6K- 38.77% |
$133K - $147K
|
10.4K
$222K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1- 0.22% |
$20.2 - $22.2
|
453
$9.65K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
14.4KNew |
$290K - $320K
|
14.4K
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6.44KNew |
$130K - $143K
|
6.44K
$137K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
60+ 0.41% |
$1.21K - $1.33K
|
14.8K
$315K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-401- 1.69% |
$8.1K - $8.92K
|
23.3K
$497K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
102New |
$2.06K - $2.27K
|
102
$2.17K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
17.1K+ 2.54% |
$346K - $381K
|
691K
$14.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.66K+ 95.2% |
$135K - $148K
|
13.7K
$291K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
658+ 325.74% |
$13.3K - $14.6K
|
860
$18.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-621- 50.0% |
$12.5K - $13.8K
|
621
$13.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
3+ 0.02% |
$60.6 - $66.7
|
13.8K
$295K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.16K+ 6.35% |
$43.7K - $48.1K
|
36.2K
$772K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
13+ 12.04% |
$263 - $289
|
121
$2.58K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-135- 19.09% |
$2.73K - $3K
|
572
$12.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.92K+ 5.42% |
$79.1K - $87.1K
|
76.2K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-46- 0.25% |
$929 - $1.02K
|
18.3K
$390K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.95K- 14.97% |
$140K - $155K
|
39.5K
$841K
|