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 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 1.16% |
$32.7K - $36K
|
141K
$3.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-394- 2.86% |
$7.96K - $8.76K
|
13.4K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 7.42% |
$261K - $287K
|
187K
$3.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
249+ 1.46% |
$5.03K - $5.54K
|
17.3K
$368K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.72K+ 0.75% |
$54.9K - $60.4K
|
367K
$7.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
597+ 537.84% |
$12.1K - $13.3K
|
708
$15.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
6.89K+ 3.45% |
$139K - $153K
|
206K
$4.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.58K- 26.47% |
$113K - $124K
|
15.5K
$330K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.35K- 1.96% |
$87.9K - $96.8K
|
217K
$4.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
11+ 16.42% |
$222 - $245
|
78
$1.66K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
19New |
$384 - $423
|
19
$405
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-65.1K- 22.52% |
$1.32M - $1.45M
|
224K
$4.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.18% |
$20.2 - $22.2
|
86
$1.83K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.23K+ 21.69% |
$166K - $183K
|
46.1K
$983K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
525+ 1.49% |
$10.6K - $11.7K
|
35.8K
$763K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
725+ 2.63% |
$14.6K - $16.1K
|
28.3K
$602K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
13.4K+ 14.39% |
$270K - $297K
|
106K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.1K- 7.87% |
$103K - $113K
|
59.7K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
332+ 0.86% |
$6.71K - $7.38K
|
38.8K
$827K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-594- 1.03% |
$12K - $13.2K
|
57K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.38K- 9.18% |
$48K - $52.8K
|
23.5K
$501K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.34K- 16.0% |
$67.5K - $74.3K
|
17.5K
$374K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.99K+ 2.05% |
$121K - $133K
|
297K
$6.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
23.6K+ 2.77% |
$476K - $524K
|
874K
$18.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.71K+ 3.26% |
$34.5K - $38K
|
54.1K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
26New |
$525 - $578
|
26
$554
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-19.9K- 19.72% |
$401K - $442K
|
80.9K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.85K- 9.72% |
$37.4K - $41.2K
|
17.2K
$367K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-6.3K- 16.75% |
$127K - $140K
|
31.3K
$667K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
247K+ 3.41% |
$4.98M - $5.48M
|
7.48M
$159M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-2.93K- 10.36% |
$59.2K - $65.2K
|
25.4K
$541K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.34K+ 6.65% |
$27K - $29.7K
|
21.4K
$456K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-150- 0.78% |
$3.03K - $3.34K
|
19.1K
$406K
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-60- 0.26% |
$1.21K - $1.33K
|
23.1K
$492K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.76K+ 264.81% |
$76K - $83.7K
|
5.18K
$110K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.97KNew |
$39.7K - $43.7K
|
1.97K
$41.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3+ 0.48% |
$60.6 - $66.7
|
632
$13.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.62K+ 58.28% |
$32.8K - $36.1K
|
4.41K
$93.9K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.5% |
$101 - $111
|
999
$21.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
273+ 2.77% |
$5.51K - $6.07K
|
10.1K
$216K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.35% |
$20.2 - $22.2
|
290
$6.18K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.51K- 4.2% |
$30.6K - $33.7K
|
34.5K
$736K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.9K- 12.86% |
$99K - $109K
|
33.2K
$707K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
628+ 738.82% |
$12.7K - $14K
|
713
$15.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
34.3K+ 81.68% |
$693K - $763K
|
76.3K
$1.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
161K+ 1360.04% |
$3.26M - $3.59M
|
173K
$3.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-1.27K- 2.22% |
$25.6K - $28.2K
|
55.8K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-539- 4.45% |
$10.9K - $12K
|
11.6K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
5+ 1.35% |
$101 - $111
|
376
$8.01K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
64+ 10.42% |
$1.29K - $1.42K
|
678
$14.4K
|