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 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.1K+ 39.14% |
$361K - $413K
|
67.7K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-32- 7.06% |
$606 - $693
|
421
$8.78K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
990+ 0.48% |
$18.8K - $21.5K
|
207K
$4.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
12+ 0.46% |
$227 - $260
|
2.6K
$54.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
12.7KNew |
$240K - $275K
|
12.7K
$264K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
859+ 4.57% |
$16.3K - $18.6K
|
19.7K
$410K
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
18.9K+ 197.07% |
$358K - $410K
|
28.5K
$595K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-342- 1.96% |
$6.48K - $7.41K
|
17.1K
$356K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
SELL
|
- |
-721- 3.74% |
$13.7K - $15.6K
|
18.6K
$387K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.46KNew |
$84.4K - $96.6K
|
4.46K
$93K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.79% |
$94.7 - $108
|
637
$13.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.42K+ 3.44% |
$103K - $118K
|
163K
$3.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
850+ 0.67% |
$16.1K - $18.4K
|
127K
$2.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
72New |
$1.36K - $1.56K
|
72
$1.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-15.4K- 40.38% |
$292K - $334K
|
22.7K
$474K
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
2.44K+ 0.99% |
$46.2K - $52.9K
|
248K
$5.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-332- 1.93% |
$6.29K - $7.19K
|
16.9K
$352K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.27K+ 4.46% |
$24.1K - $27.6K
|
29.8K
$621K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-357- 0.75% |
$6.76K - $7.74K
|
47.3K
$986K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.42K- 47.02% |
$122K - $139K
|
7.23K
$151K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
748New |
$14.2K - $16.2K
|
748
$15.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
51New |
$966 - $1.11K
|
51
$1.06K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
557New |
$10.5K - $12.1K
|
557
$11.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-884- 4.55% |
$16.7K - $19.2K
|
18.5K
$387K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.7K+ 6.26% |
$222K - $253K
|
199K
$4.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-278- 1.62% |
$5.27K - $6.02K
|
16.9K
$353K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
70New |
$1.33K - $1.52K
|
70
$1.46K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-664- 97.94% |
$12.6K - $14.4K
|
14
$292
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.41K- 3.78% |
$26.6K - $30.5K
|
35.8K
$747K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.65K- 82.83% |
$69.1K - $79.1K
|
757
$15.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.53% |
$18.9 - $21.7
|
190
$3.96K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11.3KNew |
$214K - $245K
|
11.3K
$236K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7+ 2.8% |
$133 - $152
|
257
$5.36K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
957+ 0.67% |
$18.1K - $20.7K
|
144K
$3M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-83- 0.4% |
$1.57K - $1.8K
|
20.4K
$426K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-5- 4.9% |
$94.7 - $108
|
97
$2.02K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.08K+ 15.17% |
$58.4K - $66.8K
|
23.4K
$488K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$191K - $219K
|
10.1K
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
199+ 1.76% |
$3.77K - $4.31K
|
11.5K
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-801- 3.41% |
$15.2K - $17.4K
|
22.7K
$474K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
22New |
$417 - $477
|
22
$459
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
5+ 0.04% |
$94.7 - $108
|
13.8K
$289K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-134- 20.24% |
$2.54K - $2.9K
|
528
$11K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-194- 1.11% |
$3.67K - $4.2K
|
17.3K
$362K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-49- 0.77% |
$928 - $1.06K
|
6.35K
$132K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-33.3K- 15.34% |
$631K - $722K
|
184K
$3.84M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.92K- 6.08% |
$93.2K - $107K
|
76K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-669- 93.83% |
$12.7K - $14.5K
|
44
$918
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-261- 0.6% |
$4.94K - $5.66K
|
43K
$898K
|