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 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
813+ 2.93% |
$16.4K - $18.1K
|
28.5K
$607K
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
14.5K+ 10.28% |
$292K - $322K
|
155K
$3.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.67K- 4.86% |
$94.3K - $104K
|
91.3K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-82.6K- 18.81% |
$1.67M - $1.84M
|
356K
$7.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.05% |
$20.2 - $22.2
|
1.94K
$41.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-68- 0.33% |
$1.37K - $1.51K
|
20.4K
$435K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.46K+ 6.01% |
$191K - $210K
|
167K
$3.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-11.2K- 37.49% |
$227K - $250K
|
18.7K
$399K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-4.07K- 2.99% |
$82.1K - $90.4K
|
132K
$2.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.04% |
$80.8 - $89
|
9.53K
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
16.2K+ 4.55% |
$326K - $359K
|
371K
$7.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
203New |
$4.1K - $4.51K
|
203
$4.32K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
29.9KNew |
$603K - $664K
|
29.9K
$636K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 17.38% |
$45.6K - $50.2K
|
10.7K
$228K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2.43K- 6.25% |
$49.2K - $54.1K
|
36.5K
$778K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-296- 2.88% |
$5.98K - $6.58K
|
9.99K
$213K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10New |
$202 - $222
|
10
$213
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
581New |
$11.7K - $12.9K
|
581
$12.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.8K- 3.49% |
$36.4K - $40K
|
49.8K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-886- 2.48% |
$17.9K - $19.7K
|
34.9K
$743K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
230+ 1.7% |
$4.65K - $5.12K
|
13.8K
$293K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-450- 2.93% |
$9.09K - $10K
|
14.9K
$318K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
269+ 2690.0% |
$5.43K - $5.98K
|
279
$5.94K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
134+ 1.49% |
$2.71K - $2.98K
|
9.1K
$194K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.39K+ 57.92% |
$129K - $142K
|
17.4K
$371K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.15K+ 1.57% |
$23.2K - $25.6K
|
74.4K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
463+ 0.42% |
$9.35K - $10.3K
|
111K
$2.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.39K- 20.87% |
$109K - $120K
|
20.4K
$435K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
21.2K+ 10.38% |
$428K - $471K
|
225K
$4.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-157- 1.26% |
$3.17K - $3.49K
|
12.3K
$262K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.52K- 4.11% |
$30.6K - $33.7K
|
35.4K
$754K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150K- 71.07% |
$3.03M - $3.33M
|
61K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-819- 1.65% |
$16.5K - $18.2K
|
48.7K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
322+ 0.35% |
$6.5K - $7.16K
|
92.5K
$1.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-939- 1.49% |
$19K - $20.9K
|
61.9K
$1.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
13.2K+ 10.94% |
$267K - $294K
|
134K
$2.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.23K+ 2478.89% |
$45.1K - $49.6K
|
2.32K
$49.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
36+ 0.31% |
$727 - $801
|
11.5K
$246K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.15K- 7.88% |
$63.7K - $70.1K
|
36.8K
$784K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
244+ 1525.0% |
$4.93K - $5.43K
|
260
$5.54K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.04K- 8.74% |
$21K - $23.1K
|
10.9K
$231K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
130K+ 11.96% |
$2.62M - $2.88M
|
1.21M
$25.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
118+ 0.44% |
$2.38K - $2.62K
|
26.8K
$571K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.41K+ 7.71% |
$68.8K - $75.8K
|
47.6K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
364+ 2.28% |
$7.35K - $8.1K
|
16.3K
$347K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.2K- 0.64% |
$24.2K - $26.7K
|
187K
$3.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.1K+ 110100.0% |
$22.2K - $24.5K
|
1.1K
$23.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
477+ 4.14% |
$9.64K - $10.6K
|
12K
$256K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
57.4K+ 11.35% |
$1.16M - $1.28M
|
563K
$12M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8.21K+ 4.58% |
$166K - $183K
|
188K
$4M
|