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 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
110+ 8.05% |
$2.08K - $2.38K
|
1.48K
$30.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-16.4K- 1.35% |
$310K - $355K
|
1.2M
$25M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.47K+ 3.24% |
$46.8K - $53.5K
|
78.8K
$1.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.36K+ 7.22% |
$82.5K - $94.4K
|
64.7K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12K+ 4.03% |
$227K - $260K
|
309K
$6.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-1- 0.01% |
$18.9 - $21.7
|
16.3K
$340K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.3K- 80.17% |
$138K - $158K
|
1.81K
$37.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.87K+ 25.95% |
$111K - $127K
|
28.5K
$594K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
5.24K+ 14.79% |
$99.2K - $113K
|
40.6K
$848K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-980- 1.07% |
$18.6K - $21.2K
|
90.4K
$1.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-882- 3.26% |
$16.7K - $19.1K
|
26.2K
$546K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
11.3KNew |
$215K - $246K
|
11.3K
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12New |
$227 - $260
|
12
$250
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 0.81% |
$21.7K - $24.8K
|
140K
$2.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.35K- 10.99% |
$25.6K - $29.3K
|
10.9K
$228K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.65K+ 569.66% |
$31.3K - $35.8K
|
1.94K
$40.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-881- 8.97% |
$16.7K - $19.1K
|
8.94K
$187K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
9.89K+ 6.1% |
$187K - $214K
|
172K
$3.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
398+ 3.84% |
$7.54K - $8.62K
|
10.8K
$224K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.46K+ 16.64% |
$84.5K - $96.6K
|
31.3K
$652K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
51.7K+ 5.91% |
$979K - $1.12M
|
926K
$19.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-359- 0.69% |
$6.8K - $7.78K
|
51.8K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
460New |
$8.71K - $9.97K
|
460
$9.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
10.1K+ 515.98% |
$192K - $220K
|
12.1K
$252K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-429- 2.87% |
$8.13K - $9.3K
|
14.5K
$302K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-85- 0.45% |
$1.61K - $1.84K
|
19K
$396K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-231- 0.67% |
$4.38K - $5.01K
|
34.3K
$716K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.97K- 3.18% |
$37.3K - $42.7K
|
60K
$1.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-982- 5.36% |
$18.6K - $21.3K
|
17.3K
$362K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-3- 0.52% |
$56.8 - $65
|
578
$12.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-27.5K- 45.1% |
$521K - $596K
|
33.5K
$699K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-31.9K- 8.94% |
$604K - $691K
|
325K
$6.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.48K+ 5.68% |
$179K - $205K
|
176K
$3.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
11.6KNew |
$220K - $252K
|
11.6K
$242K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
2.61K+ 1.68% |
$49.4K - $56.5K
|
158K
$3.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.16% |
$18.9 - $21.7
|
87
$1.81K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
458+ 1.46% |
$8.67K - $9.92K
|
31.8K
$663K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
815New |
$15.4K - $17.7K
|
815
$17K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-95- 0.85% |
$1.8K - $2.06K
|
11.1K
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.73K- 10.62% |
$32.8K - $37.5K
|
14.6K
$304K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
79New |
$1.5K - $1.71K
|
79
$1.65K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
24New |
$455 - $520
|
24
$501
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
807+ 6.72% |
$15.3K - $17.5K
|
12.8K
$267K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
147K+ 85.11% |
$2.79M - $3.19M
|
321K
$6.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
49.7K+ 8.83% |
$941K - $1.08M
|
613K
$12.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
11.8K+ 3.17% |
$223K - $255K
|
383K
$7.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-571- 5.26% |
$10.8K - $12.4K
|
10.3K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.16K- 4.95% |
$117K - $133K
|
118K
$2.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
401KNew |
$7.6M - $8.7M
|
401K
$8.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
14.7K+ 10.99% |
$278K - $319K
|
149K
$3.1M
|