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 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5.43K- 2.9% |
$103K - $118K
|
182K
$3.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.54K+ 2.76% |
$29.1K - $33.3K
|
57.4K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
43+ 0.25% |
$814 - $932
|
17.4K
$363K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
84+ 0.18% |
$1.59K - $1.82K
|
47.2K
$984K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
30.7K+ 24.21% |
$581K - $665K
|
157K
$3.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.7K- 4.87% |
$32.1K - $36.8K
|
33.2K
$692K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 0.64% |
$133 - $152
|
1.11K
$23.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.21KNew |
$23K - $26.3K
|
1.21K
$25.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.81K- 5.11% |
$72.1K - $82.5K
|
70.6K
$1.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.04K- 5.71% |
$38.6K - $44.2K
|
33.7K
$703K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.36K+ 2.86% |
$102K - $116K
|
193K
$4.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.1K+ 2.8% |
$20.9K - $23.9K
|
40.6K
$847K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 2.78% |
$38.7K - $44.3K
|
75.6K
$1.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-623- 3.05% |
$11.8K - $13.5K
|
19.8K
$413K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
154+ 0.75% |
$2.92K - $3.34K
|
20.6K
$430K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7.33K- 3.26% |
$139K - $159K
|
218K
$4.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1New |
$18.9 - $21.7
|
1
$20.9
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.77K- 21.5% |
$147K - $168K
|
28.4K
$591K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.12K- 20.08% |
$59K - $67.5K
|
12.4K
$259K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
96New |
$1.94K - $2.14K
|
96
$2K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.41K- 9.09% |
$109K - $120K
|
54.1K
$1.13M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.06K+ 196.83% |
$21.4K - $23.5K
|
1.59K
$33.3K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-24.1K- 8.97% |
$487K - $536K
|
245K
$5.1M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5New |
$101 - $111
|
5
$104
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
19.4KNew |
$392K - $432K
|
19.4K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.4KNew |
$351K - $386K
|
17.4K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.43K+ 14.05% |
$150K - $165K
|
60.3K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.14K- 5.68% |
$104K - $114K
|
85.4K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55.3KNew |
$1.12M - $1.23M
|
55.3K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.91KNew |
$58.8K - $64.7K
|
2.91K
$60.7K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
26New |
$525 - $578
|
26
$542
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
63New |
$1.27K - $1.4K
|
63
$1.31K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.39K+ 39.47% |
$68.5K - $75.4K
|
12K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2New |
$40.4 - $44.5
|
2
$41.7
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-741- 2.35% |
$15K - $16.5K
|
30.7K
$641K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
60+ 0.54% |
$1.21K - $1.33K
|
11.2K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
75K+ 29.3% |
$1.52M - $1.67M
|
331K
$6.9M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
153K+ 1325.32% |
$3.09M - $3.4M
|
165K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
448K+ 44.42% |
$9.04M - $9.96M
|
1.46M
$30.4M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
473New |
$9.55K - $10.5K
|
473
$9.87K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18New |
$364 - $400
|
18
$375
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.88KNew |
$199K - $220K
|
9.88K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
22.6K+ 6.32% |
$456K - $502K
|
380K
$7.92M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-268- 92.41% |
$5.41K - $5.96K
|
22
$459
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
795+ 6.65% |
$16.1K - $17.7K
|
12.8K
$266K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.41K- 3.09% |
$48.7K - $53.6K
|
75.7K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
3.47K+ 20.2% |
$70.2K - $77.2K
|
20.7K
$431K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
178+ 23.42% |
$3.6K - $3.96K
|
938
$19.6K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
61New |
$1.23K - $1.36K
|
61
$1.27K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.24K+ 235.71% |
$45.3K - $49.9K
|
3.2K
$66.7K
|
|