Latest Institutional Purchases of Schwab Strategic U.S. Reit ETF (SCHH)
This list provides information on the latest institutional transactions involving Schwab Strategic U.S. Reit ETF (SCHH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33.4K+ 9.82% |
$697K - $731K
|
374K
$7.92M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.86K+ 61.73% |
$206K - $216K
|
25.8K
$548K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
75+ 0.44% |
$1.56K - $1.64K
|
16.9K
$359K
|
|
| Q3 2025 | |||||||
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.56M+ 2.81% |
$32.3M - $33.9M
|
57.1M
$1.21B
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.54M+ 5.03% |
$31.9M - $33.5M
|
32.1M
$680M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
629KNew |
$13.1M - $13.7M
|
629K
$13.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
491K+ 6.24% |
$10.2M - $10.7M
|
8.36M
$177M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
309K+ 34.15% |
$6.41M - $6.72M
|
1.21M
$25.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
218K+ 63.14% |
$4.53M - $4.75M
|
564K
$12M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
200K+ 313.87% |
$4.16M - $4.36M
|
264K
$5.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
196KNew |
$4.07M - $4.27M
|
196K
$4.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
168K+ 64.96% |
$3.49M - $3.66M
|
426K
$9.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
165K+ 255.5% |
$3.43M - $3.6M
|
230K
$4.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
159K+ 6412.94% |
$3.3M - $3.47M
|
162K
$3.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
152K+ 1474.73% |
$3.15M - $3.3M
|
162K
$3.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
141K+ 9.5% |
$2.93M - $3.07M
|
1.63M
$34.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
141K+ 1456.76% |
$2.92M - $3.06M
|
150K
$3.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
117K+ 7.51% |
$2.44M - $2.56M
|
1.68M
$35.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
116KNew |
$2.41M - $2.53M
|
116K
$2.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
95.9K+ 19.45% |
$1.99M - $2.09M
|
589K
$12.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
84KNew |
$1.74M - $1.83M
|
84K
$1.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
83.7K+ 13.67% |
$1.74M - $1.82M
|
697K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
83.2K+ 5.13% |
$1.73M - $1.81M
|
1.7M
$36.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
82.8K+ 21.62% |
$1.72M - $1.8M
|
466K
$9.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
81.7KNew |
$1.7M - $1.78M
|
81.7K
$1.73M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
80K+ 6.69% |
$1.66M - $1.74M
|
1.28M
$27.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
79.4K+ 37.39% |
$1.65M - $1.73M
|
292K
$6.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
77.3K+ 55.24% |
$1.61M - $1.68M
|
217K
$4.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
73.7K+ 11.62% |
$1.53M - $1.61M
|
708K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.6K+ 23.45% |
$1.36M - $1.43M
|
345K
$7.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
64.9K+ 7.01% |
$1.35M - $1.41M
|
991K
$21M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
61.4K+ 7.78% |
$1.27M - $1.34M
|
850K
$18M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
57.9KNew |
$1.2M - $1.26M
|
57.9K
$1.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
45.6KNew |
$946K - $992K
|
45.6K
$966K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
44.2K+ 13.8% |
$919K - $964K
|
365K
$7.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41.3K+ 40476.47% |
$857K - $899K
|
41.4K
$877K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
40.8K+ 17.99% |
$847K - $889K
|
268K
$5.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
39.1K+ 22.51% |
$811K - $851K
|
213K
$4.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38.4KNew |
$797K - $836K
|
38.4K
$814K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
36.4K+ 26.17% |
$755K - $792K
|
175K
$3.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
36.4K+ 6.18% |
$755K - $792K
|
625K
$13.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
31.2K+ 6.45% |
$647K - $679K
|
514K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
27.4K+ 10.77% |
$569K - $597K
|
282K
$5.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
25.7KNew |
$534K - $561K
|
25.7K
$546K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
24.1K+ 142.63% |
$500K - $524K
|
40.9K
$868K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.9K+ 8.18% |
$475K - $498K
|
302K
$6.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.2KNew |
$460K - $483K
|
22.2K
$470K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.5K+ 6.18% |
$447K - $469K
|
370K
$7.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
21.2K+ 34.44% |
$441K - $463K
|
82.9K
$1.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.5K+ 49.49% |
$405K - $425K
|
58.9K
$1.25M
|
|