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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.35M+ 2.5% |
$25.6M - $29.3M
|
55.5M
$1.2B
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
725K+ 2.43% |
$13.7M - $15.7M
|
30.5M
$663M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
403KNew |
$7.63M - $8.73M
|
403K
$8.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
401KNew |
$7.6M - $8.7M
|
401K
$8.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
386K+ 5.16% |
$7.31M - $8.36M
|
7.87M
$171M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
200K+ 2.61% |
$3.79M - $4.34M
|
7.86M
$170M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
180K+ 114.9% |
$3.41M - $3.91M
|
337K
$7.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
147K+ 85.11% |
$2.79M - $3.19M
|
321K
$6.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
131KNew |
$2.48M - $2.84M
|
131K
$2.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
80.1KNew |
$1.52M - $1.73M
|
80.1K
$1.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
70.7K+ 6.33% |
$1.34M - $1.53M
|
1.19M
$25.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
66.9KNew |
$1.27M - $1.45M
|
66.9K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
58.9K+ 3.92% |
$1.12M - $1.28M
|
1.56M
$33.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
54K+ 104.38% |
$1.02M - $1.17M
|
106K
$2.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
51.7K+ 5.91% |
$979K - $1.12M
|
926K
$20.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
49.7K+ 8.83% |
$941K - $1.08M
|
613K
$13.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
49.7K+ 11.2% |
$941K - $1.08M
|
493K
$10.7M
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
49.7KNew |
$941K - $1.08M
|
49.7K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
41.8K+ 3.74% |
$791K - $905K
|
1.16M
$25.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
39.4KNew |
$747K - $854K
|
39.4K
$855K
|
|
|
Sep 04, 2025
Q2 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
38.8K+ 5.62% |
$735K - $841K
|
729K
$15.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
38.3KNew |
$725K - $830K
|
38.3K
$831K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
34.1K+ 3.7% |
$645K - $738K
|
955K
$20.7M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
31.8K+ 84.69% |
$602K - $689K
|
69.4K
$1.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
31.8K+ 5.02% |
$602K - $689K
|
665K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
30.9K+ 5.12% |
$584K - $669K
|
634K
$13.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
30.7K+ 24.21% |
$581K - $665K
|
157K
$3.42M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
27.9K+ 9.8% |
$528K - $604K
|
312K
$6.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
27.8K+ 6.1% |
$526K - $602K
|
483K
$10.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.9K+ 2.95% |
$490K - $561K
|
904K
$19.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.7K+ 7.14% |
$487K - $557K
|
386K
$8.38M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
25.1K+ 12.54% |
$475K - $543K
|
225K
$4.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24.9K+ 16.77% |
$472K - $540K
|
174K
$3.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
23.8K+ 6.49% |
$451K - $516K
|
390K
$8.47M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.1K+ 9.35% |
$419K - $479K
|
259K
$5.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.5K+ 7.51% |
$370K - $423K
|
279K
$6.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.1K+ 39.14% |
$361K - $413K
|
67.7K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
18.9K+ 197.07% |
$358K - $410K
|
28.5K
$619K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18.5K+ 1012.62% |
$349K - $400K
|
20.3K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18.3KNew |
$347K - $397K
|
18.3K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
16.8K+ 22.4% |
$318K - $364K
|
91.7K
$1.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
16.2K+ 15.26% |
$307K - $351K
|
122K
$2.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15.8KNew |
$300K - $343K
|
15.8K
$343K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
15.7KNew |
$298K - $341K
|
15.7K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
15.3K+ 29.28% |
$289K - $331K
|
67.4K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
14.7K+ 10.99% |
$278K - $319K
|
149K
$3.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.1K+ 3.83% |
$266K - $305K
|
381K
$8.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$259K - $296K
|
13.7K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
12.7K+ 2.88% |
$241K - $276K
|
455K
$9.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
12.7KNew |
$240K - $275K
|
12.7K
$275K
|