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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
401KNew |
$7.6M - $8.7M
|
401K
$8.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
147K+ 85.11% |
$2.79M - $3.19M
|
321K
$6.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
51.7K+ 5.91% |
$979K - $1.12M
|
926K
$19.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
49.7K+ 8.83% |
$941K - $1.08M
|
613K
$13M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
30.7K+ 24.21% |
$581K - $665K
|
157K
$3.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
14.7K+ 10.99% |
$278K - $319K
|
149K
$3.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
11.8K+ 3.17% |
$223K - $255K
|
383K
$8.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
11.6KNew |
$220K - $252K
|
11.6K
$247K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
10.1K+ 515.98% |
$192K - $220K
|
12.1K
$257K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
9.89K+ 6.1% |
$187K - $214K
|
172K
$3.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.48K+ 5.68% |
$179K - $205K
|
176K
$3.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.87K+ 25.95% |
$111K - $127K
|
28.5K
$604K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.36K+ 2.86% |
$102K - $116K
|
193K
$4.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
5.24K+ 14.79% |
$99.2K - $113K
|
40.6K
$863K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.46K+ 16.64% |
$84.5K - $96.6K
|
31.3K
$664K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
2.61K+ 1.68% |
$49.4K - $56.5K
|
158K
$3.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 2.78% |
$38.7K - $44.3K
|
75.6K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.65K+ 569.66% |
$31.3K - $35.8K
|
1.94K
$41.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.54K+ 2.76% |
$29.1K - $33.3K
|
57.4K
$1.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.21KNew |
$23K - $26.3K
|
1.21K
$25.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.1K+ 2.8% |
$20.9K - $23.9K
|
40.6K
$862K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
815New |
$15.4K - $17.7K
|
815
$17.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
807+ 6.72% |
$15.3K - $17.5K
|
12.8K
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
460New |
$8.71K - $9.97K
|
460
$9.77K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
458+ 1.46% |
$8.67K - $9.92K
|
31.8K
$675K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
398+ 3.84% |
$7.54K - $8.62K
|
10.8K
$228K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
154+ 0.75% |
$2.92K - $3.34K
|
20.6K
$437K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
84+ 0.18% |
$1.59K - $1.82K
|
47.2K
$1M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
79New |
$1.5K - $1.71K
|
79
$1.68K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
43+ 0.25% |
$814 - $932
|
17.4K
$370K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
24New |
$455 - $520
|
24
$510
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 0.64% |
$133 - $152
|
1.11K
$23.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.16% |
$18.9 - $21.7
|
87
$1.85K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1New |
$18.9 - $21.7
|
1
$21.2
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.37M+ 4.82% |
$27.7M - $30.5M
|
29.8M
$633M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
615K+ 69.29% |
$12.4M - $13.7M
|
1.5M
$31.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
490K+ 306.55% |
$9.89M - $10.9M
|
649K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
448K+ 44.42% |
$9.04M - $9.96M
|
1.46M
$30.9M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
337K+ 0.63% |
$6.82M - $7.51M
|
54.2M
$1.15B
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
247K+ 3.41% |
$4.98M - $5.48M
|
7.48M
$159M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
239KNew |
$4.83M - $5.32M
|
239K
$5.07M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
153K+ 1325.32% |
$3.09M - $3.4M
|
165K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
152K+ 10.07% |
$3.08M - $3.39M
|
1.67M
$35.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
130K+ 11.96% |
$2.62M - $2.88M
|
1.21M
$25.7M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
122K+ 7.4% |
$2.47M - $2.72M
|
1.77M
$37.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
112KNew |
$2.27M - $2.5M
|
112K
$2.38M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
106K+ 445.7% |
$2.15M - $2.36M
|
130K
$2.76M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
103KNew |
$2.09M - $2.3M
|
103K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
103K+ 734.18% |
$2.08M - $2.29M
|
117K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
75K+ 29.3% |
$1.52M - $1.67M
|
331K
$7.03M
|
|