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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7.02K+ 28.62% |
$142K - $156K
|
31.6K
$670K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
6.89K+ 3.45% |
$139K - $153K
|
206K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.73K+ 0.09% |
$136K - $150K
|
7.66M
$163M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.66K+ 95.2% |
$135K - $148K
|
13.7K
$290K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6.44KNew |
$130K - $143K
|
6.44K
$137K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
6.4KNew |
$129K - $142K
|
6.4K
$136K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.39K+ 57.92% |
$129K - $142K
|
17.4K
$370K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.99K+ 2.05% |
$121K - $133K
|
297K
$6.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5.75K+ 11.52% |
$116K - $128K
|
55.7K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
5.75K+ 29.73% |
$116K - $128K
|
25.1K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
5.45KNew |
$110K - $121K
|
5.45K
$116K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.97K+ 5.43% |
$100K - $111K
|
96.6K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.69K+ 1.07% |
$94.8K - $104K
|
444K
$9.42M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
4.6K+ 46.0% |
$92.9K - $102K
|
14.6K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.41K+ 15.72% |
$89.2K - $98.2K
|
32.5K
$690K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.93K+ 12.54% |
$79.3K - $87.3K
|
35.2K
$748K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.92K+ 6.94% |
$79.1K - $87.1K
|
60.4K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.92K+ 5.42% |
$79.1K - $87.1K
|
76.2K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.9K+ 3.45% |
$78.8K - $86.8K
|
117K
$2.48M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.85K+ 2.61% |
$77.7K - $85.5K
|
151K
$3.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.76K+ 264.81% |
$76K - $83.7K
|
5.18K
$110K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.73K+ 26.36% |
$75.3K - $82.9K
|
17.9K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3.63K+ 2.82% |
$73.2K - $80.6K
|
132K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.59K+ 1.43% |
$72.4K - $79.7K
|
255K
$5.41M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.58K+ 4.54% |
$72.3K - $79.6K
|
82.4K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 4.11% |
$70.7K - $77.9K
|
88.6K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
3.47K+ 20.2% |
$70.2K - $77.2K
|
20.7K
$439K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.41K+ 7.71% |
$68.8K - $75.8K
|
47.6K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.39K+ 39.47% |
$68.5K - $75.4K
|
12K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.22K+ 16.49% |
$65.1K - $71.7K
|
22.8K
$483K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.11K+ 6.33% |
$62.8K - $69.1K
|
52.2K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.05K+ 5.74% |
$61.6K - $67.8K
|
56.1K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.02KNew |
$61.1K - $67.2K
|
3.02K
$64.2K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.99K+ 5.18% |
$60.3K - $66.4K
|
60.7K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.91KNew |
$58.8K - $64.7K
|
2.91K
$61.8K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.75K+ 9.77% |
$55.4K - $61K
|
30.8K
$655K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.72K+ 0.75% |
$54.9K - $60.4K
|
367K
$7.78M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.27K+ 16.63% |
$45.9K - $50.5K
|
15.9K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.24K+ 235.71% |
$45.3K - $49.9K
|
3.2K
$67.9K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.24K+ 72.94% |
$45.1K - $49.7K
|
5.3K
$112K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.23K+ 2478.89% |
$45.1K - $49.6K
|
2.32K
$49.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.16K+ 6.35% |
$43.7K - $48.1K
|
36.2K
$769K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.11K+ 2.82% |
$42.6K - $46.9K
|
76.8K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.11K+ 2.6% |
$42.6K - $46.9K
|
83.1K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.07K+ 23.24% |
$41.8K - $46K
|
11K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.05K+ 8.06% |
$41.4K - $45.6K
|
27.5K
$583K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
1.95K+ 10.44% |
$39.4K - $43.4K
|
20.6K
$438K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.81K+ 5.76% |
$36.6K - $40.3K
|
33.2K
$705K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.75K+ 1.49% |
$35.4K - $39K
|
120K
$2.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.71K+ 3.26% |
$34.5K - $38K
|
54.1K
$1.15M
|