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 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.75K+ 4.06% |
$89.9K - $103K
|
122K
$2.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
4.67K+ 4.21% |
$88.4K - $101K
|
115K
$2.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.46K+ 16.64% |
$84.5K - $96.6K
|
31.3K
$678K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.46KNew |
$84.4K - $96.6K
|
4.46K
$96.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.39K+ 23.36% |
$83.2K - $95.2K
|
23.2K
$503K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.36K+ 7.22% |
$82.5K - $94.4K
|
64.7K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
4.13K+ 19.07% |
$78.3K - $89.5K
|
25.8K
$560K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.1K+ 4.47% |
$77.7K - $88.9K
|
95.8K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.03K+ 10.89% |
$76.3K - $87.3K
|
41K
$890K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.75K+ 16.48% |
$71K - $81.3K
|
26.5K
$575K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.49K+ 3.01% |
$66.1K - $75.6K
|
120K
$2.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.09K+ 3.02% |
$58.6K - $67K
|
105K
$2.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.08K+ 15.17% |
$58.4K - $66.8K
|
23.4K
$508K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
2.99K+ 8.35% |
$56.7K - $64.8K
|
38.8K
$843K
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
2.71K+ 1.21% |
$51.3K - $58.7K
|
227K
$4.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.61K+ 33.75% |
$49.5K - $56.6K
|
10.4K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
2.61K+ 1.68% |
$49.4K - $56.5K
|
158K
$3.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.47K+ 3.24% |
$46.8K - $53.5K
|
78.8K
$1.71M
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
2.44K+ 0.99% |
$46.2K - $52.9K
|
248K
$5.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.43K+ 256.65% |
$46.1K - $52.7K
|
3.38K
$73.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.41KNew |
$45.6K - $52.2K
|
2.41K
$52.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
2.25K+ 9.8% |
$42.5K - $48.7K
|
25.2K
$546K
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2.24K+ 10.92% |
$42.5K - $48.6K
|
22.8K
$494K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.17K+ 3.57% |
$41.1K - $47K
|
62.8K
$1.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 2.78% |
$38.7K - $44.3K
|
75.6K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.97K+ 6.78% |
$37.2K - $42.6K
|
30.9K
$672K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.73K+ 1.15% |
$32.7K - $37.4K
|
152K
$3.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.7K+ 12.69% |
$32.1K - $36.8K
|
15.1K
$327K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.65K+ 569.66% |
$31.3K - $35.8K
|
1.94K
$42.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.54K+ 2.76% |
$29.1K - $33.3K
|
57.4K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.53K+ 3.93% |
$28.9K - $33.1K
|
40.5K
$878K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.37K+ 6.42% |
$25.9K - $29.6K
|
22.6K
$491K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.33K+ 4.07% |
$25.2K - $28.8K
|
34.1K
$739K
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
1.33K+ 6.43% |
$25.1K - $28.8K
|
22K
$477K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.33K+ 13.26% |
$25.1K - $28.8K
|
11.3K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
1.3K+ 8.9% |
$24.6K - $28.2K
|
15.9K
$345K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.27K+ 4.46% |
$24.1K - $27.6K
|
29.8K
$646K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.21KNew |
$23K - $26.3K
|
1.21K
$26.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.1K+ 2.8% |
$20.9K - $23.9K
|
40.6K
$881K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.08K+ 9.32% |
$20.4K - $23.3K
|
12.6K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.06K+ 0.88% |
$20.1K - $23K
|
122K
$2.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
1.06K+ 1.03% |
$20K - $22.9K
|
103K
$2.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.04K+ 1.74% |
$19.7K - $22.5K
|
60.8K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.02KNew |
$19.2K - $22K
|
1.02K
$22K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.01K+ 1.82% |
$19.1K - $21.9K
|
56.7K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
990+ 0.48% |
$18.8K - $21.5K
|
207K
$4.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
981+ 1.18% |
$18.6K - $21.3K
|
84.1K
$1.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
957+ 0.67% |
$18.1K - $20.7K
|
144K
$3.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
939New |
$17.8K - $20.3K
|
939
$20.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
936+ 6.8% |
$17.7K - $20.3K
|
14.7K
$319K
|