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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.62K+ 58.28% |
$32.8K - $36.1K
|
4.41K
$93.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 1.16% |
$32.7K - $36K
|
141K
$3M
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
1.48K+ 0.6% |
$29.9K - $32.9K
|
246K
$5.22M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.45K+ 1.44% |
$29.4K - $32.3K
|
102K
$2.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.34K+ 6.65% |
$27K - $29.7K
|
21.4K
$455K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.27K+ 6.37% |
$25.6K - $28.1K
|
21.1K
$449K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.24K+ 10.64% |
$25K - $27.5K
|
12.9K
$273K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
1.2K+ 1.18% |
$24.1K - $26.6K
|
102K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.17K+ 5.17% |
$23.6K - $26K
|
23.8K
$505K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.06K+ 196.83% |
$21.4K - $23.5K
|
1.59K
$33.8K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.06K+ 5.19% |
$21.3K - $23.5K
|
21.4K
$455K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1K+ 313.75% |
$20.3K - $22.3K
|
1.32K
$28.1K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
973+ 87.9% |
$19.7K - $21.6K
|
2.08K
$44.2K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
948New |
$19.1K - $21.1K
|
948
$20.1K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
897+ 2.82% |
$18.1K - $19.9K
|
32.7K
$694K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
894+ 0.85% |
$18.1K - $19.9K
|
107K
$2.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
870New |
$17.6K - $19.3K
|
870
$18.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
813+ 2.93% |
$16.4K - $18.1K
|
28.5K
$605K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
795+ 6.65% |
$16.1K - $17.7K
|
12.8K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
725+ 2.63% |
$14.6K - $16.1K
|
28.3K
$600K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
706+ 59.83% |
$14.3K - $15.7K
|
1.89K
$40K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
675New |
$13.6K - $15K
|
675
$14.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
658+ 325.74% |
$13.3K - $14.6K
|
860
$18.3K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
656+ 17.38% |
$13.3K - $14.6K
|
4.43K
$94K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
628+ 738.82% |
$12.7K - $14K
|
713
$15.1K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
627+ 13.4% |
$12.7K - $13.9K
|
5.31K
$113K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
597+ 537.84% |
$12.1K - $13.3K
|
708
$15K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
591+ 0.13% |
$11.9K - $13.1K
|
442K
$9.38M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
589+ 3.13% |
$11.9K - $13.1K
|
19.4K
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
525+ 1.49% |
$10.6K - $11.7K
|
35.8K
$761K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
524+ 3.64% |
$10.6K - $11.7K
|
14.9K
$317K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
508+ 2.5% |
$10.3K - $11.3K
|
20.9K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
490+ 16.52% |
$9.9K - $10.9K
|
3.46K
$73.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
473New |
$9.55K - $10.5K
|
473
$10K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
463+ 0.42% |
$9.35K - $10.3K
|
111K
$2.35M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
453+ 1.44% |
$9.15K - $10.1K
|
31.9K
$678K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
381+ 36.22% |
$7.7K - $8.47K
|
1.43K
$30.4K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
370New |
$7.47K - $8.23K
|
370
$7.86K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
353+ 32.93% |
$7.13K - $7.85K
|
1.43K
$30.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
332+ 0.86% |
$6.71K - $7.38K
|
38.8K
$825K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
322+ 0.35% |
$6.5K - $7.16K
|
92.5K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
293New |
$5.92K - $6.52K
|
293
$6.22K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
280New |
$5.66K - $6.23K
|
280
$5.94K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
273+ 2.77% |
$5.51K - $6.07K
|
10.1K
$215K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
269+ 2690.0% |
$5.43K - $5.98K
|
279
$5.92K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
265New |
$5.35K - $5.89K
|
265
$5.63K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
249+ 1.46% |
$5.03K - $5.54K
|
17.3K
$367K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
244+ 1525.0% |
$4.93K - $5.43K
|
260
$5.52K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
230+ 1.7% |
$4.65K - $5.12K
|
13.8K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
229+ 22.9% |
$4.63K - $5.09K
|
1.23K
$26.1K
|