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 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
910+ 63.5% |
$17.2K - $19.7K
|
2.34K
$50.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
906+ 20.45% |
$17.2K - $19.6K
|
5.34K
$116K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
888+ 3.14% |
$16.8K - $19.2K
|
29.2K
$633K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
859+ 4.57% |
$16.3K - $18.6K
|
19.7K
$427K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
852+ 3.65% |
$16.1K - $18.5K
|
24.2K
$524K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
850+ 0.67% |
$16.1K - $18.4K
|
127K
$2.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
832+ 2.6% |
$15.8K - $18K
|
32.8K
$711K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
815New |
$15.4K - $17.7K
|
815
$17.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
807+ 6.72% |
$15.3K - $17.5K
|
12.8K
$278K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
748New |
$14.2K - $16.2K
|
748
$16.2K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
699+ 37.06% |
$13.2K - $15.1K
|
2.59K
$56.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
696+ 0.27% |
$13.2K - $15.1K
|
256K
$5.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
666+ 1.17% |
$12.6K - $14.4K
|
57.7K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
632+ 1.9% |
$12K - $13.7K
|
33.9K
$735K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
632+ 2.07% |
$12K - $13.7K
|
31.2K
$678K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
604+ 10.18% |
$11.4K - $13.1K
|
6.54K
$142K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
566New |
$10.7K - $12.3K
|
566
$12.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
562+ 27.02% |
$10.6K - $12.2K
|
2.64K
$57.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
557New |
$10.5K - $12.1K
|
557
$12.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
460New |
$8.71K - $9.97K
|
460
$9.98K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
458+ 1.46% |
$8.67K - $9.92K
|
31.8K
$690K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
435New |
$8.24K - $9.43K
|
435
$9.44K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
431+ 0.49% |
$8.16K - $9.34K
|
89.1K
$1.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
398+ 3.84% |
$7.54K - $8.62K
|
10.8K
$233K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
393+ 3.87% |
$7.44K - $8.52K
|
10.5K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
362+ 1.13% |
$6.86K - $7.84K
|
32.4K
$704K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
357New |
$6.76K - $7.74K
|
357
$7.75K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
342+ 0.26% |
$6.48K - $7.41K
|
133K
$2.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
312New |
$5.91K - $6.76K
|
312
$6.77K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
286+ 5.25% |
$5.42K - $6.2K
|
5.73K
$124K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
235New |
$4.45K - $5.09K
|
235
$5.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
215+ 0.9% |
$4.07K - $4.66K
|
24K
$521K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
199+ 1.76% |
$3.77K - $4.31K
|
11.5K
$249K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
180+ 0.71% |
$3.41K - $3.9K
|
25.4K
$551K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
170+ 166.67% |
$3.22K - $3.68K
|
272
$5.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
154+ 0.75% |
$2.92K - $3.34K
|
20.6K
$447K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
149New |
$2.82K - $3.23K
|
149
$3.23K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
143New |
$2.71K - $3.1K
|
143
$3.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
134+ 0.42% |
$2.54K - $2.9K
|
31.9K
$692K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
122+ 9.53% |
$2.31K - $2.64K
|
1.4K
$30.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
116New |
$2.2K - $2.51K
|
116
$2.52K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
110+ 8.05% |
$2.08K - $2.38K
|
1.48K
$32K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
104+ 0.49% |
$1.97K - $2.25K
|
21.5K
$467K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
102+ 3.84% |
$1.93K - $2.21K
|
2.76K
$59.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
84+ 0.18% |
$1.59K - $1.82K
|
47.2K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
80+ 16.67% |
$1.52K - $1.73K
|
560
$12.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
79New |
$1.5K - $1.71K
|
79
$1.71K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
72New |
$1.36K - $1.56K
|
72
$1.56K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
70New |
$1.33K - $1.52K
|
70
$1.52K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
66New |
$1.25K - $1.43K
|
66
$1.43K
|