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 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
153K+ 1325.32% |
$3.09M - $3.4M
|
165K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
75K+ 29.3% |
$1.52M - $1.67M
|
331K
$7.18M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55.3KNew |
$1.12M - $1.23M
|
55.3K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
34.3K+ 15.57% |
$692K - $762K
|
254K
$5.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
29.9KNew |
$603K - $664K
|
29.9K
$648K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
22.6K+ 6.32% |
$456K - $502K
|
380K
$8.24M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
19.4KNew |
$392K - $432K
|
19.4K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.4KNew |
$351K - $386K
|
17.4K
$377K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
14.3K+ 30.1% |
$288K - $317K
|
61.7K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1KNew |
$244K - $268K
|
12.1K
$262K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.88KNew |
$199K - $220K
|
9.88K
$214K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
9.82KNew |
$198K - $218K
|
9.82K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.43K+ 14.05% |
$150K - $165K
|
60.3K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6.44KNew |
$130K - $143K
|
6.44K
$140K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
3.47K+ 20.2% |
$70.2K - $77.2K
|
20.7K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.39K+ 39.47% |
$68.5K - $75.4K
|
12K
$260K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.02KNew |
$61.1K - $67.2K
|
3.02K
$65.6K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.91KNew |
$58.8K - $64.7K
|
2.91K
$63.1K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.27K+ 16.63% |
$45.9K - $50.5K
|
15.9K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.24K+ 235.71% |
$45.3K - $49.9K
|
3.2K
$69.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.23K+ 2478.89% |
$45.1K - $49.6K
|
2.32K
$50.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.34K+ 6.65% |
$27K - $29.7K
|
21.4K
$465K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.06K+ 196.83% |
$21.4K - $23.5K
|
1.59K
$34.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
870New |
$17.6K - $19.3K
|
870
$18.9K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
795+ 6.65% |
$16.1K - $17.7K
|
12.8K
$277K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
675New |
$13.6K - $15K
|
675
$14.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
597+ 537.84% |
$12.1K - $13.3K
|
708
$15.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
473New |
$9.55K - $10.5K
|
473
$10.3K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
370New |
$7.47K - $8.23K
|
370
$8.03K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
322+ 0.35% |
$6.5K - $7.16K
|
92.5K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
280New |
$5.66K - $6.23K
|
280
$6.08K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
269+ 2690.0% |
$5.43K - $5.98K
|
279
$6.05K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
265New |
$5.35K - $5.89K
|
265
$5.75K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
244+ 1525.0% |
$4.93K - $5.43K
|
260
$5.64K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
203New |
$4.1K - $4.51K
|
203
$4.41K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
178+ 23.42% |
$3.6K - $3.96K
|
938
$20.4K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
174New |
$3.51K - $3.87K
|
174
$3.78K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
141New |
$2.85K - $3.14K
|
141
$3.06K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
138+ 155.06% |
$2.79K - $3.07K
|
227
$4.93K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
96New |
$1.94K - $2.14K
|
96
$2.08K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
93+ 32.29% |
$1.88K - $2.07K
|
381
$8.27K
|
|
|
Aug 25, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
86+ 35.83% |
$1.74K - $1.91K
|
326
$7.07K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
64New |
$1.29K - $1.42K
|
64
$1.39K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
63New |
$1.27K - $1.4K
|
63
$1.37K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
61New |
$1.23K - $1.36K
|
61
$1.32K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
60+ 0.54% |
$1.21K - $1.33K
|
11.2K
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
44+ 0.41% |
$889 - $979
|
10.7K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
39New |
$788 - $867
|
39
$846
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
26New |
$525 - $578
|
26
$564
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
26New |
$525 - $578
|
26
$564
|