Latest Institutional Purchases of Schwab Strategic U.S. Reit ETF (SCHH)

SCHH Quotes by TradingView

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 22, 2025 Q1 2025
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
19
New
$384 - $423
19 $412
May 13, 2025 Q1 2025
Bokf, Na

Tulsa, OK
BUY
 -
18
New
$364 - $400
18 $391
Apr 22, 2025 Q1 2025
Gpwm LLC

BUY
 -
11
+ 16.42%
$222 - $245
78 $1.69K
Apr 15, 2025 Q1 2025
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
10
New
$202 - $222
10 $217
May 16, 2025 Q1 2025
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
5
New
$101 - $111
5 $109
Apr 17, 2025 Q1 2025
Bfsg, LLC

BUY
 -
5
+ 1.35%
$101 - $111
376 $8.16K
Apr 17, 2025 Q1 2025
North Star Investment Management Corp.

Chicago, IL
BUY
 -
5
+ 0.5%
$101 - $111
999 $21.7K
May 14, 2025 Q1 2025
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
2
New
$40.4 - $44.5
2 $43.4
Apr 25, 2025 Q1 2025
Mather Group, Llc.

Chicago, IL
BUY
 -
0
New
$0 - $0
0 $0
Q4 2024
Feb 14, 2025 Q4 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
78.4K
New
$1.61M - $1.82M
78.4K $1.7M
Feb 14, 2025 Q4 2024
Prelude Capital Management, LLC

New York, NY
BUY
 -
41.5K
New
$852K - $964K
41.5K $899K
Jan 27, 2025 Q4 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
32.9K
New
$677K - $766K
32.9K $715K
Jan 29, 2025 Q4 2024
Life Planning Partners, Inc

BUY
 -
15.6K
New
$321K - $363K
15.6K $339K
Feb 11, 2025 Q4 2024
Momentous Wealth Management, Inc.

Vancouver, WA
BUY
 -
13.5K
New
$277K - $313K
13.5K $292K
Feb 12, 2025 Q4 2024
Yoffe Investment Management, LLC

Lemoyne, PA
BUY
 -
10.9K
New
$224K - $254K
10.9K $237K
Jan 28, 2025 Q4 2024
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
7.77K
+ 14.87%
$160K - $181K
60K $1.3M
Feb 05, 2025 Q4 2024
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
5.34K
+ 61.56%
$110K - $124K
14K $304K
Jan 24, 2025 Q4 2024
Financial Life Planners

Tempe, AZ
BUY
 -
4.11K
New
$84.4K - $95.6K
4.11K $89.2K
Feb 07, 2025 Q4 2024
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
3.17K
+ 26.46%
$65.2K - $73.8K
15.2K $329K
Jan 30, 2025 Q4 2024
Jnba Financial Advisors

BUY
 -
1.33K
New
$27.4K - $31K
1.33K $28.9K
Mar 06, 2025 Q4 2024
Wood Tarver Financial Group, LLC

Boise, ID
BUY
 -
1.28K
New
$26.2K - $29.7K
1.28K $27.7K
Feb 13, 2025 Q4 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.03K
+ 22.43%
$21.1K - $23.9K
5.6K $122K
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
983
New
$20.2K - $22.9K
983 $21.3K
Feb 11, 2025 Q4 2024
Lee Danner & Bass Inc

BUY
 -
824
New
$16.9K - $19.2K
824 $17.9K
Jan 30, 2025 Q4 2024
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
783
New
$16.1K - $18.2K
783 $17K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
730
New
$15K - $17K
730 $15.8K
Feb 14, 2025 Q4 2024
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
493
New
$10.1K - $11.5K
493 $10.7K
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
466
+ 3.64%
$9.58K - $10.8K
13.3K $288K
Feb 13, 2025 Q4 2024
Nwk Group, Inc.

San Francisco, CA
BUY
 -
428
New
$8.8K - $9.96K
428 $9.29K
Feb 11, 2025 Q4 2024
Old Point Trust & Financial Services N A

BUY
 -
412
New
$8.47K - $9.58K
412 $8.94K
Jan 23, 2025 Q4 2024
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
376
New
$7.73K - $8.75K
376 $8.16K
Feb 07, 2025 Q4 2024
Pillar Financial Advisors, LLC

Louisville, KY
BUY
 -
365
New
$7.5K - $8.49K
365 $7.92K
Feb 07, 2025 Q4 2024
Hm Payson & CO

Portland, ME
BUY
 -
300
New
$6.17K - $6.98K
300 $6.51K
Feb 14, 2025 Q4 2024
Jdm Financial Group LLC

Encino, CA
BUY
 -
221
+ 6.85%
$4.54K - $5.14K
3.45K $74.8K
Feb 06, 2025 Q4 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
220
+ 110.0%
$4.52K - $5.12K
420 $9.11K
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
200
New
$4.11K - $4.65K
200 $4.34K
Feb 04, 2025 Q4 2024
Bank Plus Trust Department

Jackson, MS
BUY
 -
192
New
$3.95K - $4.47K
192 $4.17K
Jan 13, 2025 Q4 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
170
New
$3.49K - $3.95K
170 $3.69K
Feb 11, 2025 Q4 2024
Simplex Trading, LLC

BUY
 -
156
New
$3.21K - $3.63K
156 $3.39K
Feb 12, 2025 Q4 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
119
+ 24.79%
$2.45K - $2.77K
599 $13K
Feb 14, 2025 Q4 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
114
+ 670.59%
$2.34K - $2.65K
131 $2.84K
Feb 11, 2025 Q4 2024
Sellwood Investment Partners LLC

Portland, OR
BUY
 -
96
New
$1.97K - $2.23K
96 $2.08K
Feb 05, 2025 Q4 2024
Plante Moran Financial Advisors, LLC

BUY
 -
86
New
$1.77K - $2K
86 $1.87K
Feb 14, 2025 Q4 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
64
New
$1.32K - $1.49K
64 $1.39K
Feb 10, 2025 Q4 2024
Iag Wealth Partners, LLC

BUY
 -
52
New
$1.07K - $1.21K
52 $1.13K
Jan 30, 2025 Q4 2024
Salomon & Ludwin, LLC

BUY
 -
35
+ 109.38%
$719 - $814
67 $1.45K
Mar 07, 2025 Q4 2024
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
20
New
$411 - $465
20 $434
Feb 12, 2025 Q4 2024
Nbz Investment Advisors LLC

Knoxville, TN
BUY
 -
18
New
$370 - $419
18 $391
Feb 13, 2025 Q4 2024
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
15
New
$308 - $349
15 $326

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