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
Feb 13, 2025 Q4 2024
Nwk Group, Inc.

San Francisco, CA
BUY
 -
428
New
$8.8K - $9.96K
428 $9.09K
Feb 11, 2025 Q4 2024
Old Point Trust & Financial Services N A

BUY
 -
412
New
$8.47K - $9.58K
412 $8.75K
Jan 23, 2025 Q4 2024
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
376
New
$7.73K - $8.75K
376 $7.98K
Feb 07, 2025 Q4 2024
Pillar Financial Advisors, LLC

Louisville, KY
BUY
 -
365
New
$7.5K - $8.49K
365 $7.75K
Feb 06, 2025 Q4 2024
Promus Capital, LLC

Chicago, IL
BUY
 -
326
New
$6.7K - $7.58K
326 $6.92K
Feb 07, 2025 Q4 2024
Hm Payson & CO

Portland, ME
BUY
 -
300
New
$6.17K - $6.98K
300 $6.37K
Feb 04, 2025 Q4 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
230
+ 84.56%
$4.73K - $5.35K
502 $10.7K
Feb 14, 2025 Q4 2024
Jdm Financial Group LLC

Encino, CA
BUY
 -
221
+ 6.85%
$4.54K - $5.14K
3.45K $73.2K
Feb 06, 2025 Q4 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
220
+ 110.0%
$4.52K - $5.12K
420 $8.92K
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
200
New
$4.11K - $4.65K
200 $4.25K
Jan 13, 2025 Q4 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
170
New
$3.49K - $3.95K
170 $3.61K
Feb 11, 2025 Q4 2024
Simplex Trading, LLC

BUY
 -
156
New
$3.21K - $3.63K
156 $3.31K
Feb 12, 2025 Q4 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
119
+ 24.79%
$2.45K - $2.77K
599 $12.7K
Feb 14, 2025 Q4 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
114
+ 670.59%
$2.34K - $2.65K
131 $2.78K
Feb 11, 2025 Q4 2024
Sellwood Investment Partners LLC

Portland, OR
BUY
 -
96
New
$1.97K - $2.23K
96 $2.04K
Feb 05, 2025 Q4 2024
Plante Moran Financial Advisors, LLC

BUY
 -
86
New
$1.77K - $2K
86 $1.83K
Feb 14, 2025 Q4 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
64
New
$1.32K - $1.49K
64 $1.36K
Feb 10, 2025 Q4 2024
Iag Wealth Partners, LLC

BUY
 -
52
New
$1.07K - $1.21K
52 $1.1K
Jan 30, 2025 Q4 2024
Salomon & Ludwin, LLC

BUY
 -
35
+ 109.38%
$719 - $814
67 $1.42K
Jan 07, 2025 Q4 2024
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
22
New
$452 - $512
22 $467
Mar 07, 2025 Q4 2024
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
20
New
$411 - $465
20 $425
Feb 12, 2025 Q4 2024
Nbz Investment Advisors LLC

Knoxville, TN
BUY
 -
18
New
$370 - $419
18 $382
Feb 13, 2025 Q4 2024
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
15
New
$308 - $349
15 $318
Feb 11, 2025 Q4 2024
Graney & King, LLC

Latham, NY
BUY
 -
13
New
$267 - $302
13 $276
Feb 27, 2025 Q4 2024
Reap Financial Group, LLC

Austin, TX
BUY
 -
3
+ 1.18%
$61.7 - $69.8
258 $5.48K
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
3
New
$61.7 - $69.8
3 $63.7
Feb 07, 2025 Q4 2024
United Community Bank

Greenville, SC
BUY
 -
3
New
$61.7 - $69.8
3 $63.7
Jan 28, 2025 Q4 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
3
+ 1.09%
$61.7 - $69.8
279 $5.92K
Feb 14, 2025 Q4 2024
Fsa Wealth Management LLC

Needham, MA
BUY
 -
1
+ 0.88%
$20.6 - $23.3
114 $2.42K
Feb 12, 2025 Q4 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
1
+ 0.02%
$20.6 - $23.3
4.18K $88.7K
Jan 28, 2025 Q4 2024
Archer Investment Corp

BUY
 -
1
+ 0.76%
$20.6 - $23.3
133 $2.82K
Jan 24, 2025 Q4 2024
Princeton Global Asset Management LLC

BUY
 -
1
+ 0.65%
$20.6 - $23.3
154 $3.27K
Q3 2024
Nov 14, 2024 Q3 2024
Q3 Asset Management

BUY
 -
131K
+ 24.79%
$2.6M - $3.09M
661K $14M
Nov 08, 2024 Q3 2024
Becker Capital Management Inc

BUY
 -
87.4K
+ 158.96%
$1.73M - $2.06M
142K $3.02M
Nov 14, 2024 Q3 2024
Boothbay Fund Management, LLC

New York, NY
BUY
 -
63.3K
New
$1.25M - $1.49M
63.3K $1.34M
Nov 14, 2024 Q3 2024
Mario Gabelli Gamco Investors, Inc. Et Al | Rye, Ny
BUY
 -
61.3K
New
$1.21M - $1.44M
61.3K $1.3M
Oct 09, 2024 Q3 2024
Worth Asset Management, LLC

BUY
 -
28.5K
New
$565K - $672K
28.5K $606K
Nov 12, 2024 Q3 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
21.1K
New
$418K - $497K
21.1K $449K
Oct 17, 2024 Q3 2024
Inspire Advisors, LLC

Meridian, ID
BUY
 -
20.1K
New
$398K - $473K
20.1K $427K
Oct 15, 2024 Q3 2024
Advisors Preferred, LLC

Rockville, MD
BUY
 -
18.9K
New
$374K - $445K
18.9K $401K
Nov 22, 2024 Q3 2024
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
18.6K
+ 96.88%
$368K - $438K
37.8K $803K
Nov 14, 2024 Q3 2024
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
17.7K
New
$350K - $417K
17.7K $376K
Oct 16, 2024 Q3 2024
Secure Asset Management, LLC

BUY
 -
14K
New
$277K - $329K
14K $297K
Nov 04, 2024 Q3 2024
Bordeaux Wealth Advisors LLC

BUY
 -
13K
New
$257K - $305K
13K $275K
Nov 12, 2024 Q3 2024
Founders Financial Securities LLC

BUY
 -
12.8K
New
$254K - $302K
12.8K $272K
Nov 15, 2024 Q3 2024
Y Intercept (Hong Kong) LTD

BUY
 -
12.7K
New
$251K - $298K
12.7K $269K
Nov 14, 2024 Q3 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
12.6K
New
$250K - $298K
12.6K $268K
Nov 04, 2024 Q3 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
12.4K
New
$245K - $291K
12.4K $263K
Nov 13, 2024 Q3 2024
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
10.2K
New
$202K - $240K
10.2K $217K

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