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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.1KNew |
$200K - $238K
|
10.1K
$215K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.97KNew |
$197K - $235K
|
9.97K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
9.8KNew |
$194K - $231K
|
9.8K
$208K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.7KNew |
$192K - $228K
|
9.7K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
9.53KNew |
$188K - $224K
|
9.53K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
9.48KNew |
$187K - $223K
|
9.48K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
9.01KNew |
$178K - $212K
|
9.01K
$191K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
8.7KNew |
$172K - $205K
|
8.7K
$185K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.9KNew |
$77.1K - $91.8K
|
3.9K
$82.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.38K+ 16.71% |
$66.8K - $79.5K
|
23.6K
$501K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.91KNew |
$37.7K - $44.9K
|
1.91K
$40.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.04K+ 61.12% |
$20.5K - $24.4K
|
2.73K
$58K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
524New |
$10.4K - $12.3K
|
524
$11.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
444+ 264.29% |
$8.78K - $10.4K
|
612
$13K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
410New |
$8.11K - $9.65K
|
410
$8.7K
|
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
300New |
$5.93K - $7.06K
|
300
$6.37K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
262New |
$5.18K - $6.16K
|
262
$5.56K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
245+ 1.57% |
$4.85K - $5.76K
|
15.9K
$337K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
190+ 0.2% |
$3.76K - $4.47K
|
96.9K
$2.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
147New |
$2.91K - $3.46K
|
147
$3.12K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
122New |
$2.41K - $2.87K
|
122
$2.59K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
106+ 0.96% |
$2.1K - $2.49K
|
11.2K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
105+ 8.26% |
$2.08K - $2.47K
|
1.38K
$29.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
105New |
$2.08K - $2.47K
|
105
$2.23K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
90New |
$1.78K - $2.12K
|
90
$1.91K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
67New |
$1.33K - $1.58K
|
67
$1.42K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
56New |
$1.11K - $1.32K
|
56
$1.19K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
42+ 97.67% |
$831 - $988
|
85
$1.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
39New |
$771 - $918
|
39
$828
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26New |
$514 - $612
|
26
$552
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
9+ 1.62% |
$178 - $212
|
566
$12K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6New |
$119 - $141
|
6
$127
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
4+ 1.28% |
$79.1 - $94.1
|
316
$6.71K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1+ 8.33% |
$19.8 - $23.5
|
13
$276
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
57.4M+ 209.87% |
$1.06B - $1.16B
|
84.7M
$1.8B
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
19.7KNew |
$365K - $398K
|
19.7K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
15.4K+ 20.95% |
$285K - $310K
|
88.7K
$1.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.8KNew |
$219K - $239K
|
11.8K
$251K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10.2KNew |
$189K - $206K
|
10.2K
$217K
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
4.37KNew |
$80.9K - $88.2K
|
4.37K
$92.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.13KNew |
$20.9K - $22.8K
|
1.13K
$24K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
845New |
$15.7K - $17.1K
|
845
$17.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
800New |
$14.8K - $16.2K
|
800
$17K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
726New |
$13.5K - $14.7K
|
726
$15.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
640New |
$11.9K - $12.9K
|
640
$13.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
467+ 1.58% |
$8.65K - $9.43K
|
29.9K
$635K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
456New |
$8.45K - $9.21K
|
456
$9.68K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
445+ 1.88% |
$8.25K - $8.99K
|
24.1K
$511K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
351New |
$6.5K - $7.09K
|
351
$7.45K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
113New |
$2.09K - $2.28K
|
113
$2.4K
|
|