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 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
39New |
$771 - $918
|
39
$846
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26New |
$514 - $612
|
26
$564
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
9+ 1.62% |
$178 - $212
|
566
$12.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6New |
$119 - $141
|
6
$130
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
4+ 1.28% |
$79.1 - $94.1
|
316
$6.86K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1+ 8.33% |
$19.8 - $23.5
|
13
$282
|
|
| 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
$1.84B
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
19.7KNew |
$365K - $398K
|
19.7K
$428K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
15.4K+ 20.95% |
$285K - $310K
|
88.7K
$1.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.8KNew |
$219K - $239K
|
11.8K
$256K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10.2KNew |
$189K - $206K
|
10.2K
$221K
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
4.37KNew |
$80.9K - $88.2K
|
4.37K
$94.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.13KNew |
$20.9K - $22.8K
|
1.13K
$24.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
845New |
$15.7K - $17.1K
|
845
$18.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
800New |
$14.8K - $16.2K
|
800
$17.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
726New |
$13.5K - $14.7K
|
726
$15.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
640New |
$11.9K - $12.9K
|
640
$13.9K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
456New |
$8.45K - $9.21K
|
456
$9.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
445+ 1.88% |
$8.25K - $8.99K
|
24.1K
$523K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
351New |
$6.5K - $7.09K
|
351
$7.62K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
113New |
$2.09K - $2.28K
|
113
$2.45K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
102New |
$1.89K - $2.06K
|
102
$2.21K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
58+ 9.56% |
$1.07K - $1.17K
|
665
$14.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
40New |
$741 - $808
|
40
$868
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
14New |
$259 - $283
|
14
$304
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.0% |
$37.1 - $40.4
|
102
$2.21K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.47M+ 2.81% |
$28.5M - $30.8M
|
53.9M
$1.17B
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
186KNew |
$3.6M - $3.89M
|
186K
$4.03M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
96.4KNew |
$1.87M - $2.02M
|
96.4K
$2.09M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
65.2KNew |
$1.26M - $1.37M
|
65.2K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
60KNew |
$1.16M - $1.26M
|
60K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
56.1KNew |
$1.09M - $1.17M
|
56.1K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.8KNew |
$209K - $226K
|
10.8K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.36K+ 5.23% |
$181K - $196K
|
188K
$4.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
3.59KNew |
$69.7K - $75.2K
|
3.59K
$78K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.11KNew |
$21.4K - $23.1K
|
1.11K
$24K
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
500+ 3.01% |
$9.7K - $10.5K
|
17.1K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
447New |
$8.67K - $9.36K
|
447
$9.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
407New |
$7.89K - $8.52K
|
407
$8.83K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
329New |
$6.38K - $6.89K
|
329
$7.14K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
261New |
$5.06K - $5.46K
|
261
$5.66K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
124New |
$2.4K - $2.6K
|
124
$2.69K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
109New |
$2.11K - $2.28K
|
109
$2.37K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
103New |
$2K - $2.16K
|
103
$2.24K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
31New |
$601 - $649
|
31
$673
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
30+ 33.33% |
$582 - $628
|
120
$2.6K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.88% |
$19.4 - $20.9
|
114
$2.47K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
36.1KNew |
$605K - $756K
|
36.1K
$783K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
36K+ 108.04% |
$603K - $754K
|
69.3K
$1.5M
|
|