Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-33.3K- 15.34% |
$631K - $722K
|
184K
$3.9M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-31.9K- 8.94% |
$604K - $691K
|
325K
$6.89M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-27.5K- 45.1% |
$521K - $596K
|
33.5K
$711K
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-16.4K- 1.35% |
$310K - $355K
|
1.2M
$25.4M
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-15.4K- 40.38% |
$292K - $334K
|
22.7K
$483K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.77K- 21.5% |
$147K - $168K
|
28.4K
$602K
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7.33K- 3.26% |
$139K - $159K
|
218K
$4.62M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.3K- 80.17% |
$138K - $158K
|
1.81K
$38.3K
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.42K- 47.02% |
$122K - $139K
|
7.23K
$154K
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.16K- 4.95% |
$117K - $133K
|
118K
$2.51M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5.43K- 2.9% |
$103K - $118K
|
182K
$3.86M
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.92K- 6.08% |
$93.2K - $107K
|
76K
$1.61M
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.81K- 5.11% |
$72.1K - $82.5K
|
70.6K
$1.5M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.65K- 82.83% |
$69.1K - $79.1K
|
757
$16.1K
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.12K- 20.08% |
$59K - $67.5K
|
12.4K
$263K
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.04K- 5.71% |
$38.6K - $44.2K
|
33.7K
$715K
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.97K- 3.18% |
$37.3K - $42.7K
|
60K
$1.27M
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.73K- 10.62% |
$32.8K - $37.5K
|
14.6K
$309K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.7K- 4.87% |
$32.1K - $36.8K
|
33.2K
$704K
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.41K- 3.78% |
$26.6K - $30.5K
|
35.8K
$760K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.35K- 10.99% |
$25.6K - $29.3K
|
10.9K
$232K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 0.81% |
$21.7K - $24.8K
|
140K
$2.98M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-982- 5.36% |
$18.6K - $21.3K
|
17.3K
$368K
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-980- 1.07% |
$18.6K - $21.2K
|
90.4K
$1.92M
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-884- 4.55% |
$16.7K - $19.2K
|
18.5K
$394K
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-882- 3.26% |
$16.7K - $19.1K
|
26.2K
$556K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-881- 8.97% |
$16.7K - $19.1K
|
8.94K
$190K
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-801- 3.41% |
$15.2K - $17.4K
|
22.7K
$482K
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
SELL
|
- |
-721- 3.74% |
$13.7K - $15.6K
|
18.6K
$394K
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-669- 93.83% |
$12.7K - $14.5K
|
44
$934
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-664- 97.94% |
$12.6K - $14.4K
|
14
$297
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-623- 3.05% |
$11.8K - $13.5K
|
19.8K
$421K
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-571- 5.26% |
$10.8K - $12.4K
|
10.3K
$218K
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-429- 2.87% |
$8.13K - $9.3K
|
14.5K
$308K
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-359- 0.69% |
$6.8K - $7.78K
|
51.8K
$1.1M
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-357- 0.75% |
$6.76K - $7.74K
|
47.3K
$1M
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-342- 1.96% |
$6.48K - $7.41K
|
17.1K
$363K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-332- 1.93% |
$6.29K - $7.19K
|
16.9K
$358K
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-278- 1.62% |
$5.27K - $6.02K
|
16.9K
$359K
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-261- 0.6% |
$4.94K - $5.66K
|
43K
$914K
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-231- 0.67% |
$4.38K - $5.01K
|
34.3K
$729K
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-194- 1.11% |
$3.67K - $4.2K
|
17.3K
$368K
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-134- 20.24% |
$2.54K - $2.9K
|
528
$11.2K
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-95- 0.85% |
$1.8K - $2.06K
|
11.1K
$235K
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-85- 0.45% |
$1.61K - $1.84K
|
19K
$403K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-83- 0.4% |
$1.57K - $1.8K
|
20.4K
$434K
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-49- 0.77% |
$928 - $1.06K
|
6.35K
$135K
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-32- 7.06% |
$606 - $693
|
421
$8.94K
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-21- 0.15% |
$398 - $455
|
14.4K
$305K
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-5- 4.9% |
$94.7 - $108
|
97
$2.06K
|