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
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-134- 20.24% |
$2.54K - $2.9K
|
528
$11.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-133- 0.63% |
$2.52K - $2.88K
|
21K
$456K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-118- 0.36% |
$2.23K - $2.56K
|
33.1K
$718K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 2.75% |
$1.89K - $2.17K
|
3.53K
$76.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-95- 0.85% |
$1.8K - $2.06K
|
11.1K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-88- 0.37% |
$1.67K - $1.91K
|
23.7K
$515K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-86- 0.01% |
$1.63K - $1.86K
|
1.05M
$22.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-85- 0.45% |
$1.61K - $1.84K
|
19K
$412K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-83- 0.4% |
$1.57K - $1.8K
|
20.4K
$443K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-69- 0.73% |
$1.31K - $1.5K
|
9.38K
$204K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-50- 0.28% |
$947 - $1.08K
|
17.8K
$386K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-50- 0.18% |
$947 - $1.08K
|
27.4K
$595K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-49- 0.77% |
$928 - $1.06K
|
6.35K
$138K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-32- 7.06% |
$606 - $693
|
421
$9.14K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-26- 0.12% |
$492 - $563
|
21.9K
$474K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-23- 0.1% |
$436 - $498
|
23.3K
$507K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-21- 0.15% |
$398 - $455
|
14.4K
$311K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12- 0.01% |
$227 - $260
|
88.5K
$1.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5- 14.71% |
$94.7 - $108
|
29
$629
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-5- 4.9% |
$94.7 - $108
|
97
$2.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-3- 0.52% |
$56.8 - $65
|
578
$12.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2- 13.33% |
$37.9 - $43.3
|
13
$282
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 0.14% |
$37.9 - $43.3
|
1.42K
$30.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-1- 0.01% |
$18.9 - $21.7
|
16.3K
$353K
|
|
| Q1 2025 | |||||||
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-501K- 99.99% |
$10.1M - $11.1M
|
55
$1.19K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-131K- 87.96% |
$2.65M - $2.91M
|
17.9K
$389K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-24.1K- 8.97% |
$487K - $536K
|
245K
$5.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-7.36K- 13.77% |
$149K - $164K
|
46K
$999K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-6.34K- 99.98% |
$128K - $141K
|
1
$21.7
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.41K- 9.09% |
$109K - $120K
|
54.1K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.14K- 5.68% |
$104K - $114K
|
85.4K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-3.7K- 3.72% |
$74.7K - $82.3K
|
95.7K
$2.08M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.39K- 90.49% |
$68.4K - $75.3K
|
356
$7.73K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.48K- 14.64% |
$50K - $55.1K
|
14.4K
$313K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.41K- 3.09% |
$48.7K - $53.6K
|
75.7K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 17.38% |
$45.6K - $50.2K
|
10.7K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.04K- 0.79% |
$21K - $23.2K
|
131K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-741- 2.35% |
$15K - $16.5K
|
30.7K
$667K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-621- 50.0% |
$12.5K - $13.8K
|
621
$13.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-539- 4.45% |
$10.9K - $12K
|
11.6K
$251K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-480- 1.99% |
$9.7K - $10.7K
|
23.6K
$513K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-299Closed |
$6.04K - $6.65K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-268- 92.41% |
$5.41K - $5.96K
|
22
$477
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-168- 18.94% |
$3.39K - $3.74K
|
719
$15.6K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-78- 33.33% |
$1.58K - $1.73K
|
156
$3.39K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-69.5K- 4.47% |
$1.43M - $1.62M
|
1.49M
$32.2M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-21.4K- 90.56% |
$439K - $497K
|
2.23K
$48.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12.4K- 55.37% |
$254K - $288K
|
9.98K
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.42K- 38.24% |
$90.9K - $103K
|
7.14K
$155K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.41K- 11.38% |
$49.4K - $56K
|
18.7K
$406K
|
|