Purchases and Sales Made in Q1 2025 in Schwab Strategic U.S. Reit ETF (SCHH)
This table provides information about the institutional ownership of Schwab Strategic U.S. Reit ETF (SCHH) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC U.S. REIT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
119New |
$2.4K - $2.65K
|
119
$2.58K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
118+ 0.44% |
$2.38K - $2.62K
|
26.8K
$582K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
110+ 0.44% |
$2.22K - $2.45K
|
25.2K
$547K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
103+ 4.04% |
$2.08K - $2.29K
|
2.65K
$57.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
102New |
$2.06K - $2.27K
|
102
$2.21K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
96New |
$1.94K - $2.14K
|
96
$2.08K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
94+ 0.46% |
$1.9K - $2.09K
|
20.4K
$444K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
93+ 32.29% |
$1.88K - $2.07K
|
381
$8.27K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
86+ 0.78% |
$1.74K - $1.91K
|
11.2K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
86+ 0.01% |
$1.74K - $1.91K
|
1.05M
$22.7M
|
|
|
Aug 25, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
86+ 35.83% |
$1.74K - $1.91K
|
326
$7.07K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
85+ 0.41% |
$1.72K - $1.89K
|
20.7K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
82+ 0.28% |
$1.66K - $1.82K
|
29.8K
$648K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
72+ 9.03% |
$1.45K - $1.6K
|
869
$18.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
64+ 10.42% |
$1.29K - $1.42K
|
678
$14.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
64New |
$1.29K - $1.42K
|
64
$1.39K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
63New |
$1.27K - $1.4K
|
63
$1.37K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
61New |
$1.23K - $1.36K
|
61
$1.32K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
60+ 0.41% |
$1.21K - $1.33K
|
14.8K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
60+ 0.54% |
$1.21K - $1.33K
|
11.2K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
48+ 0.07% |
$970 - $1.07K
|
64.1K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
44+ 0.41% |
$889 - $979
|
10.7K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
39New |
$788 - $867
|
39
$846
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
36+ 0.31% |
$727 - $801
|
11.5K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
29+ 1.62% |
$586 - $645
|
1.82K
$39.5K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
26New |
$525 - $578
|
26
$564
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
26+ 0.13% |
$525 - $578
|
20.5K
$446K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
26New |
$525 - $578
|
26
$564
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.17% |
$444 - $489
|
13.1K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$404 - $445
|
20
$434
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
20+ 0.05% |
$404 - $445
|
44.4K
$963K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
19New |
$384 - $423
|
19
$412
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18New |
$364 - $400
|
18
$391
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
13+ 12.04% |
$263 - $289
|
121
$2.63K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
13+ 0.44% |
$263 - $289
|
2.95K
$64K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
11+ 0.02% |
$222 - $245
|
52.1K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
11+ 16.42% |
$222 - $245
|
78
$1.69K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10New |
$202 - $222
|
10
$217
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
8+ 0.31% |
$162 - $178
|
2.59K
$56.2K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7+ 87.5% |
$141 - $156
|
15
$326
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.5% |
$101 - $111
|
999
$21.7K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
5+ 0.48% |
$101 - $111
|
1.04K
$22.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
5+ 1.35% |
$101 - $111
|
376
$8.16K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5New |
$101 - $111
|
5
$109
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 0.55% |
$80.8 - $89
|
727
$15.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.04% |
$80.8 - $89
|
9.53K
$207K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3+ 0.48% |
$60.6 - $66.7
|
632
$13.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
3+ 0.02% |
$60.6 - $66.7
|
13.8K
$300K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3+ 0.01% |
$60.6 - $66.7
|
27.5K
$596K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 9.68% |
$60.6 - $66.7
|
34
$738
|