Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
401KNew |
$7.6M - $8.7M
|
401K
$8.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
147K+ 85.11% |
$2.79M - $3.19M
|
321K
$6.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
51.7K+ 5.91% |
$979K - $1.12M
|
926K
$20.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
49.7K+ 8.83% |
$941K - $1.08M
|
613K
$13.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
30.7K+ 24.21% |
$581K - $665K
|
157K
$3.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.1K+ 39.14% |
$361K - $413K
|
67.7K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
18.9K+ 197.07% |
$358K - $410K
|
28.5K
$621K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
15K+ 65.07% |
$285K - $326K
|
38.1K
$830K
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
14.7K+ 10.99% |
$278K - $319K
|
149K
$3.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
12.7KNew |
$240K - $275K
|
12.7K
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12K+ 4.03% |
$227K - $260K
|
309K
$6.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
11.8KNew |
$223K - $255K
|
11.8K
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
11.8K+ 3.17% |
$223K - $255K
|
383K
$8.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.7K+ 6.26% |
$222K - $253K
|
199K
$4.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
11.6KNew |
$220K - $252K
|
11.6K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
11.3KNew |
$215K - $246K
|
11.3K
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11.3KNew |
$214K - $245K
|
11.3K
$246K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
10.1K+ 515.98% |
$192K - $220K
|
12.1K
$264K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$191K - $219K
|
10.1K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
9.89K+ 6.1% |
$187K - $214K
|
172K
$3.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.48K+ 5.68% |
$179K - $205K
|
176K
$3.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
8.1K+ 14.93% |
$153K - $176K
|
62.3K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.87K+ 25.95% |
$111K - $127K
|
28.5K
$620K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.42K+ 3.44% |
$103K - $118K
|
163K
$3.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.41K+ 10.0% |
$102K - $117K
|
59.5K
$1.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.36K+ 2.86% |
$102K - $116K
|
193K
$4.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
5.24K+ 14.79% |
$99.2K - $113K
|
40.6K
$885K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.01K+ 6.58% |
$94.9K - $109K
|
81.2K
$1.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.46K+ 16.64% |
$84.5K - $96.6K
|
31.3K
$680K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.46KNew |
$84.4K - $96.6K
|
4.46K
$97.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.36K+ 7.22% |
$82.5K - $94.4K
|
64.7K
$1.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.09K+ 3.02% |
$58.6K - $67K
|
105K
$2.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.08K+ 15.17% |
$58.4K - $66.8K
|
23.4K
$510K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
2.61K+ 1.68% |
$49.4K - $56.5K
|
158K
$3.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.47K+ 3.24% |
$46.8K - $53.5K
|
78.8K
$1.72M
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
2.44K+ 0.99% |
$46.2K - $52.9K
|
248K
$5.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2.24K+ 10.92% |
$42.5K - $48.6K
|
22.8K
$496K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 2.78% |
$38.7K - $44.3K
|
75.6K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.65K+ 569.66% |
$31.3K - $35.8K
|
1.94K
$42.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.54K+ 2.76% |
$29.1K - $33.3K
|
57.4K
$1.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.27K+ 4.46% |
$24.1K - $27.6K
|
29.8K
$649K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.21KNew |
$23K - $26.3K
|
1.21K
$26.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.1K+ 2.8% |
$20.9K - $23.9K
|
40.6K
$884K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.04K+ 1.74% |
$19.7K - $22.5K
|
60.8K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
990+ 0.48% |
$18.8K - $21.5K
|
207K
$4.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
957+ 0.67% |
$18.1K - $20.7K
|
144K
$3.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
888+ 3.14% |
$16.8K - $19.2K
|
29.2K
$635K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
859+ 4.57% |
$16.3K - $18.6K
|
19.7K
$428K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
850+ 0.67% |
$16.1K - $18.4K
|
127K
$2.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
815New |
$15.4K - $17.7K
|
815
$17.7K
|