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 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 0.81% |
$21.7K - $24.8K
|
140K
$2.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.35K- 10.99% |
$25.6K - $29.3K
|
10.9K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.41K- 3.78% |
$26.6K - $30.5K
|
35.8K
$760K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.7K- 4.87% |
$32.1K - $36.8K
|
33.2K
$704K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.73K- 10.62% |
$32.8K - $37.5K
|
14.6K
$309K
|
|
|
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 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.04K- 5.71% |
$38.6K - $44.2K
|
33.7K
$715K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.12K- 20.08% |
$59K - $67.5K
|
12.4K
$263K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.65K- 82.83% |
$69.1K - $79.1K
|
757
$16.1K
|
|
|
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 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.92K- 6.08% |
$93.2K - $107K
|
76K
$1.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5.43K- 2.9% |
$103K - $118K
|
182K
$3.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.16K- 4.95% |
$117K - $133K
|
118K
$2.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.42K- 47.02% |
$122K - $139K
|
7.23K
$154K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.3K- 80.17% |
$138K - $158K
|
1.81K
$38.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7.33K- 3.26% |
$139K - $159K
|
218K
$4.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.77K- 21.5% |
$147K - $168K
|
28.4K
$602K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-15.4K- 40.38% |
$292K - $334K
|
22.7K
$483K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-16.4K- 1.35% |
$310K - $355K
|
1.2M
$25.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-27.5K- 45.1% |
$521K - $596K
|
33.5K
$711K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-31.9K- 8.94% |
$604K - $691K
|
325K
$6.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-33.3K- 15.34% |
$631K - $722K
|
184K
$3.9M
|