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 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-1- 0.01% |
$18.9 - $21.7
|
16.3K
$353K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 0.14% |
$37.9 - $43.3
|
1.42K
$30.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2- 13.33% |
$37.9 - $43.3
|
13
$282
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-3- 0.52% |
$56.8 - $65
|
578
$12.5K
|
|
|
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
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12- 0.01% |
$227 - $260
|
88.5K
$1.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-21- 0.15% |
$398 - $455
|
14.4K
$311K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-23- 0.1% |
$436 - $498
|
23.3K
$507K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-26- 0.12% |
$492 - $563
|
21.9K
$474K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-32- 7.06% |
$606 - $693
|
421
$9.14K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-49- 0.77% |
$928 - $1.06K
|
6.35K
$138K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-50- 0.18% |
$947 - $1.08K
|
27.4K
$595K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-50- 0.28% |
$947 - $1.08K
|
17.8K
$386K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-69- 0.73% |
$1.31K - $1.5K
|
9.38K
$204K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-83- 0.4% |
$1.57K - $1.8K
|
20.4K
$443K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-85- 0.45% |
$1.61K - $1.84K
|
19K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-86- 26.38% |
$1.63K - $1.86K
|
240
$5.21K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-86- 0.01% |
$1.63K - $1.86K
|
1.05M
$22.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-88- 0.37% |
$1.67K - $1.91K
|
23.7K
$515K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-95- 0.85% |
$1.8K - $2.06K
|
11.1K
$241K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 2.75% |
$1.89K - $2.17K
|
3.53K
$76.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-118- 0.36% |
$2.23K - $2.56K
|
33.1K
$718K
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-133- 0.63% |
$2.52K - $2.88K
|
21K
$456K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-134- 20.24% |
$2.54K - $2.9K
|
528
$11.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-158- 1.95% |
$2.99K - $3.42K
|
7.96K
$173K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-161- 4.4% |
$3.05K - $3.49K
|
3.49K
$75.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-166- 63.85% |
$3.14K - $3.6K
|
94
$2.04K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-192- 0.42% |
$3.64K - $4.16K
|
45.2K
$982K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-194- 1.11% |
$3.67K - $4.2K
|
17.3K
$376K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-211- 0.2% |
$4K - $4.57K
|
106K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-219- 24.91% |
$4.15K - $4.75K
|
660
$14.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-231- 0.67% |
$4.38K - $5.01K
|
34.3K
$745K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-246- 1.7% |
$4.66K - $5.33K
|
14.3K
$309K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-261- 0.6% |
$4.94K - $5.66K
|
43K
$934K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-268- 1.06% |
$5.08K - $5.81K
|
25.1K
$545K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-269- 2.33% |
$5.09K - $5.83K
|
11.3K
$245K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-272- 54.18% |
$5.15K - $5.89K
|
230
$4.99K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-278- 1.62% |
$5.27K - $6.02K
|
16.9K
$367K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-298- 0.09% |
$5.64K - $6.46K
|
348K
$7.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-318- 0.5% |
$6.02K - $6.89K
|
63.8K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-319- 0.42% |
$6.04K - $6.91K
|
76.4K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-321- 1.86% |
$6.08K - $6.96K
|
16.9K
$368K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-332- 1.93% |
$6.29K - $7.19K
|
16.9K
$366K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-342- 1.96% |
$6.48K - $7.41K
|
17.1K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-353- 2.36% |
$6.69K - $7.65K
|
14.6K
$316K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-357- 0.75% |
$6.76K - $7.74K
|
47.3K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-359- 0.69% |
$6.8K - $7.78K
|
51.8K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-370- 0.88% |
$7.01K - $8.02K
|
41.7K
$904K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-419- 1.17% |
$7.94K - $9.08K
|
35.5K
$770K
|