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 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-429- 2.87% |
$8.13K - $9.3K
|
14.5K
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-432- 2.68% |
$8.18K - $9.36K
|
15.7K
$341K
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-471- 0.7% |
$8.92K - $10.2K
|
67.3K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-476- 1.73% |
$9.02K - $10.3K
|
27K
$586K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-487- 4.04% |
$9.22K - $10.6K
|
11.6K
$251K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-500- 1.0% |
$9.47K - $10.8K
|
49.3K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-503- 87.94% |
$9.53K - $10.9K
|
69
$1.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-513- 14.84% |
$9.72K - $11.1K
|
2.94K
$63.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-550- 0.51% |
$10.4K - $11.9K
|
107K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-552- 1.69% |
$10.5K - $12K
|
32.1K
$697K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-571- 5.26% |
$10.8K - $12.4K
|
10.3K
$223K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-579- 1.58% |
$11K - $12.5K
|
36K
$780K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-595- 14.24% |
$11.3K - $12.9K
|
3.58K
$77.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-623- 3.05% |
$11.8K - $13.5K
|
19.8K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-658- 76.51% |
$12.5K - $14.3K
|
202
$4.38K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-664- 97.94% |
$12.6K - $14.4K
|
14
$304
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-669- 93.83% |
$12.7K - $14.5K
|
44
$955
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
SELL
|
- |
-721- 3.74% |
$13.7K - $15.6K
|
18.6K
$403K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-801- 3.41% |
$15.2K - $17.4K
|
22.7K
$493K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-810- 4.04% |
$15.3K - $17.6K
|
19.3K
$418K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-855- 6.34% |
$16.2K - $18.5K
|
12.6K
$274K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-881- 8.97% |
$16.7K - $19.1K
|
8.94K
$194K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-882- 3.26% |
$16.7K - $19.1K
|
26.2K
$568K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-884- 4.55% |
$16.7K - $19.2K
|
18.5K
$402K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-944- 7.35% |
$17.9K - $20.5K
|
11.9K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-980- 1.07% |
$18.6K - $21.2K
|
90.4K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-982- 5.36% |
$18.6K - $21.3K
|
17.3K
$376K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1K- 81.37% |
$18.9K - $21.7K
|
229
$4.97K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1K- 18.9% |
$19K - $21.7K
|
4.3K
$93.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.04K- 69.05% |
$19.6K - $22.4K
|
464
$10.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.11K- 4.44% |
$21.1K - $24.1K
|
24K
$520K
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.12K- 1.36% |
$21.3K - $24.3K
|
81.3K
$1.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.14K- 4.73% |
$21.6K - $24.7K
|
22.9K
$498K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 0.81% |
$21.7K - $24.8K
|
140K
$3.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1.17K- 6.24% |
$22.2K - $25.4K
|
17.6K
$383K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.25K- 0.3% |
$23.7K - $27.1K
|
412K
$8.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.25K- 10.0% |
$23.7K - $27.1K
|
11.2K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-1.33K- 5.44% |
$25.2K - $28.8K
|
23.1K
$502K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.35K- 10.99% |
$25.6K - $29.3K
|
10.9K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.41K- 3.78% |
$26.6K - $30.5K
|
35.8K
$777K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.49K- 0.87% |
$28.2K - $32.3K
|
170K
$3.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.51K- 14.08% |
$28.6K - $32.7K
|
9.22K
$200K
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.57K- 6.04% |
$29.8K - $34.1K
|
24.5K
$531K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.63K- 1.07% |
$30.8K - $35.2K
|
150K
$3.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.7K- 4.87% |
$32.1K - $36.8K
|
33.2K
$720K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.73K- 10.62% |
$32.8K - $37.5K
|
14.6K
$316K
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.84K- 5.39% |
$34.9K - $39.9K
|
32.3K
$702K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.88K- 1.98% |
$35.7K - $40.8K
|
93.2K
$2.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.97K- 3.18% |
$37.3K - $42.7K
|
60K
$1.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.04K- 5.71% |
$38.6K - $44.2K
|
33.7K
$731K
|