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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2.28K- 5.14% |
$43.2K - $49.4K
|
42.1K
$914K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.42K- 22.24% |
$45.9K - $52.5K
|
8.47K
$184K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.49K- 41.92% |
$47.2K - $54K
|
3.45K
$75K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.64K- 2.77% |
$50K - $57.2K
|
92.6K
$2.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.64K- 8.85% |
$50K - $57.3K
|
27.2K
$590K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.69K- 4.0% |
$51K - $58.4K
|
64.6K
$1.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.82K- 53.18% |
$53.4K - $61.1K
|
2.48K
$53.8K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.12K- 20.08% |
$59K - $67.5K
|
12.4K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3.21K- 23.85% |
$60.8K - $69.5K
|
10.2K
$222K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.32K- 3.72% |
$62.8K - $71.8K
|
85.8K
$1.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.4K- 7.36% |
$64.4K - $73.6K
|
42.7K
$928K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.41K- 26.12% |
$64.6K - $73.9K
|
9.65K
$209K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.48K- 3.61% |
$66K - $75.5K
|
93.1K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.48K- 10.72% |
$66K - $75.5K
|
29K
$629K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.58K- 5.24% |
$67.7K - $77.5K
|
64.7K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-3.59K- 11.28% |
$68K - $77.8K
|
28.2K
$612K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.65K- 82.83% |
$69.1K - $79.1K
|
757
$16.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.81K- 5.11% |
$72.1K - $82.5K
|
70.6K
$1.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.09K- 11.61% |
$77.5K - $88.7K
|
31.2K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.3K- 39.17% |
$81.3K - $93.1K
|
6.67K
$145K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.48K- 8.01% |
$84.8K - $97.1K
|
51.5K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-4.48K- 6.95% |
$84.9K - $97.1K
|
60K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-4.67K- 4.52% |
$88.5K - $101K
|
98.6K
$2.14M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.92K- 6.08% |
$93.2K - $107K
|
76K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-5.1K- 25.44% |
$96.6K - $111K
|
15K
$324K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5.43K- 2.9% |
$103K - $118K
|
182K
$3.94M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.44K- 0.65% |
$103K - $118K
|
836K
$18.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.02K- 15.49% |
$114K - $130K
|
32.8K
$712K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.15K- 2.15% |
$117K - $133K
|
280K
$6.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.16K- 4.95% |
$117K - $133K
|
118K
$2.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.42K- 47.02% |
$122K - $139K
|
7.23K
$157K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-6.77K- 3.29% |
$128K - $147K
|
199K
$4.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-7.14K- 1.94% |
$135K - $155K
|
360K
$7.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.15K- 29.6% |
$135K - $155K
|
17K
$369K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-7.27K- 38.81% |
$138K - $157K
|
11.5K
$249K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.3K- 80.17% |
$138K - $158K
|
1.81K
$39.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7.33K- 3.26% |
$139K - $159K
|
218K
$4.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.77K- 21.5% |
$147K - $168K
|
28.4K
$615K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-8.52K- 40.74% |
$161K - $185K
|
12.4K
$269K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-8.82K- 2.0% |
$167K - $191K
|
433K
$9.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-9.56K- 7.25% |
$181K - $207K
|
122K
$2.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-9.72K- 27.26% |
$184K - $211K
|
25.9K
$563K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12.2K- 15.64% |
$230K - $264K
|
65.6K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-12.3K- 8.27% |
$234K - $267K
|
137K
$2.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-12.4K- 2.69% |
$235K - $269K
|
448K
$9.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-12.7K- 34.5% |
$241K - $275K
|
24.1K
$523K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-13.1K- 2.18% |
$249K - $285K
|
589K
$12.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-14.8K- 40.91% |
$281K - $321K
|
21.4K
$465K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-15.4K- 40.38% |
$292K - $334K
|
22.7K
$493K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-15.8K- 2.94% |
$298K - $341K
|
521K
$11.3M
|