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
|
Charles Schwab Trust CO
|
SELL
|
- |
-16.4K- 1.35% |
$310K - $355K
|
1.2M
$26M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-17.4K- 31.04% |
$330K - $378K
|
38.7K
$840K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-20.2K- 51.21% |
$383K - $438K
|
19.3K
$418K
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-21K- 19.69% |
$398K - $455K
|
85.7K
$1.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-21.7K- 6.09% |
$410K - $469K
|
334K
$7.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23K- 14.95% |
$435K - $498K
|
131K
$2.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-23.6K- 53.87% |
$447K - $512K
|
20.2K
$439K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-27.5K- 45.1% |
$521K - $596K
|
33.5K
$727K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-31.9K- 8.94% |
$604K - $691K
|
325K
$7.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32.6K- 3.97% |
$617K - $706K
|
788K
$17.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-33.3K- 15.34% |
$631K - $722K
|
184K
$3.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-33.4K- 23.04% |
$633K - $724K
|
112K
$2.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-37.8K- 31.59% |
$715K - $818K
|
81.8K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43.6K- 38.78% |
$825K - $944K
|
68.8K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-44.3K- 2.66% |
$838K - $959K
|
1.62M
$35.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-56.7K- 53.38% |
$1.07M - $1.23M
|
49.5K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-69.8K- 2.57% |
$1.32M - $1.51M
|
2.65M
$57.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.1K- 56.76% |
$1.37M - $1.56M
|
54.9K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-77.7K- 66.36% |
$1.47M - $1.68M
|
39.4K
$855K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-82.1K- 31.67% |
$1.55M - $1.78M
|
177K
$3.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-135K- 28.06% |
$2.55M - $2.92M
|
346K
$7.5M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-141K- 59.19% |
$2.68M - $3.07M
|
97.5K
$2.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-222K- 12.53% |
$4.21M - $4.81M
|
1.55M
$33.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-455K- 70.07% |
$8.62M - $9.86M
|
194K
$4.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-765K- 3.27% |
$14.5M - $16.6M
|
22.6M
$491M
|