Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
83.8K+ 6.57% |
$1.75M - $1.83M
|
1.36M
$28.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
59.1KNew |
$1.23M - $1.29M
|
59.1K
$1.25M
|
|
|
Jan 20, 2026
Q4 2025
|
Cooke Wealth Management, LLC
Irvine, CA |
BUY
|
- |
43.8KNew |
$913K - $957K
|
43.8K
$928K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33.4K+ 9.82% |
$697K - $731K
|
374K
$7.92M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
33.3K+ 9.12% |
$694K - $727K
|
398K
$8.44M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
27.3KNew |
$569K - $597K
|
27.3K
$579K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
25.1K+ 15.55% |
$524K - $549K
|
187K
$3.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17.2K+ 8.37% |
$358K - $376K
|
223K
$4.72M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17K+ 7.83% |
$355K - $372K
|
234K
$4.97M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
16.8K+ 9.53% |
$351K - $368K
|
194K
$4.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.4KNew |
$321K - $337K
|
15.4K
$327K
|
|
|
Jan 22, 2026
Q4 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
14.3K+ 7.28% |
$298K - $312K
|
210K
$4.46M
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
13.2KNew |
$275K - $288K
|
13.2K
$280K
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
13.1K+ 1.89% |
$274K - $287K
|
710K
$15M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
10.7K+ 5.05% |
$224K - $235K
|
224K
$4.74M
|
|
|
Jan 21, 2026
Q4 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
10.4K+ 7272.73% |
$217K - $227K
|
10.5K
$224K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.86K+ 61.73% |
$206K - $216K
|
25.8K
$548K
|
|
|
Jan 21, 2026
Q4 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
9.72KNew |
$203K - $213K
|
9.72K
$206K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.97K+ 20.99% |
$145K - $152K
|
40.2K
$852K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.64K+ 54.49% |
$138K - $145K
|
18.8K
$399K
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
BUY
|
- |
6.06K+ 3.75% |
$126K - $132K
|
168K
$3.55M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.75K+ 14.78% |
$120K - $126K
|
44.6K
$946K
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
5.19K+ 0.7% |
$108K - $113K
|
752K
$15.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.72K+ 0.49% |
$98.5K - $103K
|
966K
$20.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.5K+ 2.78% |
$93.9K - $98.5K
|
166K
$3.53M
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
4.14K+ 34.48% |
$86.2K - $90.4K
|
16.1K
$342K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.02K+ 2.76% |
$83.8K - $87.9K
|
150K
$3.17M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.84K+ 12.2% |
$80.1K - $84K
|
35.3K
$749K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.29K+ 4.45% |
$68.6K - $71.9K
|
77.2K
$1.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.75K+ 4.69% |
$57.3K - $60K
|
61.3K
$1.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.05K+ 1.61% |
$42.7K - $44.7K
|
129K
$2.74M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.95K+ 2.83% |
$40.7K - $42.7K
|
71.1K
$1.51M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.54K+ 2.35% |
$32.1K - $33.7K
|
67.2K
$1.43M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.27KNew |
$26.4K - $27.7K
|
1.27K
$26.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
881+ 5.7% |
$18.4K - $19.3K
|
16.4K
$347K
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
633+ 0.7% |
$13.2K - $13.8K
|
91.6K
$1.94M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
524New |
$10.9K - $11.5K
|
524
$11.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
457New |
$9.53K - $9.99K
|
457
$9.69K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
427New |
$8.9K - $9.33K
|
427
$9.05K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
410New |
$8.55K - $8.96K
|
410
$8.69K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
409+ 2.05% |
$8.53K - $8.94K
|
20.3K
$431K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
381+ 4.09% |
$7.94K - $8.33K
|
9.7K
$206K
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
354+ 1.72% |
$7.38K - $7.74K
|
20.9K
$443K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
234+ 1.06% |
$4.88K - $5.12K
|
22.3K
$472K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
156+ 1.06% |
$3.25K - $3.41K
|
14.8K
$315K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
145+ 1.33% |
$3.02K - $3.17K
|
11K
$234K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
124+ 179.71% |
$2.59K - $2.71K
|
193
$4.09K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
75+ 0.44% |
$1.56K - $1.64K
|
16.9K
$359K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
50+ 0.05% |
$1.04K - $1.09K
|
93.2K
$1.98M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
45+ 81.82% |
$938 - $984
|
100
$2.12K
|
|