Latest Institutional Transactions on Schwab Strategic U.S. Reit ETF (SCHH)
This table provides information on the latest institutional transactions involving Schwab Strategic U.S. Reit ETF (SCHH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.25K- 6.38% |
$26.1K - $27.4K
|
18.4K
$390K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
13.2KNew |
$275K - $288K
|
13.2K
$280K
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
BUY
|
- |
6.06K+ 3.75% |
$126K - $132K
|
168K
$3.55M
|
|
|
Jan 16, 2026
Q4 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-1.78K- 3.77% |
$37.1K - $38.9K
|
45.4K
$962K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
27.3KNew |
$569K - $597K
|
27.3K
$579K
|
|
|
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
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.95K+ 2.83% |
$40.7K - $42.7K
|
71.1K
$1.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.75K+ 14.78% |
$120K - $126K
|
44.6K
$946K
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.46K- 8.98% |
$30.4K - $31.9K
|
14.8K
$313K
|
|
|
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 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
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
145+ 1.33% |
$3.02K - $3.17K
|
11K
$234K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
410New |
$8.55K - $8.96K
|
410
$8.69K
|
|
|
Jan 15, 2026
Q4 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-2.66K- 14.17% |
$55.4K - $58.1K
|
16.1K
$342K
|
|
|
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 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.94K- 2.86% |
$40.5K - $42.5K
|
66K
$1.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-30- 55.56% |
$626 - $656
|
24
$509
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.05K+ 1.61% |
$42.7K - $44.7K
|
129K
$2.74M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.48K- 10.96% |
$30.8K - $32.2K
|
12K
$254K
|
|
|
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 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
354+ 1.72% |
$7.38K - $7.74K
|
20.9K
$443K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
124+ 179.71% |
$2.59K - $2.71K
|
193
$4.09K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
5+ 17.24% |
$104 - $109
|
34
$721
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.89K- 1.65% |
$60.3K - $63.3K
|
173K
$3.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
881+ 5.7% |
$18.4K - $19.3K
|
16.4K
$347K
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-3- 0.02% |
$62.6 - $65.6
|
16.3K
$345K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-738- 5.94% |
$15.4K - $16.1K
|
11.7K
$248K
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-433- 1.97% |
$9.03K - $9.47K
|
21.5K
$456K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-256- 0.45% |
$5.34K - $5.6K
|
57.1K
$1.21M
|
|
|
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
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17K+ 7.83% |
$355K - $372K
|
234K
$4.97M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
45+ 81.82% |
$938 - $984
|
100
$2.12K
|
|
|
Jan 12, 2026
Q4 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
59.1KNew |
$1.23M - $1.29M
|
59.1K
$1.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
13.1K+ 1.89% |
$274K - $287K
|
710K
$15M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32+ 3.36% |
$667 - $700
|
985
$20.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.84K+ 12.2% |
$80.1K - $84K
|
35.3K
$749K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.3K- 4.04% |
$27.2K - $28.5K
|
30.9K
$656K
|
|
|
Jan 12, 2026
Q4 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-76- 0.39% |
$1.58K - $1.66K
|
19.4K
$411K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.15% |
$62.6 - $65.6
|
1.95K
$41.4K
|
|
|
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 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.38K- 8.89% |
$70.5K - $73.9K
|
34.6K
$734K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
10.7K+ 5.05% |
$224K - $235K
|
224K
$4.74M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.64K+ 54.49% |
$138K - $145K
|
18.8K
$399K
|
|
|
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 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 8.05% |
$24.5K - $25.7K
|
13.4K
$284K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.1K- 4.72% |
$316K - $331K
|
306K
$6.48M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
33.3K+ 9.12% |
$694K - $727K
|
398K
$8.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-333- 62.59% |
$6.94K - $7.28K
|
199
$4.22K
|
|
|
Jan 08, 2026
Q4 2025
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
4+ 0.03% |
$83.4 - $87.4
|
14K
$298K
|
|