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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43.6K- 38.78% |
$825K - $944K
|
68.8K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.3K- 39.17% |
$81.3K - $93.1K
|
6.67K
$141K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-12.3K- 8.27% |
$234K - $267K
|
137K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
10.1KNew |
$191K - $219K
|
10.1K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
80+ 16.67% |
$1.52K - $1.73K
|
560
$11.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-5.1K- 25.44% |
$96.6K - $111K
|
15K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 7.69% |
$18.9 - $21.7
|
14
$297
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.3K+ 137.94% |
$232K - $266K
|
21.2K
$449K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.63K- 1.07% |
$30.8K - $35.2K
|
150K
$3.17M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-86- 0.01% |
$1.63K - $1.86K
|
1.05M
$22.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.73K+ 1.15% |
$32.7K - $37.4K
|
152K
$3.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.63% |
$37.9 - $43.3
|
322
$6.83K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
13New |
$246 - $282
|
13
$276
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-1.33K- 5.44% |
$25.2K - $28.8K
|
23.1K
$490K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
362+ 1.13% |
$6.86K - $7.84K
|
32.4K
$687K
|
|
|
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
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-50- 0.28% |
$947 - $1.08K
|
17.8K
$378K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-56.7K- 53.38% |
$1.07M - $1.23M
|
49.5K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 0.14% |
$37.9 - $43.3
|
1.42K
$30.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.07KNew |
$96.1K - $110K
|
5.07K
$108K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
39.4KNew |
$747K - $854K
|
39.4K
$836K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.88% |
$18.9 - $21.7
|
115
$2.44K
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-21K- 19.69% |
$398K - $455K
|
85.7K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6New |
$114 - $130
|
6
$127
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
235New |
$4.45K - $5.09K
|
235
$4.98K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12.7KNew |
$240K - $274K
|
12.7K
$268K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.11K- 4.44% |
$21.1K - $24.1K
|
24K
$508K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.64K- 2.77% |
$50K - $57.2K
|
92.6K
$1.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
66New |
$1.25K - $1.43K
|
66
$1.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.25K- 10.0% |
$23.7K - $27.1K
|
11.2K
$238K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
116New |
$2.2K - $2.51K
|
116
$2.46K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
143New |
$2.71K - $3.1K
|
143
$3.03K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-272- 54.18% |
$5.15K - $5.89K
|
230
$4.88K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
170+ 166.67% |
$3.22K - $3.68K
|
272
$5.77K
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-471- 0.7% |
$8.92K - $10.2K
|
67.3K
$1.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
23+ 0.78% |
$436 - $498
|
2.97K
$63K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-503- 87.94% |
$9.53K - $10.9K
|
69
$1.46K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-158- 1.95% |
$2.99K - $3.42K
|
7.96K
$169K
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
11.7KNew |
$221K - $252K
|
11.7K
$247K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-211- 0.2% |
$4K - $4.57K
|
106K
$2.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
435New |
$8.24K - $9.43K
|
435
$9.22K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
40New |
$758 - $867
|
40
$848
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
15.7KNew |
$298K - $341K
|
15.7K
$334K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 2.75% |
$1.89K - $2.17K
|
3.53K
$74.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
566New |
$10.7K - $12.3K
|
566
$12K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$379 - $433
|
20
$424
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15.8KNew |
$300K - $343K
|
15.8K
$335K
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-133- 0.63% |
$2.52K - $2.88K
|
21K
$445K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-500- 1.0% |
$9.47K - $10.8K
|
49.3K
$1.05M
|
|