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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.78K+ 11.8% |
$36.9K - $38.7K
|
16.9K
$357K
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
27.4K+ 10.77% |
$569K - $597K
|
282K
$5.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.02K- 2.51% |
$21.2K - $22.2K
|
39.6K
$839K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.83K+ 33.4% |
$79.6K - $83.5K
|
15.3K
$325K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-157- 2.94% |
$3.26K - $3.42K
|
5.18K
$110K
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-985- 2.57% |
$20.4K - $21.5K
|
37.3K
$791K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.98K+ 0.9% |
$61.8K - $64.9K
|
334K
$7.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.8K+ 30.01% |
$266K - $279K
|
55.6K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-765- 0.38% |
$15.9K - $16.7K
|
198K
$4.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
7.32K+ 7.09% |
$152K - $159K
|
111K
$2.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
152K+ 1474.73% |
$3.15M - $3.3M
|
162K
$3.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.37K+ 358.64% |
$49.1K - $51.6K
|
3.03K
$64.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-28- 96.55% |
$581 - $610
|
1
$21.2
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
13.5KNew |
$280K - $294K
|
13.5K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
170+ 1.34% |
$3.53K - $3.7K
|
12.8K
$272K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.03K- 9.5% |
$62.9K - $66K
|
28.9K
$612K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-641- 2.76% |
$13.3K - $14K
|
22.6K
$478K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
515+ 19.49% |
$10.7K - $11.2K
|
3.16K
$66.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-779- 2.29% |
$16.2K - $17K
|
33.3K
$706K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
95.9K+ 19.45% |
$1.99M - $2.09M
|
589K
$12.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.42K- 6.84% |
$91.7K - $96.2K
|
60.2K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Epiq Partners, LLC
|
BUY
|
- |
11.6K+ 7.8% |
$240K - $252K
|
160K
$3.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-581- 5.13% |
$12.1K - $12.7K
|
10.8K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-16.6K- 1.07% |
$344K - $361K
|
1.53M
$32.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.3KNew |
$213K - $223K
|
10.3K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.6K+ 23.45% |
$1.36M - $1.43M
|
345K
$7.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.5K+ 43.19% |
$279K - $293K
|
44.6K
$946K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.92K- 7.12% |
$60.6K - $63.6K
|
38.1K
$808K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
619+ 0.69% |
$12.9K - $13.5K
|
89.7K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
6+ 0.06% |
$125 - $131
|
9.54K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11.6KNew |
$241K - $253K
|
11.6K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
973+ 0.8% |
$20.2K - $21.2K
|
123K
$2.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
68New |
$1.41K - $1.48K
|
68
$1.44K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
7New |
$145 - $152
|
7
$148
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.64K- 17.47% |
$34K - $35.7K
|
7.75K
$164K
|
|
|
Nov 12, 2025
Q3 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.42K+ 1.54% |
$50.3K - $52.8K
|
160K
$3.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.41K+ 3.54% |
$50K - $52.5K
|
70.5K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.59K+ 3.87% |
$137K - $144K
|
177K
$3.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
15.2KNew |
$315K - $331K
|
15.2K
$322K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
13.2K+ 37.32% |
$275K - $288K
|
48.7K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-58- 0.2% |
$1.2K - $1.26K
|
28.3K
$600K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-12.1K- 35.13% |
$252K - $264K
|
22.4K
$475K
|
|
|
Nov 12, 2025
Q3 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2K+ 434.78% |
$41.5K - $43.6K
|
2.46K
$52.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.49K+ 12.23% |
$114K - $120K
|
50.4K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.76K+ 20.05% |
$98.7K - $104K
|
28.5K
$604K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-687- 3.9% |
$14.3K - $15K
|
16.9K
$359K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.54M+ 5.03% |
$31.9M - $33.5M
|
32.1M
$680M
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 1.05% |
$41.5 - $43.6
|
192
$4.07K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
12.7KNew |
$263K - $276K
|
12.7K
$268K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-4.51K- 22.28% |
$93.6K - $98.2K
|
15.7K
$333K
|
|