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 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
2.74K+ 2.77% |
$56.8K - $59.6K
|
101K
$2.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.44K+ 20.2% |
$71.3K - $74.8K
|
20.4K
$433K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
480+ 2.32% |
$9.96K - $10.5K
|
21.2K
$449K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
116+ 0.78% |
$2.41K - $2.53K
|
14.9K
$317K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-19.7K- 29.45% |
$409K - $429K
|
47.2K
$1M
|
|
|
Nov 10, 2025
Q3 2025
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
2.25K+ 19.13% |
$46.8K - $49.1K
|
14K
$298K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
141K+ 1456.76% |
$2.92M - $3.06M
|
150K
$3.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
8.06KNew |
$167K - $175K
|
8.06K
$171K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41.3K+ 40476.47% |
$857K - $899K
|
41.4K
$877K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
153+ 0.18% |
$3.18K - $3.33K
|
85.6K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
629KNew |
$13.1M - $13.7M
|
629K
$13.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
4.79K+ 7.1% |
$99.4K - $104K
|
72.2K
$1.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.8% |
$41.5 - $43.6
|
253
$5.36K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
98+ 0.15% |
$2.03K - $2.13K
|
65.7K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.32K+ 6.51% |
$27.4K - $28.7K
|
21.6K
$458K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-535- 3.01% |
$11.1K - $11.7K
|
17.2K
$365K
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4New |
$83 - $87.1
|
4
$84.8
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
61.4K+ 7.78% |
$1.27M - $1.34M
|
850K
$18M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-426- 3.38% |
$8.84K - $9.28K
|
12.2K
$258K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.4K+ 18.97% |
$298K - $313K
|
90K
$1.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-172- 9.53% |
$3.57K - $3.75K
|
1.63K
$34.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
36.4K+ 26.17% |
$755K - $792K
|
175K
$3.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-247- 0.9% |
$5.13K - $5.38K
|
27.2K
$576K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
171+ 0.25% |
$3.55K - $3.72K
|
67.9K
$1.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.5K- 33.49% |
$52K - $54.5K
|
4.97K
$105K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-901- 0.55% |
$18.7K - $19.6K
|
162K
$3.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-226- 2.06% |
$4.69K - $4.92K
|
10.7K
$227K
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
36+ 0.15% |
$747 - $784
|
24.1K
$510K
|
|
|
Nov 06, 2025
Q3 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
49+ 0.52% |
$1.02K - $1.07K
|
9.55K
$203K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
159K+ 6412.94% |
$3.3M - $3.47M
|
162K
$3.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-24.6K- 3.7% |
$512K - $537K
|
641K
$13.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
182New |
$3.78K - $3.96K
|
182
$3.86K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
213+ 0.16% |
$4.42K - $4.64K
|
131K
$2.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.83% |
$20.8 - $21.8
|
121
$2.57K
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-13.7K- 10.82% |
$285K - $299K
|
113K
$2.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 1.37% |
$50.2K - $52.7K
|
175K
$3.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38.4KNew |
$797K - $836K
|
38.4K
$814K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
840+ 2.82% |
$17.4K - $18.3K
|
30.6K
$649K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
82.8K+ 21.62% |
$1.72M - $1.8M
|
466K
$9.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.47K+ 30.93% |
$134K - $141K
|
27.4K
$581K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-252- 41.18% |
$5.23K - $5.49K
|
360
$7.63K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.33K- 97.15% |
$89.9K - $94.3K
|
127
$2.69K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.55K- 50.31% |
$115K - $121K
|
5.49K
$116K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
1.1K+ 4.28% |
$22.9K - $24K
|
26.9K
$570K
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-287- 0.09% |
$5.96K - $6.25K
|
337K
$7.14M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.15K+ 3.5% |
$128K - $134K
|
182K
$3.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-133- 0.32% |
$2.76K - $2.9K
|
41.5K
$881K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
432New |
$8.97K - $9.41K
|
432
$9.16K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
15.5K+ 18.98% |
$322K - $338K
|
97.3K
$2.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
7.9K+ 1.82% |
$164K - $172K
|
441K
$9.35M
|
|