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
|
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
|
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
|
|
|
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
|
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
|
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
|
|