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 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
50+ 0.23% |
$1.04K - $1.09K
|
21.9K
$464K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
170+ 4.4% |
$3.53K - $3.7K
|
4.03K
$85.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
274New |
$5.69K - $5.97K
|
274
$5.81K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
18+ 12.68% |
$374 - $392
|
160
$3.39K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
5.62K+ 2.71% |
$117K - $122K
|
213K
$4.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-11.7K- 3.51% |
$243K - $255K
|
322K
$6.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
57+ 16.01% |
$1.18K - $1.24K
|
413
$8.76K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
22+ 169.23% |
$457 - $479
|
35
$742
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
70+ 0.41% |
$1.45K - $1.52K
|
17K
$361K
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.68K- 4.47% |
$55.7K - $58.4K
|
57.3K
$1.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.36K+ 6.73% |
$90.5K - $94.9K
|
69.1K
$1.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
84KNew |
$1.74M - $1.83M
|
84K
$1.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
10KNew |
$209K - $219K
|
10K
$213K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
353New |
$7.33K - $7.69K
|
353
$7.48K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-3.07K- 13.01% |
$63.8K - $67K
|
20.5K
$436K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
107+ 0.39% |
$2.22K - $2.33K
|
27.7K
$588K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.31K- 5.69% |
$27.1K - $28.4K
|
21.6K
$459K
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
174+ 0.69% |
$3.61K - $3.79K
|
25.5K
$542K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
425+ 3.72% |
$8.82K - $9.26K
|
11.8K
$251K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-80- 82.47% |
$1.66K - $1.74K
|
17
$360
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
41+ 2050.0% |
$851 - $893
|
43
$912
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.9K+ 8.18% |
$475K - $498K
|
302K
$6.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.92K+ 5.8% |
$39.9K - $41.8K
|
35K
$742K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-44- 4.69% |
$913 - $958
|
895
$19K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-79.3K- 22.01% |
$1.65M - $1.73M
|
281K
$5.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.91K- 6.71% |
$39.6K - $41.6K
|
26.6K
$563K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
8New |
$166 - $174
|
8
$170
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
218K+ 63.14% |
$4.53M - $4.75M
|
564K
$12M
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
19.3K+ 30.94% |
$400K - $420K
|
81.6K
$1.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.71% |
$62.3 - $65.3
|
423
$8.97K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.76K+ 18.09% |
$57.4K - $60.2K
|
18K
$382K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-8.82K- 1.05% |
$183K - $192K
|
827K
$17.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
309K+ 34.15% |
$6.41M - $6.72M
|
1.21M
$25.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-707- 44.35% |
$14.7K - $15.4K
|
887
$18.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.41K- 12.27% |
$29.2K - $30.6K
|
10.1K
$213K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.27K+ 4.63% |
$67.9K - $71.2K
|
73.9K
$1.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
24.1K+ 142.63% |
$500K - $524K
|
40.9K
$868K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.29K- 22.57% |
$26.9K - $28.2K
|
4.44K
$94.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
8+ 0.77% |
$166 - $174
|
1.05K
$22.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.48K+ 34.46% |
$30.8K - $32.3K
|
5.79K
$123K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.75% |
$20.8 - $21.8
|
135
$2.86K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.99% |
$41.5 - $43.6
|
204
$4.32K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.7KNew |
$306K - $321K
|
14.7K
$312K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.5KNew |
$31.1K - $32.7K
|
1.5K
$31.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-11.9K- 43.93% |
$248K - $260K
|
15.3K
$323K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
57.9KNew |
$1.2M - $1.26M
|
57.9K
$1.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
152+ 0.17% |
$3.16K - $3.31K
|
88.7K
$1.88M
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-308- 0.95% |
$6.39K - $6.71K
|
32K
$679K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
538+ 73.5% |
$11.2K - $11.7K
|
1.27K
$26.9K
|
|