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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.11K+ 3.28% |
$23K - $24.2K
|
35K
$741K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5.48K+ 6.74% |
$114K - $119K
|
86.7K
$1.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
141K+ 9.5% |
$2.93M - $3.07M
|
1.63M
$34.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
4+ 0.03% |
$83 - $87.1
|
12.4K
$263K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
15.6KNew |
$325K - $341K
|
15.6K
$332K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-12K- 42.51% |
$249K - $261K
|
16.2K
$344K
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.8KNew |
$224K - $235K
|
10.8K
$229K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
70New |
$1.45K - $1.52K
|
70
$1.48K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
339New |
$7.04K - $7.38K
|
339
$7.19K
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
SELL
|
- |
-572- 2.27% |
$11.9K - $12.5K
|
24.6K
$521K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1.99K+ 10.25% |
$41.3K - $43.4K
|
21.4K
$454K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.1% |
$41.5 - $43.6
|
1.95K
$41.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.2KNew |
$460K - $483K
|
22.2K
$470K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
52+ 5.98% |
$1.08K - $1.13K
|
922
$19.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-82- 0.44% |
$1.7K - $1.79K
|
18.5K
$391K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
236+ 10.07% |
$4.9K - $5.14K
|
2.58K
$54.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
46+ 47.92% |
$955 - $1K
|
142
$3.01K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-692- 1.82% |
$14.4K - $15.1K
|
37.2K
$789K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
9.99KNew |
$207K - $218K
|
9.99K
$212K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
315+ 1.64% |
$6.54K - $6.86K
|
19.6K
$415K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
491K+ 6.24% |
$10.2M - $10.7M
|
8.36M
$177M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
127+ 27.37% |
$2.64K - $2.77K
|
591
$12.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.36K- 7.55% |
$49K - $51.4K
|
28.9K
$612K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
55+ 0.48% |
$1.14K - $1.2K
|
11.6K
$246K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
SELL
|
- |
-288- 1.55% |
$5.98K - $6.27K
|
18.3K
$387K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.63K- 1.12% |
$75.3K - $79K
|
321K
$6.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
313+ 0.33% |
$6.5K - $6.82K
|
96K
$2.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-640- 0.75% |
$13.3K - $13.9K
|
85.1K
$1.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25+ 625.0% |
$519 - $545
|
29
$615
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-18.2K- 15.42% |
$378K - $397K
|
99.9K
$2.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.35K+ 10.97% |
$48.8K - $51.2K
|
23.8K
$504K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-14.5K- 3.24% |
$301K - $316K
|
434K
$9.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-131- 0.54% |
$2.72K - $2.85K
|
24.3K
$516K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.38K+ 2.68% |
$28.6K - $30K
|
52.8K
$1.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-17.8K- 14.6% |
$370K - $388K
|
104K
$2.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-7- 2.72% |
$145 - $152
|
250
$5.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
45.6KNew |
$946K - $992K
|
45.6K
$966K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
25.7KNew |
$534K - $561K
|
25.7K
$546K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-5- 0.02% |
$104 - $109
|
24.2K
$512K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10+ 0.03% |
$208 - $218
|
30K
$635K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.4KNew |
$215K - $226K
|
10.4K
$220K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
62+ 16.49% |
$1.29K - $1.35K
|
438
$9.29K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-700- 2.13% |
$14.5K - $15.2K
|
32.1K
$681K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
82+ 0.17% |
$1.7K - $1.79K
|
47.2K
$1M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-632- 2.33% |
$13.1K - $13.8K
|
26.5K
$562K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-185- 0.93% |
$3.84K - $4.03K
|
19.6K
$416K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.71K+ 18.2% |
$77K - $80.8K
|
24.1K
$511K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
76New |
$1.58K - $1.66K
|
76
$1.61K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-838- 5.8% |
$17.4K - $18.3K
|
13.6K
$288K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
123+ 183.58% |
$2.55K - $2.68K
|
190
$4.03K
|
|