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 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
105New |
$2.18K - $2.29K
|
105
$2.23K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10+ 83.33% |
$208 - $218
|
22
$466
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
53New |
$1.1K - $1.15K
|
53
$1.12K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
40.8K+ 17.99% |
$847K - $889K
|
268K
$5.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.13K+ 2.45% |
$23.5K - $24.6K
|
47.2K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.46K+ 24.04% |
$113K - $119K
|
28.2K
$597K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-6- 0.03% |
$125 - $131
|
19.1K
$405K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-688- 1.78% |
$14.3K - $15K
|
38K
$806K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
662+ 1.15% |
$13.7K - $14.4K
|
58.4K
$1.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-3.96K- 17.42% |
$82.2K - $86.2K
|
18.8K
$398K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
9.74KNew |
$202K - $212K
|
9.74K
$207K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.2K+ 1.14% |
$24.9K - $26.2K
|
107K
$2.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
66+ 0.38% |
$1.37K - $1.44K
|
17.4K
$369K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
236+ 0.46% |
$4.9K - $5.14K
|
52K
$1.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.48K+ 5.72% |
$114K - $119K
|
101K
$2.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 2.4% |
$21.4K - $22.5K
|
42K
$891K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
424New |
$8.8K - $9.23K
|
424
$8.99K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.04K+ 46.02% |
$105K - $110K
|
16K
$339K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
2+ 0.35% |
$41.5 - $43.6
|
580
$12.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
117K+ 7.51% |
$2.44M - $2.56M
|
1.68M
$35.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
501+ 0.62% |
$10.4K - $10.9K
|
81.7K
$1.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.35K+ 0.67% |
$132K - $138K
|
961K
$20.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.73K+ 11.31% |
$140K - $147K
|
66.2K
$1.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-8.15K- 4.43% |
$169K - $178K
|
176K
$3.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
502New |
$10.4K - $10.9K
|
502
$10.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.21K+ 6.19% |
$108K - $113K
|
89.3K
$1.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
21.2K+ 34.44% |
$441K - $463K
|
82.9K
$1.76M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-49.9K- 65.74% |
$1.04M - $1.09M
|
26K
$552K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.38K- 2.28% |
$28.7K - $30.1K
|
59.4K
$1.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
4.27K+ 11.0% |
$88.6K - $93K
|
43.1K
$914K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.41K- 5.95% |
$70.7K - $74.2K
|
53.9K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
6.3K+ 2.89% |
$131K - $137K
|
224K
$4.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-579- 2.47% |
$12K - $12.6K
|
22.8K
$484K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-7.03K- 22.13% |
$146K - $153K
|
24.7K
$525K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-58- 0.34% |
$1.2K - $1.26K
|
16.9K
$358K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
31.2K+ 6.45% |
$647K - $679K
|
514K
$10.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-923- 2.52% |
$19.2K - $20.1K
|
35.6K
$755K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.63K- 6.05% |
$117K - $123K
|
87.5K
$1.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
4.49K+ 15.4% |
$93.2K - $97.8K
|
33.7K
$713K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-10.3K- 25.25% |
$213K - $224K
|
30.4K
$644K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
77.3K+ 55.24% |
$1.61M - $1.68M
|
217K
$4.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5+ 0.57% |
$104 - $109
|
879
$18.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-15.2K- 0.57% |
$315K - $330K
|
2.64M
$55.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5New |
$104 - $109
|
5
$106
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.6K- 4.45% |
$33.2K - $34.8K
|
34.4K
$728K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1- 7.14% |
$20.8 - $21.8
|
13
$276
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
150+ 0.73% |
$3.11K - $3.27K
|
20.7K
$440K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-46- 0.19% |
$955 - $1K
|
24.1K
$510K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-18- 0.02% |
$374 - $392
|
93.2K
$1.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-10.3K- 84.75% |
$213K - $223K
|
1.85K
$39.1K
|
|