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 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
83.7K+ 13.67% |
$1.74M - $1.82M
|
697K
$14.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
527+ 2.46% |
$10.9K - $11.5K
|
21.9K
$465K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-761- 93.37% |
$15.8K - $16.6K
|
54
$1.14K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
64.9K+ 7.01% |
$1.35M - $1.41M
|
991K
$21M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12.5K+ 6.48% |
$260K - $272K
|
205K
$4.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-274- 0.81% |
$5.69K - $5.97K
|
33.4K
$708K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-300- 0.9% |
$6.23K - $6.53K
|
33.2K
$704K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-936- 14.75% |
$19.4K - $20.4K
|
5.41K
$115K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-989- 50.93% |
$20.5K - $21.5K
|
953
$20.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.44K+ 1.57% |
$29.9K - $31.4K
|
93.1K
$1.97M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.14K+ 7.94% |
$23.7K - $24.8K
|
15.5K
$328K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-306- 40.42% |
$6.35K - $6.66K
|
451
$9.56K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
80K+ 6.69% |
$1.66M - $1.74M
|
1.28M
$27.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-502- 2.46% |
$10.4K - $10.9K
|
19.9K
$422K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4.91K- 28.33% |
$102K - $107K
|
12.4K
$264K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
445+ 0.59% |
$9.24K - $9.69K
|
76.1K
$1.61M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1New |
$20.8 - $21.8
|
1
$21.2
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.87K+ 3.98% |
$101K - $106K
|
127K
$2.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
640+ 4.99% |
$13.3K - $13.9K
|
13.5K
$285K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.35K+ 11.94% |
$48.8K - $51.2K
|
22K
$467K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
380+ 4.25% |
$7.89K - $8.28K
|
9.32K
$198K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
238+ 3.29% |
$4.94K - $5.18K
|
7.47K
$158K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-928- 2.8% |
$19.3K - $20.2K
|
32.2K
$683K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.08K+ 2.26% |
$105K - $111K
|
230K
$4.88M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.86K+ 3.77% |
$142K - $149K
|
189K
$4M
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
16.9K+ 2.32% |
$352K - $369K
|
746K
$15.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$187 - $196
|
14.6K
$309K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.7K+ 6.49% |
$35.3K - $37K
|
27.9K
$591K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-880- 7.57% |
$18.3K - $19.2K
|
10.7K
$228K
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19.2K+ 10.87% |
$398K - $417K
|
195K
$4.14M
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.87K+ 8.2% |
$38.8K - $40.7K
|
24.6K
$523K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
44.2K+ 13.8% |
$919K - $964K
|
365K
$7.73M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.98KNew |
$166K - $174K
|
7.98K
$169K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 1.39% |
$20.8 - $21.8
|
73
$1.55K
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
891+ 5.11% |
$18.5K - $19.4K
|
18.3K
$388K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
BUY
|
- |
3.77K+ 169.36% |
$78.3K - $82.1K
|
6K
$127K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
24New |
$498 - $523
|
24
$509
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1+ 0.14% |
$20.8 - $21.8
|
720
$15.3K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.12K+ 1.96% |
$23.3K - $24.5K
|
58.5K
$1.24M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.1K- 56.76% |
$1.37M - $1.56M
|
54.9K
$1.16M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-215- 3.34% |
$4.07K - $4.66K
|
6.22K
$132K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
8.8KNew |
$167K - $191K
|
8.8K
$187K
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
49.7KNew |
$941K - $1.08M
|
49.7K
$1.05M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9.9KNew |
$187K - $214K
|
9.9K
$210K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
149New |
$2.82K - $3.23K
|
149
$3.16K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.43K+ 256.65% |
$46.1K - $52.7K
|
3.38K
$71.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-166- 63.85% |
$3.14K - $3.6K
|
94
$1.99K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8New |
$152 - $173
|
8
$170
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
11.5KNew |
$218K - $250K
|
11.5K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$259K - $296K
|
13.7K
$290K
|
|