Latest Institutional Purchases of Schwab Strategic U.S. Reit ETF (SCHH)
This list provides information on the latest institutional transactions involving Schwab Strategic U.S. Reit ETF (SCHH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
83.8K+ 6.57% |
$1.75M - $1.83M
|
1.36M
$28.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
59.1KNew |
$1.23M - $1.29M
|
59.1K
$1.25M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33.4K+ 9.82% |
$697K - $731K
|
374K
$7.92M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
33.3K+ 9.12% |
$694K - $727K
|
398K
$8.44M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
27.3KNew |
$569K - $597K
|
27.3K
$579K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17.2K+ 8.37% |
$358K - $376K
|
223K
$4.72M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17K+ 7.83% |
$355K - $372K
|
234K
$4.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
13.2KNew |
$275K - $288K
|
13.2K
$280K
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
13.1K+ 1.89% |
$274K - $287K
|
710K
$15M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
10.7K+ 5.05% |
$224K - $235K
|
224K
$4.74M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.86K+ 61.73% |
$206K - $216K
|
25.8K
$548K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.64K+ 54.49% |
$138K - $145K
|
18.8K
$399K
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
BUY
|
- |
6.06K+ 3.75% |
$126K - $132K
|
168K
$3.55M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.75K+ 14.78% |
$120K - $126K
|
44.6K
$946K
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
5.19K+ 0.7% |
$108K - $113K
|
752K
$15.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.72K+ 0.49% |
$98.5K - $103K
|
966K
$20.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.5K+ 2.78% |
$93.9K - $98.5K
|
166K
$3.53M
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
4.14K+ 34.48% |
$86.2K - $90.4K
|
16.1K
$342K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.02K+ 2.76% |
$83.8K - $87.9K
|
150K
$3.17M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.84K+ 12.2% |
$80.1K - $84K
|
35.3K
$749K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.29K+ 4.45% |
$68.6K - $71.9K
|
77.2K
$1.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.75K+ 4.69% |
$57.3K - $60K
|
61.3K
$1.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.05K+ 1.61% |
$42.7K - $44.7K
|
129K
$2.74M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.95K+ 2.83% |
$40.7K - $42.7K
|
71.1K
$1.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
881+ 5.7% |
$18.4K - $19.3K
|
16.4K
$347K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
410New |
$8.55K - $8.96K
|
410
$8.69K
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
354+ 1.72% |
$7.38K - $7.74K
|
20.9K
$443K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
234+ 1.06% |
$4.88K - $5.12K
|
22.3K
$472K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
156+ 1.06% |
$3.25K - $3.41K
|
14.8K
$315K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
145+ 1.33% |
$3.02K - $3.17K
|
11K
$234K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
124+ 179.71% |
$2.59K - $2.71K
|
193
$4.09K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
75+ 0.44% |
$1.56K - $1.64K
|
16.9K
$359K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
50+ 0.05% |
$1.04K - $1.09K
|
93.2K
$1.98M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
45+ 81.82% |
$938 - $984
|
100
$2.12K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32+ 3.36% |
$667 - $700
|
985
$20.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
23+ 0.13% |
$480 - $503
|
18.3K
$389K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
5+ 17.24% |
$104 - $109
|
34
$721
|
|
|
Jan 08, 2026
Q4 2025
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
4+ 0.03% |
$83.4 - $87.4
|
14K
$298K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.15% |
$62.6 - $65.6
|
1.95K
$41.4K
|
|
| Q3 2025 | |||||||
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.56M+ 2.81% |
$32.3M - $33.9M
|
57.1M
$1.21B
|
|
|
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
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
629KNew |
$13.1M - $13.7M
|
629K
$13.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
491K+ 6.24% |
$10.2M - $10.7M
|
8.36M
$177M
|
|
|
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
|
Elm Partners Management LLC
|
BUY
|
- |
218K+ 63.14% |
$4.53M - $4.75M
|
564K
$12M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
200K+ 313.87% |
$4.16M - $4.36M
|
264K
$5.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
196KNew |
$4.07M - $4.27M
|
196K
$4.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
168K+ 64.96% |
$3.49M - $3.66M
|
426K
$9.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
165K+ 255.5% |
$3.43M - $3.6M
|
230K
$4.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
159K+ 6412.94% |
$3.3M - $3.47M
|
162K
$3.43M
|
|