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 20, 2026
Q4 2025
|
Cooke Wealth Management, LLC
Irvine, CA |
BUY
|
- |
43.8KNew |
$913K - $957K
|
43.8K
$928K
|
|
|
Jan 26, 2026
Q4 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
36.1K+ 3.65% |
$753K - $790K
|
1.03M
$21.8M
|
|
|
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 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
28.3K+ 109.8% |
$589K - $618K
|
54K
$1.15M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
27.3KNew |
$569K - $597K
|
27.3K
$579K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
25.1K+ 15.55% |
$524K - $549K
|
187K
$3.96M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
22KNew |
$460K - $482K
|
22K
$467K
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
20.2K+ 66.6% |
$422K - $442K
|
50.6K
$1.07M
|
|
|
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 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
16.8K+ 9.53% |
$351K - $368K
|
194K
$4.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.4KNew |
$321K - $337K
|
15.4K
$327K
|
|
|
Jan 22, 2026
Q4 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
14.3K+ 7.28% |
$298K - $312K
|
210K
$4.46M
|
|
|
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 21, 2026
Q4 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
10.4K+ 7272.73% |
$217K - $227K
|
10.5K
$224K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.86K+ 61.73% |
$206K - $216K
|
25.8K
$548K
|
|
|
Jan 21, 2026
Q4 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
9.72KNew |
$203K - $213K
|
9.72K
$206K
|
|
|
Jan 23, 2026
Q4 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
7.46K+ 1.45% |
$155K - $163K
|
522K
$11.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.97K+ 20.99% |
$145K - $152K
|
40.2K
$852K
|
|
|
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 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.88K+ 42.02% |
$102K - $107K
|
16.5K
$350K
|
|
|
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 26, 2026
Q4 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.07K+ 13.3% |
$84.9K - $89.1K
|
34.7K
$736K
|
|
|
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 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.66K+ 6.17% |
$76.4K - $80.1K
|
63.1K
$1.34M
|
|
|
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 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
2.5K+ 23.54% |
$52K - $54.5K
|
13.1K
$278K
|
|
|
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 26, 2026
Q4 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.74K+ 7.26% |
$36.2K - $38K
|
25.7K
$544K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.54K+ 2.35% |
$32.1K - $33.7K
|
67.2K
$1.43M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.27KNew |
$26.4K - $27.7K
|
1.27K
$26.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
881+ 5.7% |
$18.4K - $19.3K
|
16.4K
$347K
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
633+ 0.7% |
$13.2K - $13.8K
|
91.6K
$1.94M
|
|
|
Jan 23, 2026
Q4 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
457New |
$9.53K - $9.99K
|
457
$9.69K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
427New |
$8.9K - $9.33K
|
427
$9.05K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
410New |
$8.55K - $8.96K
|
410
$8.69K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
409+ 2.05% |
$8.53K - $8.94K
|
20.3K
$431K
|
|