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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
152K+ 1474.73% |
$3.15M - $3.3M
|
162K
$3.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
141K+ 9.5% |
$2.93M - $3.07M
|
1.63M
$34.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
141K+ 1456.76% |
$2.92M - $3.06M
|
150K
$3.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
117K+ 7.51% |
$2.44M - $2.56M
|
1.68M
$35.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
116KNew |
$2.41M - $2.53M
|
116K
$2.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
95.9K+ 19.45% |
$1.99M - $2.09M
|
589K
$12.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
84KNew |
$1.74M - $1.83M
|
84K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
83.2K+ 5.13% |
$1.73M - $1.81M
|
1.7M
$36.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
82.8K+ 21.62% |
$1.72M - $1.8M
|
466K
$9.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
81.7KNew |
$1.7M - $1.78M
|
81.7K
$1.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
79.4K+ 37.39% |
$1.65M - $1.73M
|
292K
$6.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
73.7K+ 11.62% |
$1.53M - $1.61M
|
708K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.6K+ 23.45% |
$1.36M - $1.43M
|
345K
$7.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
64.9K+ 7.01% |
$1.35M - $1.41M
|
991K
$21M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
61.4K+ 7.78% |
$1.27M - $1.34M
|
850K
$18M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
57.9KNew |
$1.2M - $1.26M
|
57.9K
$1.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
45.6KNew |
$946K - $992K
|
45.6K
$966K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41.3K+ 40476.47% |
$857K - $899K
|
41.4K
$877K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
40.8K+ 17.99% |
$847K - $889K
|
268K
$5.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
39.1K+ 22.51% |
$811K - $851K
|
213K
$4.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38.4KNew |
$797K - $836K
|
38.4K
$814K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
36.4K+ 26.17% |
$755K - $792K
|
175K
$3.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
36.4K+ 6.18% |
$755K - $792K
|
625K
$13.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
31.2K+ 6.45% |
$647K - $679K
|
514K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
27.4K+ 10.77% |
$569K - $597K
|
282K
$5.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
25.7KNew |
$534K - $561K
|
25.7K
$546K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
24.1K+ 142.63% |
$500K - $524K
|
40.9K
$868K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.9K+ 8.18% |
$475K - $498K
|
302K
$6.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.2KNew |
$460K - $483K
|
22.2K
$470K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.5K+ 6.18% |
$447K - $469K
|
370K
$7.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
21.2K+ 34.44% |
$441K - $463K
|
82.9K
$1.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.5K+ 49.49% |
$405K - $425K
|
58.9K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
19.3K+ 30.94% |
$400K - $420K
|
81.6K
$1.73M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19.2K+ 10.87% |
$398K - $417K
|
195K
$4.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17.7K+ 31.14% |
$366K - $385K
|
74.3K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.1K+ 50.1% |
$334K - $350K
|
48.2K
$1.02M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
15.6KNew |
$325K - $341K
|
15.6K
$332K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
15.5K+ 18.98% |
$322K - $338K
|
97.3K
$2.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
15.3K+ 11.54% |
$318K - $333K
|
148K
$3.14M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
15.2K+ 19.87% |
$315K - $331K
|
91.6K
$1.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
15.2KNew |
$315K - $331K
|
15.2K
$322K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.8K+ 12.39% |
$307K - $322K
|
134K
$2.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.7KNew |
$306K - $321K
|
14.7K
$312K
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
14.6KNew |
$302K - $317K
|
14.6K
$309K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.4K+ 18.97% |
$298K - $313K
|
90K
$1.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
13.5KNew |
$280K - $294K
|
13.5K
$286K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.5KNew |
$280K - $293K
|
13.5K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.5K+ 43.19% |
$279K - $293K
|
44.6K
$946K
|
|