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 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.2K+ 1.32% |
$292K - $330K
|
1.09M
$23.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
13.6K+ 3.99% |
$280K - $317K
|
355K
$7.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
13.5KNew |
$277K - $313K
|
13.5K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
13.1K+ 12.58% |
$270K - $305K
|
117K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.9K+ 3.04% |
$266K - $301K
|
439K
$9.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.6K+ 4.86% |
$238K - $269K
|
250K
$5.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11.5KNew |
$236K - $267K
|
11.5K
$249K
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
10.9KNew |
$224K - $254K
|
10.9K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.5K+ 25.21% |
$217K - $245K
|
52.4K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
9.87KNew |
$203K - $230K
|
9.87K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.4K+ 23.35% |
$193K - $219K
|
49.6K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.23K+ 3.27% |
$190K - $215K
|
291K
$6.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
9.21K+ 4.37% |
$189K - $214K
|
220K
$4.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.11K+ 20.81% |
$187K - $212K
|
52.9K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
8.33K+ 24.71% |
$171K - $194K
|
42K
$909K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.77K+ 14.87% |
$160K - $181K
|
60K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
7.48K+ 17.97% |
$154K - $174K
|
49.1K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.11K+ 14.07% |
$146K - $165K
|
57.7K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
7.03K+ 1.83% |
$144K - $164K
|
391K
$8.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.63K+ 4.31% |
$136K - $154K
|
160K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.63K+ 0.74% |
$136K - $154K
|
905K
$19.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
6.37K+ 116.03% |
$131K - $148K
|
11.9K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.29K+ 310.11% |
$129K - $146K
|
8.32K
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.08K+ 48.28% |
$125K - $142K
|
18.7K
$404K
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
5.65K+ 9.1% |
$116K - $132K
|
67.8K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.62K+ 5.47% |
$115K - $131K
|
108K
$2.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.56K+ 3.41% |
$114K - $129K
|
168K
$3.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
5.48K+ 5.73% |
$113K - $127K
|
101K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.48K+ 24.8% |
$113K - $127K
|
27.5K
$596K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.34K+ 61.56% |
$110K - $124K
|
14K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5.24K+ 39.05% |
$108K - $122K
|
18.7K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.15K+ 2.56% |
$106K - $120K
|
206K
$4.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5.1K+ 34.11% |
$105K - $119K
|
20.1K
$434K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.09K+ 22.12% |
$105K - $118K
|
28.1K
$608K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.84K+ 5.27% |
$99.4K - $112K
|
96.6K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.68KNew |
$96.2K - $109K
|
4.68K
$101K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.27K+ 8.58% |
$87.8K - $99.3K
|
54.1K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.21K+ 25.67% |
$86.4K - $97.8K
|
20.6K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.13K+ 12.25% |
$84.8K - $96K
|
37.8K
$818K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4.11KNew |
$84.4K - $95.6K
|
4.11K
$88.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
3.9K+ 5.37% |
$80.1K - $90.7K
|
76.5K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.85K+ 14.86% |
$79.1K - $89.6K
|
29.8K
$644K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.78K+ 11.16% |
$77.6K - $87.9K
|
37.6K
$814K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.74K+ 10.54% |
$76.8K - $86.9K
|
39.2K
$848K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.7K+ 2.57% |
$76K - $86K
|
147K
$3.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.59K+ 6.71% |
$73.8K - $83.5K
|
57.1K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.54K+ 0.81% |
$72.7K - $82.3K
|
443K
$9.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
3.49K+ 0.81% |
$71.7K - $81.1K
|
435K
$9.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.39K+ 951.69% |
$69.6K - $78.8K
|
3.74K
$81K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.29KNew |
$67.7K - $76.6K
|
3.29K
$71.2K
|