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 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.1KNew |
$127K - $133K
|
6.1K
$129K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.49K+ 12.23% |
$114K - $120K
|
50.4K
$1.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.48K+ 5.72% |
$114K - $119K
|
101K
$2.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5.48K+ 6.74% |
$114K - $119K
|
86.7K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.21K+ 6.19% |
$108K - $113K
|
89.3K
$1.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.16K+ 2.6% |
$107K - $112K
|
204K
$4.32M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.08K+ 2.26% |
$105K - $111K
|
230K
$4.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
4.89K+ 1.08% |
$102K - $107K
|
459K
$9.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
4.79K+ 7.1% |
$99.4K - $104K
|
72.2K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.76K+ 20.05% |
$98.7K - $104K
|
28.5K
$604K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.65K+ 12.85% |
$96.5K - $101K
|
40.8K
$865K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
4.49K+ 15.4% |
$93.2K - $97.8K
|
33.7K
$713K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
4.49K+ 130.08% |
$93.1K - $97.7K
|
7.93K
$168K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
4.27K+ 11.0% |
$88.6K - $93K
|
43.1K
$914K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.83K+ 33.4% |
$79.6K - $83.5K
|
15.3K
$325K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
BUY
|
- |
3.77K+ 169.36% |
$78.3K - $82.1K
|
6K
$127K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.44K+ 20.2% |
$71.3K - $74.8K
|
20.4K
$433K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.13KNew |
$64.9K - $68.1K
|
3.13K
$66.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.98K+ 0.9% |
$61.8K - $64.9K
|
334K
$7.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2.96K+ 3.19% |
$61.4K - $64.4K
|
95.5K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.76K+ 18.09% |
$57.4K - $60.2K
|
18K
$382K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
2.74K+ 2.77% |
$56.8K - $59.6K
|
101K
$2.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.7K+ 1.06% |
$56K - $58.7K
|
258K
$5.48M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.64K+ 20.66% |
$54.8K - $57.5K
|
15.4K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.49K+ 21.02% |
$51.7K - $54.2K
|
14.3K
$304K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.41K+ 3.54% |
$50K - $52.5K
|
70.5K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.37K+ 358.64% |
$49.1K - $51.6K
|
3.03K
$64.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.35K+ 10.97% |
$48.8K - $51.2K
|
23.8K
$504K
|
|
|
Nov 13, 2025
Q3 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.29K+ 7.0% |
$47.6K - $50K
|
35.1K
$744K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.21K+ 12.64% |
$45.9K - $48.1K
|
19.7K
$417K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.01K+ 68.3% |
$41.7K - $43.8K
|
4.95K
$105K
|
|
|
Nov 12, 2025
Q3 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2K+ 434.78% |
$41.5K - $43.6K
|
2.46K
$52.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1.99K+ 10.25% |
$41.3K - $43.4K
|
21.4K
$454K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.92K+ 5.8% |
$39.9K - $41.8K
|
35K
$742K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.78K+ 11.8% |
$36.9K - $38.7K
|
16.9K
$357K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.7K+ 6.49% |
$35.3K - $37K
|
27.9K
$591K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.53K+ 43.76% |
$31.7K - $33.3K
|
5.02K
$106K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.5KNew |
$31.1K - $32.7K
|
1.5K
$31.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.48K+ 34.46% |
$30.8K - $32.3K
|
5.79K
$123K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.44K+ 1.79% |
$29.8K - $31.3K
|
81.5K
$1.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.44K+ 62.42% |
$29.8K - $31.3K
|
3.73K
$79.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.38K+ 2.68% |
$28.6K - $30K
|
52.8K
$1.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.32K+ 6.51% |
$27.4K - $28.7K
|
21.6K
$458K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.22KNew |
$25.4K - $26.6K
|
1.22K
$25.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.2K+ 1.14% |
$24.9K - $26.2K
|
107K
$2.26M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.14KNew |
$23.7K - $24.9K
|
1.14K
$24.3K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.12K+ 1.96% |
$23.3K - $24.5K
|
58.5K
$1.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.11K+ 3.28% |
$23K - $24.2K
|
35K
$741K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
1.1K+ 4.28% |
$22.9K - $24K
|
26.9K
$570K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.06K+ 41.08% |
$22K - $23.1K
|
3.65K
$77.3K
|
|