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
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.05K+ 9.32% |
$21.9K - $22.9K
|
12.3K
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
973+ 0.8% |
$20.2K - $21.2K
|
123K
$2.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
929New |
$19.3K - $20.2K
|
929
$19.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
918New |
$19.1K - $20K
|
918
$19.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
840+ 2.82% |
$17.4K - $18.3K
|
30.6K
$649K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
742New |
$15.4K - $16.2K
|
742
$15.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
662+ 1.15% |
$13.7K - $14.4K
|
58.4K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
619+ 0.69% |
$12.9K - $13.5K
|
89.7K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
588New |
$12.2K - $12.8K
|
588
$12.5K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
573+ 283.66% |
$11.9K - $12.5K
|
775
$16.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
538+ 73.5% |
$11.2K - $11.7K
|
1.27K
$26.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
515+ 19.49% |
$10.7K - $11.2K
|
3.16K
$66.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
501+ 0.62% |
$10.4K - $10.9K
|
81.7K
$1.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
480+ 2.32% |
$9.96K - $10.5K
|
21.2K
$449K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
432New |
$8.97K - $9.41K
|
432
$9.16K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
425+ 3.72% |
$8.82K - $9.26K
|
11.8K
$251K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
424New |
$8.8K - $9.23K
|
424
$8.99K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
353New |
$7.33K - $7.69K
|
353
$7.48K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
339New |
$7.04K - $7.38K
|
339
$7.19K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
323New |
$6.71K - $7.03K
|
323
$6.85K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
315+ 1.64% |
$6.54K - $6.86K
|
19.6K
$415K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
313+ 0.33% |
$6.5K - $6.82K
|
96K
$2.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
292New |
$6.06K - $6.36K
|
292
$6.19K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
289+ 2.61% |
$6K - $6.29K
|
11.4K
$241K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
287+ 1.06% |
$5.96K - $6.25K
|
27.3K
$578K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
274New |
$5.69K - $5.97K
|
274
$5.81K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
271New |
$5.63K - $5.9K
|
271
$5.75K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
238+ 3.29% |
$4.94K - $5.18K
|
7.47K
$158K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
236+ 10.07% |
$4.9K - $5.14K
|
2.58K
$54.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
236+ 0.46% |
$4.9K - $5.14K
|
52K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
213+ 0.16% |
$4.42K - $4.64K
|
131K
$2.78M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
211New |
$4.38K - $4.6K
|
211
$4.47K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
182New |
$3.78K - $3.96K
|
182
$3.86K
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
174+ 0.69% |
$3.61K - $3.79K
|
25.5K
$542K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
170+ 1.34% |
$3.53K - $3.7K
|
12.8K
$272K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
153+ 0.18% |
$3.18K - $3.33K
|
85.6K
$1.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
150+ 0.73% |
$3.11K - $3.27K
|
20.7K
$440K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
138+ 5.01% |
$2.86K - $3.01K
|
2.89K
$61.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
131+ 0.21% |
$2.72K - $2.85K
|
63K
$1.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
127+ 27.37% |
$2.64K - $2.77K
|
591
$12.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
123+ 183.58% |
$2.55K - $2.68K
|
190
$4.03K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
121New |
$2.51K - $2.64K
|
121
$2.57K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
116+ 0.78% |
$2.41K - $2.53K
|
14.9K
$317K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
105New |
$2.18K - $2.29K
|
105
$2.23K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
82+ 0.17% |
$1.7K - $1.79K
|
47.2K
$1M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
80+ 2.32% |
$1.66K - $1.74K
|
3.53K
$74.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
80New |
$1.66K - $1.74K
|
80
$1.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
76New |
$1.58K - $1.66K
|
76
$1.61K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
70+ 0.41% |
$1.45K - $1.52K
|
17K
$361K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
70New |
$1.45K - $1.52K
|
70
$1.48K
|
|