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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.47M+ 2.81% |
$28.5M - $30.8M
|
53.9M
$1.16B
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
186KNew |
$3.6M - $3.89M
|
186K
$4M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
96.4KNew |
$1.87M - $2.02M
|
96.4K
$2.08M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
65.2KNew |
$1.26M - $1.37M
|
65.2K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
60KNew |
$1.16M - $1.26M
|
60K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
56.1KNew |
$1.09M - $1.17M
|
56.1K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
17.2KNew |
$333K - $360K
|
17.2K
$371K
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
13.1KNew |
$254K - $275K
|
13.1K
$283K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.8KNew |
$209K - $226K
|
10.8K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.36K+ 5.23% |
$181K - $196K
|
188K
$4.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
3.59KNew |
$69.7K - $75.2K
|
3.59K
$77.4K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.11KNew |
$21.4K - $23.1K
|
1.11K
$23.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
500+ 3.01% |
$9.7K - $10.5K
|
17.1K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
447New |
$8.67K - $9.36K
|
447
$9.63K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
407New |
$7.89K - $8.52K
|
407
$8.77K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
344New |
$6.67K - $7.2K
|
344
$7.41K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
329New |
$6.38K - $6.89K
|
329
$7.09K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
261New |
$5.06K - $5.46K
|
261
$5.62K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
124New |
$2.4K - $2.6K
|
124
$2.67K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
109New |
$2.11K - $2.28K
|
109
$2.35K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
103New |
$2K - $2.16K
|
103
$2.22K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
61New |
$1.18K - $1.28K
|
61
$1.31K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
31New |
$601 - $649
|
31
$668
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
30+ 33.33% |
$582 - $628
|
120
$2.59K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.88% |
$19.4 - $20.9
|
114
$2.46K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
36.1KNew |
$605K - $756K
|
36.1K
$778K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
36K+ 108.04% |
$603K - $754K
|
69.3K
$1.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
23.8KNew |
$399K - $498K
|
23.8K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
19.5KNew |
$327K - $408K
|
19.5K
$420K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
12.7KNew |
$214K - $267K
|
12.7K
$275K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
12.6KNew |
$211K - $264K
|
12.6K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.1KNew |
$203K - $254K
|
12.1K
$262K
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
10.7KNew |
$180K - $225K
|
10.7K
$231K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
9.8KNew |
$164K - $205K
|
9.8K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
9.79KNew |
$164K - $205K
|
9.79K
$211K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9.66KNew |
$162K - $202K
|
9.66K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.28K+ 25.74% |
$105K - $132K
|
30.7K
$661K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4.81KNew |
$80.6K - $101K
|
4.81K
$104K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
2.94KNew |
$49.2K - $61.5K
|
2.94K
$63.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.99K+ 15.02% |
$33.4K - $41.7K
|
15.3K
$329K
|
|
|
Feb 10, 2025
Q4 2023
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
1.88K+ 4.12% |
$31.5K - $39.3K
|
47.4K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.8KNew |
$30.2K - $37.7K
|
1.8K
$38.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.57K+ 57.49% |
$26.3K - $32.9K
|
4.3K
$92.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
980New |
$16.4K - $20.5K
|
980
$21.1K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
834New |
$14K - $17.5K
|
834
$18K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
785New |
$13.2K - $16.4K
|
785
$16.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
708+ 1.58% |
$11.9K - $14.8K
|
45.4K
$978K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
312New |
$5.23K - $6.54K
|
312
$6.72K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
242New |
$4.06K - $5.07K
|
242
$5.22K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
216New |
$3.62K - $4.53K
|
216
$4.65K
|
|