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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
448K+ 44.42% |
$9.04M - $9.96M
|
1.46M
$30.9M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
153K+ 1325.32% |
$3.09M - $3.4M
|
165K
$3.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
29.9KNew |
$603K - $664K
|
29.9K
$633K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
22.6K+ 6.32% |
$456K - $502K
|
380K
$8.05M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.88KNew |
$199K - $220K
|
9.88K
$209K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
9.82KNew |
$198K - $218K
|
9.82K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.43K+ 14.05% |
$150K - $165K
|
60.3K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
3.47K+ 20.2% |
$70.2K - $77.2K
|
20.7K
$438K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.02KNew |
$61.1K - $67.2K
|
3.02K
$64.1K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.91KNew |
$58.8K - $64.7K
|
2.91K
$61.7K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.24K+ 235.71% |
$45.3K - $49.9K
|
3.2K
$67.8K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
795+ 6.65% |
$16.1K - $17.7K
|
12.8K
$270K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
675New |
$13.6K - $15K
|
675
$14.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
597+ 537.84% |
$12.1K - $13.3K
|
708
$15K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
473New |
$9.55K - $10.5K
|
473
$10K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
370New |
$7.47K - $8.23K
|
370
$7.84K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
280New |
$5.66K - $6.23K
|
280
$5.94K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
269+ 2690.0% |
$5.43K - $5.98K
|
279
$5.91K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
265New |
$5.35K - $5.89K
|
265
$5.62K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
203New |
$4.1K - $4.51K
|
203
$4.3K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
178+ 23.42% |
$3.6K - $3.96K
|
938
$19.9K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
174New |
$3.51K - $3.87K
|
174
$3.69K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
141New |
$2.85K - $3.14K
|
141
$2.99K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
138+ 155.06% |
$2.79K - $3.07K
|
227
$4.81K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
96New |
$1.94K - $2.14K
|
96
$2.04K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
93+ 32.29% |
$1.88K - $2.07K
|
381
$8.08K
|
|
|
Aug 25, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
86+ 35.83% |
$1.74K - $1.91K
|
326
$6.91K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
64New |
$1.29K - $1.42K
|
64
$1.36K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
63New |
$1.27K - $1.4K
|
63
$1.34K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
61New |
$1.23K - $1.36K
|
61
$1.29K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
60+ 0.54% |
$1.21K - $1.33K
|
11.2K
$238K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
44+ 0.41% |
$889 - $979
|
10.7K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
39New |
$788 - $867
|
39
$827
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
26New |
$525 - $578
|
26
$551
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
19New |
$384 - $423
|
19
$403
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18New |
$364 - $400
|
18
$382
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
11+ 16.42% |
$222 - $245
|
78
$1.65K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10New |
$202 - $222
|
10
$212
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5New |
$101 - $111
|
5
$106
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.5% |
$101 - $111
|
999
$21.2K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2New |
$40.4 - $44.5
|
2
$42.4
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
78.4KNew |
$1.61M - $1.82M
|
78.4K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
45.3KNew |
$930K - $1.05M
|
45.3K
$959K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
41.5KNew |
$852K - $964K
|
41.5K
$879K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32.9KNew |
$677K - $766K
|
32.9K
$698K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
15.6KNew |
$321K - $363K
|
15.6K
$331K
|
|
|
Feb 11, 2025
Q4 2024
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
13.5KNew |
$277K - $313K
|
13.5K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
10.9KNew |
$224K - $254K
|
10.9K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.77K+ 14.87% |
$160K - $181K
|
60K
$1.27M
|
|