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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.34K+ 61.56% |
$110K - $124K
|
14K
$297K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4.11KNew |
$84.4K - $95.6K
|
4.11K
$87.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.17K+ 26.46% |
$65.2K - $73.8K
|
15.2K
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.33KNew |
$27.4K - $31K
|
1.33K
$28.3K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.28KNew |
$26.2K - $29.7K
|
1.28K
$27.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
824New |
$16.9K - $19.2K
|
824
$17.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
783New |
$16.1K - $18.2K
|
783
$16.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
730New |
$15K - $17K
|
730
$15.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
493New |
$10.1K - $11.5K
|
493
$10.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
428New |
$8.8K - $9.96K
|
428
$9.07K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
412New |
$8.47K - $9.58K
|
412
$8.73K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
376New |
$7.73K - $8.75K
|
376
$7.97K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
365New |
$7.5K - $8.49K
|
365
$7.74K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300New |
$6.17K - $6.98K
|
300
$6.36K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
200New |
$4.11K - $4.65K
|
200
$4.24K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
192New |
$3.95K - $4.47K
|
192
$4.07K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
170New |
$3.49K - $3.95K
|
170
$3.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
156New |
$3.21K - $3.63K
|
156
$3.31K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
119+ 24.79% |
$2.45K - $2.77K
|
599
$12.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
114+ 670.59% |
$2.34K - $2.65K
|
131
$2.78K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
86New |
$1.77K - $2K
|
86
$1.82K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
64New |
$1.32K - $1.49K
|
64
$1.36K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
52New |
$1.07K - $1.21K
|
52
$1.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
35+ 109.38% |
$719 - $814
|
67
$1.42K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
20New |
$411 - $465
|
20
$424
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
18New |
$370 - $419
|
18
$382
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
15New |
$308 - $349
|
15
$318
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3New |
$61.7 - $69.8
|
3
$63.6
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
3New |
$61.7 - $69.8
|
3
$63.6
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 1.09% |
$61.7 - $69.8
|
279
$5.91K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.65% |
$20.6 - $23.3
|
154
$3.26K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
131K+ 24.79% |
$2.6M - $3.09M
|
661K
$14M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
87.4K+ 158.96% |
$1.73M - $2.06M
|
142K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
63.3KNew |
$1.25M - $1.49M
|
63.3K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
61.3KNew |
$1.21M - $1.44M
|
61.3K
$1.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
28.5KNew |
$565K - $672K
|
28.5K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
21.1KNew |
$418K - $497K
|
21.1K
$448K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
20.1KNew |
$398K - $473K
|
20.1K
$427K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
18.9KNew |
$374K - $445K
|
18.9K
$401K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
18.6K+ 96.88% |
$368K - $438K
|
37.8K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
17.7KNew |
$350K - $417K
|
17.7K
$375K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
14KNew |
$277K - $329K
|
14K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
13KNew |
$257K - $305K
|
13K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
12.8KNew |
$254K - $302K
|
12.8K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$250K - $298K
|
12.6K
$268K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.4KNew |
$245K - $291K
|
12.4K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10.2KNew |
$202K - $240K
|
10.2K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.1KNew |
$200K - $238K
|
10.1K
$215K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.97KNew |
$197K - $235K
|
9.97K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
9.8KNew |
$194K - $231K
|
9.8K
$208K
|
|