Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-21K- 19.69% |
$398K - $455K
|
85.7K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-12.3K- 8.27% |
$234K - $267K
|
137K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-5.1K- 25.44% |
$96.6K - $111K
|
15K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.3K- 39.17% |
$81.3K - $93.1K
|
6.67K
$141K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3.21K- 23.85% |
$60.8K - $69.5K
|
10.2K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.64K- 2.77% |
$50K - $57.2K
|
92.6K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.63K- 1.07% |
$30.8K - $35.2K
|
150K
$3.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-1.33K- 5.44% |
$25.2K - $28.8K
|
23.1K
$490K
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.25K- 10.0% |
$23.7K - $27.1K
|
11.2K
$238K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.11K- 4.44% |
$21.1K - $24.1K
|
24K
$508K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1K- 81.37% |
$18.9K - $21.7K
|
229
$4.85K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-669- 93.83% |
$12.7K - $14.5K
|
44
$933
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-503- 87.94% |
$9.53K - $10.9K
|
69
$1.46K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-500- 1.0% |
$9.47K - $10.8K
|
49.3K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-471- 0.7% |
$8.92K - $10.2K
|
67.3K
$1.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-429- 2.87% |
$8.13K - $9.3K
|
14.5K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-272- 54.18% |
$5.15K - $5.89K
|
230
$4.88K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-215- 3.34% |
$4.07K - $4.66K
|
6.22K
$132K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-211- 0.2% |
$4K - $4.57K
|
106K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-166- 63.85% |
$3.14K - $3.6K
|
94
$1.99K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-158- 1.95% |
$2.99K - $3.42K
|
7.96K
$169K
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-133- 0.63% |
$2.52K - $2.88K
|
21K
$445K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 2.75% |
$1.89K - $2.17K
|
3.53K
$74.8K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-86- 0.01% |
$1.63K - $1.86K
|
1.05M
$22.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-50- 0.28% |
$947 - $1.08K
|
17.8K
$378K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-32- 7.06% |
$606 - $693
|
421
$8.93K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 0.14% |
$37.9 - $43.3
|
1.42K
$30.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-1- 0.01% |
$18.9 - $21.7
|
16.3K
$345K
|
|
| Q1 2025 | |||||||
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-501K- 99.99% |
$10.1M - $11.1M
|
55
$1.17K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-131K- 87.96% |
$2.65M - $2.91M
|
17.9K
$380K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-24.1K- 8.97% |
$487K - $536K
|
245K
$5.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-6.34K- 99.98% |
$128K - $141K
|
1
$21.2
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 17.38% |
$45.6K - $50.2K
|
10.7K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.04K- 0.79% |
$21K - $23.2K
|
131K
$2.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-621- 50.0% |
$12.5K - $13.8K
|
621
$13.2K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-299Closed |
$6.04K - $6.65K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-268- 92.41% |
$5.41K - $5.96K
|
22
$466
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-78- 33.33% |
$1.58K - $1.73K
|
156
$3.31K
|
|
| Q4 2024 | |||||||
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12.4K- 55.37% |
$254K - $288K
|
9.98K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.42K- 38.24% |
$90.9K - $103K
|
7.14K
$151K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.41K- 11.38% |
$49.4K - $56K
|
18.7K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.95K- 98.79% |
$40.2K - $45.5K
|
24
$509
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.48K- 3.29% |
$30.3K - $34.3K
|
43.4K
$920K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.11K- 7.46% |
$22.8K - $25.8K
|
13.7K
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-684- 0.86% |
$14.1K - $15.9K
|
79.3K
$1.68M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-631- 3.95% |
$13K - $14.7K
|
15.4K
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-445- 26.97% |
$9.14K - $10.4K
|
1.21K
$25.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-440- 53.66% |
$9.04K - $10.2K
|
380
$8.06K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-200- 1.12% |
$4.11K - $4.65K
|
17.7K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-199- 98.03% |
$4.09K - $4.63K
|
4
$84.8
|
|