Institutional Ownership Schwab Strategic U.S. Reit ETF (SCHH)
This table provides information about the institutional ownership of Schwab Strategic U.S. Reit ETF (SCHH). We have compiled data on the 556 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $3.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
53,827,142
shares
|
$1.13 Billion
2.39% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
28,445,009
shares
|
$598 Million
0.79% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
24,294,749
shares
|
$511 Million
0.5% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,649,861
shares
|
$161 Million
0.14% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
7,480,975
shares
|
$157 Million
0.68% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,666,139
shares
|
$77.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.68%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,720,664
shares
|
$57.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
1,772,703
shares
|
$37.3 Million
4.48% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,512,887
shares
|
$31.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Feb 10, 2025 Q4 2024 |
1,486,000
shares
|
$31.3 Million
4.05% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
1,212,900
shares
|
$25.5 Million
2.2% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
1,118,663
shares
|
$23.5 Million
0.33% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
1,116,708
shares
|
$23.5 Million
2.04% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
1,046,486
shares
|
$22 Million
0.08% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
1,037,627
shares
|
$21.8 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
1,007,838
shares
|
$21.2 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
916,850
shares
|
$19.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
904,666
shares
|
$19 Million
1.24% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
888,041
shares
|
$18.7 Million
0.28% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
877,828
shares
|
$18.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
874,246
shares
|
$18.4 Million
2.92% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
834,046
shares
|
$17.5 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
833,340
shares
|
$17.5 Million
1.2% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
797,432
shares
|
$16.8 Million
0.0% of portfolio
|
Q4 2024
Added 37.11%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
690,665
shares
|
$14.5 Million
10.32% of portfolio
|
Q1 2025
Added 2.54%
|