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 602 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $3.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
28,507
shares
|
$604,348
0.06% of portfolio
|
Q2 2025
Added 197.07%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
28,470
shares
|
$603,564
0.0% of portfolio
|
Q3 2025
Added 20.05%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
28,295
shares
|
$599,854
0.01% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
27,894
shares
|
$591,352
0.22% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
27,384
shares
|
$580,540
0.01% of portfolio
|
Q3 2025
Added 30.93%
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
27,294
shares
|
$578,632
0.44% of portfolio
|
Q4 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
27,270
shares
|
$578,124
0.0% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
27,182
shares
|
$576,258
0.0% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
26,898
shares
|
$570,237
0.57% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
26,558
shares
|
$563,029
0.17% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
26,517
shares
|
$562,160
0.27% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
25,924
shares
|
$549,588
0.01% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
25,890
shares
|
$548,868
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
25,844
shares
|
$547,892
0.0% of portfolio
|
Q4 2025
Added 61.73%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
25,746
shares
|
$545,815
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
25,546
shares
|
$541,575
0.1% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
25,094
shares
|
$531,992
0.32% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
24,744
shares
|
$524,572
0.22% of portfolio
|
Q3 2025
Reduced 22.13%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jan 21, 2026 Q4 2025 |
24,609
shares
|
$521,710
0.2% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Human Investing LLC
|
Oct 31, 2025 Q3 2025 |
24,585
shares
|
$521,202
0.08% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
24,395
shares
|
$517,174
0.01% of portfolio
|
Q3 2025
Reduced 15.88%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
24,334
shares
|
$515,880
0.11% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
24,164
shares
|
$512,276
0.05% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 23, 2026 Q4 2025 |
24,078
shares
|
$510,453
0.15% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
24,057
shares
|
$510,008
0.14% of portfolio
|
Q3 2025
Added 0.15%
|
|