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 531 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 $3.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
20,359
shares
|
$432,017
0.0% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
20,263
shares
|
$429,980
0.19% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
20,119
shares
|
$426,925
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
20,081
shares
|
$426,118
0.18% of portfolio
|
Q4 2024
Reduced 68.1%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
19,850
shares
|
$421,217
0.03% of portfolio
|
Q3 2022
Reduced 28.79%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
19,769
shares
|
$419,498
0.14% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
19,723
shares
|
$418,522
0.0% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
19,275
shares
|
$409,015
0.03% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
19,225
shares
|
$407,954
0.21% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
19,063
shares
|
$404,516
0.02% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
18,833
shares
|
$399,636
0.05% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
18,828
shares
|
$399,530
0.11% of portfolio
|
Q3 2024
Reduced 68.3%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
18,674
shares
|
$396,262
0.22% of portfolio
|
Q4 2024
Added 39.05%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
18,372
shares
|
$389,853
0.13% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
18,337
shares
|
$389,111
0.23% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
18,202
shares
|
$386,246
0.01% of portfolio
|
Q2 2024
Added 54.22%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
18,155
shares
|
$385,249
0.01% of portfolio
|
Q3 2024
Reduced 24.62%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
17,930
shares
|
$380,474
0.03% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,706
shares
|
$375,721
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
17,346
shares
|
$368,082
0.32% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
17,280
shares
|
$366,681
0.01% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
17,264
shares
|
$366,342
0.01% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
17,193
shares
|
$364,835
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
17,118
shares
|
$363,243
0.1% of portfolio
|
Q1 2024
Added 3.01%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
17,023
shares
|
$361,228
0.27% of portfolio
|
Q4 2024
Added 3.36%
|