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 |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
23,974
shares
|
$508,248
0.01% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
23,924
shares
|
$507,188
0.06% of portfolio
|
Q3 2025
Added 40.04%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
23,756
shares
|
$503,627
0.03% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,589
shares
|
$500,086
0.0% of portfolio
|
Q3 2024
Added 16.71%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
23,415
shares
|
$496,398
0.05% of portfolio
|
Q4 2025
Reduced 15.56%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
23,350
shares
|
$495,020
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
23,131
shares
|
$490,377
0.0% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
22,833
shares
|
$484,059
0.05% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jan 20, 2026 Q4 2025 |
22,551
shares
|
$478,081
0.09% of portfolio
|
Q4 2025
Reduced 19.96%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
22,550
shares
|
$478,060
0.0% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
22,396
shares
|
$474,795
0.02% of portfolio
|
Q3 2025
Reduced 35.13%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 16, 2026 Q4 2025 |
22,254
shares
|
$471,784
0.21% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
22,156
shares
|
$469,707
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
22,048
shares
|
$467,417
0.04% of portfolio
|
Q4 2022
Added 0.17%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
21,905
shares
|
$464,386
0.04% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
21,641
shares
|
$458,789
0.06% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
21,591
shares
|
$457,729
0.02% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
21,519
shares
|
$456,202
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 13, 2026 Q4 2025 |
21,510
shares
|
$456,012
0.18% of portfolio
|
Q4 2025
Reduced 1.97%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
21,420
shares
|
$454,104
0.0% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
21,377
shares
|
$453,192
0.16% of portfolio
|
Q4 2023
Reduced 4.4%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
21,200
shares
|
$449,440
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
21,200
shares
|
$449,440
0.17% of portfolio
|
Q1 2023
Added 2.32%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
21,156
shares
|
$448,507
0.0% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
21,000
shares
|
$445,200
0.97% of portfolio
|
Q2 2025
Reduced 0.63%
|
|