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 |
|---|---|---|---|---|---|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
16,913
shares
|
$358,893
0.04% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 07, 2024 Q3 2024 |
16,411
shares
|
$348,241
1.45% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
16,387
shares
|
$347,732
0.15% of portfolio
|
Q3 2024
Added 44.88%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
15,987
shares
|
$339,244
0.01% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
15,938
shares
|
$338,204
0.12% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,824
shares
|
$335,785
0.02% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
15,680
shares
|
$332,729
0.02% of portfolio
|
Q2 2024
Reduced 8.93%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
15,627
shares
|
$331,604
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
15,623
shares
|
$331,520
0.0% of portfolio
|
Q3 2024
Reduced 24.8%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
15,378
shares
|
$326,321
0.06% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
14,950
shares
|
$317,239
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
14,854
shares
|
$315,201
0.08% of portfolio
|
Q3 2024
Reduced 17.2%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
14,709
shares
|
$312,124
0.0% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
14,602
shares
|
$309,854
0.03% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
14,413
shares
|
$305,843
0.07% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
13,891
shares
|
$294,767
0.0% of portfolio
|
Q3 2024
Reduced 40.24%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
13,841
shares
|
$293,706
0.07% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
13,829
shares
|
$293,451
0.02% of portfolio
|
Q3 2024
Added 10.33%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,741
shares
|
$291,584
0.08% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
13,535
shares
|
$287,212
0.04% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
13,313
shares
|
$282,501
0.44% of portfolio
|
Q3 2023
Reduced 17.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,266
shares
|
$281,504
0.0% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12,982
shares
|
$275,478
0.02% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
12,890
shares
|
$273,525
0.04% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
12,824
shares
|
$272,125
0.03% of portfolio
|
Q3 2024
New holding
|