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 533 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 $3.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
8,117
shares
|
$174,434
0.25% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
7,473
shares
|
$160,594
0.01% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,995
shares
|
$150,322
0.0% of portfolio
|
Q4 2024
Added 62.64%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
6,341
shares
|
$136,268
0.1% of portfolio
|
Q4 2024
Reduced 98.69%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
6,203
shares
|
$133,302
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,161
shares
|
$132,399
0.0% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,947
shares
|
$127,801
0.0% of portfolio
|
Q4 2024
Reduced 37.57%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
4,712
shares
|
$101,260
0.03% of portfolio
|
Q3 2024
Added 831.23%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
4,574
shares
|
$98,295
0.0% of portfolio
|
Q3 2024
Added 23.72%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,301
shares
|
$92,428
0.0% of portfolio
|
Q4 2023
Added 57.49%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
4,177
shares
|
$89,763
0.04% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
4,109
shares
|
$88,302
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
3,900
shares
|
$83,811
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,867
shares
|
$83,101
0.01% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
3,744
shares
|
$80,458
0.01% of portfolio
|
Q4 2024
Added 951.69%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
3,630
shares
|
$78,008
0.02% of portfolio
|
Q4 2023
Added 2.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,390
shares
|
$72,851
0.0% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
3,227
shares
|
$69,348
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
3,108
shares
|
$66,790
0.01% of portfolio
|
Q4 2023
Reduced 2.51%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,074
shares
|
$66,060
0.0% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,064
shares
|
$65,845
0.0% of portfolio
|
Q4 2024
Added 311.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
3,014
shares
|
$64,770
0.0% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,937
shares
|
$63,116
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
2,935
shares
|
$63,073
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,785
shares
|
$59,849
0.0% of portfolio
|
Q4 2024
Added 266.93%
|