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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,205
shares
|
$25,570
0.0% of portfolio
|
Q4 2024
Reduced 26.97%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
1,160
shares
|
$24,615
0.0% of portfolio
|
Q2 2024
Reduced 20.6%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,106
shares
|
$23,469
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,080
shares
|
$22,917
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,043
shares
|
$22,132
0.0% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,004
shares
|
$21,304
0.01% of portfolio
|
Q3 2024
Reduced 51.07%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,000
shares
|
$21,220
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,000
shares
|
$21,220
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
994
shares
|
$21,092
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
952
shares
|
$20,201
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
930
shares
|
$19,734
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
898
shares
|
$19,055
0.0% of portfolio
|
Q4 2022
Added 18.31%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
873
shares
|
$18,525
0.0% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
851
shares
|
$18,058
0.0% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
820
shares
|
$17,400
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
810
shares
|
$17,188
0.0% of portfolio
|
Q3 2024
Reduced 60.83%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
808
shares
|
$17,145
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
806
shares
|
$17,103
0.0% of portfolio
|
Q3 2024
Added 64.83%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
783
shares
|
$16,615
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
745
shares
|
$15,808
0.0% of portfolio
|
Q3 2024
Reduced 54.01%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
733
shares
|
$15,554
0.0% of portfolio
|
Q2 2023
Added 40.96%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
730
shares
|
$15,490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
715
shares
|
$15,172
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
707
shares
|
$15,002
0.0% of portfolio
|
Q4 2024
Added 115.55%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
686
shares
|
$14,556
0.0% of portfolio
|
Q3 2024
New holding
|