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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,301
shares
|
$91,181
0.0% of portfolio
|
Q4 2023
Added 57.49%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,734
shares
|
$79,160
0.01% of portfolio
|
Q3 2025
Added 62.42%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
3,647
shares
|
$77,316
0.0% of portfolio
|
Q3 2025
Added 41.08%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,534
shares
|
$74,920
0.0% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
3,530
shares
|
$74,836
0.02% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
3,285
shares
|
$69,642
0.02% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
3,220
shares
|
$68,264
0.01% of portfolio
|
Q4 2025
Reduced 20.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,157
shares
|
$66,928
0.0% of portfolio
|
Q3 2025
Added 19.49%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,126
shares
|
$66,271
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,027
shares
|
$64,172
0.0% of portfolio
|
Q3 2025
Added 358.64%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
3,023
shares
|
$64,087
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
2,935
shares
|
$62,222
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,910
shares
|
$61,692
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
2,893
shares
|
$61,331
0.03% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,731
shares
|
$57,897
0.02% of portfolio
|
Q3 2024
Added 61.12%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
2,579
shares
|
$54,674
0.03% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
2,460
shares
|
$52,152
0.01% of portfolio
|
Q3 2025
Added 434.78%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,434
shares
|
$51,600
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
2,400
shares
|
$50,880
0.0% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,207
shares
|
$46,788
0.0% of portfolio
|
Q2 2020
Reduced 24.17%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
1,951
shares
|
$41,361
0.0% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
1,908
shares
|
$40,449
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,908
shares
|
$40,449
0.0% of portfolio
|
Q2 2023
Added 1.06%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,846
shares
|
$39,135
0.01% of portfolio
|
Q3 2025
Reduced 84.75%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 21, 2026 Q4 2025 |
1,659
shares
|
$35,170
0.03% of portfolio
|
Q4 2025
Reduced 36.49%
|
|