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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,633
shares
|
$34,619
0.0% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
1,589
shares
|
$33,686
0.0% of portfolio
|
Q4 2025
Added 1.02%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,582
shares
|
$33,538
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,562
shares
|
$33,114
0.01% of portfolio
|
Q3 2025
Reduced 83.06%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
1,536
shares
|
$32,563
0.01% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
1,500
shares
|
$31,800
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
1,460
shares
|
$30,952
0.03% of portfolio
|
Q3 2025
Reduced 94.49%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
1,419
shares
|
$30,082
0.0% of portfolio
|
Q4 2025
Reduced 38.86%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
1,402
shares
|
$29,722
0.0% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,270
shares
|
$26,924
0.0% of portfolio
|
Q3 2025
Added 73.5%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
1,266
shares
|
$26,839
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
1,212
shares
|
$25,694
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
1,205
shares
|
$25,546
0.0% of portfolio
|
Q4 2024
Reduced 26.97%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
1,144
shares
|
$24,252
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,115
shares
|
$23,638
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
1,106
shares
|
$23,447
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
1,053
shares
|
$22,323
0.01% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,000
shares
|
$21,200
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
985
shares
|
$20,882
0.0% of portfolio
|
Q4 2025
Added 3.36%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
938
shares
|
$19,885
0.0% of portfolio
|
Q1 2025
Added 23.42%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
929
shares
|
$19,694
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
922
shares
|
$19,546
0.01% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
918
shares
|
$19,461
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
898
shares
|
$19,037
0.0% of portfolio
|
Q4 2022
Added 18.31%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
895
shares
|
$18,974
0.0% of portfolio
|
Q3 2025
Reduced 4.69%
|
|