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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
665
shares
|
$14,290
0.0% of portfolio
|
Q2 2024
Added 9.56%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
632
shares
|
$13,581
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
629
shares
|
$13,517
0.01% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
614
shares
|
$13,194
0.0% of portfolio
|
Q4 2024
Added 18.53%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
612
shares
|
$13,151
0.03% of portfolio
|
Q3 2024
Added 264.29%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
502
shares
|
$10,787
0.0% of portfolio
|
Q4 2024
Added 84.56%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
480
shares
|
$10,315
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
469
shares
|
$10,078
0.0% of portfolio
|
Q3 2024
Added 51.78%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
456
shares
|
$9,799
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
454
shares
|
$9,756
0.0% of portfolio
|
Q4 2024
Reduced 16.85%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
439
shares
|
$9,434
0.0% of portfolio
|
Q4 2024
Reduced 79.12%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
430
shares
|
$9,240
0.0% of portfolio
|
Q1 2024
Reduced 17.31%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
420
shares
|
$9,025
0.0% of portfolio
|
Q4 2024
Added 110.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
410
shares
|
$8,810
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
407
shares
|
$8,746
0.0% of portfolio
|
Q3 2023
Reduced 44.02%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
390
shares
|
$8,381
0.0% of portfolio
|
Q3 2024
Added 2066.67%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
376
shares
|
$8,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
371
shares
|
$7,972
0.0% of portfolio
|
Q2 2024
Added 150.68%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
365
shares
|
$7,843
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
351
shares
|
$7,542
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
326
shares
|
$7,005
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
318
shares
|
$6,833
0.0% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
316
shares
|
$6,790
0.0% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
315
shares
|
$6,769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
312
shares
|
$6,704
0.0% of portfolio
|
Q4 2023
New holding
|