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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
289
shares
|
$6,132
0.0% of portfolio
|
Q4 2024
Reduced 70.11%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
288
shares
|
$6,111
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
279
shares
|
$5,920
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
272
shares
|
$5,771
0.0% of portfolio
|
Q3 2023
Reduced 15.0%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
264
shares
|
$5,602
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
257
shares
|
$5,453
0.0% of portfolio
|
Q1 2024
Reduced 11.68%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
250
shares
|
$5,305
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
245
shares
|
$5,198
0.0% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
242
shares
|
$5,135
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
236
shares
|
$5,007
0.0% of portfolio
|
Q2 2023
Added 15.69%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
234
shares
|
$4,965
0.0% of portfolio
|
Q2 2024
Reduced 44.29%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
228
shares
|
$4,838
0.0% of portfolio
|
Q1 2024
Reduced 12.31%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
224
shares
|
$4,753
0.0% of portfolio
|
Q4 2024
Reduced 21.13%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
220
shares
|
$4,668
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
220
shares
|
$4,668
0.0% of portfolio
|
Q2 2024
Reduced 63.76%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
209
shares
|
$4,434
0.0% of portfolio
|
Q4 2023
Added 2.45%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
200
shares
|
$4,244
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
197
shares
|
$4,180
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
190
shares
|
$4,031
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
188
shares
|
$3,989
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
185
shares
|
$3,925
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
184
shares
|
$3,904
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
170
shares
|
$3,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
154
shares
|
$3,267
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
140
shares
|
$2,970
0.0% of portfolio
|
Q4 2024
Reduced 50.88%
|