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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
584,344
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
Added 223.89%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
581,581
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
575,078
shares
|
$12.2 Million
4.5% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
552,915
shares
|
$11.7 Million
0.01% of portfolio
|
Q3 2024
Added 98.73%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
547,563
shares
|
$11.6 Million
0.03% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
518,357
shares
|
$11 Million
1.33% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
505,686
shares
|
$10.7 Million
5.59% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
463,970
shares
|
$9.85 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
456,993
shares
|
$9.7 Million
1.41% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
448,579
shares
|
$9.52 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
443,164
shares
|
$9.4 Million
3.2% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
438,915
shares
|
$9.31 Million
0.21% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
431,033
shares
|
$9.15 Million
6.61% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
425,250
shares
|
$9.02 Million
2.53% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
384,379
shares
|
$8.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
372,856
shares
|
$7.91 Million
0.0% of portfolio
|
Q3 2024
Added 28.76%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
366,104
shares
|
$7.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
363,799
shares
|
$7.72 Million
2.83% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
360,751
shares
|
$7.66 Million
0.1% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
355,203
shares
|
$7.54 Million
0.55% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
351,695
shares
|
$7.46 Million
1.61% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
350,874
shares
|
$7.45 Million
1.05% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
347,202
shares
|
$7.37 Million
2.9% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
344,088
shares
|
$7.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
302,410
shares
|
$6.42 Million
0.0% of portfolio
|
Q3 2024
New holding
|