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 |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jan 23, 2026 Q4 2025 |
425
shares
|
$9,010
0.0% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
424
shares
|
$8,988
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
417
shares
|
$8,840
0.0% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
413
shares
|
$8,755
0.0% of portfolio
|
Q3 2025
Added 16.01%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
410
shares
|
$8,692
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
410
shares
|
$8,692
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
407
shares
|
$8,628
0.0% of portfolio
|
Q3 2023
Reduced 44.02%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
381
shares
|
$8,077
0.0% of portfolio
|
Q1 2025
Added 32.29%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
380
shares
|
$8,056
0.0% of portfolio
|
Q4 2024
Reduced 53.66%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
370
shares
|
$7,844
0.0% of portfolio
|
Q4 2025
Reduced 17.96%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
365
shares
|
$7,738
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
360
shares
|
$7,632
0.0% of portfolio
|
Q3 2025
Reduced 41.18%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
357
shares
|
$7,568
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
353
shares
|
$7,483
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
351
shares
|
$7,441
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
339
shares
|
$7,186
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
325
shares
|
$6,890
0.0% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
323
shares
|
$6,847
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
316
shares
|
$6,699
0.0% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
312
shares
|
$6,614
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
304
shares
|
$6,444
0.0% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
300
shares
|
$6,360
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
297
shares
|
$6,296
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
296
shares
|
$6,275
0.0% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
279
shares
|
$5,914
0.0% of portfolio
|
Q1 2025
Added 2690.0%
|
|