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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
139
shares
|
$2,949
0.0% of portfolio
|
Q2 2024
Added 3375.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
138
shares
|
$2,928
0.0% of portfolio
|
Q2 2023
Reduced 42.5%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
133
shares
|
$2,822
0.0% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
130
shares
|
$2,758
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
120
shares
|
$2,546
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
113
shares
|
$2,397
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
113
shares
|
$2,397
0.0% of portfolio
|
Q3 2024
Reduced 71.68%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
110
shares
|
$2,334
0.0% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
109
shares
|
$2,312
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
105
shares
|
$2,228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
102
shares
|
$2,164
0.0% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
96
shares
|
$2,037
0.0% of portfolio
|
Q4 2023
Reduced 66.2%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
90
shares
|
$1,909
0.0% of portfolio
|
Q2 2024
Reduced 95.22%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
90
shares
|
$1,909
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
90
shares
|
$1,909
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
85
shares
|
$1,803
0.0% of portfolio
|
Q3 2024
Added 97.67%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
85
shares
|
$1,803
0.0% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
85
shares
|
$1,803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
85
shares
|
$1,803
0.0% of portfolio
|
Q2 2024
Reduced 55.26%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
83
shares
|
$1,761
0.0% of portfolio
|
Q3 2024
Added 40.68%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
82
shares
|
$1,740
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$1,655
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
73
shares
|
$1,549
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
70
shares
|
$1,485
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Gpwm LLC
|
Jan 13, 2025 Q4 2024 |
67
shares
|
$1,421
0.0% of portfolio
|
Q3 2023
Reduced 22.09%
|