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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
82
shares
|
$1,762
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$1,676
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
73
shares
|
$1,568
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
70
shares
|
$1,504
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
67
shares
|
$1,439
0.0% of portfolio
|
Q4 2024
Added 109.38%
|
|
|
Gpwm LLC
|
Jan 13, 2025 Q4 2024 |
67
shares
|
$1,439
0.0% of portfolio
|
Q3 2023
Reduced 22.09%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
67
shares
|
$1,439
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
62
shares
|
$1,332
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
59
shares
|
$1,267
0.0% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
39
shares
|
$838
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
32
shares
|
$687
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
30
shares
|
$644
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
26
shares
|
$558
0.0% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
22
shares
|
$472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
17
shares
|
$365
0.0% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
17
shares
|
$365
0.0% of portfolio
|
Q3 2024
Reduced 96.3%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
16
shares
|
$343
0.0% of portfolio
|
Q1 2023
Reduced 95.94%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
14
shares
|
$300
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
13
shares
|
$279
0.0% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
10
shares
|
$214
0.0% of portfolio
|
Q2 2024
Reduced 95.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
8
shares
|
$171
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6
shares
|
$128
0.0% of portfolio
|
Q1 2022
Reduced 95.95%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4
shares
|
$85
0.0% of portfolio
|
Q3 2024
Reduced 99.34%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
3
shares
|
$64
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
2
shares
|
$42
0.0% of portfolio
|
Q3 2023
Reduced 97.37%
|