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 556 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $3.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
59
shares
|
$1,253
0.0% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
52
shares
|
$1,105
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
39
shares
|
$828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
31
shares
|
$658
0.0% of portfolio
|
Q4 2024
Reduced 92.05%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
26
shares
|
$552
0.0% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
24
shares
|
$510
0.0% of portfolio
|
Q4 2024
Reduced 98.79%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
22
shares
|
$467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
20
shares
|
$425
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
18
shares
|
$382
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
17
shares
|
$361
0.0% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
16
shares
|
$340
0.0% of portfolio
|
Q1 2023
Reduced 95.94%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
15
shares
|
$318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
14
shares
|
$297
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
13
shares
|
$276
0.0% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
13
shares
|
$276
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
10
shares
|
$212
0.0% of portfolio
|
Q2 2024
Reduced 95.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
8
shares
|
$170
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6
shares
|
$127
0.0% of portfolio
|
Q1 2022
Reduced 95.95%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4
shares
|
$85
0.0% of portfolio
|
Q4 2024
Reduced 98.03%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4
shares
|
$85
0.0% of portfolio
|
Q3 2024
Reduced 99.34%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
3
shares
|
$63
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
3
shares
|
$63
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%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|