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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
73
shares
|
$1,547
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
73
shares
|
$1,547
0.0% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
70
shares
|
$1,484
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
70
shares
|
$1,484
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
68
shares
|
$1,441
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
67
shares
|
$1,420
0.0% of portfolio
|
Q4 2024
Added 109.38%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
64
shares
|
$1,356
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
63
shares
|
$1,335
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
61
shares
|
$1,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
53
shares
|
$1,123
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
51
shares
|
$1,081
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
50
shares
|
$1,060
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
43
shares
|
$911
0.0% of portfolio
|
Q3 2025
Added 2050.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
40
shares
|
$848
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
39
shares
|
$826
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
35
shares
|
$742
0.0% of portfolio
|
Q3 2025
Added 169.23%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
34
shares
|
$720
0.0% of portfolio
|
Q4 2025
Added 17.24%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
26
shares
|
$551
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
24
shares
|
$508
0.0% of portfolio
|
Q4 2024
Reduced 98.79%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
24
shares
|
$508
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
24
shares
|
$508
0.0% of portfolio
|
Q4 2025
Reduced 55.56%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
22
shares
|
$466
0.0% of portfolio
|
Q1 2025
Reduced 92.41%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
22
shares
|
$466
0.0% of portfolio
|
Q3 2025
Added 83.33%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
21
shares
|
$445
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
21
shares
|
$445
0.0% of portfolio
|
Q4 2025
New holding
|
|