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 |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
163,935
shares
|
$3.48 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
160,498
shares
|
$3.41 Million
0.32% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
159,740
shares
|
$3.39 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
159,217
shares
|
$3.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
157,276
shares
|
$3.34 Million
1.15% of portfolio
|
Q4 2024
Added 16.02%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
157,234
shares
|
$3.34 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
154,127
shares
|
$3.28 Million
0.05% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
148,893
shares
|
$3.16 Million
0.96% of portfolio
|
Q4 2024
Reduced 12.58%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
147,474
shares
|
$3.13 Million
0.94% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
144,556
shares
|
$3.07 Million
0.97% of portfolio
|
Q4 2024
Added 25.48%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
142,331
shares
|
$3.02 Million
0.1% of portfolio
|
Q3 2024
Added 158.96%
|
|
|
Rfg Holdings, Inc.
|
Jan 27, 2025 Q4 2024 |
140,676
shares
|
$2.99 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
139,873
shares
|
$2.97 Million
0.07% of portfolio
|
Q4 2024
Added 14.94%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
135,806
shares
|
$2.89 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
131,879
shares
|
$2.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
131,750
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.65%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
129,179
shares
|
$2.75 Million
0.35% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
128,628
shares
|
$2.73 Million
1.68% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
127,291
shares
|
$2.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
124,294
shares
|
$2.64 Million
0.44% of portfolio
|
Q2 2024
Added 14.61%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
122,801
shares
|
$2.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 59.14%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
120,615
shares
|
$2.56 Million
1.62% of portfolio
|
Q4 2024
Added 136.96%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 27, 2025 Q4 2024 |
120,181
shares
|
$2.55 Million
0.86% of portfolio
|
Q4 2024
Reduced 98.44%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
117,797
shares
|
$2.5 Million
0.37% of portfolio
|
Q4 2024
Added 40.64%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
117,412
shares
|
$2.5 Million
0.86% of portfolio
|
Q4 2024
Added 12.58%
|