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 |
|---|---|---|---|---|---|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
175,343
shares
|
$3.72 Million
0.12% of portfolio
|
Q3 2025
Added 26.17%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
172,816
shares
|
$3.66 Million
0.44% of portfolio
|
Q4 2025
Reduced 1.65%
|
|
|
Sws Partners
|
Jan 16, 2026 Q4 2025 |
167,632
shares
|
$3.55 Million
0.68% of portfolio
|
Q4 2025
Added 3.75%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
166,486
shares
|
$3.53 Million
0.07% of portfolio
|
Q4 2025
Added 2.78%
|
|
|
Rfg Holdings, Inc.
|
Jan 23, 2026 Q4 2025 |
165,267
shares
|
$3.5 Million
0.97% of portfolio
|
Q4 2025
Reduced 0.85%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
162,591
shares
|
$3.45 Million
0.18% of portfolio
|
Q4 2025
Reduced 6.95%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
162,024
shares
|
$3.43 Million
1.02% of portfolio
|
Q3 2025
Added 1474.73%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
159,934
shares
|
$3.39 Million
1.23% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
154,803
shares
|
$3.28 Million
0.72% of portfolio
|
Q4 2025
Reduced 3.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
151,994
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.8%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
151,668
shares
|
$3.22 Million
0.03% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
150,866
shares
|
$3.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
150,212
shares
|
$3.18 Million
0.04% of portfolio
|
Q3 2025
Added 1456.76%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
149,755
shares
|
$3.17 Million
0.06% of portfolio
|
Q4 2025
Added 2.76%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
147,901
shares
|
$3.14 Million
1.34% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
136,890
shares
|
$2.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
134,579
shares
|
$2.85 Million
0.94% of portfolio
|
Q3 2025
Reduced 21.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
134,323
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2025
Added 12.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
131,750
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.65%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
131,050
shares
|
$2.78 Million
0.04% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2026 Q4 2025 |
129,268
shares
|
$2.74 Million
1.54% of portfolio
|
Q4 2025
Added 1.61%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
123,544
shares
|
$2.62 Million
1.81% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
122,993
shares
|
$2.61 Million
0.08% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
116,009
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
113,370
shares
|
$2.4 Million
0.76% of portfolio
|
Q3 2025
Reduced 10.82%
|
|