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 |
|---|---|---|---|---|---|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
82,690
shares
|
$1.76 Million
0.47% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
81,134
shares
|
$1.72 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
81,013
shares
|
$1.72 Million
0.76% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
79,789
shares
|
$1.7 Million
0.22% of portfolio
|
Q4 2024
Reduced 19.85%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
79,271
shares
|
$1.68 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
79,067
shares
|
$1.68 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
78,802
shares
|
$1.67 Million
0.26% of portfolio
|
Q4 2024
Added 30.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
78,398
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
78,093
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
77,888
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
76,510
shares
|
$1.63 Million
0.54% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
75,719
shares
|
$1.61 Million
0.2% of portfolio
|
Q4 2024
Reduced 51.22%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
75,013
shares
|
$1.59 Million
0.06% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
74,647
shares
|
$1.59 Million
0.25% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
73,288
shares
|
$1.56 Million
1.15% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
72,259
shares
|
$1.54 Million
0.33% of portfolio
|
Q4 2024
Reduced 11.94%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
67,760
shares
|
$1.44 Million
0.04% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
66,279
shares
|
$1.41 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
64,839
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
64,091
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
62,870
shares
|
$1.34 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
61,601
shares
|
$1.31 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
60,016
shares
|
$1.28 Million
0.31% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
57,670
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Added 14.07%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
57,624
shares
|
$1.22 Million
0.93% of portfolio
|
Q4 2024
Added 0.4%
|