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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
87,029
shares
|
$1.85 Million
0.02% of portfolio
|
Q4 2025
Reduced 1.87%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
86,736
shares
|
$1.84 Million
0.25% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
85,696
shares
|
$1.82 Million
0.23% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
85,667
shares
|
$1.82 Million
0.17% of portfolio
|
Q2 2025
Reduced 19.69%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
85,567
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
85,132
shares
|
$1.8 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
84,008
shares
|
$1.78 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
82,924
shares
|
$1.76 Million
1.77% of portfolio
|
Q3 2025
Added 34.44%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
82,690
shares
|
$1.75 Million
0.47% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
81,719
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
81,689
shares
|
$1.73 Million
0.31% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
81,615
shares
|
$1.73 Million
0.72% of portfolio
|
Q3 2025
Added 30.94%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
81,495
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
77,188
shares
|
$1.64 Million
1.12% of portfolio
|
Q4 2025
Added 4.45%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
76,815
shares
|
$1.63 Million
1.0% of portfolio
|
Q3 2025
Added 10.74%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
74,342
shares
|
$1.58 Million
0.32% of portfolio
|
Q3 2025
Added 31.14%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
72,232
shares
|
$1.53 Million
0.67% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
71,053
shares
|
$1.51 Million
0.39% of portfolio
|
Q4 2025
Added 2.83%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
70,511
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
67,418
shares
|
$1.43 Million
0.16% of portfolio
|
Q3 2025
Reduced 44.59%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
67,289
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
67,231
shares
|
$1.43 Million
0.02% of portfolio
|
Q4 2025
Added 2.35%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
66,247
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
65,955
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2025
Reduced 2.86%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
62,954
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|