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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
61,298
shares
|
$1.3 Million
0.14% of portfolio
|
Q4 2025
Added 4.69%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
60,323
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
60,207
shares
|
$1.28 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
59,394
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 12, 2026 Q4 2025 |
59,050
shares
|
$1.25 Million
0.55% of portfolio
|
Q4 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
58,897
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Added 49.49%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
58,481
shares
|
$1.24 Million
0.47% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
58,358
shares
|
$1.24 Million
0.84% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
57,941
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Reduced 40.59%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
57,901
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
57,825
shares
|
$1.23 Million
0.2% of portfolio
|
Q4 2025
Reduced 23.98%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
57,093
shares
|
$1.21 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
55,651
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 56.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
55,571
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 30.01%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
54,178
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2023
Added 19.17%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
53,851
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
52,827
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
51,995
shares
|
$1.1 Million
0.73% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
50,403
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
49,676
shares
|
$1.05 Million
1.45% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
49,519
shares
|
$1.05 Million
0.13% of portfolio
|
Q2 2025
Reduced 53.38%
|
|
|
Curbstone Financial Management Corp
|
Jan 23, 2026 Q4 2025 |
49,332
shares
|
$1.05 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
48,724
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Added 37.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
48,210
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 50.1%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
47,233
shares
|
$1 Million
0.03% of portfolio
|
Q3 2025
Added 0.17%
|
|