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 |
|---|---|---|---|---|---|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
44,370
shares
|
$942,862
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
44,214
shares
|
$939,547
0.03% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
43,775
shares
|
$930,218
0.16% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
43,397
shares
|
$922,186
0.47% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
43,147
shares
|
$916,873
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
43,110
shares
|
$916,087
0.3% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
42,010
shares
|
$892,712
0.14% of portfolio
|
Q4 2024
Added 24.71%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
41,450
shares
|
$880,812
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
40,771
shares
|
$866,383
0.0% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Aletheian Wealth Advisors LLC
|
Feb 14, 2025 Q4 2024 |
40,022
shares
|
$850,467
0.52% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
39,979
shares
|
$849,553
0.33% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
39,217
shares
|
$833,361
0.19% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
39,145
shares
|
$831,831
0.0% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
38,970
shares
|
$828,112
0.22% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
38,512
shares
|
$818,380
0.17% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
38,114
shares
|
$809,922
0.02% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
37,917
shares
|
$805,736
0.0% of portfolio
|
Q4 2024
Reduced 31.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
37,828
shares
|
$803,845
0.0% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
37,620
shares
|
$799,425
0.37% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
36,918
shares
|
$784,507
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
36,556
shares
|
$776,815
0.35% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,099
shares
|
$767,103
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
36,063
shares
|
$766,338
0.36% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
36,062
shares
|
$766,317
0.27% of portfolio
|
Q1 2024
Reduced 19.47%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
35,747
shares
|
$759,623
0.03% of portfolio
|
Q4 2024
Reduced 3.53%
|