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 598 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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
21,156
shares
|
$448,507
0.0% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
21,000
shares
|
$445,200
0.97% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Jan 14, 2026 Q4 2025 |
20,901
shares
|
$443,101
0.25% of portfolio
|
Q4 2025
Added 1.72%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
20,743
shares
|
$439,751
0.13% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
20,443
shares
|
$433,391
0.0% of portfolio
|
Q3 2025
Added 20.2%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
19,925
shares
|
$422,410
0.03% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
19,850
shares
|
$420,820
0.04% of portfolio
|
Q3 2022
Reduced 28.79%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
19,687
shares
|
$417,364
0.01% of portfolio
|
Q3 2025
Added 12.64%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
19,575
shares
|
$414,990
0.03% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 12, 2026 Q4 2025 |
19,364
shares
|
$410,516
0.17% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
19,123
shares
|
$405,407
0.09% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
18,819
shares
|
$398,962
0.1% of portfolio
|
Q4 2025
Added 54.49%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
18,456
shares
|
$391,267
0.04% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
18,381
shares
|
$389,677
0.03% of portfolio
|
Q4 2025
Reduced 6.38%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
18,338
shares
|
$388,765
0.18% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
18,270
shares
|
$387,324
0.13% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
18,038
shares
|
$382,405
0.0% of portfolio
|
Q3 2025
Added 18.09%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
17,834
shares
|
$378,080
0.05% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
17,730
shares
|
$375,876
0.03% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
17,410
shares
|
$369,092
0.11% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
17,229
shares
|
$365,254
0.02% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
17,118
shares
|
$362,901
0.1% of portfolio
|
Q1 2024
Added 3.01%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
17,018
shares
|
$360,781
0.02% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
16,949
shares
|
$359,318
0.01% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
16,942
shares
|
$359,170
0.11% of portfolio
|
Q3 2025
Reduced 3.9%
|
|