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 601 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 $3.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phocas Financial Corp.
Alameda, CA |
Nov 12, 2025 Q3 2025 |
16,411
shares
|
$347,913
0.05% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
16,288
shares
|
$345,305
0.18% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
16,223
shares
|
$343,927
0.16% of portfolio
|
Q3 2025
Reduced 42.51%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
15,819
shares
|
$335,362
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
15,740
shares
|
$333,688
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
15,723
shares
|
$333,327
0.0% of portfolio
|
Q3 2025
Reduced 22.28%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
15,680
shares
|
$332,416
0.02% of portfolio
|
Q2 2024
Reduced 8.93%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
15,640
shares
|
$331,568
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
15,494
shares
|
$328,472
0.04% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
15,469
shares
|
$327,942
0.05% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
15,313
shares
|
$324,635
0.04% of portfolio
|
Q3 2025
Added 33.4%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
15,251
shares
|
$323,321
0.04% of portfolio
|
Q3 2025
Reduced 43.93%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
15,179
shares
|
$321,794
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
14,950
shares
|
$316,940
0.14% of portfolio
|
Q2 2025
Reduced 25.44%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
14,931
shares
|
$316,537
0.02% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
14,717
shares
|
$312,000
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
14,689
shares
|
$311,406
0.07% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
14,579
shares
|
$309,074
0.1% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
14,560
shares
|
$308,672
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
14,499
shares
|
$307,378
0.06% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
14,326
shares
|
$303,711
0.0% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Aurora Investment Managers, Llc.
|
Nov 10, 2025 Q3 2025 |
14,035
shares
|
$297,542
0.16% of portfolio
|
Q3 2025
Added 19.13%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,741
shares
|
$291,309
0.08% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
13,599
shares
|
$288,298
0.03% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
13,476
shares
|
$285,691
0.05% of portfolio
|
Q3 2025
New holding
|
|