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 530 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $3.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
12,666
shares
|
$255,853
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,645
shares
|
$255,429
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
12,601
shares
|
$254,540
0.01% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
12,584
shares
|
$254,196
0.04% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
12,560
shares
|
$253,712
0.22% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
12,494
shares
|
$252,378
0.16% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
12,388
shares
|
$250,237
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
12,334
shares
|
$249,146
0.0% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
12,290
shares
|
$248,258
0.0% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
12,271
shares
|
$247,874
0.0% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
12,213
shares
|
$246,702
0.14% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
12,093
shares
|
$244,278
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
11,994
shares
|
$242,278
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
11,596
shares
|
$234,239
0.11% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
11,567
shares
|
$233,653
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
11,546
shares
|
$233,229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
11,384
shares
|
$229,956
0.03% of portfolio
|
Q3 2022
Reduced 12.65%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
11,280
shares
|
$227,856
0.01% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
11,165
shares
|
$225,533
0.02% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
10,887
shares
|
$219,917
0.14% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
10,792
shares
|
$217,998
0.1% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
10,736
shares
|
$216,867
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
10,498
shares
|
$212,059
0.04% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
10,432
shares
|
$210,726
0.02% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
10,415
shares
|
$210,383
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|