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 |
|---|---|---|---|---|---|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
16,853
shares
|
$357,283
0.25% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
16,850
shares
|
$357,220
0.03% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 12, 2025 Q3 2025 |
16,411
shares
|
$347,913
0.05% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
16,350
shares
|
$346,620
0.05% of portfolio
|
Q4 2025
Added 5.7%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jan 14, 2026 Q4 2025 |
16,285
shares
|
$345,242
0.15% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
16,126
shares
|
$341,871
0.25% of portfolio
|
Q4 2025
Added 34.48%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 15, 2026 Q4 2025 |
16,109
shares
|
$341,510
0.24% of portfolio
|
Q4 2025
Reduced 14.17%
|
|
|
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%
|
|
|
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%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
14,845
shares
|
$314,714
0.07% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 16, 2026 Q4 2025 |
14,766
shares
|
$313,039
0.13% of portfolio
|
Q4 2025
Reduced 8.98%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
14,717
shares
|
$312,000
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
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.
|
Jan 08, 2026 Q4 2025 |
14,039
shares
|
$297,626
0.17% of portfolio
|
Q4 2025
Added 0.03%
|
|