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 532 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 $3.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
11,092
shares
|
$236,592
0.13% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
10,792
shares
|
$230,193
0.1% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
10,736
shares
|
$228,998
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
10,415
shares
|
$222,151
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
10,314
shares
|
$219,997
0.08% of portfolio
|
Q1 2024
Reduced 7.76%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
10,263
shares
|
$218,909
0.03% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
10,216
shares
|
$217,907
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
10,201
shares
|
$217,587
0.01% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
10,181
shares
|
$217,160
0.06% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
10,124
shares
|
$215,944
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
9,981
shares
|
$212,894
0.02% of portfolio
|
Q4 2024
Reduced 55.37%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
9,869
shares
|
$210,505
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
9,817
shares
|
$209,396
0.12% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
9,800
shares
|
$209,033
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
9,748
shares
|
$207,924
0.16% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
9,696
shares
|
$206,815
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
9,596
shares
|
$204,682
0.02% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,526
shares
|
$203,189
0.01% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
9,525
shares
|
$203,168
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
9,521
shares
|
$203,082
0.07% of portfolio
|
Q3 2024
Reduced 39.52%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
9,476
shares
|
$202,123
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
9,107
shares
|
$194,252
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
9,014
shares
|
$192,268
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
8,967
shares
|
$191,266
0.0% of portfolio
|
Q4 2024
Added 21.54%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
8,947
shares
|
$190,839
0.0% of portfolio
|
Q3 2024
Added 33.04%
|