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 |
|---|---|---|---|---|---|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
11,307
shares
|
$239,708
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Nov 07, 2025 Q3 2025 |
11,244
shares
|
$238,372
0.12% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
11,165
shares
|
$236,698
0.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
11,022
shares
|
$233,666
0.09% of portfolio
|
Q4 2025
Added 1.33%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
10,898
shares
|
$231,037
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
10,784
shares
|
$228,620
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
10,755
shares
|
$228,006
0.01% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
10,743
shares
|
$227,751
0.18% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
10,736
shares
|
$227,603
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
10,722
shares
|
$227,306
0.02% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
10,599
shares
|
$224,698
0.0% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
10,362
shares
|
$219,674
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
10,329
shares
|
$218,974
0.16% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
10,250
shares
|
$217,300
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
10,244
shares
|
$217,172
0.03% of portfolio
|
Q2 2025
Reduced 23.85%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
10,175
shares
|
$215,710
0.01% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,092
shares
|
$213,950
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
10,051
shares
|
$213,081
0.02% of portfolio
|
Q3 2025
Reduced 12.27%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
10,047
shares
|
$212,996
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
9,991
shares
|
$211,809
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
9,896
shares
|
$209,795
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
9,817
shares
|
$208,120
0.12% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
9,741
shares
|
$206,509
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
9,666
shares
|
$204,919
0.0% of portfolio
|
Q3 2025
Reduced 19.3%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
9,605
shares
|
$203,626
0.0% of portfolio
|
Q3 2025
Reduced 76.26%
|
|