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 600 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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
9,322
shares
|
$197,626
0.01% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
9,150
shares
|
$193,980
0.01% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
8,615
shares
|
$182,638
0.0% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
8,057
shares
|
$170,808
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
7,983
shares
|
$169,239
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
7,959
shares
|
$168,730
0.23% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
7,933
shares
|
$168,179
0.07% of portfolio
|
Q3 2025
Added 130.08%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,745
shares
|
$164,194
0.0% of portfolio
|
Q3 2025
Reduced 17.47%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
7,472
shares
|
$158,406
0.0% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,671
shares
|
$141,425
0.0% of portfolio
|
Q2 2025
Reduced 39.17%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
6,220
shares
|
$131,864
0.07% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
6,203
shares
|
$131,503
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
6,096
shares
|
$129,235
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
5,996
shares
|
$127,115
0.05% of portfolio
|
Q3 2025
Added 169.36%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
5,787
shares
|
$122,684
0.0% of portfolio
|
Q3 2025
Added 34.46%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
5,485
shares
|
$116,282
0.0% of portfolio
|
Q3 2025
Reduced 50.31%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
5,410
shares
|
$114,692
0.09% of portfolio
|
Q3 2025
Reduced 14.75%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,360
shares
|
$113,632
0.0% of portfolio
|
Q3 2025
Reduced 36.7%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,179
shares
|
$109,794
0.0% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
5,023
shares
|
$106,487
0.0% of portfolio
|
Q3 2025
Added 43.76%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
4,970
shares
|
$105,364
0.01% of portfolio
|
Q3 2025
Reduced 33.49%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
4,953
shares
|
$105,003
0.0% of portfolio
|
Q3 2025
Added 68.3%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
4,440
shares
|
$94,128
0.01% of portfolio
|
Q3 2025
Reduced 22.57%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,301
shares
|
$91,181
0.0% of portfolio
|
Q4 2023
Added 57.49%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
4,033
shares
|
$85,499
0.01% of portfolio
|
Q3 2025
Added 4.4%
|
|