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 601 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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
883
shares
|
$18,719
0.0% of portfolio
|
Q3 2025
Reduced 34.15%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
879
shares
|
$18,634
0.0% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
775
shares
|
$16,430
0.0% of portfolio
|
Q3 2025
Added 283.66%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
766
shares
|
$16,239
0.01% of portfolio
|
Q4 2025
Reduced 22.08%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
748
shares
|
$15,857
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
742
shares
|
$15,730
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
733
shares
|
$15,539
0.0% of portfolio
|
Q2 2023
Added 40.96%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
720
shares
|
$15,264
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
665
shares
|
$14,098
0.0% of portfolio
|
Q2 2024
Added 9.56%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
637
shares
|
$13,504
0.01% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
621
shares
|
$13,165
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
591
shares
|
$12,529
0.0% of portfolio
|
Q3 2025
Added 27.37%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
588
shares
|
$12,465
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
580
shares
|
$12,296
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
566
shares
|
$11,999
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
560
shares
|
$11,872
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
557
shares
|
$11,808
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
532
shares
|
$11,278
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
530
shares
|
$11,236
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
524
shares
|
$11,108
0.0% of portfolio
|
Q2 2025
Added 37.17%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
502
shares
|
$10,642
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
456
shares
|
$9,667
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
451
shares
|
$9,561
0.0% of portfolio
|
Q3 2025
Reduced 40.42%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
438
shares
|
$9,285
0.0% of portfolio
|
Q3 2025
Added 16.49%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
432
shares
|
$9,158
0.0% of portfolio
|
Q3 2025
New holding
|
|