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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
589,221
shares
|
$12.5 Million
0.21% of portfolio
|
Q3 2025
Added 19.45%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
564,041
shares
|
$12 Million
0.67% of portfolio
|
Q3 2025
Added 63.14%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
514,416
shares
|
$10.9 Million
3.34% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
508,037
shares
|
$10.8 Million
0.4% of portfolio
|
Q3 2025
Reduced 57.22%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
495,307
shares
|
$10.5 Million
1.03% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
465,942
shares
|
$9.88 Million
0.42% of portfolio
|
Q3 2025
Added 21.62%
|
|
|
Strategic Financial Planning, Inc.
|
Nov 13, 2025 Q3 2025 |
459,451
shares
|
$9.74 Million
5.97% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
440,895
shares
|
$9.35 Million
2.15% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
433,928
shares
|
$9.2 Million
0.96% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
426,415
shares
|
$9.04 Million
0.0% of portfolio
|
Q3 2025
Added 64.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
402,792
shares
|
$8.54 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
401,402
shares
|
$8.51 Million
3.16% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
398,077
shares
|
$8.44 Million
2.78% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
392,930
shares
|
$8.33 Million
0.34% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
384,808
shares
|
$8.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
375,418
shares
|
$7.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
369,769
shares
|
$7.84 Million
0.02% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
364,834
shares
|
$7.73 Million
0.93% of portfolio
|
Q3 2025
Added 13.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
345,396
shares
|
$7.32 Million
0.0% of portfolio
|
Q3 2025
Added 23.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
340,270
shares
|
$7.21 Million
0.25% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
336,879
shares
|
$7.14 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
333,978
shares
|
$7.08 Million
0.01% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Nov 05, 2025 Q3 2025 |
322,193
shares
|
$6.83 Million
1.26% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
320,919
shares
|
$6.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
302,248
shares
|
$6.41 Million
0.0% of portfolio
|
Q3 2025
Added 8.18%
|
|