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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
271
shares
|
$5,745
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
265
shares
|
$5,618
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
264
shares
|
$5,596
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
253
shares
|
$5,363
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
250
shares
|
$5,300
0.0% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
242
shares
|
$5,130
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
240
shares
|
$5,088
0.0% of portfolio
|
Q1 2025
Added 35.83%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
236
shares
|
$5,003
0.0% of portfolio
|
Q2 2023
Added 15.69%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
235
shares
|
$4,982
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
230
shares
|
$4,876
0.0% of portfolio
|
Q2 2025
Reduced 54.18%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
229
shares
|
$4,854
0.0% of portfolio
|
Q2 2025
Reduced 81.37%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
228
shares
|
$4,833
0.0% of portfolio
|
Q1 2024
Reduced 12.31%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
224
shares
|
$4,748
0.0% of portfolio
|
Q4 2024
Reduced 21.13%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
220
shares
|
$4,664
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
211
shares
|
$4,473
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
204
shares
|
$4,324
0.0% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
199
shares
|
$4,218
0.0% of portfolio
|
Q4 2025
Reduced 62.59%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
192
shares
|
$4,070
0.0% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
190
shares
|
$4,028
0.0% of portfolio
|
Q3 2025
Added 183.58%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
185
shares
|
$3,922
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
184
shares
|
$3,900
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
182
shares
|
$3,858
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
160
shares
|
$3,392
0.0% of portfolio
|
Q3 2025
Added 12.68%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
156
shares
|
$3,307
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
149
shares
|
$3,158
0.0% of portfolio
|
Q2 2025
New holding
|
|