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 |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
143
shares
|
$3,031
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
142
shares
|
$3,010
0.0% of portfolio
|
Q3 2025
Added 47.92%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
138
shares
|
$2,925
0.0% of portfolio
|
Q2 2023
Reduced 42.5%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
135
shares
|
$2,862
0.0% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
130
shares
|
$2,756
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
127
shares
|
$2,692
0.0% of portfolio
|
Q3 2025
Reduced 97.15%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
121
shares
|
$2,565
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
121
shares
|
$2,565
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
120
shares
|
$2,544
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
116
shares
|
$2,459
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
115
shares
|
$2,438
0.0% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
113
shares
|
$2,395
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
109
shares
|
$2,310
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
105
shares
|
$2,226
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
100
shares
|
$2,120
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
90
shares
|
$1,908
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
85
shares
|
$1,802
0.0% of portfolio
|
Q2 2024
Reduced 55.26%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
85
shares
|
$1,802
0.0% of portfolio
|
Q3 2024
Added 97.67%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
82
shares
|
$1,738
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
80
shares
|
$1,696
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gpwm LLC
|
Oct 07, 2025 Q3 2025 |
78
shares
|
$1,653
0.0% of portfolio
|
Q1 2025
Added 16.42%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$1,653
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
76
shares
|
$1,611
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
73
shares
|
$1,547
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
73
shares
|
$1,547
0.0% of portfolio
|
Q3 2025
Added 1.39%
|
|