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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
70
shares
|
$1,484
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
69
shares
|
$1,462
0.0% of portfolio
|
Q2 2025
Reduced 87.94%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
68
shares
|
$1,441
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
67
shares
|
$1,420
0.0% of portfolio
|
Q4 2024
Added 109.38%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
64
shares
|
$1,356
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
63
shares
|
$1,335
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
61
shares
|
$1,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
55
shares
|
$1,166
0.0% of portfolio
|
Q1 2025
Reduced 99.99%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
54
shares
|
$1,144
0.0% of portfolio
|
Q3 2025
Reduced 93.37%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
53
shares
|
$1,123
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
51
shares
|
$1,081
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
50
shares
|
$1,060
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
44
shares
|
$932
0.0% of portfolio
|
Q2 2025
Reduced 93.83%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
43
shares
|
$911
0.0% of portfolio
|
Q3 2025
Added 2050.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
40
shares
|
$848
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
39
shares
|
$826
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
35
shares
|
$742
0.0% of portfolio
|
Q3 2025
Added 169.23%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
29
shares
|
$614
0.0% of portfolio
|
Q3 2025
Added 625.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
26
shares
|
$551
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
24
shares
|
$508
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
24
shares
|
$508
0.0% of portfolio
|
Q4 2024
Reduced 98.79%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
22
shares
|
$466
0.0% of portfolio
|
Q1 2025
Reduced 92.41%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
22
shares
|
$466
0.0% of portfolio
|
Q3 2025
Added 83.33%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
21
shares
|
$445
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
20
shares
|
$424
0.0% of portfolio
|
Q2 2025
New holding
|
|