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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
294,926
shares
|
$6.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
291,748
shares
|
$6.19 Million
0.01% of portfolio
|
Q3 2025
Added 37.39%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
281,740
shares
|
$5.97 Million
1.98% of portfolio
|
Q3 2025
Added 10.77%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
281,133
shares
|
$5.96 Million
1.7% of portfolio
|
Q3 2025
Reduced 22.01%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
267,648
shares
|
$5.67 Million
0.07% of portfolio
|
Q3 2025
Added 17.99%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
264,136
shares
|
$5.6 Million
0.05% of portfolio
|
Q3 2025
Added 313.87%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
258,304
shares
|
$5.48 Million
2.56% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Oct 20, 2025 Q3 2025 |
252,648
shares
|
$5.36 Million
4.1% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
230,067
shares
|
$4.88 Million
0.98% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
230,041
shares
|
$4.88 Million
0.01% of portfolio
|
Q3 2025
Added 255.5%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
224,057
shares
|
$4.75 Million
3.2% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
217,296
shares
|
$4.61 Million
0.18% of portfolio
|
Q3 2025
Added 55.24%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
212,878
shares
|
$4.51 Million
0.31% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
212,613
shares
|
$4.51 Million
0.01% of portfolio
|
Q3 2025
Added 22.51%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
205,447
shares
|
$4.36 Million
1.6% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
203,749
shares
|
$4.32 Million
0.07% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
198,214
shares
|
$4.2 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
196,137
shares
|
$4.16 Million
2.59% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
195,361
shares
|
$4.14 Million
0.96% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
191,136
shares
|
$4.05 Million
2.41% of portfolio
|
Q2 2023
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
188,632
shares
|
$4 Million
0.27% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
183,859
shares
|
$3.9 Million
0.01% of portfolio
|
Q3 2023
Added 18.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
181,947
shares
|
$3.86 Million
0.0% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
176,750
shares
|
$3.75 Million
0.33% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
175,710
shares
|
$3.73 Million
0.47% of portfolio
|
Q3 2025
Reduced 4.43%
|
|