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 |
|---|---|---|---|---|---|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
175,343
shares
|
$3.72 Million
0.12% of portfolio
|
Q3 2025
Added 26.17%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
174,729
shares
|
$3.7 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
166,689
shares
|
$3.53 Million
1.01% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
162,024
shares
|
$3.43 Million
1.02% of portfolio
|
Q3 2025
Added 1474.73%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
161,982
shares
|
$3.43 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
161,586
shares
|
$3.43 Million
0.01% of portfolio
|
Q3 2025
Added 6412.94%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
161,576
shares
|
$3.43 Million
0.87% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Epiq Partners, LLC
|
Nov 12, 2025 Q3 2025 |
160,093
shares
|
$3.39 Million
1.92% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
159,934
shares
|
$3.39 Million
1.23% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
159,813
shares
|
$3.39 Million
0.79% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
151,994
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.8%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
151,668
shares
|
$3.22 Million
0.03% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
150,866
shares
|
$3.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
150,212
shares
|
$3.18 Million
0.04% of portfolio
|
Q3 2025
Added 1456.76%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
147,901
shares
|
$3.14 Million
1.34% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
145,735
shares
|
$3.09 Million
0.07% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
136,890
shares
|
$2.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
134,579
shares
|
$2.85 Million
0.94% of portfolio
|
Q3 2025
Reduced 21.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
134,323
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2025
Added 12.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
131,750
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.65%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
131,050
shares
|
$2.78 Million
0.04% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
127,222
shares
|
$2.7 Million
1.51% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
123,544
shares
|
$2.62 Million
1.81% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
122,993
shares
|
$2.61 Million
0.08% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
116,009
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|