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 |
|---|---|---|---|---|---|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
113,370
shares
|
$2.4 Million
0.76% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
110,589
shares
|
$2.34 Million
0.66% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
109,708
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.06%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
106,744
shares
|
$2.26 Million
0.01% of portfolio
|
Q4 2022
Added 40.45%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
106,526
shares
|
$2.26 Million
0.89% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
105,540
shares
|
$2.24 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
104,351
shares
|
$2.21 Million
0.45% of portfolio
|
Q3 2025
Reduced 14.6%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
103,467
shares
|
$2.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
101,380
shares
|
$2.15 Million
0.31% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
101,300
shares
|
$2.15 Million
0.05% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
99,916
shares
|
$2.12 Million
0.37% of portfolio
|
Q3 2025
Reduced 15.42%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
97,310
shares
|
$2.06 Million
0.24% of portfolio
|
Q3 2025
Added 18.98%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
96,924
shares
|
$2.05 Million
0.17% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
95,972
shares
|
$2.03 Million
0.26% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
95,493
shares
|
$2.02 Million
1.43% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
93,151
shares
|
$1.97 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
93,122
shares
|
$1.97 Million
0.61% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
92,612
shares
|
$1.96 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
91,622
shares
|
$1.94 Million
0.29% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
90,958
shares
|
$1.93 Million
0.13% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
90,043
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Added 18.97%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
89,694
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
89,565
shares
|
$1.9 Million
0.12% of portfolio
|
Q3 2025
Reduced 16.11%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
89,311
shares
|
$1.89 Million
0.89% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
88,687
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|