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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
87,464
shares
|
$1.85 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
86,736
shares
|
$1.84 Million
0.25% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
85,696
shares
|
$1.82 Million
0.24% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
85,667
shares
|
$1.82 Million
0.17% of portfolio
|
Q2 2025
Reduced 19.69%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
85,567
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
85,132
shares
|
$1.8 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
84,008
shares
|
$1.78 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
82,924
shares
|
$1.76 Million
1.77% of portfolio
|
Q3 2025
Added 34.44%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
82,690
shares
|
$1.75 Million
0.47% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
81,719
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
81,689
shares
|
$1.73 Million
0.31% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
81,615
shares
|
$1.73 Million
0.72% of portfolio
|
Q3 2025
Added 30.94%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
81,495
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
76,815
shares
|
$1.63 Million
1.0% of portfolio
|
Q3 2025
Added 10.74%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
76,063
shares
|
$1.61 Million
0.29% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
74,342
shares
|
$1.58 Million
0.32% of portfolio
|
Q3 2025
Added 31.14%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
73,900
shares
|
$1.57 Million
1.1% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
72,232
shares
|
$1.53 Million
0.67% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
70,511
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
69,099
shares
|
$1.46 Million
0.39% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
67,897
shares
|
$1.44 Million
0.03% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
67,418
shares
|
$1.43 Million
0.16% of portfolio
|
Q3 2025
Reduced 44.59%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
67,289
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
66,247
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
65,690
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|