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 |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
47,166
shares
|
$999,919
0.02% of portfolio
|
Q3 2025
Reduced 29.45%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
45,686
shares
|
$968,543
0.01% of portfolio
|
Q2 2024
Reduced 10.34%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
45,559
shares
|
$965,850
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
45,250
shares
|
$959,300
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
44,603
shares
|
$945,583
0.01% of portfolio
|
Q3 2025
Added 43.19%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
44,424
shares
|
$941,788
0.94% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
43,397
shares
|
$920,016
0.47% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
43,104
shares
|
$913,804
0.7% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
42,143
shares
|
$893,431
0.22% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
42,015
shares
|
$890,718
0.25% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
41,541
shares
|
$880,669
0.66% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
41,388
shares
|
$877,425
0.04% of portfolio
|
Q3 2025
Added 40476.47%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
40,937
shares
|
$867,864
0.0% of portfolio
|
Q3 2025
Added 142.63%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
40,800
shares
|
$864,960
0.02% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
39,568
shares
|
$838,841
0.41% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
38,889
shares
|
$824,446
0.03% of portfolio
|
Q3 2025
Reduced 17.72%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
38,373
shares
|
$813,507
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
38,114
shares
|
$808,016
0.0% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
38,026
shares
|
$806,151
0.11% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
37,309
shares
|
$790,950
0.03% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
37,236
shares
|
$789,403
0.08% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,099
shares
|
$765,298
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
36,062
shares
|
$764,514
0.27% of portfolio
|
Q1 2024
Reduced 19.47%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
35,633
shares
|
$755,419
0.29% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
35,074
shares
|
$743,568
0.23% of portfolio
|
Q3 2025
Added 7.0%
|
|