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 530 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $3.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
29,887
shares
|
$603,717
0.1% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
29,880
shares
|
$603,576
0.07% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
29,831
shares
|
$602,586
0.45% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
29,659
shares
|
$599,111
0.29% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
29,127
shares
|
$588,365
0.02% of portfolio
|
Q3 2024
Added 57.02%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
28,046
shares
|
$566,529
0.14% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
27,842
shares
|
$562,408
0.28% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
27,457
shares
|
$554,631
0.0% of portfolio
|
Q3 2024
Reduced 25.91%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
27,056
shares
|
$546,531
0.01% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
26,992
shares
|
$545,238
0.02% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
26,981
shares
|
$545,016
0.07% of portfolio
|
Q3 2024
Reduced 21.59%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
26,970
shares
|
$544,794
0.08% of portfolio
|
Q3 2024
Reduced 29.74%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
26,477
shares
|
$534,835
0.17% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
26,319
shares
|
$531,643
0.01% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
25,909
shares
|
$523,361
0.08% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
25,834
shares
|
$521,846
0.05% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
24,886
shares
|
$502,697
0.08% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
24,522
shares
|
$495,344
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
West Oak Capital, LLC
|
Jan 10, 2025 Q4 2024 |
23,590
shares
|
$476,518
0.02% of portfolio
|
Q4 2024
Added 794.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,589
shares
|
$476,497
0.0% of portfolio
|
Q3 2024
Added 16.71%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
23,407
shares
|
$472,821
0.1% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
23,196
shares
|
$468,559
0.19% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
23,153
shares
|
$467,690
0.78% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
23,054
shares
|
$465,690
0.06% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
22,817
shares
|
$460,903
0.03% of portfolio
|
Q3 2024
Reduced 2.98%
|