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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
35,015
shares
|
$742,318
0.02% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
34,964
shares
|
$741,236
0.09% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
34,375
shares
|
$728,750
0.22% of portfolio
|
Q3 2025
Added 56.53%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
34,360
shares
|
$728,432
0.32% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
34,357
shares
|
$728,368
0.21% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
33,652
shares
|
$713,422
0.34% of portfolio
|
Q3 2025
Added 15.4%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
33,404
shares
|
$708,164
0.24% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
33,281
shares
|
$705,557
0.01% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
33,233
shares
|
$704,539
0.1% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
33,203
shares
|
$703,903
0.01% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
32,236
shares
|
$683,403
0.02% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
32,129
shares
|
$681,134
0.11% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
32,022
shares
|
$678,866
0.14% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
31,479
shares
|
$667,354
0.02% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
30,629
shares
|
$649,334
0.13% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
30,375
shares
|
$643,950
0.16% of portfolio
|
Q3 2025
Reduced 25.25%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
30,068
shares
|
$637,441
0.0% of portfolio
|
Q3 2025
Reduced 42.89%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
29,959
shares
|
$635,130
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
29,940
shares
|
$634,728
0.11% of portfolio
|
Q3 2025
Reduced 16.38%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
29,935
shares
|
$634,622
0.57% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
29,609
shares
|
$627,710
0.0% of portfolio
|
Q3 2025
Added 30.84%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
29,539
shares
|
$626,226
0.03% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
28,872
shares
|
$612,086
0.35% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
28,862
shares
|
$611,874
0.04% of portfolio
|
Q3 2025
Reduced 9.5%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
28,507
shares
|
$604,348
0.06% of portfolio
|
Q2 2025
Added 197.07%
|
|