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 564 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $3.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
54,164,614
shares
|
$1.13 Billion
2.51% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
30,541,227
shares
|
$637 Million
0.83% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
22,634,627
shares
|
$472 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
7,866,902
shares
|
$164 Million
0.68% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
7,856,664
shares
|
$164 Million
0.12% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,666,139
shares
|
$76.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.68%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,650,816
shares
|
$55.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,665,268
shares
|
$34.7 Million
0.01% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
1,550,514
shares
|
$32.3 Million
3.82% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
1,503,329
shares
|
$31.4 Million
0.47% of portfolio
|
Q1 2025
Added 69.29%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Aug 08, 2025 Q2 2025 |
1,486,000
shares
|
$31 Million
3.68% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
1,196,513
shares
|
$25 Million
1.95% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
1,187,440
shares
|
$24.8 Million
2.2% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
1,117,273
shares
|
$23.3 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
1,046,400
shares
|
$21.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
954,619
shares
|
$19.9 Million
1.17% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
925,957
shares
|
$19.3 Million
2.85% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
903,722
shares
|
$18.9 Million
0.01% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
836,067
shares
|
$17.4 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
834,046
shares
|
$17.4 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
788,285
shares
|
$16.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
690,665
shares
|
$14.4 Million
10.32% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
665,432
shares
|
$13.9 Million
0.04% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
649,417
shares
|
$13.5 Million
0.01% of portfolio
|
Q1 2025
Added 306.55%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
612,777
shares
|
$12.8 Million
4.81% of portfolio
|
Q2 2025
Added 8.83%
|