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 556 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $3.77 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
|
$1.15 Billion
2.51% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
29,816,470
shares
|
$635 Million
0.87% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
23,399,832
shares
|
$498 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
7,656,587
shares
|
$163 Million
0.14% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
7,480,975
shares
|
$159 Million
0.68% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,666,139
shares
|
$78.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.68%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,720,664
shares
|
$58 Million
0.12% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
1,772,703
shares
|
$37.8 Million
4.48% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,665,268
shares
|
$35.5 Million
0.01% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
1,503,329
shares
|
$32 Million
0.47% of portfolio
|
Q1 2025
Added 69.29%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
1,486,000
shares
|
$31.7 Million
4.07% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
1,455,557
shares
|
$31 Million
0.69% of portfolio
|
Q1 2025
Added 44.42%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
1,212,900
shares
|
$25.8 Million
2.2% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
1,117,273
shares
|
$23.8 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
1,116,708
shares
|
$23.8 Million
2.04% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
1,046,486
shares
|
$22.3 Million
0.08% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
920,550
shares
|
$19.6 Million
1.25% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
877,828
shares
|
$18.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
874,246
shares
|
$18.6 Million
2.92% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
841,506
shares
|
$17.9 Million
0.32% of portfolio
|
Q1 2025
Reduced 18.9%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
834,046
shares
|
$17.8 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
820,873
shares
|
$17.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
690,665
shares
|
$14.7 Million
10.32% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
649,417
shares
|
$13.8 Million
0.01% of portfolio
|
Q1 2025
Added 306.55%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
633,652
shares
|
$13.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.37%
|