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 531 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 $3.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
52,917,932
shares
|
$1.19 Billion
2.52% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
27,594,397
shares
|
$619 Million
0.83% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
25,699,563
shares
|
$577 Million
0.59% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
7,546,960
shares
|
$169 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
6,981,493
shares
|
$157 Million
0.58% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,666,139
shares
|
$82.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.68%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,294,126
shares
|
$73.9 Million
0.17% of portfolio
|
Q3 2024
Added 15.53%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
1,963,100
shares
|
$44.1 Million
4.84% of portfolio
|
Q3 2024
Added 12.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,582,482
shares
|
$35.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
1,555,500
shares
|
$34.9 Million
4.38% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,161,473
shares
|
$26.1 Million
2.6% of portfolio
|
Q3 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,100,916
shares
|
$24.7 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,072,797
shares
|
$24.1 Million
0.44% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
1,071,578
shares
|
$24 Million
0.72% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
1,023,299
shares
|
$23 Million
2.08% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
956,210
shares
|
$21.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
898,033
shares
|
$20.2 Million
1.32% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
864,500
shares
|
$19.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
856,099
shares
|
$19.2 Million
0.3% of portfolio
|
Q3 2024
Added 9727.79%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
834,046
shares
|
$18.7 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
828,468
shares
|
$18.6 Million
2.99% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
811,645
shares
|
$18.2 Million
1.31% of portfolio
|
Q3 2024
Added 21.55%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
744,707
shares
|
$16.7 Million
0.01% of portfolio
|
Q3 2024
Added 81.28%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
673,547
shares
|
$15.1 Million
11.0% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Q3 Asset Management
|
Nov 14, 2024 Q3 2024 |
661,388
shares
|
$14.8 Million
3.79% of portfolio
|
Q3 2024
Added 24.79%
|