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 503 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $4.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
53,860,915
shares
|
$1.06 Billion
1.5% of portfolio
|
Q1 2024
Added 2.81%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
50,717,540
shares
|
$1 Billion
2.32% of portfolio
|
Q1 2024
Added 3.91%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
28,476,079
shares
|
$561 Million
0.64% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
27,347,574
shares
|
$539 Million
0.13% of portfolio
|
Q1 2024
Added 10.03%
|
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
26,073,111
shares
|
$514 Million
0.74% of portfolio
|
Q1 2024
Added 4.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
7,917,881
shares
|
$156 Million
0.17% of portfolio
|
Q1 2024
Reduced 40.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
6,356,836
shares
|
$125 Million
0.51% of portfolio
|
Q1 2024
Added 4.98%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
4,453,300
shares
|
$87.8 Million
0.0% of portfolio
|
Q1 2024
Added 17.8%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
2,736,784
shares
|
$53.9 Million
0.15% of portfolio
|
Q1 2024
Reduced 53.69%
|
|
|
Rational Advisors LLC
Huntington, NY |
Apr 23, 2024 Q1 2024 |
2,081,886
shares
|
$41 Million
4.29% of portfolio
|
Q1 2024
Added 49.18%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 15, 2024 Q4 2023 |
1,545,978
shares
|
$30.5 Million
0.64% of portfolio
|
Q4 2023
Added 1.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,510,242
shares
|
$29.8 Million
0.01% of portfolio
|
Q1 2024
Added 2.73%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 16, 2024 Q1 2024 |
1,244,689
shares
|
$24.5 Million
3.87% of portfolio
|
Q1 2024
Added 9.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,071,869
shares
|
$21.1 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
|
Charles Schwab Trust CO
|
Apr 12, 2024 Q1 2024 |
994,752
shares
|
$19.6 Million
1.94% of portfolio
|
Q1 2024
Added 12.3%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
950,118
shares
|
$18.7 Million
0.61% of portfolio
|
Q1 2024
Added 22.1%
|
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
934,386
shares
|
$18.4 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Apr 18, 2024 Q1 2024 |
902,059
shares
|
$17.8 Million
1.26% of portfolio
|
Q1 2024
Added 1.04%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
840,555
shares
|
$16.6 Million
0.31% of portfolio
|
Q1 2024
Reduced 3.94%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
699,535
shares
|
$13.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.57%
|
|
|
Lake Street Advisors Group, LLC
|
May 13, 2024 Q1 2024 |
696,910
shares
|
$13.7 Million
0.67% of portfolio
|
Q4 2023
Added 2.55%
|
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
613,599
shares
|
$12.1 Million
0.04% of portfolio
|
Q1 2024
Added 4.18%
|
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
557,708
shares
|
$11 Million
0.03% of portfolio
|
Q1 2024
Added 12.17%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
517,605
shares
|
$10.2 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.47%
|
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
509,258
shares
|
$10 Million
1.3% of portfolio
|
Q1 2024
Added 5.0%
|
|