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 571 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 $3.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
26,518
shares
|
$553,165
0.01% of portfolio
|
Q2 2025
Added 16.48%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
26,194
shares
|
$546,406
0.19% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
25,925
shares
|
$540,795
0.0% of portfolio
|
Q2 2025
Reduced 27.26%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
25,795
shares
|
$538,083
0.57% of portfolio
|
Q2 2025
Added 19.07%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
25,372
shares
|
$529,259
0.11% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
25,157
shares
|
$524,775
0.08% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
25,116
shares
|
$523,919
0.32% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
24,465
shares
|
$510,339
0.12% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
24,169
shares
|
$504,165
0.06% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
24,124
shares
|
$503,226
0.19% of portfolio
|
Q2 2025
Reduced 34.5%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
24,021
shares
|
$501,078
0.15% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
23,974
shares
|
$500,097
0.01% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
23,715
shares
|
$494,694
0.0% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
23,621
shares
|
$492,734
0.3% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,589
shares
|
$492,066
0.0% of portfolio
|
Q3 2024
Added 16.71%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
23,412
shares
|
$488,374
0.05% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
23,346
shares
|
$486,997
0.04% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
23,191
shares
|
$483,764
0.0% of portfolio
|
Q2 2025
Added 23.36%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
23,131
shares
|
$482,512
0.0% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
22,946
shares
|
$478,653
0.07% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jul 23, 2025 Q2 2025 |
22,779
shares
|
$475,169
0.21% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
22,716
shares
|
$473,855
0.1% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
22,630
shares
|
$472,061
0.0% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
22,048
shares
|
$459,921
0.04% of portfolio
|
Q4 2022
Added 0.17%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
21,855
shares
|
$455,895
0.04% of portfolio
|
Q2 2025
Reduced 0.12%
|