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 584 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 $3.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
27,199
shares
|
$582,602
0.07% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
27,149
shares
|
$581,531
0.3% of portfolio
|
Q2 2025
Added 30.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
26,983
shares
|
$577,975
0.0% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
26,518
shares
|
$568,015
0.01% of portfolio
|
Q2 2025
Added 16.48%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
26,515
shares
|
$567,951
0.2% of portfolio
|
Q2 2025
Added 28.23%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
26,027
shares
|
$557,498
0.01% of portfolio
|
Q3 2025
Reduced 65.74%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
25,925
shares
|
$555,313
0.0% of portfolio
|
Q2 2025
Reduced 27.26%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
25,795
shares
|
$552,528
0.57% of portfolio
|
Q2 2025
Added 19.07%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
25,372
shares
|
$543,468
0.11% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
25,157
shares
|
$538,862
0.08% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
25,094
shares
|
$537,513
0.32% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
24,744
shares
|
$530,016
0.22% of portfolio
|
Q3 2025
Reduced 22.13%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Oct 07, 2025 Q3 2025 |
24,647
shares
|
$527,938
0.21% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
24,465
shares
|
$524,040
0.12% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
24,169
shares
|
$517,699
0.06% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
24,078
shares
|
$515,750
0.16% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
24,021
shares
|
$514,529
0.15% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
23,974
shares
|
$513,523
0.01% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
23,924
shares
|
$512,452
0.06% of portfolio
|
Q3 2025
Added 40.04%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
23,715
shares
|
$507,975
0.0% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
23,621
shares
|
$505,961
0.3% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,589
shares
|
$505,276
0.0% of portfolio
|
Q3 2024
Added 16.71%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
23,346
shares
|
$500,071
0.04% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
23,191
shares
|
$496,751
0.0% of portfolio
|
Q2 2025
Added 23.36%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
23,131
shares
|
$495,466
0.0% of portfolio
|
Q2 2025
Reduced 5.44%
|