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 558 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 $3.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
27,704
shares
|
$590,095
0.13% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
27,549
shares
|
$586,793
0.32% of portfolio
|
Q4 2024
Added 24.8%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
27,476
shares
|
$585,238
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
26,681
shares
|
$568,305
0.02% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
26,552
shares
|
$565,557
0.15% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
26,544
shares
|
$565,387
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
25,893
shares
|
$551,520
0.13% of portfolio
|
Q4 2024
Added 154.33%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
25,834
shares
|
$550,264
0.05% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
25,410
shares
|
$541,233
0.0% of portfolio
|
Q4 2024
Added 62.64%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
25,082
shares
|
$534,246
0.12% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
24,534
shares
|
$522,574
0.07% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
24,460
shares
|
$520,998
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
24,379
shares
|
$519,272
0.07% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
24,356
shares
|
$518,782
0.05% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Mar 07, 2025 Q4 2024 |
24,101
shares
|
$513,351
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
23,894
shares
|
$508,942
0.09% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
23,837
shares
|
$507,728
0.02% of portfolio
|
Q4 2024
Added 190.45%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
23,718
shares
|
$505,193
0.06% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,589
shares
|
$502,445
0.0% of portfolio
|
Q3 2024
Added 16.71%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
23,381
shares
|
$498,015
0.06% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
23,153
shares
|
$493,158
0.03% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
23,020
shares
|
$490,326
0.05% of portfolio
|
Q4 2024
Reduced 14.68%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
22,648
shares
|
$482,402
0.16% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
22,633
shares
|
$482,082
0.0% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
22,051
shares
|
$469,686
0.17% of portfolio
|
Q4 2024
New holding
|