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 556 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 $3.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
21,265
shares
|
$452,944
0.0% of portfolio
|
Q1 2025
Reduced 89.07%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
21,200
shares
|
$451,560
0.17% of portfolio
|
Q1 2023
Added 2.32%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
May 14, 2025 Q1 2025 |
21,200
shares
|
$451,560
0.45% of portfolio
|
Q4 2022
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
21,133
shares
|
$450,132
1.16% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
20,925
shares
|
$445,702
0.17% of portfolio
|
Q1 2025
Reduced 54.64%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
20,855
shares
|
$444,211
0.01% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
20,760
shares
|
$442,188
0.27% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
20,678
shares
|
$440,441
0.18% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
20,666
shares
|
$440,185
0.18% of portfolio
|
Q1 2025
Added 20.2%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
20,634
shares
|
$439,504
0.15% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
May 05, 2025 Q1 2025 |
20,536
shares
|
$437,416
0.21% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
20,510
shares
|
$436,863
0.04% of portfolio
|
Q1 2025
Reduced 27.88%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
20,442
shares
|
$435,414
0.04% of portfolio
|
Q1 2025
Reduced 20.87%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Apr 29, 2025 Q1 2025 |
20,439
shares
|
$435,350
0.22% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
20,404
shares
|
$434,605
0.06% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
20,328
shares
|
$432,986
0.05% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
20,070
shares
|
$427,491
0.04% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
20,050
shares
|
$427,065
0.22% of portfolio
|
Q4 2024
Added 34.11%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
19,850
shares
|
$422,805
0.04% of portfolio
|
Q3 2022
Reduced 28.79%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
19,429
shares
|
$413,837
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
19,422
shares
|
$413,688
0.04% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Whelan Financial
|
Apr 29, 2025 Q1 2025 |
19,279
shares
|
$410,642
0.16% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
19,117
shares
|
$407,192
0.12% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
19,075
shares
|
$406,297
0.21% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
18,812
shares
|
$400,695
0.22% of portfolio
|
Q1 2025
Added 0.74%
|