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 531 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $3.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
19,610
shares
|
$440,048
0.23% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
19,478
shares
|
$437,086
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
19,380
shares
|
$434,887
0.29% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
19,275
shares
|
$432,531
0.03% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 09, 2024 Q2 2024 |
19,205
shares
|
$430,960
0.16% of portfolio
|
Q2 2024
Reduced 49.21%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
18,909
shares
|
$424,317
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
18,828
shares
|
$422,500
0.11% of portfolio
|
Q3 2024
Reduced 68.3%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
18,375
shares
|
$412,335
0.11% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
18,337
shares
|
$411,482
0.23% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
18,202
shares
|
$408,452
0.01% of portfolio
|
Q2 2024
Added 54.22%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
18,155
shares
|
$407,398
0.01% of portfolio
|
Q3 2024
Reduced 24.62%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
17,930
shares
|
$402,349
0.03% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,706
shares
|
$397,322
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
17,346
shares
|
$389,244
0.32% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
17,280
shares
|
$387,763
0.01% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
17,264
shares
|
$387,404
0.01% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
17,193
shares
|
$385,810
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
17,118
shares
|
$384,127
0.1% of portfolio
|
Q1 2024
Added 3.01%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
16,706
shares
|
$374,882
0.05% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
16,496
shares
|
$370,170
0.02% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
16,470
shares
|
$369,586
0.31% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 07, 2024 Q3 2024 |
16,411
shares
|
$368,262
1.45% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
16,387
shares
|
$367,724
0.15% of portfolio
|
Q3 2024
Added 44.88%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
16,036
shares
|
$359,847
0.13% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
15,878
shares
|
$356,302
0.4% of portfolio
|
Q3 2024
Added 1.57%
|