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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
21,519
shares
|
$448,886
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
21,416
shares
|
$446,737
0.18% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
21,407
shares
|
$446,550
0.04% of portfolio
|
Q2 2025
Reduced 40.91%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
21,377
shares
|
$445,924
0.16% of portfolio
|
Q4 2023
Reduced 4.4%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
21,200
shares
|
$442,232
0.17% of portfolio
|
Q1 2023
Added 2.32%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
21,200
shares
|
$442,232
0.43% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
21,172
shares
|
$441,647
0.0% of portfolio
|
Q2 2025
Added 137.94%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
21,000
shares
|
$438,060
1.07% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
20,915
shares
|
$436,286
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
20,678
shares
|
$431,343
0.18% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
20,676
shares
|
$431,301
0.0% of portfolio
|
Q2 2025
Added 41.99%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
20,666
shares
|
$431,092
0.16% of portfolio
|
Q1 2025
Added 20.2%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
20,634
shares
|
$430,425
0.15% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
20,593
shares
|
$429,569
0.18% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
20,427
shares
|
$426,107
0.03% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
20,389
shares
|
$425,314
0.0% of portfolio
|
Q2 2025
Added 64.26%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
20,272
shares
|
$422,873
0.02% of portfolio
|
Q2 2025
Added 1012.62%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
20,231
shares
|
$422,018
0.0% of portfolio
|
Q2 2025
Reduced 53.87%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
19,850
shares
|
$414,071
0.04% of portfolio
|
Q3 2022
Reduced 28.79%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
19,819
shares
|
$413,424
0.04% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
19,671
shares
|
$410,337
0.2% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
19,429
shares
|
$405,288
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
19,269
shares
|
$401,951
0.01% of portfolio
|
Q2 2025
Reduced 51.21%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
19,260
shares
|
$401,763
0.04% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
19,129
shares
|
$399,030
0.1% of portfolio
|
Q2 2025
Added 0.06%
|