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 |
|---|---|---|---|---|---|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
18,990
shares
|
$396,131
0.19% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
18,558
shares
|
$387,119
0.14% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
18,538
shares
|
$386,702
0.04% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
18,302
shares
|
$381,779
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
17,811
shares
|
$371,537
0.07% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
17,764
shares
|
$370,557
0.02% of portfolio
|
Q2 2025
Added 77.76%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
17,730
shares
|
$369,847
0.03% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
17,629
shares
|
$367,740
0.12% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
17,424
shares
|
$363,464
0.22% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
17,346
shares
|
$361,837
0.06% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
17,344
shares
|
$361,795
0.12% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
17,118
shares
|
$357,081
0.1% of portfolio
|
Q1 2024
Added 3.01%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
17,084
shares
|
$356,372
0.05% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
17,007
shares
|
$354,766
0.0% of portfolio
|
Q2 2025
Reduced 29.6%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
16,986
shares
|
$354,327
0.28% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
16,948
shares
|
$353,535
0.02% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
16,932
shares
|
$353,201
0.02% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
16,872
shares
|
$351,949
0.0% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Aug 05, 2025 Q2 2025 |
16,411
shares
|
$342,333
0.05% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
16,288
shares
|
$339,767
0.19% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
15,819
shares
|
$329,984
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
15,740
shares
|
$328,336
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
15,696
shares
|
$327,418
0.02% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
15,680
shares
|
$327,084
0.02% of portfolio
|
Q2 2024
Reduced 8.93%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
15,356
shares
|
$320,326
0.01% of portfolio
|
Q4 2024
Reduced 3.95%
|