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 |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
15,275
shares
|
$318,636
0.0% of portfolio
|
Q2 2025
Added 59.93%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
15,071
shares
|
$314,381
0.02% of portfolio
|
Q2 2025
Added 12.69%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
14,950
shares
|
$311,857
0.15% of portfolio
|
Q2 2025
Reduced 25.44%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
14,815
shares
|
$309,040
0.02% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
14,701
shares
|
$306,662
0.05% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
14,584
shares
|
$304,222
0.07% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
14,570
shares
|
$303,930
0.1% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
14,499
shares
|
$302,449
0.06% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
14,437
shares
|
$301,155
0.04% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
14,354
shares
|
$299,424
0.04% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
14,258
shares
|
$297,421
0.02% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
13,849
shares
|
$288,890
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,741
shares
|
$286,637
0.08% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,662
shares
|
$284,989
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
13,313
shares
|
$277,709
0.44% of portfolio
|
Q3 2023
Reduced 17.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,266
shares
|
$276,728
0.0% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
12,814
shares
|
$267,300
0.09% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
12,751
shares
|
$265,985
0.14% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
12,675
shares
|
$264,400
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
12,658
shares
|
$264,045
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
12,640
shares
|
$263,670
0.01% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
12,607
shares
|
$262,982
0.08% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
12,401
shares
|
$258,684
0.11% of portfolio
|
Q2 2025
Reduced 40.74%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
12,396
shares
|
$258,580
0.01% of portfolio
|
Q2 2025
Reduced 20.08%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
12,213
shares
|
$254,763
0.14% of portfolio
|
Q4 2023
Added 0.68%
|