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 |
|---|---|---|---|---|---|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
14,928
shares
|
$317,966
0.06% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
14,769
shares
|
$314,579
0.03% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
14,562
shares
|
$310,170
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
14,504
shares
|
$308,935
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
14,437
shares
|
$307,508
0.04% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
14,375
shares
|
$306,187
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
13,844
shares
|
$294,877
0.07% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
13,765
shares
|
$293,194
0.04% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,741
shares
|
$292,683
0.08% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
13,654
shares
|
$290,830
0.0% of portfolio
|
Q1 2025
Added 95.2%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
13,495
shares
|
$287,443
0.02% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
13,452
shares
|
$286,527
0.04% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
13,374
shares
|
$284,866
0.02% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
13,313
shares
|
$283,566
0.44% of portfolio
|
Q3 2023
Reduced 17.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,266
shares
|
$282,565
0.0% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
13,061
shares
|
$278,199
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
12,851
shares
|
$273,726
0.0% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
12,751
shares
|
$271,596
0.15% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
12,494
shares
|
$266,122
0.14% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
12,413
shares
|
$264,396
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
12,295
shares
|
$261,883
0.0% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
12,213
shares
|
$260,136
0.14% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,070
shares
|
$257,091
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
12,050
shares
|
$256,665
0.19% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
12,007
shares
|
$255,749
0.09% of portfolio
|
Q1 2025
Added 4.14%
|