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 558 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 $3.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
11,862
shares
|
$252,660
0.03% of portfolio
|
Q4 2024
Added 116.03%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
11,615
shares
|
$247,399
0.0% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
11,544
shares
|
$245,887
0.0% of portfolio
|
Q4 2024
Reduced 36.41%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
11,530
shares
|
$245,589
0.09% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
11,496
shares
|
$244,864
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
11,384
shares
|
$242,479
0.03% of portfolio
|
Q3 2022
Reduced 12.65%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
11,183
shares
|
$238,197
0.02% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
11,165
shares
|
$237,814
0.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
11,100
shares
|
$236,430
0.02% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
11,092
shares
|
$236,259
0.13% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
11,035
shares
|
$235,045
0.03% of portfolio
|
Q4 2024
Reduced 20.67%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
10,910
shares
|
$232,383
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,821
shares
|
$230,487
0.09% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Feb 27, 2025 Q4 2024 |
10,736
shares
|
$228,676
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
10,697
shares
|
$227,846
0.01% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
10,526
shares
|
$224,203
0.0% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
10,289
shares
|
$219,155
0.01% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
9,981
shares
|
$212,595
0.02% of portfolio
|
Q4 2024
Reduced 55.37%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
9,869
shares
|
$210,209
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
9,822
shares
|
$209,208
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
9,817
shares
|
$209,102
0.12% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
9,800
shares
|
$208,740
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
9,748
shares
|
$207,632
0.16% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
9,607
shares
|
$204,629
0.0% of portfolio
|
Q4 2024
Added 55.93%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
9,596
shares
|
$204,394
0.02% of portfolio
|
Q4 2024
Reduced 3.89%
|