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 531 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $3.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
10,263
shares
|
$230,301
0.03% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
10,216
shares
|
$229,247
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
10,201
shares
|
$228,910
0.01% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
10,181
shares
|
$228,461
0.06% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
10,124
shares
|
$227,182
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
10,060
shares
|
$225,746
0.02% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
10,046
shares
|
$225,432
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
9,984
shares
|
$224,040
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
9,969
shares
|
$223,704
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
9,822
shares
|
$220,405
0.04% of portfolio
|
Q3 2024
Reduced 42.99%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
9,817
shares
|
$220,293
0.12% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
9,800
shares
|
$219,912
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
9,696
shares
|
$217,578
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,526
shares
|
$213,763
0.01% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
9,525
shares
|
$213,741
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
9,521
shares
|
$213,651
0.07% of portfolio
|
Q3 2024
Reduced 39.52%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
9,476
shares
|
$212,641
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
9,107
shares
|
$204,361
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
9,014
shares
|
$202,274
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
8,947
shares
|
$200,770
0.0% of portfolio
|
Q3 2024
Added 33.04%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,890
shares
|
$199,491
0.0% of portfolio
|
Q3 2024
Reduced 59.91%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
8,749
shares
|
$196,327
0.0% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Shearwater Capital LLC
|
Oct 08, 2024 Q3 2024 |
8,698
shares
|
$195,183
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
8,674
shares
|
$194,644
0.0% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
8,207
shares
|
$184,165
0.01% of portfolio
|
Q3 2024
New holding
|