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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
11,978
shares
|
$255,131
0.0% of portfolio
|
Q1 2025
Added 39.47%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
11,565
shares
|
$246,334
0.02% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
11,562
shares
|
$246,270
0.01% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
11,532
shares
|
$245,631
0.08% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
11,384
shares
|
$242,479
0.03% of portfolio
|
Q3 2022
Reduced 12.65%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
11,280
shares
|
$240,264
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
11,243
shares
|
$239,475
0.02% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
11,178
shares
|
$238,091
0.15% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
11,165
shares
|
$237,814
0.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
10,966
shares
|
$233,575
0.0% of portfolio
|
Q1 2025
Added 23.24%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
10,944
shares
|
$233,107
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
10,889
shares
|
$231,935
0.0% of portfolio
|
Q1 2025
Reduced 31.61%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
10,860
shares
|
$231,318
0.1% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
10,741
shares
|
$228,783
0.01% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
10,736
shares
|
$228,676
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
10,733
shares
|
$228,612
0.1% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
10,726
shares
|
$228,463
0.02% of portfolio
|
Q1 2025
Reduced 17.38%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
10,423
shares
|
$222,009
0.2% of portfolio
|
Q1 2025
Reduced 38.77%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
10,359
shares
|
$220,646
0.18% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
10,142
shares
|
$216,024
0.01% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
10,009
shares
|
$213,191
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
9,993
shares
|
$212,850
0.01% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
9,875
shares
|
$210,337
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
9,823
shares
|
$209,229
0.02% of portfolio
|
Q1 2025
Reduced 11.5%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
9,822
shares
|
$209,208
0.04% of portfolio
|
Q1 2025
New holding
|