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 |
|---|---|---|---|---|---|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
12,104
shares
|
$252,489
0.07% of portfolio
|
Q2 2025
Added 515.98%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
11,978
shares
|
$249,861
0.0% of portfolio
|
Q1 2025
Added 39.47%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
11,907
shares
|
$248,380
0.0% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
11,838
shares
|
$246,940
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aurora Investment Managers, Llc.
|
Jul 23, 2025 Q2 2025 |
11,781
shares
|
$245,751
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Aug 04, 2025 Q2 2025 |
11,651
shares
|
$243,039
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
11,623
shares
|
$242,455
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
11,563
shares
|
$241,204
0.15% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
11,532
shares
|
$240,557
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
11,479
shares
|
$239,451
0.03% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
11,457
shares
|
$238,993
0.03% of portfolio
|
Q2 2025
Reduced 38.81%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
11,424
shares
|
$238,304
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
11,384
shares
|
$237,470
0.03% of portfolio
|
Q3 2022
Reduced 12.65%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
11,341
shares
|
$236,573
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
11,336
shares
|
$236,468
0.01% of portfolio
|
Q2 2025
Added 13.26%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
11,307
shares
|
$235,864
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
11,296
shares
|
$235,634
0.02% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2025 Q2 2025 |
11,244
shares
|
$234,549
0.12% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
11,243
shares
|
$234,528
0.02% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
11,165
shares
|
$232,901
0.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
11,083
shares
|
$231,191
0.13% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
11,039
shares
|
$230,273
0.01% of portfolio
|
Q2 2025
Added 112.94%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
10,948
shares
|
$228,375
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
10,944
shares
|
$228,291
0.0% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
10,757
shares
|
$224,391
0.11% of portfolio
|
Q2 2025
Added 3.84%
|