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 |
|---|---|---|---|---|---|
|
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 |
May 23, 2025 Q1 2025 |
9,800
shares
|
$208,740
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
9,596
shares
|
$204,394
0.02% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
9,551
shares
|
$203,436
0.0% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
9,533
shares
|
$203,052
0.07% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,453
shares
|
$201,348
0.0% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
9,101
shares
|
$193,851
0.0% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
8,898
shares
|
$189,527
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
8,117
shares
|
$172,892
0.23% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
7,742
shares
|
$164,904
0.01% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,473
shares
|
$159,174
0.01% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
7,144
shares
|
$152,167
0.0% of portfolio
|
Q4 2024
Reduced 38.24%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
6,435
shares
|
$137,065
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
6,395
shares
|
$136,213
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
6,203
shares
|
$132,123
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,947
shares
|
$126,671
0.0% of portfolio
|
Q4 2024
Reduced 37.57%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
5,931
shares
|
$126,330
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
5,448
shares
|
$116,042
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
5,307
shares
|
$113,039
0.0% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
5,299
shares
|
$112,868
0.0% of portfolio
|
Q1 2025
Added 72.94%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
5,184
shares
|
$110,419
0.0% of portfolio
|
Q1 2025
Added 264.81%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
4,430
shares
|
$94,359
0.0% of portfolio
|
Q1 2025
Added 17.38%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
4,408
shares
|
$93,890
0.01% of portfolio
|
Q1 2025
Added 58.28%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,301
shares
|
$91,611
0.0% of portfolio
|
Q4 2023
Added 57.49%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
4,178
shares
|
$88,991
0.04% of portfolio
|
Q4 2024
Added 0.02%
|