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 $3.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
8,967
shares
|
$193,238
0.0% of portfolio
|
Q4 2024
Added 21.54%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
8,898
shares
|
$191,751
0.0% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
8,588
shares
|
$185,071
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
8,317
shares
|
$179,231
0.01% of portfolio
|
Q4 2024
Added 310.11%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
8,117
shares
|
$174,921
0.23% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
7,473
shares
|
$161,043
0.01% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
7,144
shares
|
$153,953
0.0% of portfolio
|
Q4 2024
Reduced 38.24%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,995
shares
|
$150,742
0.0% of portfolio
|
Q4 2024
Added 62.64%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
6,341
shares
|
$136,648
0.1% of portfolio
|
Q4 2024
Reduced 98.69%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
6,203
shares
|
$133,674
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,947
shares
|
$128,157
0.0% of portfolio
|
Q4 2024
Reduced 37.57%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
5,600
shares
|
$120,680
0.0% of portfolio
|
Q4 2024
Added 22.43%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
4,680
shares
|
$100,854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,301
shares
|
$92,686
0.0% of portfolio
|
Q4 2023
Added 57.49%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
4,178
shares
|
$90,035
0.03% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
4,109
shares
|
$88,548
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
3,900
shares
|
$84,045
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,867
shares
|
$83,333
0.01% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,774
shares
|
$81,329
0.0% of portfolio
|
Q4 2024
Added 22.77%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
3,744
shares
|
$80,683
0.01% of portfolio
|
Q4 2024
Added 951.69%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
3,660
shares
|
$78,873
0.0% of portfolio
|
Q4 2024
Added 21.43%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
3,630
shares
|
$78,226
0.02% of portfolio
|
Q4 2023
Added 2.83%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
3,448
shares
|
$74,304
0.04% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,390
shares
|
$73,054
0.0% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,293
shares
|
$70,964
0.01% of portfolio
|
Q4 2024
New holding
|