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 570 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $3.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
10,736
shares
|
$223,952
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
10,535
shares
|
$219,760
0.01% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
10,445
shares
|
$217,882
0.17% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
10,355
shares
|
$216,005
0.01% of portfolio
|
Q2 2025
Added 33.75%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
10,289
shares
|
$214,628
0.08% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
10,244
shares
|
$213,689
0.03% of portfolio
|
Q2 2025
Reduced 23.85%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,096
shares
|
$210,602
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
10,092
shares
|
$210,519
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
9,817
shares
|
$204,782
0.12% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
9,649
shares
|
$201,278
0.0% of portfolio
|
Q2 2025
Reduced 26.12%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
9,538
shares
|
$198,962
0.05% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
9,505
shares
|
$198,274
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9,384
shares
|
$195,750
0.0% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
9,222
shares
|
$192,370
0.08% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
8,942
shares
|
$186,530
0.01% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
8,874
shares
|
$185,111
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,467
shares
|
$176,621
0.0% of portfolio
|
Q2 2025
Reduced 22.24%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
7,959
shares
|
$166,024
0.21% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
7,473
shares
|
$155,886
0.01% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
7,234
shares
|
$150,901
0.0% of portfolio
|
Q2 2025
Reduced 47.02%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
7,144
shares
|
$149,023
0.0% of portfolio
|
Q4 2024
Reduced 38.24%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,671
shares
|
$139,157
0.0% of portfolio
|
Q2 2025
Reduced 39.17%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,535
shares
|
$136,320
0.0% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
6,435
shares
|
$134,234
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
6,346
shares
|
$132,377
0.0% of portfolio
|
Q2 2025
Reduced 0.77%
|