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 |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
6,203
shares
|
$129,394
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
5,734
shares
|
$119,611
0.02% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
5,336
shares
|
$111,308
0.0% of portfolio
|
Q2 2025
Added 20.45%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
5,074
shares
|
$105,843
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,458
shares
|
$92,993
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,304
shares
|
$89,781
0.0% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,301
shares
|
$89,718
0.0% of portfolio
|
Q4 2023
Added 57.49%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
4,178
shares
|
$87,153
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
3,900
shares
|
$81,354
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,863
shares
|
$80,582
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
3,530
shares
|
$73,635
0.02% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,494
shares
|
$72,884
0.0% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,454
shares
|
$72,050
0.0% of portfolio
|
Q2 2025
Reduced 41.92%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
3,448
shares
|
$71,925
0.03% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
3,381
shares
|
$70,527
0.0% of portfolio
|
Q2 2025
Added 256.65%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
3,023
shares
|
$63,059
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,973
shares
|
$62,016
0.01% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
2,943
shares
|
$61,390
0.0% of portfolio
|
Q2 2025
Reduced 14.84%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
2,935
shares
|
$61,224
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,910
shares
|
$60,702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
2,755
shares
|
$57,469
0.03% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,731
shares
|
$56,968
0.02% of portfolio
|
Q3 2024
Added 61.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,642
shares
|
$55,112
0.0% of portfolio
|
Q2 2025
Added 27.02%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
2,600
shares
|
$54,236
0.05% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,585
shares
|
$53,923
0.0% of portfolio
|
Q2 2025
Added 37.06%
|