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 558 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 $3.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,293
shares
|
$70,140
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,064
shares
|
$65,263
0.0% of portfolio
|
Q4 2024
Added 311.28%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
2,966
shares
|
$63,175
0.0% of portfolio
|
Q4 2024
Added 54.96%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,937
shares
|
$62,558
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
2,935
shares
|
$62,515
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,785
shares
|
$59,320
0.0% of portfolio
|
Q4 2024
Added 266.93%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,731
shares
|
$58,170
0.02% of portfolio
|
Q3 2024
Added 61.12%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,610
shares
|
$55,593
0.0% of portfolio
|
Q4 2024
Added 39.2%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
2,580
shares
|
$54,954
0.04% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
2,550
shares
|
$54,315
0.02% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,434
shares
|
$51,844
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,299
shares
|
$48,968
0.01% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
2,226
shares
|
$47,413
0.02% of portfolio
|
Q4 2024
Reduced 90.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,207
shares
|
$47,009
0.0% of portfolio
|
Q2 2020
Reduced 24.17%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,942
shares
|
$41,364
0.01% of portfolio
|
Q4 2024
Added 118.94%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,908
shares
|
$40,640
0.0% of portfolio
|
Q2 2023
Added 1.06%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
1,908
shares
|
$40,640
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
1,800
shares
|
$38,340
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
1,793
shares
|
$38,190
0.01% of portfolio
|
Q4 2024
Reduced 28.05%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,582
shares
|
$33,696
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
1,536
shares
|
$32,716
0.01% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,499
shares
|
$31,928
0.01% of portfolio
|
Q3 2023
Reduced 26.41%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,421
shares
|
$30,267
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,334
shares
|
$28,414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,280
shares
|
$27,264
0.0% of portfolio
|
Q2 2024
Reduced 4.48%
|