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 |
|---|---|---|---|---|---|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
1,277
shares
|
$27,200
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,240
shares
|
$26,412
0.0% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,205
shares
|
$25,666
0.0% of portfolio
|
Q4 2024
Reduced 26.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,180
shares
|
$25,134
0.0% of portfolio
|
Q4 2024
Added 13.14%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
1,160
shares
|
$24,708
0.0% of portfolio
|
Q2 2024
Reduced 20.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,107
shares
|
$23,579
0.0% of portfolio
|
Q4 2024
Reduced 58.08%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,106
shares
|
$23,557
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,080
shares
|
$23,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,072
shares
|
$22,833
0.0% of portfolio
|
Q4 2024
Added 1500.0%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,052
shares
|
$22,407
0.01% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,000
shares
|
$21,300
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,000
shares
|
$21,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
994
shares
|
$21,172
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
983
shares
|
$20,937
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
952
shares
|
$20,277
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
930
shares
|
$19,809
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
898
shares
|
$19,127
0.0% of portfolio
|
Q4 2022
Added 18.31%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
887
shares
|
$18,893
0.0% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
824
shares
|
$17,551
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
810
shares
|
$17,253
0.0% of portfolio
|
Q3 2024
Reduced 60.83%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
808
shares
|
$17,210
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
797
shares
|
$16,976
0.0% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
783
shares
|
$16,677
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
760
shares
|
$16,188
0.0% of portfolio
|
Q4 2024
Reduced 10.69%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
733
shares
|
$15,612
0.0% of portfolio
|
Q2 2023
Added 40.96%
|