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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,481
shares
|
$51,753
0.0% of portfolio
|
Q2 2025
Reduced 53.18%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,434
shares
|
$50,773
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
2,407
shares
|
$50,210
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
2,343
shares
|
$48,874
0.03% of portfolio
|
Q2 2025
Added 63.5%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,321
shares
|
$48,416
0.01% of portfolio
|
Q1 2025
Added 2478.89%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,299
shares
|
$47,957
0.0% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
2,226
shares
|
$46,434
0.02% of portfolio
|
Q4 2024
Reduced 90.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,207
shares
|
$46,038
0.0% of portfolio
|
Q2 2020
Reduced 24.17%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,946
shares
|
$40,593
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1,942
shares
|
$40,510
0.01% of portfolio
|
Q2 2025
Added 569.66%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,908
shares
|
$39,800
0.0% of portfolio
|
Q2 2023
Added 1.06%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
1,908
shares
|
$39,800
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,805
shares
|
$37,652
0.0% of portfolio
|
Q2 2025
Reduced 80.17%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,594
shares
|
$33,250
0.0% of portfolio
|
Q1 2025
Added 196.83%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,582
shares
|
$33,000
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
1,536
shares
|
$32,040
0.01% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,476
shares
|
$30,789
0.0% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,423
shares
|
$29,683
0.0% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,402
shares
|
$29,245
0.0% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,341
shares
|
$27,973
0.0% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
1,277
shares
|
$26,638
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,212
shares
|
$25,282
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,205
shares
|
$25,136
0.0% of portfolio
|
Q4 2024
Reduced 26.97%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,109
shares
|
$23,133
0.0% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,106
shares
|
$23,071
0.0% of portfolio
|
Q1 2024
New holding
|