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 559 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 $3.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
730
shares
|
$15,549
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
730
shares
|
$15,549
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
723
shares
|
$15,399
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
719
shares
|
$15,314
0.0% of portfolio
|
Q1 2025
Reduced 18.94%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
707
shares
|
$15,059
0.0% of portfolio
|
Q4 2024
Added 115.55%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
675
shares
|
$14,377
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
665
shares
|
$14,164
0.0% of portfolio
|
Q2 2024
Added 9.56%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
661
shares
|
$14,079
0.0% of portfolio
|
Q4 2024
Reduced 85.97%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
629
shares
|
$13,397
0.01% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
614
shares
|
$13,078
0.0% of portfolio
|
Q4 2024
Added 18.53%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
612
shares
|
$13,035
0.03% of portfolio
|
Q3 2024
Added 264.29%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
599
shares
|
$12,758
0.0% of portfolio
|
Q4 2024
Added 24.79%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
537
shares
|
$11,438
0.0% of portfolio
|
Q4 2024
Reduced 70.18%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
502
shares
|
$10,692
0.0% of portfolio
|
Q4 2024
Added 84.56%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
493
shares
|
$10,500
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
480
shares
|
$10,224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
456
shares
|
$9,712
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
454
shares
|
$9,670
0.0% of portfolio
|
Q4 2024
Reduced 16.85%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
442
shares
|
$9,414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
439
shares
|
$9,350
0.0% of portfolio
|
Q4 2024
Reduced 79.12%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
430
shares
|
$9,159
0.0% of portfolio
|
Q1 2024
Reduced 17.31%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
428
shares
|
$9,116
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
420
shares
|
$8,946
0.0% of portfolio
|
Q4 2024
Added 110.0%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
412
shares
|
$8,775
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
410
shares
|
$8,733
0.0% of portfolio
|
Q3 2024
New holding
|