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 556 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 $3.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
870
shares
|
$18,531
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
869
shares
|
$18,509
0.0% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
860
shares
|
$18,318
0.0% of portfolio
|
Q1 2025
Added 325.74%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
810
shares
|
$17,253
0.0% of portfolio
|
Q3 2024
Reduced 60.83%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
733
shares
|
$15,612
0.0% of portfolio
|
Q2 2023
Added 40.96%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
727
shares
|
$15,485
0.0% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
719
shares
|
$15,314
0.0% of portfolio
|
Q1 2025
Reduced 18.94%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
713
shares
|
$15,186
0.01% of portfolio
|
Q1 2025
Added 738.82%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
708
shares
|
$15,080
0.0% of portfolio
|
Q1 2025
Added 537.84%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
678
shares
|
$14,441
0.0% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
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 |
May 09, 2025 Q1 2025 |
662
shares
|
$14,100
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
632
shares
|
$13,461
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
621
shares
|
$13,227
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
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%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
581
shares
|
$12,375
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
572
shares
|
$12,183
0.0% of portfolio
|
Q1 2025
Reduced 19.09%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
502
shares
|
$10,692
0.0% of portfolio
|
Q4 2024
Added 84.56%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
480
shares
|
$10,224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
473
shares
|
$10,074
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
456
shares
|
$9,712
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
453
shares
|
$9,648
0.0% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
430
shares
|
$9,159
0.0% of portfolio
|
Q1 2024
Reduced 17.31%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
420
shares
|
$8,946
0.01% of portfolio
|
Q4 2024
Added 110.0%
|