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 531 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $3.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
612
shares
|
$13,733
0.03% of portfolio
|
Q3 2024
Added 264.29%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
566
shares
|
$12,701
0.01% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
546
shares
|
$12,252
0.0% of portfolio
|
Q4 2023
Reduced 0.73%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
524
shares
|
$11,758
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
518
shares
|
$11,623
0.0% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
480
shares
|
$10,771
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
469
shares
|
$10,524
0.0% of portfolio
|
Q3 2024
Added 51.78%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
456
shares
|
$10,232
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
430
shares
|
$9,649
0.0% of portfolio
|
Q1 2024
Reduced 17.31%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
410
shares
|
$9,200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
407
shares
|
$9,133
0.0% of portfolio
|
Q3 2023
Reduced 44.02%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
390
shares
|
$8,751
0.0% of portfolio
|
Q3 2024
Added 2066.67%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
371
shares
|
$8,325
0.0% of portfolio
|
Q2 2024
Added 150.68%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
356
shares
|
$7,988
0.0% of portfolio
|
Q3 2024
Reduced 47.18%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
353
shares
|
$7,921
0.0% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
351
shares
|
$7,876
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
328
shares
|
$7,360
0.0% of portfolio
|
Q3 2024
Reduced 38.46%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
316
shares
|
$7,091
0.0% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
315
shares
|
$7,068
0.0% of portfolio
|
Q3 2024
Reduced 23.54%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
315
shares
|
$7,068
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
312
shares
|
$7,001
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
300
shares
|
$6,732
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
300
shares
|
$6,732
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
296
shares
|
$6,642
0.0% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
288
shares
|
$6,462
0.0% of portfolio
|
Q1 2022
Added 100.0%
|