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 |
|---|---|---|---|---|---|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
1,045
shares
|
$21,798
0.01% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
1,015
shares
|
$21,172
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,000
shares
|
$20,860
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
983
shares
|
$20,505
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
939
shares
|
$19,587
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
938
shares
|
$19,566
0.0% of portfolio
|
Q1 2025
Added 23.42%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
898
shares
|
$18,732
0.0% of portfolio
|
Q4 2022
Added 18.31%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
874
shares
|
$18,231
0.0% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
870
shares
|
$18,148
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
815
shares
|
$17,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
757
shares
|
$15,791
0.0% of portfolio
|
Q2 2025
Reduced 82.83%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
748
shares
|
$15,603
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
733
shares
|
$15,290
0.0% of portfolio
|
Q2 2023
Added 40.96%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
732
shares
|
$15,269
0.0% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
719
shares
|
$14,998
0.0% of portfolio
|
Q1 2025
Reduced 18.94%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
665
shares
|
$13,871
0.0% of portfolio
|
Q2 2024
Added 9.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
660
shares
|
$13,767
0.0% of portfolio
|
Q2 2025
Reduced 24.91%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
637
shares
|
$13,287
0.01% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
621
shares
|
$12,954
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
612
shares
|
$12,766
0.03% of portfolio
|
Q3 2024
Added 264.29%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
578
shares
|
$12,057
0.0% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
566
shares
|
$11,806
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
560
shares
|
$11,681
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
557
shares
|
$11,619
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
528
shares
|
$11,014
0.0% of portfolio
|
Q2 2025
Reduced 20.24%
|