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 |
|---|---|---|---|---|---|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
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
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
407
shares
|
$8,669
0.0% of portfolio
|
Q3 2023
Reduced 44.02%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
381
shares
|
$8,115
0.0% of portfolio
|
Q1 2025
Added 32.29%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
380
shares
|
$8,094
0.0% of portfolio
|
Q4 2024
Reduced 53.66%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
376
shares
|
$8,008
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
370
shares
|
$7,881
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
365
shares
|
$7,774
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
356
shares
|
$7,582
0.0% of portfolio
|
Q1 2025
Reduced 90.49%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
351
shares
|
$7,476
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
326
shares
|
$6,943
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
320
shares
|
$6,816
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
320
shares
|
$6,816
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
316
shares
|
$6,730
0.0% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
312
shares
|
$6,645
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
300
shares
|
$6,390
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
296
shares
|
$6,304
0.0% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
May 15, 2025 Q1 2025 |
293
shares
|
$6,240
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
290
shares
|
$6,177
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
280
shares
|
$5,964
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
279
shares
|
$5,942
0.0% of portfolio
|
Q1 2025
Added 2690.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
265
shares
|
$5,644
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
264
shares
|
$5,623
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
260
shares
|
$5,538
0.0% of portfolio
|
Q1 2025
Added 1525.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
260
shares
|
$5,538
0.0% of portfolio
|
Q1 2025
Added 157.43%
|