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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
464
shares
|
$9,679
0.0% of portfolio
|
Q2 2025
Reduced 69.05%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
460
shares
|
$9,595
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
456
shares
|
$9,512
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
435
shares
|
$9,074
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
430
shares
|
$8,969
0.0% of portfolio
|
Q1 2024
Reduced 17.31%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
421
shares
|
$8,782
0.0% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
420
shares
|
$8,761
0.0% of portfolio
|
Q4 2024
Added 110.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
410
shares
|
$8,552
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
407
shares
|
$8,490
0.0% of portfolio
|
Q3 2023
Reduced 44.02%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
381
shares
|
$7,947
0.0% of portfolio
|
Q1 2025
Added 32.29%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
380
shares
|
$7,926
0.0% of portfolio
|
Q4 2024
Reduced 53.66%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
376
shares
|
$7,843
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
365
shares
|
$7,613
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
357
shares
|
$7,447
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
356
shares
|
$7,426
0.0% of portfolio
|
Q1 2025
Reduced 90.49%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
351
shares
|
$7,321
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
322
shares
|
$6,716
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
322
shares
|
$6,716
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
316
shares
|
$6,591
0.0% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
312
shares
|
$6,508
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
312
shares
|
$6,508
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
300
shares
|
$6,258
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
296
shares
|
$6,174
0.0% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
295
shares
|
$6,153
0.01% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
279
shares
|
$5,819
0.0% of portfolio
|
Q1 2025
Added 2690.0%
|