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 559 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 $3.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
380
shares
|
$8,094
0.0% of portfolio
|
Q4 2024
Reduced 53.66%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
376
shares
|
$8,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
371
shares
|
$7,902
0.0% of portfolio
|
Q2 2024
Added 150.68%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
365
shares
|
$7,774
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
351
shares
|
$7,476
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
343
shares
|
$7,305
0.0% of portfolio
|
Q4 2024
Added 971.88%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
326
shares
|
$6,943
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
320
shares
|
$6,816
0.0% of portfolio
|
Q4 2024
Reduced 31.77%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
318
shares
|
$6,773
0.0% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
318
shares
|
$6,773
0.0% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
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 |
Feb 06, 2025 Q4 2024 |
312
shares
|
$6,645
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
300
shares
|
$6,390
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
300
shares
|
$6,390
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
299
shares
|
$6,368
0.0% of portfolio
|
Q4 2024
Added 43.06%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
296
shares
|
$6,304
0.0% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
290
shares
|
$6,177
0.0% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
289
shares
|
$6,155
0.0% of portfolio
|
Q4 2024
Reduced 70.11%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
288
shares
|
$6,134
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
279
shares
|
$5,942
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
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%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
258
shares
|
$5,495
0.0% of portfolio
|
Q4 2024
Added 1.18%
|