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 |
|---|---|---|---|---|---|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
588,659
shares
|
$12.3 Million
4.22% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
520,883
shares
|
$10.9 Million
1.12% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
493,298
shares
|
$10.3 Million
0.2% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
483,252
shares
|
$10.1 Million
3.25% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
454,559
shares
|
$9.48 Million
6.22% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
448,447
shares
|
$9.35 Million
1.11% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
433,000
shares
|
$9.03 Million
2.24% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
412,061
shares
|
$8.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
402,763
shares
|
$8.4 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
401,402
shares
|
$8.37 Million
3.16% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Management Resources, Inc.
|
Jul 24, 2025 Q2 2025 |
390,304
shares
|
$8.14 Million
2.82% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
389,227
shares
|
$8.12 Million
0.0% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
386,183
shares
|
$8.06 Million
0.0% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
383,124
shares
|
$7.99 Million
0.52% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
381,474
shares
|
$7.96 Million
0.35% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
360,476
shares
|
$7.52 Million
2.37% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
348,237
shares
|
$7.26 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
345,732
shares
|
$7.21 Million
0.47% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
337,166
shares
|
$7.03 Million
0.15% of portfolio
|
Q2 2025
Added 114.9%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Aug 08, 2025 Q2 2025 |
333,901
shares
|
$6.97 Million
1.35% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
331,000
shares
|
$6.9 Million
0.01% of portfolio
|
Q1 2025
Added 29.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
324,547
shares
|
$6.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
320,589
shares
|
$6.69 Million
0.86% of portfolio
|
Q2 2025
Added 85.11%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
312,068
shares
|
$6.51 Million
0.01% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
309,388
shares
|
$6.45 Million
0.24% of portfolio
|
Q2 2025
Added 4.03%
|