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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
603,085
shares
|
$12.8 Million
0.03% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
601,791
shares
|
$12.8 Million
4.76% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Apr 09, 2025 Q1 2025 |
563,075
shares
|
$12 Million
5.22% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
536,642
shares
|
$11.4 Million
1.28% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
480,551
shares
|
$10.2 Million
0.8% of portfolio
|
Q1 2025
Reduced 42.33%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
460,865
shares
|
$9.82 Million
1.26% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
455,456
shares
|
$9.7 Million
3.33% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
443,607
shares
|
$9.45 Million
0.21% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
441,824
shares
|
$9.41 Million
2.58% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
441,816
shares
|
$9.41 Million
6.55% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
413,310
shares
|
$8.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
384,463
shares
|
$8.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 51.79%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
379,595
shares
|
$8.09 Million
0.09% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
371,355
shares
|
$7.91 Million
0.57% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
367,620
shares
|
$7.83 Million
2.72% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
367,407
shares
|
$7.83 Million
0.66% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
366,515
shares
|
$7.81 Million
2.86% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
360,463
shares
|
$7.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
356,421
shares
|
$7.59 Million
0.02% of portfolio
|
Q1 2025
Reduced 18.81%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
355,555
shares
|
$7.57 Million
1.53% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
348,535
shares
|
$7.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
331,000
shares
|
$7.05 Million
0.01% of portfolio
|
Q1 2025
Added 29.3%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
297,408
shares
|
$6.33 Million
0.25% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
285,930
shares
|
$6.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.91%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
284,213
shares
|
$6.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.39%
|