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 |
|---|---|---|---|---|---|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
257
shares
|
$5,474
0.0% of portfolio
|
Q1 2024
Reduced 11.68%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
250
shares
|
$5,325
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
248
shares
|
$5,282
0.0% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
242
shares
|
$5,154
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
236
shares
|
$5,026
0.0% of portfolio
|
Q2 2023
Added 15.69%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
234
shares
|
$4,984
0.0% of portfolio
|
Q2 2024
Reduced 44.29%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
228
shares
|
$4,856
0.0% of portfolio
|
Q1 2024
Reduced 12.31%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
224
shares
|
$4,771
0.0% of portfolio
|
Q4 2024
Reduced 21.13%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
220
shares
|
$4,686
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
220
shares
|
$4,686
0.0% of portfolio
|
Q2 2024
Reduced 63.76%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
202
shares
|
$4,302
0.0% of portfolio
|
Q4 2024
Reduced 68.04%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
200
shares
|
$4,260
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
200
shares
|
$4,260
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
192
shares
|
$4,089
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
188
shares
|
$4,004
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
185
shares
|
$3,940
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
184
shares
|
$3,919
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
170
shares
|
$3,621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
156
shares
|
$3,322
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
140
shares
|
$2,982
0.0% of portfolio
|
Q4 2024
Reduced 50.88%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
138
shares
|
$2,939
0.0% of portfolio
|
Q2 2023
Reduced 42.5%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
133
shares
|
$2,832
0.0% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
131
shares
|
$2,790
0.0% of portfolio
|
Q4 2024
Added 670.59%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
130
shares
|
$2,769
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
120
shares
|
$2,556
0.0% of portfolio
|
Q2 2023
New holding
|