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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
134
shares
|
$2,795
0.0% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
130
shares
|
$2,711
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
120
shares
|
$2,503
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
120
shares
|
$2,503
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
116
shares
|
$2,419
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
115
shares
|
$2,398
0.0% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
113
shares
|
$2,357
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
109
shares
|
$2,273
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
102
shares
|
$2,127
0.0% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
100
shares
|
$2,086
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
97
shares
|
$2,023
0.0% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
96
shares
|
$2,002
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
94
shares
|
$1,960
0.0% of portfolio
|
Q2 2025
Reduced 63.85%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
90
shares
|
$1,877
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
87
shares
|
$1,814
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
85
shares
|
$1,773
0.0% of portfolio
|
Q3 2024
Added 97.67%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
85
shares
|
$1,773
0.0% of portfolio
|
Q2 2024
Reduced 55.26%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
82
shares
|
$1,710
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
79
shares
|
$1,647
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gpwm LLC
|
Jul 15, 2025 Q2 2025 |
78
shares
|
$1,627
0.0% of portfolio
|
Q1 2025
Added 16.42%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$1,627
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
73
shares
|
$1,522
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
72
shares
|
$1,501
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
70
shares
|
$1,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
70
shares
|
$1,460
0.0% of portfolio
|
Q1 2022
Added 100.0%
|