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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
114
shares
|
$2,428
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
113
shares
|
$2,406
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
111
shares
|
$2,364
0.0% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
109
shares
|
$2,321
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
108
shares
|
$2,300
0.0% of portfolio
|
Q4 2024
Added 30.12%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
105
shares
|
$2,236
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
102
shares
|
$2,172
0.0% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
101
shares
|
$2,151
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
100
shares
|
$2,130
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
100
shares
|
$2,130
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
96
shares
|
$2,044
0.0% of portfolio
|
Q4 2023
Reduced 66.2%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
96
shares
|
$2,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
90
shares
|
$1,917
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
90
shares
|
$1,917
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
89
shares
|
$1,895
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
86
shares
|
$1,831
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
85
shares
|
$1,810
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
85
shares
|
$1,810
0.0% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
85
shares
|
$1,810
0.0% of portfolio
|
Q2 2024
Reduced 55.26%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
85
shares
|
$1,810
0.0% of portfolio
|
Q3 2024
Added 97.67%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
82
shares
|
$1,746
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$1,661
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
73
shares
|
$1,554
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
70
shares
|
$1,491
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
67
shares
|
$1,427
0.0% of portfolio
|
Q4 2024
Added 109.38%
|