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 532 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $4.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gpwm LLC
|
Oct 25, 2024 Q3 2024 |
67
shares
|
$1,549
0.0% of portfolio
|
Q3 2023
Reduced 22.09%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
67
shares
|
$1,549
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
62
shares
|
$1,434
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
59
shares
|
$1,364
0.0% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
56
shares
|
$1,295
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
55
shares
|
$1,272
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
39
shares
|
$902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
32
shares
|
$740
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
32
shares
|
$740
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
31
shares
|
$717
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
30
shares
|
$693
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
26
shares
|
$601
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
17
shares
|
$393
0.0% of portfolio
|
Q3 2024
Reduced 96.3%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
16
shares
|
$370
0.0% of portfolio
|
Q1 2023
Reduced 95.94%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
16
shares
|
$370
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
14
shares
|
$323
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
14
shares
|
$323
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
13
shares
|
$300
0.0% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
10
shares
|
$231
0.0% of portfolio
|
Q4 2023
Reduced 73.68%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
10
shares
|
$231
0.0% of portfolio
|
Q2 2024
Reduced 95.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
8
shares
|
$185
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
6
shares
|
$138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6
shares
|
$138
0.0% of portfolio
|
Q1 2022
Reduced 95.95%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4
shares
|
$92
0.0% of portfolio
|
Q3 2024
Reduced 99.34%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
2
shares
|
$46
0.0% of portfolio
|
Q3 2023
Reduced 97.37%
|