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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
109
shares
|
$2,321
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
102
shares
|
$2,172
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
102
shares
|
$2,172
0.0% of portfolio
|
Q1 2025
Reduced 96.09%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
102
shares
|
$2,172
0.0% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
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 |
May 14, 2025 Q1 2025 |
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
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
86
shares
|
$1,831
0.0% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
86
shares
|
$1,831
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
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
|
|
|
Gpwm LLC
|
Apr 22, 2025 Q1 2025 |
78
shares
|
$1,661
0.0% of portfolio
|
Q1 2025
Added 16.42%
|
|
|
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
|
Apr 22, 2025 Q1 2025 |
70
shares
|
$1,491
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
67
shares
|
$1,427
0.0% of portfolio
|
Q4 2024
Added 109.38%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
67
shares
|
$1,427
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
64
shares
|
$1,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
64
shares
|
$1,363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
63
shares
|
$1,341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
61
shares
|
$1,299
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
59
shares
|
$1,256
0.0% of portfolio
|
Q1 2024
Reduced 3.28%
|