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 584 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 $3.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
279,776
shares
|
$5.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
279,388
shares
|
$5.98 Million
0.0% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
258,501
shares
|
$5.54 Million
0.0% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
255,607
shares
|
$5.48 Million
3.02% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
254,336
shares
|
$5.45 Million
1.73% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Oct 20, 2025 Q3 2025 |
252,648
shares
|
$5.41 Million
4.1% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
230,067
shares
|
$4.93 Million
0.98% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
226,848
shares
|
$4.86 Million
0.06% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
224,057
shares
|
$4.8 Million
3.2% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
217,296
shares
|
$4.65 Million
0.18% of portfolio
|
Q3 2025
Added 55.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
212,355
shares
|
$4.55 Million
0.01% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
207,261
shares
|
$4.44 Million
0.31% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
205,447
shares
|
$4.4 Million
1.6% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
203,749
shares
|
$4.36 Million
0.07% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
198,979
shares
|
$4.26 Million
1.5% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
196,137
shares
|
$4.2 Million
2.59% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
195,361
shares
|
$4.18 Million
0.96% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
194,373
shares
|
$4.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 70.07%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
191,136
shares
|
$4.09 Million
2.41% of portfolio
|
Q2 2023
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
188,632
shares
|
$4.04 Million
0.27% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
183,859
shares
|
$3.94 Million
0.01% of portfolio
|
Q3 2023
Added 18.54%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Sep 29, 2025 Q2 2025 |
183,611
shares
|
$3.93 Million
1.75% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
177,149
shares
|
$3.79 Million
0.21% of portfolio
|
Q2 2025
Reduced 31.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
175,795
shares
|
$3.77 Million
0.0% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
175,710
shares
|
$3.76 Million
0.47% of portfolio
|
Q3 2025
Reduced 4.43%
|