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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
279,776
shares
|
$5.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
279,388
shares
|
$5.83 Million
0.0% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
258,501
shares
|
$5.39 Million
0.0% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
255,607
shares
|
$5.33 Million
3.02% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
254,336
shares
|
$5.31 Million
1.73% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jul 21, 2025 Q2 2025 |
248,468
shares
|
$5.18 Million
4.17% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
226,848
shares
|
$4.73 Million
0.06% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
224,992
shares
|
$4.69 Million
1.05% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
217,758
shares
|
$4.54 Million
3.24% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
212,355
shares
|
$4.43 Million
0.01% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
207,261
shares
|
$4.32 Million
0.31% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
198,979
shares
|
$4.15 Million
1.5% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
198,592
shares
|
$4.14 Million
0.08% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
194,373
shares
|
$4.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 70.07%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
192,940
shares
|
$4.02 Million
1.61% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
191,136
shares
|
$3.99 Million
2.41% of portfolio
|
Q2 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
183,863
shares
|
$3.84 Million
0.51% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
183,859
shares
|
$3.84 Million
0.01% of portfolio
|
Q3 2023
Added 18.54%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
181,777
shares
|
$3.79 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
177,149
shares
|
$3.7 Million
0.21% of portfolio
|
Q2 2025
Reduced 31.67%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
176,210
shares
|
$3.68 Million
1.03% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
175,795
shares
|
$3.67 Million
0.0% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
173,551
shares
|
$3.62 Million
0.01% of portfolio
|
Q2 2025
Added 16.77%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
172,208
shares
|
$3.59 Million
1.32% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
170,157
shares
|
$3.55 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.87%
|