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 531 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 $3.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
341,585
shares
|
$7.67 Million
0.59% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
302,410
shares
|
$6.79 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
300,563
shares
|
$6.74 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
282,191
shares
|
$6.33 Million
0.27% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
279,013
shares
|
$6.26 Million
0.3% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
237,988
shares
|
$5.34 Million
0.01% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
235,399
shares
|
$5.28 Million
2.07% of portfolio
|
Q3 2024
Reduced 12.23%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
234,330
shares
|
$5.26 Million
3.55% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
232,739
shares
|
$5.22 Million
0.77% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
217,850
shares
|
$4.89 Million
0.0% of portfolio
|
Q3 2024
Added 138.01%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
210,865
shares
|
$4.73 Million
1.71% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Upper Left Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
202,651
shares
|
$4.55 Million
4.08% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
201,022
shares
|
$4.51 Million
0.01% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
199,554
shares
|
$4.48 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
194,470
shares
|
$4.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
191,136
shares
|
$4.29 Million
2.41% of portfolio
|
Q2 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
188,729
shares
|
$4.24 Million
1.88% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
183,859
shares
|
$4.13 Million
0.01% of portfolio
|
Q3 2023
Added 18.54%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
182,128
shares
|
$4.09 Million
0.12% of portfolio
|
Q3 2024
Reduced 23.98%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
177,105
shares
|
$3.97 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
173,504
shares
|
$3.89 Million
0.53% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
171,388
shares
|
$3.85 Million
0.0% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
170,315
shares
|
$3.82 Million
1.19% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
164,397
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
162,918
shares
|
$3.66 Million
1.63% of portfolio
|
Q3 2024
Added 411.82%
|