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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
259,878
shares
|
$5.54 Million
0.01% of portfolio
|
Q1 2025
Added 35.5%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
259,237
shares
|
$5.52 Million
0.32% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
254,911
shares
|
$5.43 Million
3.39% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
254,336
shares
|
$5.42 Million
1.73% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
May 06, 2025 Q1 2025 |
246,027
shares
|
$5.24 Million
4.52% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
244,690
shares
|
$5.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
238,997
shares
|
$5.09 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
236,402
shares
|
$5.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
225,085
shares
|
$4.79 Million
3.59% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
224,137
shares
|
$4.77 Million
0.06% of portfolio
|
Q1 2025
Reduced 22.52%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
217,183
shares
|
$4.63 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
206,271
shares
|
$4.39 Million
0.34% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
205,748
shares
|
$4.38 Million
1.7% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
202,202
shares
|
$4.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
199,919
shares
|
$4.26 Million
1.07% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
191,136
shares
|
$4.07 Million
2.41% of portfolio
|
Q2 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
187,577
shares
|
$4 Million
1.74% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
187,205
shares
|
$3.99 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
186,897
shares
|
$3.98 Million
0.09% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
183,859
shares
|
$3.92 Million
0.01% of portfolio
|
Q3 2023
Added 18.54%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
173,190
shares
|
$3.69 Million
0.5% of portfolio
|
Q1 2025
Added 1360.04%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
171,646
shares
|
$3.66 Million
0.36% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
168,062
shares
|
$3.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
166,734
shares
|
$3.55 Million
1.3% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
164,539
shares
|
$3.5 Million
0.04% of portfolio
|
Q1 2025
Added 1325.32%
|