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 |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
162,883
shares
|
$3.4 Million
0.08% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
157,750
shares
|
$3.29 Million
1.05% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
157,389
shares
|
$3.28 Million
0.86% of portfolio
|
Q2 2025
Added 24.21%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
151,668
shares
|
$3.16 Million
0.03% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
149,694
shares
|
$3.12 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
148,515
shares
|
$3.1 Million
1.9% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
143,792
shares
|
$3 Million
0.86% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
140,348
shares
|
$2.93 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
139,973
shares
|
$2.92 Million
0.12% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
138,971
shares
|
$2.9 Million
0.1% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
136,890
shares
|
$2.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
132,596
shares
|
$2.77 Million
1.39% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
131,750
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.65%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
130,837
shares
|
$2.73 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
130,694
shares
|
$2.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
127,119
shares
|
$2.65 Million
0.89% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
122,349
shares
|
$2.55 Million
1.53% of portfolio
|
Q2 2025
Added 15.26%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
122,184
shares
|
$2.55 Million
0.53% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
122,020
shares
|
$2.55 Million
0.08% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
121,679
shares
|
$2.54 Million
0.29% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
119,519
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
118,138
shares
|
$2.46 Million
0.46% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 28, 2025 Q2 2025 |
115,418
shares
|
$2.41 Million
1.83% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
111,594
shares
|
$2.33 Million
0.05% of portfolio
|
Q2 2025
Reduced 23.04%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
106,765
shares
|
$2.23 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.51%
|