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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
173,551
shares
|
$3.72 Million
0.01% of portfolio
|
Q2 2025
Added 16.77%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
170,157
shares
|
$3.64 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
166,689
shares
|
$3.57 Million
1.01% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
162,883
shares
|
$3.49 Million
0.08% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
161,576
shares
|
$3.46 Million
0.87% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
157,389
shares
|
$3.37 Million
0.86% of portfolio
|
Q2 2025
Added 24.21%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
151,668
shares
|
$3.25 Million
0.03% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
149,694
shares
|
$3.21 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
148,515
shares
|
$3.18 Million
1.9% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
145,735
shares
|
$3.12 Million
0.07% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
138,971
shares
|
$2.98 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
|
$2.93 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
134,579
shares
|
$2.88 Million
0.94% of portfolio
|
Q3 2025
Reduced 21.85%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
132,596
shares
|
$2.84 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
|
$2.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.65%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
130,837
shares
|
$2.8 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
130,694
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
127,222
shares
|
$2.73 Million
1.51% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
127,119
shares
|
$2.72 Million
0.89% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
123,544
shares
|
$2.65 Million
1.81% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
122,184
shares
|
$2.62 Million
0.53% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
122,020
shares
|
$2.61 Million
0.08% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
121,679
shares
|
$2.61 Million
0.29% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
119,519
shares
|
$2.56 Million
0.0% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
118,138
shares
|
$2.53 Million
0.46% of portfolio
|
Q2 2025
Reduced 4.95%
|