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 |
|---|---|---|---|---|---|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
162,314
shares
|
$3.46 Million
1.44% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
157,459
shares
|
$3.35 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
156,895
shares
|
$3.34 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Rfg Holdings, Inc.
|
Apr 16, 2025 Q1 2025 |
155,142
shares
|
$3.3 Million
1.16% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
153,663
shares
|
$3.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 38.95%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
151,319
shares
|
$3.22 Million
1.03% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
149,940
shares
|
$3.19 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
149,229
shares
|
$3.18 Million
0.03% of portfolio
|
Q1 2025
Added 17.23%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
148,624
shares
|
$3.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
144,994
shares
|
$3.09 Million
0.07% of portfolio
|
Q1 2025
Reduced 86.65%
|
|
|
Sws Partners
|
May 27, 2025 Q1 2025 |
142,835
shares
|
$3.04 Million
1.06% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
141,492
shares
|
$3.01 Million
0.08% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Epiq Partners, LLC
|
Apr 11, 2025 Q1 2025 |
133,815
shares
|
$2.85 Million
1.79% of portfolio
|
Q1 2025
Added 10.94%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
132,254
shares
|
$2.82 Million
1.64% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
131,948
shares
|
$2.81 Million
0.12% of portfolio
|
Q1 2025
Added 32.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
131,750
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.65%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
131,741
shares
|
$2.81 Million
0.56% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
130,837
shares
|
$2.79 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
130,079
shares
|
$2.77 Million
0.13% of portfolio
|
Q1 2025
Added 445.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
127,006
shares
|
$2.71 Million
0.0% of portfolio
|
Q1 2025
Added 140.71%
|
|
|
Brooklyn Fi, LLC
New York, NY |
May 12, 2025 Q1 2025 |
126,711
shares
|
$2.7 Million
0.86% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
126,269
shares
|
$2.69 Million
0.99% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
124,294
shares
|
$2.65 Million
0.46% of portfolio
|
Q2 2024
Added 14.61%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
120,957
shares
|
$2.58 Million
0.09% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
119,550
shares
|
$2.55 Million
0.39% of portfolio
|
Q1 2025
Added 1.49%
|