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 532 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 $4.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
160,896
shares
|
$3.72 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
155,215
shares
|
$3.59 Million
0.55% of portfolio
|
Q3 2024
Added 99.5%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
153,983
shares
|
$3.56 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
153,864
shares
|
$3.56 Million
0.35% of portfolio
|
Q3 2024
Added 17.26%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
143,837
shares
|
$3.33 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
143,778
shares
|
$3.33 Million
0.99% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
142,331
shares
|
$3.29 Million
0.11% of portfolio
|
Q3 2024
Added 158.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
141,582
shares
|
$3.27 Million
0.12% of portfolio
|
Q3 2024
Added 3374.4%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
141,103
shares
|
$3.26 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
138,442
shares
|
$3.2 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
135,555
shares
|
$3.14 Million
1.38% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
131,750
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.65%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
126,574
shares
|
$2.93 Million
0.01% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
126,058
shares
|
$2.92 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
124,294
shares
|
$2.87 Million
0.49% of portfolio
|
Q2 2024
Added 14.61%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
121,696
shares
|
$2.81 Million
0.08% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
120,141
shares
|
$2.78 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
119,300
shares
|
$2.76 Million
0.34% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
115,202
shares
|
$2.66 Million
0.86% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
110,745
shares
|
$2.56 Million
0.09% of portfolio
|
Q3 2024
Reduced 13.67%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
108,325
shares
|
$2.51 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
106,744
shares
|
$2.47 Million
0.01% of portfolio
|
Q4 2022
Added 40.45%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
105,742
shares
|
$2.45 Million
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
104,290
shares
|
$2.41 Million
0.85% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
102,821
shares
|
$2.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.14%
|