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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
117,136
shares
|
$2.49 Million
0.0% of portfolio
|
Q1 2025
Added 734.18%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
116,933
shares
|
$2.49 Million
0.3% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
116,029
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
112,330
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
110,752
shares
|
$2.36 Million
1.8% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
107,315
shares
|
$2.29 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
106,744
shares
|
$2.27 Million
0.01% of portfolio
|
Q4 2022
Added 40.45%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
106,666
shares
|
$2.27 Million
0.24% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
106,215
shares
|
$2.26 Million
0.29% of portfolio
|
Q1 2025
Added 40.28%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
106,153
shares
|
$2.26 Million
1.44% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
105,751
shares
|
$2.25 Million
0.19% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
102,233
shares
|
$2.18 Million
1.03% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
102,214
shares
|
$2.18 Million
0.7% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
96,924
shares
|
$2.06 Million
0.17% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
96,579
shares
|
$2.06 Million
0.07% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
95,659
shares
|
$2.04 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
95,252
shares
|
$2.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
95,052
shares
|
$2.02 Million
0.26% of portfolio
|
Q1 2025
Reduced 26.42%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
92,537
shares
|
$1.97 Million
1.59% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
91,719
shares
|
$1.95 Million
0.08% of portfolio
|
Q1 2025
Added 22.27%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
91,348
shares
|
$1.95 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
89,087
shares
|
$1.9 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
88,644
shares
|
$1.89 Million
0.01% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
88,547
shares
|
$1.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
85,414
shares
|
$1.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.68%
|