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 |
|---|---|---|---|---|---|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
106,744
shares
|
$2.23 Million
0.01% of portfolio
|
Q4 2022
Added 40.45%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
105,806
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
Added 104.38%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
105,540
shares
|
$2.2 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
105,325
shares
|
$2.2 Million
0.95% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
103,271
shares
|
$2.15 Million
0.65% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
98,645
shares
|
$2.06 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
97,526
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.19%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
96,924
shares
|
$2.02 Million
0.17% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
96,579
shares
|
$2.01 Million
0.07% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
95,820
shares
|
$2 Million
0.07% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
95,659
shares
|
$2 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
93,169
shares
|
$1.94 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
92,612
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
92,537
shares
|
$1.93 Million
1.59% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
91,680
shares
|
$1.91 Million
0.62% of portfolio
|
Q2 2025
Added 22.4%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
90,368
shares
|
$1.89 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
89,075
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
88,535
shares
|
$1.85 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
85,772
shares
|
$1.79 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
85,667
shares
|
$1.79 Million
0.17% of portfolio
|
Q2 2025
Reduced 19.69%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
85,414
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
84,102
shares
|
$1.75 Million
0.76% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
82,690
shares
|
$1.72 Million
0.47% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
81,784
shares
|
$1.71 Million
0.27% of portfolio
|
Q2 2025
Reduced 31.59%
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
81,259
shares
|
$1.7 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.36%
|