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 |
|---|---|---|---|---|---|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
106,765
shares
|
$2.29 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
106,744
shares
|
$2.29 Million
0.01% of portfolio
|
Q4 2022
Added 40.45%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
106,526
shares
|
$2.28 Million
0.89% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
105,540
shares
|
$2.26 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
103,467
shares
|
$2.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
103,271
shares
|
$2.21 Million
0.65% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
101,300
shares
|
$2.17 Million
0.05% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
98,645
shares
|
$2.11 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
|
$2.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.19%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
96,924
shares
|
$2.08 Million
0.17% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
95,659
shares
|
$2.05 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
95,493
shares
|
$2.05 Million
1.43% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
93,151
shares
|
$2 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
93,122
shares
|
$1.99 Million
0.61% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
92,612
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
90,958
shares
|
$1.95 Million
0.13% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
89,311
shares
|
$1.91 Million
0.89% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
89,075
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
88,535
shares
|
$1.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
87,464
shares
|
$1.87 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
85,772
shares
|
$1.84 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
85,696
shares
|
$1.84 Million
0.24% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
85,667
shares
|
$1.83 Million
0.17% of portfolio
|
Q2 2025
Reduced 19.69%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
85,414
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
82,924
shares
|
$1.78 Million
1.77% of portfolio
|
Q3 2025
Added 34.44%
|