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 531 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 $3.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
101,328
shares
|
$2.27 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
99,549
shares
|
$2.23 Million
0.3% of portfolio
|
Q3 2024
Reduced 29.18%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
99,358
shares
|
$2.23 Million
0.37% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
98,565
shares
|
$2.21 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
98,113
shares
|
$2.2 Million
1.04% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
96,924
shares
|
$2.17 Million
0.17% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
96,387
shares
|
$2.16 Million
0.1% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
95,540
shares
|
$2.14 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
94,333
shares
|
$2.12 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
92,655
shares
|
$2.08 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
91,812
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
89,719
shares
|
$2.01 Million
0.03% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
87,677
shares
|
$1.97 Million
0.29% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
85,568
shares
|
$1.92 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
85,192
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
85,151
shares
|
$1.91 Million
0.56% of portfolio
|
Q3 2024
Added 381.98%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
84,765
shares
|
$1.9 Million
0.41% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
83,755
shares
|
$1.88 Million
0.33% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
82,690
shares
|
$1.86 Million
0.47% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
79,955
shares
|
$1.79 Million
0.75% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
79,950
shares
|
$1.79 Million
0.23% of portfolio
|
Q2 2024
Reduced 17.31%
|
|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
78,449
shares
|
$1.76 Million
1.42% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
78,326
shares
|
$1.76 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
77,761
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
76,283
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Added 190.9%
|