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 |
|---|---|---|---|---|---|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
81,188
shares
|
$1.69 Million
0.34% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
80,060
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
78,795
shares
|
$1.64 Million
0.23% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
76,436
shares
|
$1.59 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
75,967
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
75,683
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
75,618
shares
|
$1.58 Million
0.3% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
70,630
shares
|
$1.47 Million
1.08% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
68,769
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 38.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
68,284
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
68,102
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
67,726
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Added 39.14%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
67,443
shares
|
$1.41 Million
0.67% of portfolio
|
Q2 2025
Added 29.28%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
67,289
shares
|
$1.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
66,858
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
65,592
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.64%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
64,742
shares
|
$1.35 Million
0.38% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
64,626
shares
|
$1.35 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
63,821
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
62,823
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
62,330
shares
|
$1.3 Million
0.63% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
61,683
shares
|
$1.29 Million
1.45% of portfolio
|
Q1 2025
Added 30.1%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
60,777
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
60,323
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
60,031
shares
|
$1.25 Million
0.22% of portfolio
|
Q2 2025
Reduced 6.95%
|