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 |
|---|---|---|---|---|---|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
82,690
shares
|
$1.77 Million
0.47% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
81,784
shares
|
$1.75 Million
0.27% of portfolio
|
Q2 2025
Reduced 31.59%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
81,689
shares
|
$1.75 Million
0.31% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
81,259
shares
|
$1.74 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
80,060
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
76,436
shares
|
$1.64 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
76,063
shares
|
$1.63 Million
0.29% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
75,683
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
70,630
shares
|
$1.51 Million
1.08% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Aug 22, 2025 Q2 2025 |
69,364
shares
|
$1.49 Million
0.96% of portfolio
|
Q2 2025
Added 84.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
68,769
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 38.78%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
68,102
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
67,726
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2025
Added 39.14%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
67,443
shares
|
$1.44 Million
0.67% of portfolio
|
Q2 2025
Added 29.28%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
67,289
shares
|
$1.44 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
66,858
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
66,247
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
65,592
shares
|
$1.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.64%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
64,742
shares
|
$1.39 Million
0.38% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
64,709
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
64,626
shares
|
$1.38 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
|
$1.37 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
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
62,330
shares
|
$1.34 Million
0.63% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
60,323
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Added 14.05%
|