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 556 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $3.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
83,121
shares
|
$1.77 Million
0.79% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
82,690
shares
|
$1.76 Million
0.47% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
82,382
shares
|
$1.75 Million
0.28% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
80,887
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
77,752
shares
|
$1.66 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
76,755
shares
|
$1.63 Million
0.27% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
76,325
shares
|
$1.63 Million
0.25% of portfolio
|
Q1 2025
Added 81.68%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
76,175
shares
|
$1.62 Million
0.37% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
75,683
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
74,905
shares
|
$1.6 Million
0.55% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
74,437
shares
|
$1.59 Million
1.24% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
73,575
shares
|
$1.57 Million
0.33% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
67,760
shares
|
$1.44 Million
0.04% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
67,319
shares
|
$1.43 Million
0.17% of portfolio
|
Q1 2025
Reduced 15.63%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
64,512
shares
|
$1.37 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
64,139
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
61,931
shares
|
$1.32 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
61,683
shares
|
$1.31 Million
1.45% of portfolio
|
Q1 2025
Added 30.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
61,028
shares
|
$1.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 71.07%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
60,655
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
60,384
shares
|
$1.29 Million
0.43% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
60,323
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
59,739
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
57,386
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
57,030
shares
|
$1.21 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.03%
|