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 532 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 $3.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
57,624
shares
|
$1.23 Million
0.93% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
57,386
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
56,467
shares
|
$1.2 Million
0.4% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
55,450
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
54,986
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 104.73%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
54,178
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2023
Added 19.17%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
53,496
shares
|
$1.14 Million
0.48% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
53,091
shares
|
$1.13 Million
0.18% of portfolio
|
Q4 2024
Added 405.72%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
52,400
shares
|
$1.12 Million
0.08% of portfolio
|
Q4 2024
Added 25.21%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
52,107
shares
|
$1.11 Million
0.77% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
51,632
shares
|
$1.1 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
51,592
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
50,558
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
49,797
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
49,494
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
49,375
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
47,842
shares
|
$1.02 Million
0.22% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
45,686
shares
|
$974,482
0.01% of portfolio
|
Q2 2024
Reduced 10.34%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
45,250
shares
|
$965,182
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
43,963
shares
|
$937,730
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
43,780
shares
|
$933,827
0.01% of portfolio
|
Q3 2024
Added 19.38%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
43,775
shares
|
$933,720
0.16% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
43,637
shares
|
$930,777
0.34% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
43,397
shares
|
$925,658
0.47% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
42,830
shares
|
$913,563
0.04% of portfolio
|
Q3 2024
Reduced 0.05%
|