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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
59,960
shares
|
$1.25 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
59,518
shares
|
$1.24 Million
0.1% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
57,696
shares
|
$1.2 Million
0.88% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
57,358
shares
|
$1.2 Million
0.47% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
57,258
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Added 21.42%
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
56,688
shares
|
$1.18 Million
0.27% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
54,918
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 56.76%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
54,178
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2023
Added 19.17%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
51,759
shares
|
$1.08 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
51,450
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
49,519
shares
|
$1.03 Million
0.13% of portfolio
|
Q2 2025
Reduced 53.38%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
49,332
shares
|
$1.03 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
47,265
shares
|
$985,947
0.03% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
47,151
shares
|
$983,569
0.03% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
46,046
shares
|
$960,519
2.05% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
45,686
shares
|
$953,009
0.01% of portfolio
|
Q2 2024
Reduced 10.34%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
45,250
shares
|
$943,915
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
45,236
shares
|
$943,622
1.02% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
44,912
shares
|
$936,864
0.03% of portfolio
|
Q2 2025
Added 27.37%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
43,397
shares
|
$905,261
0.47% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
43,047
shares
|
$897,960
0.28% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
42,745
shares
|
$891,660
0.0% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
42,110
shares
|
$878,414
0.23% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
41,674
shares
|
$869,319
0.71% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
41,035
shares
|
$855,990
0.0% of portfolio
|
Q2 2025
Added 10.89%
|