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 |
|---|---|---|---|---|---|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
42,110
shares
|
$901,996
0.23% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
41,674
shares
|
$892,657
0.71% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
41,035
shares
|
$878,969
0.0% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
40,588
shares
|
$869,394
0.44% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
40,457
shares
|
$866,588
0.0% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
39,399
shares
|
$843,926
0.0% of portfolio
|
Q2 2025
Reduced 66.36%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
38,889
shares
|
$833,002
0.03% of portfolio
|
Q3 2025
Reduced 17.72%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
38,294
shares
|
$820,257
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
38,026
shares
|
$814,516
0.11% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
37,928
shares
|
$812,417
0.09% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
36,154
shares
|
$774,418
0.02% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,099
shares
|
$773,240
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
36,062
shares
|
$772,448
0.27% of portfolio
|
Q1 2024
Reduced 19.47%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
35,633
shares
|
$763,258
0.29% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
35,483
shares
|
$760,045
0.0% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
34,526
shares
|
$739,546
0.03% of portfolio
|
Q2 2025
Added 17.66%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
34,375
shares
|
$736,312
0.22% of portfolio
|
Q3 2025
Added 56.53%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
34,360
shares
|
$735,991
0.32% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
34,357
shares
|
$735,926
0.21% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
34,060
shares
|
$729,565
0.01% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
33,854
shares
|
$725,152
0.09% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
33,652
shares
|
$720,825
0.34% of portfolio
|
Q3 2025
Added 15.4%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
33,404
shares
|
$715,513
0.24% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
33,233
shares
|
$711,850
0.1% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
33,203
shares
|
$711,208
0.01% of portfolio
|
Q3 2025
Reduced 0.9%
|