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 |
|---|---|---|---|---|---|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
43,308
shares
|
$922,460
0.31% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
42,044
shares
|
$895,537
0.88% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
39,495
shares
|
$841,243
0.03% of portfolio
|
Q1 2025
Reduced 14.97%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
39,484
shares
|
$841,009
0.49% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
38,929
shares
|
$829,187
0.0% of portfolio
|
Q1 2025
Added 11249.56%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
38,844
shares
|
$827,377
0.17% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
37,209
shares
|
$792,551
0.14% of portfolio
|
Q1 2025
Reduced 15.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
37,006
shares
|
$788,227
0.0% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
36,828
shares
|
$784,436
0.32% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
36,556
shares
|
$778,642
0.35% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
36,536
shares
|
$778,216
0.26% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
36,227
shares
|
$771,635
0.08% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
36,118
shares
|
$769,313
0.02% of portfolio
|
Q1 2025
Added 29.34%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,099
shares
|
$768,908
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
36,062
shares
|
$768,120
0.27% of portfolio
|
Q1 2024
Reduced 19.47%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
35,928
shares
|
$765,266
0.12% of portfolio
|
Q1 2025
Added 29.14%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
35,902
shares
|
$764,712
0.0% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
35,842
shares
|
$763,434
0.62% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
35,718
shares
|
$760,793
0.3% of portfolio
|
Q1 2025
Added 21.51%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
35,641
shares
|
$759,153
0.0% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
35,402
shares
|
$754,062
0.2% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
35,261
shares
|
$751,059
0.03% of portfolio
|
Q1 2025
Added 88.71%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
35,242
shares
|
$750,654
0.01% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
34,861
shares
|
$742,539
0.03% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
34,549
shares
|
$735,893
0.35% of portfolio
|
Q1 2025
Reduced 4.2%
|