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 531 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 $3.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
37,625
shares
|
$844,305
0.41% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
37,167
shares
|
$834,027
0.14% of portfolio
|
Q3 2024
Reduced 18.25%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
37,056
shares
|
$831,536
0.04% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
36,556
shares
|
$820,316
0.39% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,099
shares
|
$810,061
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
36,062
shares
|
$809,231
0.27% of portfolio
|
Q1 2024
Reduced 19.47%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Nov 05, 2024 Q3 2024 |
35,798
shares
|
$803,307
0.0% of portfolio
|
Q3 2024
Added 33.98%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
35,669
shares
|
$800,412
0.04% of portfolio
|
Q3 2024
Reduced 85.46%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
35,479
shares
|
$796,148
0.23% of portfolio
|
Q2 2024
Reduced 42.98%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
35,311
shares
|
$792,378
0.02% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
33,842
shares
|
$759,414
0.35% of portfolio
|
Q3 2024
Added 19.34%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
33,813
shares
|
$758,763
0.1% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
33,798
shares
|
$758,427
0.42% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
33,757
shares
|
$757,507
0.01% of portfolio
|
Q3 2024
Reduced 54.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
33,701
shares
|
$756,250
0.0% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
33,685
shares
|
$755,891
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
32,936
shares
|
$739,083
0.48% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
32,048
shares
|
$719,157
0.02% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
31,793
shares
|
$713,434
0.25% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
31,639
shares
|
$709,979
0.05% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
31,228
shares
|
$700,756
0.0% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
30,414
shares
|
$682,490
0.27% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
29,934
shares
|
$671,718
0.03% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
29,887
shares
|
$670,664
0.1% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
29,880
shares
|
$670,507
0.07% of portfolio
|
Q3 2024
Reduced 9.17%
|