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 |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
40,638
shares
|
$847,708
0.19% of portfolio
|
Q2 2025
Added 14.79%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
40,588
shares
|
$846,665
0.44% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
40,457
shares
|
$843,933
0.0% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
39,399
shares
|
$821,863
0.0% of portfolio
|
Q2 2025
Reduced 66.36%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
38,834
shares
|
$810,077
0.62% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
38,714
shares
|
$807,574
0.12% of portfolio
|
Q2 2025
Reduced 31.04%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
38,294
shares
|
$798,812
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
38,119
shares
|
$795,162
0.05% of portfolio
|
Q2 2025
Reduced 40.38%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
37,928
shares
|
$791,178
0.09% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
36,556
shares
|
$762,558
0.32% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
36,154
shares
|
$754,172
0.02% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,099
shares
|
$753,025
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
36,062
shares
|
$752,253
0.27% of portfolio
|
Q1 2024
Reduced 19.47%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
35,960
shares
|
$750,125
0.11% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
35,957
shares
|
$750,063
0.22% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
35,803
shares
|
$746,850
0.13% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
35,483
shares
|
$740,175
0.0% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
34,526
shares
|
$720,212
0.03% of portfolio
|
Q2 2025
Added 17.66%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
34,318
shares
|
$715,873
0.33% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
34,060
shares
|
$710,491
0.01% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
33,854
shares
|
$706,194
0.09% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
33,678
shares
|
$702,523
0.25% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
33,503
shares
|
$698,872
0.01% of portfolio
|
Q2 2025
Reduced 45.1%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
33,164
shares
|
$691,801
0.03% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
33,094
shares
|
$690,340
0.02% of portfolio
|
Q2 2025
Reduced 0.36%
|