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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
33,094
shares
|
$708,873
0.02% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
32,829
shares
|
$703,197
0.13% of portfolio
|
Q2 2025
Reduced 15.49%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
32,780
shares
|
$702,147
0.21% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
32,422
shares
|
$694,479
0.11% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
32,330
shares
|
$692,508
0.14% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
32,236
shares
|
$690,495
0.02% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
32,118
shares
|
$687,967
0.0% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
31,892
shares
|
$683,126
0.05% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
31,479
shares
|
$674,280
0.02% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
31,230
shares
|
$668,946
0.34% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
31,150
shares
|
$667,233
0.01% of portfolio
|
Q2 2025
Reduced 11.61%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
30,948
shares
|
$662,906
0.06% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
30,375
shares
|
$650,632
0.16% of portfolio
|
Q3 2025
Reduced 25.25%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
29,949
shares
|
$641,507
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
29,940
shares
|
$641,314
0.11% of portfolio
|
Q3 2025
Reduced 16.38%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
29,935
shares
|
$641,207
0.57% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
29,789
shares
|
$638,080
0.13% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
29,001
shares
|
$621,201
0.01% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
28,507
shares
|
$610,619
0.06% of portfolio
|
Q2 2025
Added 197.07%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
28,467
shares
|
$609,763
0.19% of portfolio
|
Q2 2025
Added 25.95%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
28,353
shares
|
$607,321
0.01% of portfolio
|
Q2 2025
Reduced 21.5%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
28,221
shares
|
$604,493
0.29% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
27,894
shares
|
$597,489
0.22% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
27,624
shares
|
$591,706
0.07% of portfolio
|
Q2 2025
Added 35.39%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
27,429
shares
|
$587,529
0.0% of portfolio
|
Q2 2025
Reduced 0.18%
|