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 |
|---|---|---|---|---|---|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
34,172
shares
|
$727,863
0.17% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
33,222
shares
|
$707,628
0.09% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
33,212
shares
|
$707,415
0.02% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
32,729
shares
|
$697,127
0.01% of portfolio
|
Q1 2025
Reduced 82.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
32,670
shares
|
$695,871
0.0% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
32,485
shares
|
$691,930
0.01% of portfolio
|
Q1 2025
Added 15.72%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
32,060
shares
|
$682,878
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
31,948
shares
|
$680,492
0.22% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
31,810
shares
|
$677,553
0.38% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
31,758
shares
|
$676,445
0.05% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
31,556
shares
|
$672,142
0.09% of portfolio
|
Q1 2025
Added 28.62%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
31,317
shares
|
$667,052
0.32% of portfolio
|
Q1 2025
Reduced 16.75%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
30,841
shares
|
$656,913
0.02% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
30,734
shares
|
$654,634
0.62% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
30,598
shares
|
$651,737
0.36% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
29,934
shares
|
$637,594
0.02% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
29,874
shares
|
$636,316
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
29,841
shares
|
$635,613
0.09% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
29,344
shares
|
$625,027
0.03% of portfolio
|
Q1 2025
Reduced 40.6%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
28,983
shares
|
$617,337
0.07% of portfolio
|
Q1 2025
Added 32.43%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
28,517
shares
|
$607,412
0.14% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
28,274
shares
|
$602,236
0.34% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
27,479
shares
|
$585,302
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
27,459
shares
|
$584,876
0.0% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
27,076
shares
|
$576,718
0.24% of portfolio
|
Q1 2025
Reduced 3.72%
|