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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
32,829
shares
|
$684,812
0.13% of portfolio
|
Q2 2025
Reduced 15.49%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
32,780
shares
|
$683,790
0.21% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
32,422
shares
|
$676,322
0.11% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
32,330
shares
|
$674,403
0.14% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
32,118
shares
|
$669,981
0.0% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
31,892
shares
|
$665,267
0.05% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
31,775
shares
|
$662,826
0.3% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
31,258
shares
|
$652,041
0.02% of portfolio
|
Q2 2025
Added 16.64%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
31,230
shares
|
$651,457
0.34% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
31,150
shares
|
$649,789
0.01% of portfolio
|
Q2 2025
Reduced 11.61%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
30,948
shares
|
$645,575
0.06% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
30,734
shares
|
$641,111
0.6% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
29,949
shares
|
$624,736
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
29,789
shares
|
$621,398
0.13% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
29,162
shares
|
$608,319
0.32% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
29,001
shares
|
$604,960
0.01% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
28,507
shares
|
$594,656
0.06% of portfolio
|
Q2 2025
Added 197.07%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
28,467
shares
|
$593,821
0.19% of portfolio
|
Q2 2025
Added 25.95%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
28,353
shares
|
$591,443
0.01% of portfolio
|
Q2 2025
Reduced 21.5%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
28,221
shares
|
$588,690
0.29% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
27,624
shares
|
$576,236
0.07% of portfolio
|
Q2 2025
Added 35.39%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
27,429
shares
|
$572,168
0.0% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
27,199
shares
|
$567,371
0.07% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
27,149
shares
|
$566,328
0.3% of portfolio
|
Q2 2025
Added 30.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
26,983
shares
|
$562,865
0.0% of portfolio
|
Q2 2025
Reduced 1.73%
|