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 551 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $3.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
53,827,142
shares
|
$1.16 Billion
2.39% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
28,445,009
shares
|
$613 Million
0.79% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
24,294,749
shares
|
$524 Million
0.5% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
7,689,304
shares
|
$166 Million
0.88% of portfolio
|
Q4 2024
Added 6300.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,649,861
shares
|
$165 Million
0.14% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
7,234,435
shares
|
$156 Million
0.55% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,666,139
shares
|
$79 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.68%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,991,044
shares
|
$64.5 Million
0.14% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,650,624
shares
|
$35.6 Million
3.94% of portfolio
|
Q4 2024
Reduced 15.92%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,512,887
shares
|
$32.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Feb 10, 2025 Q4 2024 |
1,486,000
shares
|
$32 Million
4.05% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
1,139,456
shares
|
$24.6 Million
1.89% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
1,118,663
shares
|
$24.1 Million
0.33% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,085,766
shares
|
$23.4 Million
0.54% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
1,083,343
shares
|
$23.4 Million
2.0% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
1,046,400
shares
|
$22.6 Million
0.01% of portfolio
|
Q4 2024
Added 21.04%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
1,037,627
shares
|
$22.4 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
1,007,838
shares
|
$21.7 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
916,850
shares
|
$19.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
912,204
shares
|
$19.7 Million
0.01% of portfolio
|
Q4 2024
Added 22.49%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
904,666
shares
|
$19.5 Million
1.24% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
888,041
shares
|
$19.1 Million
0.28% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
850,696
shares
|
$18.3 Million
2.8% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
834,046
shares
|
$18 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
833,340
shares
|
$18 Million
1.2% of portfolio
|
Q4 2024
Added 2.67%
|