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 601 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $3.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
57,075,509
shares
|
$1.21 Billion
2.36% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
32,078,890
shares
|
$680 Million
0.83% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
21,709,204
shares
|
$460 Million
0.36% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
8,358,130
shares
|
$177 Million
0.76% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
7,446,853
shares
|
$158 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,666,139
shares
|
$77.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.68%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
2,635,665
shares
|
$55.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,704,173
shares
|
$36.1 Million
0.01% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
1,679,553
shares
|
$35.6 Million
0.43% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
1,627,170
shares
|
$34.5 Million
3.64% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
1,533,928
shares
|
$32.5 Million
3.9% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
1,276,521
shares
|
$27.1 Million
1.92% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,212,307
shares
|
$25.7 Million
0.01% of portfolio
|
Q3 2025
Added 34.15%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
1,069,896
shares
|
$22.7 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
990,848
shares
|
$21 Million
2.89% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
960,971
shares
|
$20.4 Million
1.12% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
849,647
shares
|
$18 Million
0.01% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
834,046
shares
|
$17.7 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
827,250
shares
|
$17.5 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Oct 08, 2025 Q3 2025 |
746,401
shares
|
$15.8 Million
10.15% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
707,629
shares
|
$15 Million
0.03% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 14, 2025 Q3 2025 |
696,520
shares
|
$14.8 Million
4.85% of portfolio
|
Q3 2025
Added 13.67%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
640,790
shares
|
$13.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
628,872
shares
|
$13.3 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
625,013
shares
|
$13.3 Million
4.22% of portfolio
|
Q3 2025
Added 6.18%
|
|