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 562 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 $3.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
28,274
shares
|
$600,257
0.34% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
27,479
shares
|
$583,379
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
27,459
shares
|
$582,954
0.0% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
26,194
shares
|
$556,098
0.19% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
26,037
shares
|
$552,765
0.15% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
25,384
shares
|
$538,902
0.37% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
25,192
shares
|
$534,826
0.12% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
25,087
shares
|
$532,597
0.01% of portfolio
|
Q1 2025
Added 29.73%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
24,462
shares
|
$519,328
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
24,159
shares
|
$512,895
0.01% of portfolio
|
Q1 2025
Reduced 68.98%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
24,085
shares
|
$511,324
0.08% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
23,806
shares
|
$505,401
0.18% of portfolio
|
Q1 2025
Added 90.65%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
23,803
shares
|
$505,337
0.0% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
23,621
shares
|
$501,473
0.3% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,589
shares
|
$500,794
0.0% of portfolio
|
Q3 2024
Added 16.71%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
23,412
shares
|
$497,036
0.05% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
23,369
shares
|
$496,123
0.05% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
23,317
shares
|
$495,019
0.06% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
22,911
shares
|
$486,400
0.09% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
22,767
shares
|
$483,343
0.01% of portfolio
|
Q1 2025
Added 16.49%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
22,716
shares
|
$482,260
0.1% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
22,048
shares
|
$468,079
0.04% of portfolio
|
Q4 2022
Added 0.17%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
21,881
shares
|
$464,533
0.04% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
21,663
shares
|
$459,905
0.59% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
21,416
shares
|
$454,661
0.21% of portfolio
|
Q1 2025
Added 6.65%
|