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 533 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $3.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
22,363
shares
|
$486,395
0.05% of portfolio
|
Q3 2024
Reduced 11.98%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
22,074
shares
|
$480,109
0.31% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
22,048
shares
|
$479,544
0.04% of portfolio
|
Q4 2022
Added 0.17%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
21,893
shares
|
$476,172
0.05% of portfolio
|
Q3 2024
Reduced 10.97%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
21,871
shares
|
$475,694
0.06% of portfolio
|
Q3 2024
Reduced 29.39%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
21,816
shares
|
$474,498
0.05% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
21,585
shares
|
$469,473
0.0% of portfolio
|
Q3 2024
Added 35.49%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
21,500
shares
|
$467,625
0.0% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
21,377
shares
|
$464,949
0.16% of portfolio
|
Q4 2023
Reduced 4.4%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
21,353
shares
|
$464,427
0.01% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
21,251
shares
|
$462,209
0.07% of portfolio
|
Q3 2024
Added 29.63%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
21,200
shares
|
$461,100
0.17% of portfolio
|
Q1 2023
Added 2.32%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
21,200
shares
|
$461,100
0.47% of portfolio
|
Q4 2022
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
21,137
shares
|
$459,729
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
21,137
shares
|
$459,729
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
21,090
shares
|
$458,707
0.09% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
21,020
shares
|
$457,185
0.06% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
20,995
shares
|
$456,641
0.11% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
20,684
shares
|
$449,877
0.01% of portfolio
|
Q3 2024
Added 21.25%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
20,477
shares
|
$445,374
0.16% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Nov 14, 2024 Q3 2024 |
20,450
shares
|
$444,787
0.22% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
20,330
shares
|
$442,177
0.06% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
20,263
shares
|
$440,720
0.19% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
20,119
shares
|
$437,588
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
19,850
shares
|
$431,737
0.03% of portfolio
|
Q3 2022
Reduced 28.79%
|