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 499 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $5.85 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
18,202
shares
|
$411,365
0.01% of portfolio
|
Q2 2024
Added 54.22%
|
|
Callan Capital, LLC
La Jolla, CA |
Aug 12, 2024 Q2 2024 |
18,100
shares
|
$409,060
0.03% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Maia Wealth LLC
Denver, CO |
Jul 16, 2024 Q2 2024 |
17,939
shares
|
$405,421
0.11% of portfolio
|
Q2 2024
New holding
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Jul 31, 2024 Q2 2024 |
17,667
shares
|
$399,274
0.12% of portfolio
|
Q2 2024
New holding
|
|
Carrera Capital Advisors
Troy, MI |
Aug 27, 2024 Q2 2024 |
17,457
shares
|
$394,528
0.12% of portfolio
|
Q2 2024
New holding
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Aug 13, 2024 Q2 2024 |
17,341
shares
|
$391,906
0.3% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
17,208
shares
|
$388,900
0.03% of portfolio
|
Q2 2024
Reduced 26.67%
|
|
Providence First Trust CO
|
Aug 01, 2024 Q2 2024 |
17,193
shares
|
$388,561
0.15% of portfolio
|
Q1 2024
New holding
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
17,118
shares
|
$386,866
0.1% of portfolio
|
Q1 2024
Added 3.01%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
17,059
shares
|
$385,533
0.0% of portfolio
|
Q2 2024
New holding
|
|
Allen Capital Group, LLC
|
Aug 12, 2024 Q2 2024 |
16,940
shares
|
$382,844
0.04% of portfolio
|
Q2 2024
Added 2.21%
|
|
Pinnacle Bancorp, Inc.
|
Jul 15, 2024 Q2 2024 |
16,867
shares
|
$381,194
0.1% of portfolio
|
Q2 2024
Added 0.95%
|
|
Phocas Financial Corp.
Alameda, CA |
Jul 23, 2024 Q2 2024 |
16,861
shares
|
$381,058
1.35% of portfolio
|
Q2 2024
Added 23.57%
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Aug 09, 2024 Q2 2024 |
16,779
shares
|
$379,205
0.3% of portfolio
|
Q2 2024
Reduced 38.58%
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
16,673
shares
|
$376,809
0.01% of portfolio
|
Q2 2024
Reduced 6.39%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
16,393
shares
|
$370,481
0.05% of portfolio
|
Q2 2024
Reduced 10.81%
|
|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
16,032
shares
|
$362,323
0.02% of portfolio
|
Q1 2024
Reduced 12.71%
|
|
Commerce Bank
Kansas City, MO |
Aug 12, 2024 Q2 2024 |
15,931
shares
|
$360,040
0.0% of portfolio
|
Q2 2024
Added 8.2%
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 25, 2024 Q2 2024 |
15,742
shares
|
$355,769
0.12% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
15,722
shares
|
$355,317
0.0% of portfolio
|
Q3 2024
Reduced 11.33%
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
15,680
shares
|
$354,368
0.02% of portfolio
|
Q2 2024
Reduced 8.93%
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 02, 2024 Q2 2024 |
15,633
shares
|
$353,305
0.36% of portfolio
|
Q1 2024
Added 0.55%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
15,581
shares
|
$352,130
0.02% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
15,457
shares
|
$349,328
0.01% of portfolio
|
Q2 2024
Reduced 8.87%
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
15,378
shares
|
$347,542
0.07% of portfolio
|
Q3 2024
Reduced 4.94%
|