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 554 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $3.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
21,482
shares
|
$476,470
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
21,377
shares
|
$474,141
0.16% of portfolio
|
Q4 2023
Reduced 4.4%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
21,200
shares
|
$470,216
0.44% of portfolio
|
Q4 2022
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
21,200
shares
|
$470,216
0.17% of portfolio
|
Q1 2023
Added 2.32%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
21,104
shares
|
$468,086
0.04% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
21,094
shares
|
$467,864
0.03% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
20,921
shares
|
$464,027
0.28% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
20,880
shares
|
$463,118
0.08% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
20,593
shares
|
$456,752
0.17% of portfolio
|
Q4 2024
Added 25.67%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jan 30, 2025 Q4 2024 |
20,510
shares
|
$454,911
0.2% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
20,472
shares
|
$454,068
0.09% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
20,359
shares
|
$451,562
0.0% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
20,347
shares
|
$451,296
0.01% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
20,345
shares
|
$451,252
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Whelan Financial
|
Feb 13, 2025 Q4 2024 |
20,260
shares
|
$449,366
0.17% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
20,081
shares
|
$445,396
0.18% of portfolio
|
Q4 2024
Reduced 68.1%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
20,050
shares
|
$444,709
0.2% of portfolio
|
Q4 2024
Added 34.11%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
19,868
shares
|
$440,672
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
19,850
shares
|
$440,273
0.03% of portfolio
|
Q3 2022
Reduced 28.79%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
19,842
shares
|
$440,095
0.0% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
19,769
shares
|
$438,476
0.14% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
19,545
shares
|
$433,508
0.01% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
19,338
shares
|
$428,916
0.01% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
19,225
shares
|
$426,410
0.21% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
19,063
shares
|
$422,817
0.02% of portfolio
|
Q4 2024
Added 15.56%
|