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 |
|---|---|---|---|---|---|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
15,878
shares
|
$345,346
0.4% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,824
shares
|
$344,172
0.02% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
15,794
shares
|
$343,519
0.03% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
15,722
shares
|
$341,953
0.0% of portfolio
|
Q3 2024
Reduced 11.33%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
15,680
shares
|
$341,040
0.02% of portfolio
|
Q2 2024
Reduced 8.93%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
15,623
shares
|
$339,800
0.0% of portfolio
|
Q3 2024
Reduced 24.8%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
15,378
shares
|
$334,471
0.07% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
14,950
shares
|
$325,162
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
14,854
shares
|
$323,074
0.08% of portfolio
|
Q3 2024
Reduced 17.2%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
14,602
shares
|
$317,593
0.03% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
14,335
shares
|
$311,786
0.07% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
14,251
shares
|
$309,959
0.06% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
13,981
shares
|
$304,086
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
13,910
shares
|
$302,542
0.04% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
13,891
shares
|
$302,129
0.0% of portfolio
|
Q3 2024
Reduced 40.24%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
13,829
shares
|
$300,780
0.02% of portfolio
|
Q3 2024
Added 10.33%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
13,791
shares
|
$299,954
0.08% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
13,445
shares
|
$292,428
0.02% of portfolio
|
Q3 2024
Reduced 11.81%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
13,430
shares
|
$292,102
0.17% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
13,313
shares
|
$289,557
0.44% of portfolio
|
Q3 2023
Reduced 17.43%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
12,971
shares
|
$282,119
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
12,890
shares
|
$280,357
0.04% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
12,824
shares
|
$278,922
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
12,800
shares
|
$278,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
12,666
shares
|
$275,485
0.02% of portfolio
|
Q3 2024
New holding
|