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 504 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $4.96 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Allen Capital Group, LLC
|
Apr 15, 2024 Q1 2024 |
16,574
shares
|
$330,651
0.04% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
Alpha Omega Wealth Management LLC
|
Apr 17, 2024 Q1 2024 |
16,177
shares
|
$322,731
0.06% of portfolio
|
Q4 2023
Added 0.01%
|
|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
16,032
shares
|
$319,838
0.02% of portfolio
|
Q1 2024
Reduced 12.71%
|
|
Fiduciary Trust CO
Boston, MA |
May 13, 2024 Q1 2024 |
16,003
shares
|
$319,259
0.01% of portfolio
|
Q3 2023
Reduced 28.15%
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
May 24, 2024 Q1 2024 |
15,951
shares
|
$318,222
0.13% of portfolio
|
Q1 2024
Added 5.36%
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 29, 2024 Q1 2024 |
15,633
shares
|
$311,878
0.38% of portfolio
|
Q1 2024
Added 0.55%
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
15,594
shares
|
$311,100
0.02% of portfolio
|
Q1 2024
Reduced 17.16%
|
|
Websterrogers Financial Advisors, LLC
|
May 14, 2024 Q1 2024 |
14,887
shares
|
$296,995
0.11% of portfolio
|
Q1 2024
Added 48.26%
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 26, 2024 Q1 2024 |
14,781
shares
|
$294,880
0.03% of portfolio
|
Q1 2024
Reduced 2.13%
|
|
Commerce Bank
Kansas City, MO |
May 03, 2024 Q1 2024 |
14,724
shares
|
$293,743
0.0% of portfolio
|
Q1 2024
Added 0.92%
|
|
Cambridge Advisors Inc.
|
Apr 16, 2024 Q1 2024 |
14,436
shares
|
$287,998
0.07% of portfolio
|
Q1 2024
Added 0.02%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
14,355
shares
|
$286,382
0.0% of portfolio
|
Q1 2024
Reduced 5.79%
|
|
Signal Point Asset Management, LLC
|
Apr 11, 2024 Q1 2024 |
13,935
shares
|
$278,003
0.09% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
Phocas Financial Corp.
Alameda, CA |
Apr 30, 2024 Q1 2024 |
13,645
shares
|
$272,217
1.14% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
13,313
shares
|
$265,594
0.44% of portfolio
|
Q3 2023
Reduced 17.43%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
13,305
shares
|
$265,434
0.03% of portfolio
|
Q1 2024
Added 6.44%
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
May 01, 2024 Q1 2024 |
13,237
shares
|
$264,078
0.04% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
Wms Partners, LLC
|
May 15, 2024 Q1 2024 |
13,158
shares
|
$262,502
0.02% of portfolio
|
Q4 2023
Reduced 67.38%
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Apr 11, 2024 Q1 2024 |
13,125
shares
|
$261,843
0.14% of portfolio
|
Q1 2024
New holding
|
|
Savvy Advisors, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
12,924
shares
|
$257,833
0.15% of portfolio
|
Q1 2024
Reduced 17.39%
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Apr 29, 2024 Q1 2024 |
12,728
shares
|
$253,923
0.17% of portfolio
|
Q1 2024
Reduced 11.83%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
12,692
shares
|
$253,205
0.01% of portfolio
|
Q1 2024
Reduced 7.55%
|
|
Kovitz Investment Group Partners, LLC
|
May 14, 2024 Q1 2024 |
12,692
shares
|
$253,205
0.0% of portfolio
|
Q1 2024
New holding
|
|
Thompson Investment Management, Inc.
|
Jul 08, 2024 Q2 2024 |
12,590
shares
|
$251,170
0.04% of portfolio
|
Q2 2024
Added 9.17%
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
12,504
shares
|
$249,454
0.02% of portfolio
|
Q1 2024
Added 15.43%
|