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 562 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $3.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
18,802
shares
|
$399,166
0.15% of portfolio
|
Q1 2025
Reduced 14.73%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
18,799
shares
|
$399,102
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
18,723
shares
|
$397,489
0.05% of portfolio
|
Q1 2025
Reduced 37.49%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
18,538
shares
|
$393,561
0.04% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
17,928
shares
|
$380,611
0.12% of portfolio
|
Q1 2025
Reduced 87.96%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
17,861
shares
|
$379,189
0.09% of portfolio
|
Q1 2025
Added 26.36%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
17,730
shares
|
$376,407
0.03% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
17,426
shares
|
$369,953
0.05% of portfolio
|
Q1 2025
Added 57.92%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
17,424
shares
|
$369,911
0.22% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
17,360
shares
|
$368,552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
17,346
shares
|
$368,255
0.06% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
17,344
shares
|
$368,213
0.12% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
17,269
shares
|
$366,620
0.03% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
17,118
shares
|
$363,415
0.1% of portfolio
|
Q1 2024
Added 3.01%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
16,983
shares
|
$360,549
0.29% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
16,932
shares
|
$359,466
0.02% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
16,872
shares
|
$358,192
0.0% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Phocas Financial Corp.
Alameda, CA |
May 08, 2025 Q1 2025 |
16,411
shares
|
$348,405
0.05% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
16,288
shares
|
$345,794
0.19% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
16,128
shares
|
$342,397
0.02% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
15,919
shares
|
$337,960
0.02% of portfolio
|
Q1 2025
Added 16.63%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
15,680
shares
|
$332,886
0.02% of portfolio
|
Q2 2024
Reduced 8.93%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
15,356
shares
|
$326,007
0.01% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
14,937
shares
|
$317,112
0.07% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
14,769
shares
|
$313,545
0.03% of portfolio
|
Q1 2025
Added 0.41%
|