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 556 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 $3.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
14,413
shares
|
$310,311
0.07% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,042
shares
|
$302,324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
14,014
shares
|
$301,721
0.0% of portfolio
|
Q4 2024
Added 61.56%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
13,841
shares
|
$297,996
0.07% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
13,768
shares
|
$296,425
0.02% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
13,746
shares
|
$295,951
0.06% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,741
shares
|
$295,843
0.08% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
13,649
shares
|
$293,862
0.02% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
13,535
shares
|
$291,408
0.04% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
13,461
shares
|
$289,815
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
13,452
shares
|
$289,621
0.04% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
13,313
shares
|
$286,628
0.44% of portfolio
|
Q3 2023
Reduced 17.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,266
shares
|
$285,616
0.0% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
13,077
shares
|
$281,547
0.0% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
13,039
shares
|
$280,729
0.0% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12,982
shares
|
$279,502
0.02% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
12,494
shares
|
$268,995
0.13% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
12,487
shares
|
$268,845
0.09% of portfolio
|
Q4 2024
Added 21.07%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
12,452
shares
|
$268,091
0.0% of portfolio
|
Q4 2024
Reduced 20.8%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
12,354
shares
|
$265,981
0.18% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
12,302
shares
|
$264,862
0.02% of portfolio
|
Q4 2024
Added 19.87%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
12,213
shares
|
$262,945
0.14% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
12,101
shares
|
$260,534
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
11,956
shares
|
$257,412
0.18% of portfolio
|
Q4 2024
Reduced 38.62%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
11,900
shares
|
$256,207
0.1% of portfolio
|
Q4 2024
Added 2.62%
|