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 |
|---|---|---|---|---|---|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
14,570
shares
|
$309,321
0.1% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
14,562
shares
|
$309,151
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
14,504
shares
|
$307,919
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
14,499
shares
|
$307,813
0.06% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
14,437
shares
|
$306,497
0.04% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
14,375
shares
|
$305,181
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
13,849
shares
|
$294,014
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
13,765
shares
|
$292,230
0.04% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,741
shares
|
$291,721
0.08% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
13,495
shares
|
$286,498
0.02% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
13,452
shares
|
$285,585
0.04% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
13,374
shares
|
$283,930
0.02% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
13,313
shares
|
$282,634
0.44% of portfolio
|
Q3 2023
Reduced 17.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,266
shares
|
$281,637
0.0% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
13,061
shares
|
$277,285
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
12,851
shares
|
$272,826
0.0% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
12,814
shares
|
$272,041
0.09% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
12,751
shares
|
$270,703
0.14% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
12,494
shares
|
$265,247
0.14% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
12,413
shares
|
$263,527
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
12,396
shares
|
$263,167
0.01% of portfolio
|
Q2 2025
Reduced 20.08%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
12,213
shares
|
$259,281
0.14% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
12,104
shares
|
$256,967
0.07% of portfolio
|
Q2 2025
Added 515.98%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,070
shares
|
$256,246
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
12,050
shares
|
$255,821
0.19% of portfolio
|
Q1 2025
Reduced 2.46%
|