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 505 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 $4.93 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
12,378
shares
|
$245,703
0.01% of portfolio
|
Q1 2024
Added 0.5%
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
12,213
shares
|
$242,428
0.14% of portfolio
|
Q4 2023
Added 0.68%
|
|
Cap Partners, LLC
Franklin, TN |
Apr 18, 2024 Q1 2024 |
12,097
shares
|
$240,125
0.22% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
12,065
shares
|
$239,490
0.01% of portfolio
|
Q4 2023
New holding
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
11,823
shares
|
$234,686
0.0% of portfolio
|
Q1 2024
Reduced 17.52%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
11,644
shares
|
$231,133
0.0% of portfolio
|
Q1 2024
New holding
|
|
Whittier Trust CO
|
May 02, 2024 Q1 2024 |
11,567
shares
|
$229,604
0.0% of portfolio
|
Q4 2023
New holding
|
|
Thompson Investment Management, Inc.
|
Apr 12, 2024 Q1 2024 |
11,532
shares
|
$228,910
0.04% of portfolio
|
Q1 2024
Added 15.01%
|
|
Fortress Wealth Management, Inc.
|
Apr 19, 2024 Q1 2024 |
11,525
shares
|
$228,771
0.14% of portfolio
|
Q1 2024
Reduced 44.7%
|
|
Grove Bank & Trust
|
Apr 30, 2024 Q1 2024 |
11,505
shares
|
$228,374
0.04% of portfolio
|
Q1 2024
Reduced 4.52%
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
11,384
shares
|
$225,972
0.03% of portfolio
|
Q3 2022
Reduced 12.65%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
11,282
shares
|
$223,947
0.01% of portfolio
|
Q1 2024
Reduced 5.98%
|
|
Armor Investment Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
11,153
shares
|
$221,387
0.11% of portfolio
|
Q1 2024
Reduced 9.82%
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 13, 2024 Q1 2024 |
11,059
shares
|
$219,521
0.02% of portfolio
|
Q4 2023
New holding
|
|
Bridgewater Advisors Inc.
|
Apr 30, 2024 Q1 2024 |
10,968
shares
|
$217,714
0.03% of portfolio
|
Q1 2024
Reduced 11.33%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
10,871
shares
|
$215,789
0.0% of portfolio
|
Q1 2024
Added 16.24%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
10,829
shares
|
$214,955
0.0% of portfolio
|
Q1 2024
Reduced 5.01%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
10,775
shares
|
$213,883
0.0% of portfolio
|
Q1 2024
New holding
|
|
Garrison Asset Management, LLC
|
May 10, 2024 Q1 2024 |
10,744
shares
|
$213,268
0.12% of portfolio
|
Q4 2023
Reduced 1.14%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
10,742
shares
|
$213,228
0.04% of portfolio
|
Q1 2024
New holding
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 17, 2024 Q1 2024 |
10,736
shares
|
$213,109
0.1% of portfolio
|
Q4 2023
New holding
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 15, 2024 Q1 2024 |
10,702
shares
|
$212,434
0.02% of portfolio
|
Q1 2024
Reduced 12.14%
|
|
Brand Asset Management Group, Inc.
|
Apr 30, 2024 Q1 2024 |
10,644
shares
|
$211,283
0.09% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
May 03, 2024 Q1 2024 |
10,612
shares
|
$210,648
0.01% of portfolio
|
Q1 2024
Reduced 3.12%
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Apr 11, 2024 Q1 2024 |
10,482
shares
|
$208,067
0.04% of portfolio
|
Q1 2024
Added 0.06%
|