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 |
---|---|---|---|---|---|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 14, 2024 Q1 2024 |
10,314
shares
|
$204,732
0.08% of portfolio
|
Q1 2024
Reduced 7.76%
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2024 Q1 2024 |
10,270
shares
|
$203,859
0.05% of portfolio
|
Q1 2024
Reduced 48.34%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Apr 26, 2024 Q1 2024 |
9,992
shares
|
$198,341
0.11% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
9,972
shares
|
$197,944
0.0% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 10, 2024 Q1 2024 |
9,913
shares
|
$196,773
0.1% of portfolio
|
Q1 2024
Reduced 8.68%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
9,754
shares
|
$193,616
0.02% of portfolio
|
Q1 2024
Added 2.61%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
9,569
shares
|
$189,944
0.01% of portfolio
|
Q4 2023
Added 4.9%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Jun 21, 2024 Q1 2024 |
9,270
shares
|
$184,009
0.09% of portfolio
|
Q1 2024
Added 2.9%
|
|
Clear Investment Research, LLC
|
May 02, 2024 Q1 2024 |
8,783
shares
|
$174,342
0.24% of portfolio
|
Q1 2024
Reduced 13.9%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Apr 30, 2024 Q1 2024 |
7,819
shares
|
$155,207
0.01% of portfolio
|
Q1 2024
Added 15.91%
|
|
Benjamin Edwards Inc
Clayton, MO |
Apr 29, 2024 Q1 2024 |
7,637
shares
|
$151,594
0.03% of portfolio
|
Q1 2024
Reduced 14.83%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
7,273
shares
|
$144,369
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
7,177
shares
|
$142,463
0.0% of portfolio
|
Q1 2024
New holding
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 12, 2024 Q1 2024 |
6,995
shares
|
$138,850
0.02% of portfolio
|
Q1 2024
Reduced 6.01%
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 15, 2024 Q1 2024 |
6,324
shares
|
$125,531
0.03% of portfolio
|
Q1 2024
Added 1062.5%
|
|
Indiana Trust & Investment Management CO
|
Apr 16, 2024 Q1 2024 |
6,203
shares
|
$123,129
0.05% of portfolio
|
Q3 2023
New holding
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
5,492
shares
|
$109,016
0.0% of portfolio
|
Q1 2024
Added 816.86%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
5,078
shares
|
$100,798
0.01% of portfolio
|
Q1 2024
Added 1998.35%
|
|
Front Row Advisors LLC
Tiburon, CA |
May 14, 2024 Q1 2024 |
4,660
shares
|
$92,501
0.04% of portfolio
|
Q1 2024
Added 11.59%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
4,451
shares
|
$88,352
0.0% of portfolio
|
Q1 2024
Added 3.49%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,301
shares
|
$85,374
0.0% of portfolio
|
Q4 2023
Added 57.49%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
4,147
shares
|
$82,317
0.0% of portfolio
|
Q1 2024
Added 36.55%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
3,917
shares
|
$77,752
0.01% of portfolio
|
Q1 2024
Added 0.08%
|
|
Future Financial Wealth Managment LLC
|
Apr 15, 2024 Q1 2024 |
3,900
shares
|
$77,415
0.06% of portfolio
|
Q1 2024
New holding
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 02, 2024 Q1 2024 |
3,630
shares
|
$72,055
0.02% of portfolio
|
Q4 2023
Added 2.83%
|