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 563 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 $3.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
12,050
shares
|
$255,821
0.19% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
11,978
shares
|
$254,292
0.0% of portfolio
|
Q1 2025
Added 39.47%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
11,623
shares
|
$246,756
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
11,565
shares
|
$245,524
0.02% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
11,562
shares
|
$245,461
0.01% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
11,532
shares
|
$244,824
0.08% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
11,479
shares
|
$243,699
0.03% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
11,384
shares
|
$241,682
0.03% of portfolio
|
Q3 2022
Reduced 12.65%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
11,341
shares
|
$240,769
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
11,307
shares
|
$240,047
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
11,243
shares
|
$238,688
0.02% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
11,165
shares
|
$237,032
0.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
11,083
shares
|
$235,292
0.13% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
10,966
shares
|
$232,808
0.0% of portfolio
|
Q1 2025
Added 23.24%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
10,944
shares
|
$232,341
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
10,944
shares
|
$232,341
0.0% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
10,889
shares
|
$231,173
0.0% of portfolio
|
Q1 2025
Reduced 31.61%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
10,757
shares
|
$228,371
0.11% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
10,741
shares
|
$228,031
0.01% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
10,736
shares
|
$227,925
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
10,733
shares
|
$227,861
0.1% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
10,423
shares
|
$221,280
0.2% of portfolio
|
Q1 2025
Reduced 38.77%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
10,289
shares
|
$218,435
0.08% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
10,142
shares
|
$215,314
0.01% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,096
shares
|
$214,338
0.0% of portfolio
|
Q2 2025
New holding
|