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 533 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
8,207
shares
|
$171,280
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
8,117
shares
|
$169,401
0.25% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
7,473
shares
|
$155,961
0.01% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
7,378
shares
|
$153,978
0.0% of portfolio
|
Q2 2024
Added 1042.11%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
6,203
shares
|
$129,456
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,161
shares
|
$128,580
0.0% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
5,491
shares
|
$114,597
0.02% of portfolio
|
Q3 2024
Reduced 32.68%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
4,712
shares
|
$98,339
0.03% of portfolio
|
Q3 2024
Added 831.23%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
4,574
shares
|
$95,459
0.0% of portfolio
|
Q3 2024
Added 23.72%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 13, 2024 Q4 2019 |
4,362
shares
|
$91,034
0.09% of portfolio
|
Q4 2019
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,301
shares
|
$89,761
0.0% of portfolio
|
Q4 2023
Added 57.49%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
4,301
shares
|
$89,761
0.0% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
4,177
shares
|
$87,173
0.04% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,927
shares
|
$81,956
0.0% of portfolio
|
Q3 2024
Added 499.54%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,927
shares
|
$81,956
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
3,900
shares
|
$81,393
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
3,630
shares
|
$75,758
0.02% of portfolio
|
Q4 2023
Added 2.83%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
3,227
shares
|
$67,347
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
3,108
shares
|
$64,863
0.01% of portfolio
|
Q4 2023
Reduced 2.51%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,074
shares
|
$64,154
0.0% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
3,014
shares
|
$62,902
0.0% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
2,935
shares
|
$61,253
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,905
shares
|
$60,627
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,731
shares
|
$56,995
0.02% of portfolio
|
Q3 2024
Added 61.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,641
shares
|
$55,117
0.0% of portfolio
|
Q3 2024
Added 30.42%
|