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 |
---|---|---|---|---|---|
Life Steps Financial, Inc.
|
Apr 26, 2024 Q1 2024 |
3,593
shares
|
$71,321
0.05% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
3,272
shares
|
$64,949
0.0% of portfolio
|
Q4 2023
Reduced 63.48%
|
|
Vestor Capital, LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
3,108
shares
|
$61,693
0.01% of portfolio
|
Q4 2023
Reduced 2.51%
|
|
West Oak Capital, LLC
|
Apr 18, 2024 Q1 2024 |
3,056
shares
|
$60,661
0.03% of portfolio
|
Q4 2023
Reduced 8.5%
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Apr 17, 2024 Q1 2024 |
2,935
shares
|
$58,259
0.04% of portfolio
|
Q4 2023
New holding
|
|
Rocky Mountain Advisers, LLC
|
Apr 26, 2024 Q1 2024 |
2,538
shares
|
$50,379
0.04% of portfolio
|
Q1 2024
Added 0.32%
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,434
shares
|
$48,314
0.03% of portfolio
|
Q1 2022
New holding
|
|
Optimum Investment Advisors
|
Apr 11, 2024 Q1 2024 |
2,409
shares
|
$47,818
0.02% of portfolio
|
Q1 2024
Added 3.97%
|
|
Cva Family Office, LLC
|
Apr 10, 2024 Q1 2024 |
2,293
shares
|
$45,516
0.01% of portfolio
|
Q1 2024
Added 0.26%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
2,260
shares
|
$44,861
0.0% of portfolio
|
Q1 2024
Added 430.52%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,207
shares
|
$43,808
0.0% of portfolio
|
Q2 2020
Reduced 24.17%
|
|
Montag A & Associates Inc
Atlanta, GA |
May 07, 2024 Q1 2024 |
2,102
shares
|
$41,724
0.0% of portfolio
|
Q4 2023
Reduced 66.87%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,908
shares
|
$37,873
0.0% of portfolio
|
Q2 2023
Added 1.06%
|
|
Independence Bank Of Kentucky
|
Apr 16, 2024 Q1 2024 |
1,882
shares
|
$37,357
0.01% of portfolio
|
Q4 2023
Added 1991.11%
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
1,853
shares
|
$36,782
0.0% of portfolio
|
Q1 2024
Added 0.38%
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
1,805
shares
|
$35,829
0.02% of portfolio
|
Q1 2024
Added 1.46%
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2024 Q1 2024 |
1,800
shares
|
$35,730
0.03% of portfolio
|
Q4 2023
New holding
|
|
Carmichael Hill & Associates, Inc.
|
Apr 24, 2024 Q1 2024 |
1,737
shares
|
$34,479
0.01% of portfolio
|
Q3 2023
Reduced 21.69%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
1,658
shares
|
$32,911
0.0% of portfolio
|
Q4 2023
Reduced 7.68%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Jun 21, 2024 Q1 2024 |
1,627
shares
|
$32,295
0.03% of portfolio
|
Q1 2024
Added 8463.16%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
1,604
shares
|
$31,839
0.0% of portfolio
|
Q1 2024
Added 4012.82%
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,582
shares
|
$31,402
0.01% of portfolio
|
Q4 2022
New holding
|
|
Morris Financial Concepts, Inc.
|
Apr 18, 2024 Q1 2024 |
1,536
shares
|
$30,489
0.02% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 26, 2024 Q1 2024 |
1,499
shares
|
$29,755
0.01% of portfolio
|
Q3 2023
Reduced 26.41%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
1,461
shares
|
$29,000
0.0% of portfolio
|
Q1 2024
Added 25.95%
|