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 |
---|---|---|---|---|---|
Crewe Advisors LLC
|
May 13, 2024 Q1 2024 |
1,340
shares
|
$26,599
0.0% of portfolio
|
Q1 2023
Added 0.22%
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
1,276
shares
|
$25,328
0.0% of portfolio
|
Q1 2024
Added 63700.0%
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
1,205
shares
|
$23,919
0.0% of portfolio
|
Q4 2023
Reduced 6.3%
|
|
Sugarloaf Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
1,162
shares
|
$23,065
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
1,106
shares
|
$21,954
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
1,075
shares
|
$21,338
0.0% of portfolio
|
Q1 2024
Added 0.47%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,000
shares
|
$19,850
0.0% of portfolio
|
Q2 2022
New holding
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
994
shares
|
$19,730
0.0% of portfolio
|
Q2 2022
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
May 15, 2024 Q1 2024 |
930
shares
|
$18,460
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
898
shares
|
$17,825
0.0% of portfolio
|
Q4 2022
Added 18.31%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
877
shares
|
$17,408
0.0% of portfolio
|
Q1 2024
Added 352.06%
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
865
shares
|
$17,170
0.0% of portfolio
|
Q1 2024
Reduced 11.37%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
861
shares
|
$17,090
0.0% of portfolio
|
Q1 2024
Added 2291.67%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
859
shares
|
$17,051
0.0% of portfolio
|
Q1 2024
Reduced 3.91%
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 26, 2024 Q1 2024 |
832
shares
|
$16,515
0.0% of portfolio
|
Q1 2024
Added 17.85%
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
813
shares
|
$16,138
0.01% of portfolio
|
Q1 2024
Added 0.25%
|
|
Mv Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
808
shares
|
$16,038
0.0% of portfolio
|
Q2 2022
New holding
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
757
shares
|
$15,026
0.0% of portfolio
|
Q1 2024
Added 0.13%
|
|
Jackson Hole Capital Partners, LLC
|
May 09, 2024 Q1 2024 |
733
shares
|
$14,550
0.0% of portfolio
|
Q2 2023
Added 40.96%
|
|
Howe & Rusling Inc
Rochester, NY |
May 15, 2024 Q1 2024 |
713
shares
|
$14,153
0.0% of portfolio
|
Q1 2024
Added 1298.04%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
702
shares
|
$13,934
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
681
shares
|
$13,517
0.0% of portfolio
|
Q1 2024
Added 3.81%
|
|
Mcf Advisors LLC
Covington, KY |
Apr 16, 2024 Q1 2024 |
674
shares
|
$13,378
0.0% of portfolio
|
Q3 2023
Added 111.95%
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
646
shares
|
$12,823
0.0% of portfolio
|
Q4 2023
Reduced 12.94%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
612
shares
|
$12,148
0.01% of portfolio
|
Q1 2024
Added 0.49%
|