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 562 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 $3.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,301
shares
|
$91,310
0.0% of portfolio
|
Q4 2023
Added 57.49%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
4,178
shares
|
$88,698
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
3,900
shares
|
$82,797
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
3,858
shares
|
$81,905
0.01% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
3,655
shares
|
$77,595
0.0% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
3,630
shares
|
$77,064
0.02% of portfolio
|
Q4 2023
Added 2.83%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
3,456
shares
|
$73,370
0.0% of portfolio
|
Q1 2025
Added 16.52%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
3,448
shares
|
$73,201
0.04% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
3,196
shares
|
$67,851
0.0% of portfolio
|
Q1 2025
Added 235.71%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
3,023
shares
|
$64,178
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,950
shares
|
$62,628
0.01% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
2,935
shares
|
$62,310
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,910
shares
|
$61,779
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,731
shares
|
$57,979
0.02% of portfolio
|
Q3 2024
Added 61.12%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
2,653
shares
|
$56,323
0.03% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
2,588
shares
|
$54,943
0.05% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,434
shares
|
$51,673
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,321
shares
|
$49,274
0.01% of portfolio
|
Q1 2025
Added 2478.89%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,299
shares
|
$48,807
0.01% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
2,226
shares
|
$47,257
0.02% of portfolio
|
Q4 2024
Reduced 90.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,207
shares
|
$46,854
0.0% of portfolio
|
Q2 2020
Reduced 24.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,080
shares
|
$44,158
0.0% of portfolio
|
Q1 2025
Added 87.9%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,943
shares
|
$41,249
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1,942
shares
|
$41,228
0.01% of portfolio
|
Q2 2025
Added 569.66%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
1,908
shares
|
$40,506
0.02% of portfolio
|
Q3 2024
New holding
|