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 $3.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
2,636
shares
|
$57,333
0.01% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
2,589
shares
|
$56,310
0.03% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
2,563
shares
|
$55,745
0.05% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
2,492
shares
|
$54,201
0.01% of portfolio
|
Q3 2024
Added 329.66%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,437
shares
|
$53,004
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,434
shares
|
$52,939
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,207
shares
|
$48,002
0.0% of portfolio
|
Q2 2020
Reduced 24.17%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
2,102
shares
|
$45,718
0.0% of portfolio
|
Q4 2023
Reduced 66.87%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,028
shares
|
$44,109
0.0% of portfolio
|
Q3 2024
Added 13.93%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
1,978
shares
|
$43,021
0.0% of portfolio
|
Q3 2024
Added 257.69%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,914
shares
|
$41,629
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,908
shares
|
$41,499
0.0% of portfolio
|
Q2 2023
Added 1.06%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
1,908
shares
|
$41,499
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,875
shares
|
$40,781
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
1,823
shares
|
$39,650
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
1,801
shares
|
$39,171
0.0% of portfolio
|
Q3 2024
Added 13.34%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
1,800
shares
|
$39,150
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,674
shares
|
$36,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1,650
shares
|
$35,887
0.0% of portfolio
|
Q3 2024
Added 36.93%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,582
shares
|
$34,408
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
1,536
shares
|
$33,408
0.02% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,499
shares
|
$32,603
0.01% of portfolio
|
Q3 2023
Reduced 26.41%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
1,376
shares
|
$29,928
0.0% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,280
shares
|
$27,840
0.0% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,267
shares
|
$27,557
0.0% of portfolio
|
Q3 2024
Reduced 23.17%
|