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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,908
shares
|
$40,506
0.0% of portfolio
|
Q2 2023
Added 1.06%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,886
shares
|
$40,039
0.0% of portfolio
|
Q1 2025
Added 59.83%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,822
shares
|
$38,681
0.0% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,805
shares
|
$38,320
0.0% of portfolio
|
Q2 2025
Reduced 80.17%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
1,800
shares
|
$38,214
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,594
shares
|
$33,840
0.0% of portfolio
|
Q1 2025
Added 196.83%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,582
shares
|
$33,585
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
1,536
shares
|
$32,609
0.01% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,499
shares
|
$31,823
0.01% of portfolio
|
Q3 2023
Reduced 26.41%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,476
shares
|
$31,335
0.0% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,433
shares
|
$30,422
0.02% of portfolio
|
Q1 2025
Added 36.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,425
shares
|
$30,252
0.0% of portfolio
|
Q1 2025
Added 32.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,324
shares
|
$28,108
0.0% of portfolio
|
Q1 2025
Added 313.75%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,280
shares
|
$27,174
0.0% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
1,277
shares
|
$27,110
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,229
shares
|
$26,091
0.0% of portfolio
|
Q1 2025
Added 22.9%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,212
shares
|
$25,730
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,205
shares
|
$25,582
0.0% of portfolio
|
Q4 2024
Reduced 26.97%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,109
shares
|
$23,544
0.0% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,106
shares
|
$23,480
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
1,037
shares
|
$22,015
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,000
shares
|
$21,230
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
983
shares
|
$20,869
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
948
shares
|
$20,126
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
938
shares
|
$19,913
0.0% of portfolio
|
Q1 2025
Added 23.42%
|