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 |
---|---|---|---|---|---|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
610
shares
|
$12,108
0.01% of portfolio
|
Q1 2024
Added 0.66%
|
|
Game Plan Financial Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
608
shares
|
$12,068
0.01% of portfolio
|
Q4 2023
New holding
|
|
Private Ocean, LLC
|
Apr 17, 2024 Q1 2024 |
607
shares
|
$12,048
0.0% of portfolio
|
Q1 2024
Reduced 8.17%
|
|
Chilton Capital Management LLC
Houston, TX |
May 07, 2024 Q1 2024 |
607
shares
|
$12,048
0.0% of portfolio
|
Q3 2023
Added 175.91%
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 13, 2024 Q1 2024 |
572
shares
|
$11,354
0.0% of portfolio
|
Q4 2023
Reduced 19.78%
|
|
Financial Advisory Service, Inc.
|
Apr 29, 2024 Q1 2024 |
553
shares
|
$10,977
0.0% of portfolio
|
Q1 2024
Added 3.95%
|
|
Plante Moran Financial Advisors, LLC
|
May 09, 2024 Q1 2024 |
551
shares
|
$10,937
0.0% of portfolio
|
Q1 2024
Added 151.6%
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
546
shares
|
$10,838
0.0% of portfolio
|
Q4 2023
Reduced 0.73%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2024 Q4 2023 |
518
shares
|
$10,282
0.0% of portfolio
|
Q4 2023
Reduced 98.45%
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
489
shares
|
$9,706
0.0% of portfolio
|
Q1 2024
Added 0.41%
|
|
Bokf, Na
Tulsa, OK |
May 15, 2024 Q1 2024 |
486
shares
|
$9,647
0.0% of portfolio
|
Q1 2024
Reduced 50.71%
|
|
Laffer Tengler Investments
Nashville, TN |
May 15, 2024 Q1 2024 |
447
shares
|
$8,872
0.0% of portfolio
|
Q1 2024
New holding
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
430
shares
|
$8,535
0.0% of portfolio
|
Q1 2024
Reduced 17.31%
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 23, 2024 Q1 2024 |
425
shares
|
$8,436
0.0% of portfolio
|
Q1 2024
Added 27.63%
|
|
Sachetta, LLC
Lynnfield, MA |
May 01, 2024 Q1 2024 |
420
shares
|
$8,337
0.0% of portfolio
|
Q4 2023
New holding
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
407
shares
|
$8,078
0.0% of portfolio
|
Q3 2023
Reduced 44.02%
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
399
shares
|
$7,920
0.0% of portfolio
|
Q1 2024
Reduced 44.04%
|
|
Simplex Trading, LLC
|
Apr 25, 2024 Q1 2024 |
387
shares
|
$7,681
0.0% of portfolio
|
Q1 2024
New holding
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
366
shares
|
$7,265
0.0% of portfolio
|
Q1 2024
Reduced 75.32%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
331
shares
|
$6,570
0.0% of portfolio
|
Q4 2023
Reduced 15.99%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
May 13, 2024 Q1 2024 |
329
shares
|
$6,530
0.0% of portfolio
|
Q1 2024
New holding
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 29, 2024 Q1 2024 |
313
shares
|
$6,213
0.01% of portfolio
|
Q1 2024
Added 13.82%
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 07, 2024 Q1 2024 |
312
shares
|
$6,193
0.0% of portfolio
|
Q4 2023
New holding
|
|
M&R Capital Management Inc
|
Jul 02, 2024 Q2 2024 |
312
shares
|
$6,193
0.0% of portfolio
|
Q2 2024
Added 6.85%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
310
shares
|
$6,153
0.0% of portfolio
|
Q1 2024
Added 0.65%
|