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 $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,160
shares
|
$24,209
0.0% of portfolio
|
Q2 2024
Reduced 20.6%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,106
shares
|
$23,082
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,088
shares
|
$22,706
0.0% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,043
shares
|
$21,767
0.0% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,004
shares
|
$20,953
0.01% of portfolio
|
Q3 2024
Reduced 51.07%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,000
shares
|
$20,870
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,000
shares
|
$20,870
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
994
shares
|
$20,744
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
967
shares
|
$20,181
0.01% of portfolio
|
Q3 2024
Added 244.13%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
930
shares
|
$19,409
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
898
shares
|
$18,741
0.0% of portfolio
|
Q4 2022
Added 18.31%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
887
shares
|
$18,511
0.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
873
shares
|
$18,219
0.0% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
851
shares
|
$17,760
0.0% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
820
shares
|
$17,113
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
810
shares
|
$16,904
0.0% of portfolio
|
Q3 2024
Reduced 60.83%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
808
shares
|
$16,862
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
806
shares
|
$16,821
0.0% of portfolio
|
Q3 2024
Added 64.83%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
759
shares
|
$15,840
0.0% of portfolio
|
Q3 2024
Added 402.65%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
745
shares
|
$15,548
0.0% of portfolio
|
Q3 2024
Reduced 54.01%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
733
shares
|
$15,297
0.0% of portfolio
|
Q2 2023
Added 40.96%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
715
shares
|
$14,922
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
686
shares
|
$14,316
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
665
shares
|
$13,878
0.0% of portfolio
|
Q2 2024
Added 9.56%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
632
shares
|
$13,189
0.0% of portfolio
|
Q3 2024
Added 0.16%
|