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 |
---|---|---|---|---|---|
Hamilton Point Investment Advisors, LLC
|
May 07, 2024 Q1 2024 |
184
shares
|
$3,652
0.0% of portfolio
|
Q4 2023
New holding
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
173
shares
|
$3,434
0.0% of portfolio
|
Q1 2024
Added 17200.0%
|
|
First Command Advisory Services, Inc.
|
May 02, 2024 Q1 2024 |
170
shares
|
$3,374
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
151
shares
|
$2,997
0.0% of portfolio
|
Q2 2023
Reduced 66.22%
|
|
Princeton Global Asset Management LLC
|
Apr 29, 2024 Q1 2024 |
150
shares
|
$2,977
0.0% of portfolio
|
Q4 2023
Reduced 60.63%
|
|
Atticus Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
148
shares
|
$2,937
0.0% of portfolio
|
Q1 2024
Added 0.68%
|
|
Bfsg, LLC
|
Apr 23, 2024 Q1 2024 |
148
shares
|
$2,937
0.0% of portfolio
|
Q1 2024
Reduced 21.69%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
138
shares
|
$2,739
0.0% of portfolio
|
Q2 2023
Reduced 42.5%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
130
shares
|
$2,580
0.0% of portfolio
|
Q4 2023
New holding
|
|
Balentine LLC
Atlanta, GA |
May 15, 2024 Q1 2024 |
124
shares
|
$2,461
0.0% of portfolio
|
Q1 2024
New holding
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 19, 2024 Q1 2024 |
120
shares
|
$2,382
0.0% of portfolio
|
Q2 2023
New holding
|
|
Rice Partnership, LLC
|
May 15, 2024 Q1 2024 |
119
shares
|
$2,362
0.0% of portfolio
|
Q1 2024
New holding
|
|
West Branch Capital LLC
|
Apr 23, 2024 Q1 2024 |
114
shares
|
$2,262
0.0% of portfolio
|
Q1 2024
Added 0.88%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
108
shares
|
$2,143
0.0% of portfolio
|
Q1 2024
New holding
|
|
Washington Trust CO
|
Apr 23, 2024 Q1 2024 |
108
shares
|
$2,143
0.0% of portfolio
|
Q1 2023
New holding
|
|
First Pacific Financial
|
Apr 24, 2024 Q1 2024 |
103
shares
|
$2,044
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
100
shares
|
$1,985
0.0% of portfolio
|
Q1 2024
Reduced 49.75%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
96
shares
|
$1,905
0.0% of portfolio
|
Q4 2023
Reduced 66.2%
|
|
Avion Wealth
The Woodlands, TX |
May 03, 2024 Q1 2024 |
95
shares
|
$1,885
0.0% of portfolio
|
Q4 2023
Reduced 77.7%
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
May 14, 2024 Q1 2024 |
90
shares
|
$1,786
0.0% of portfolio
|
Q4 2023
New holding
|
|
City State Bank
Norwalk, IA |
Apr 11, 2024 Q1 2024 |
86
shares
|
$1,707
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
82
shares
|
$1,627
0.0% of portfolio
|
Q4 2022
New holding
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$1,548
0.0% of portfolio
|
Q4 2022
New holding
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
73
shares
|
$1,449
0.0% of portfolio
|
Q1 2023
New holding
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
70
shares
|
$1,389
0.0% of portfolio
|
Q1 2022
Added 100.0%
|