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 |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
296
shares
|
$6,438
0.0% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
288
shares
|
$6,264
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
284
shares
|
$6,177
0.0% of portfolio
|
Q4 2023
Reduced 61.31%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
276
shares
|
$6,003
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
272
shares
|
$5,916
0.0% of portfolio
|
Q3 2023
Reduced 15.0%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
264
shares
|
$5,742
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
262
shares
|
$5,698
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
257
shares
|
$5,589
0.01% of portfolio
|
Q1 2024
Reduced 11.68%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
250
shares
|
$5,437
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
245
shares
|
$5,328
0.0% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
242
shares
|
$5,263
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
236
shares
|
$5,133
0.0% of portfolio
|
Q2 2023
Added 15.69%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
234
shares
|
$5,089
0.0% of portfolio
|
Q2 2024
Reduced 44.29%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
228
shares
|
$4,959
0.0% of portfolio
|
Q1 2024
Reduced 12.31%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
220
shares
|
$4,785
0.0% of portfolio
|
Q2 2024
Reduced 63.76%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
220
shares
|
$4,785
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
209
shares
|
$4,545
0.0% of portfolio
|
Q4 2023
Added 2.45%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
200
shares
|
$4,350
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
197
shares
|
$4,284
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
190
shares
|
$4,132
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
186
shares
|
$4,045
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
185
shares
|
$4,023
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
184
shares
|
$4,002
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
153
shares
|
$3,327
0.0% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
147
shares
|
$3,197
0.0% of portfolio
|
Q3 2024
New holding
|