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 553 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $3.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
673,547
shares
|
$14.9 Million
11.0% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
582,627
shares
|
$12.9 Million
0.03% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
575,078
shares
|
$12.8 Million
4.5% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
538,565
shares
|
$11.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
516,416
shares
|
$11.5 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
505,686
shares
|
$11.2 Million
5.59% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
500,717
shares
|
$11.1 Million
2.79% of portfolio
|
Q4 2024
Added 910294.56%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
475,879
shares
|
$10.6 Million
0.02% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
463,970
shares
|
$10.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
443,164
shares
|
$9.83 Million
3.2% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
441,233
shares
|
$9.79 Million
2.38% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
438,915
shares
|
$9.74 Million
0.21% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
438,243
shares
|
$9.72 Million
1.17% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
434,521
shares
|
$9.64 Million
6.24% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
399,679
shares
|
$8.86 Million
0.0% of portfolio
|
Q4 2024
Added 16.16%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
391,409
shares
|
$8.68 Million
0.01% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
367,407
shares
|
$8.15 Million
0.66% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
363,799
shares
|
$8.07 Million
2.83% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
362,515
shares
|
$8.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
357,042
shares
|
$7.92 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
355,203
shares
|
$7.88 Million
0.55% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Feb 07, 2025 Q4 2024 |
347,612
shares
|
$7.71 Million
1.52% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
346,394
shares
|
$7.68 Million
2.59% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
291,421
shares
|
$6.46 Million
0.23% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
289,276
shares
|
$6.42 Million
0.07% of portfolio
|
Q4 2024
New holding
|