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 562 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $3.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
612,777
shares
|
$13 Million
4.81% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
603,085
shares
|
$12.8 Million
0.03% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
601,791
shares
|
$12.8 Million
4.76% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
536,642
shares
|
$11.4 Million
1.28% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
480,551
shares
|
$10.2 Million
0.8% of portfolio
|
Q1 2025
Reduced 42.33%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
460,865
shares
|
$9.78 Million
1.26% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
455,456
shares
|
$9.67 Million
3.33% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
443,607
shares
|
$9.42 Million
0.21% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
441,824
shares
|
$9.38 Million
2.58% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
441,816
shares
|
$9.38 Million
6.55% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
413,310
shares
|
$8.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
401,402
shares
|
$8.52 Million
3.16% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
384,463
shares
|
$8.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 51.79%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
383,124
shares
|
$8.13 Million
0.52% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
379,595
shares
|
$8.06 Million
0.09% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
367,620
shares
|
$7.8 Million
2.72% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
367,407
shares
|
$7.8 Million
0.66% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
366,515
shares
|
$7.78 Million
2.86% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
360,463
shares
|
$7.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
355,555
shares
|
$7.55 Million
1.53% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
348,535
shares
|
$7.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
331,000
shares
|
$7.03 Million
0.01% of portfolio
|
Q1 2025
Added 29.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
324,547
shares
|
$6.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
320,589
shares
|
$6.81 Million
0.86% of portfolio
|
Q2 2025
Added 85.11%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
309,388
shares
|
$6.57 Million
0.24% of portfolio
|
Q2 2025
Added 4.03%
|