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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
138
shares
|
$2,880
0.0% of portfolio
|
Q2 2023
Reduced 42.5%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
132
shares
|
$2,754
0.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
130
shares
|
$2,713
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
122
shares
|
$2,546
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
120
shares
|
$2,504
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
113
shares
|
$2,358
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
113
shares
|
$2,358
0.0% of portfolio
|
Q3 2024
Reduced 71.68%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
110
shares
|
$2,295
0.0% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
109
shares
|
$2,274
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
105
shares
|
$2,191
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
102
shares
|
$2,128
0.0% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
96
shares
|
$2,003
0.0% of portfolio
|
Q4 2023
Reduced 66.2%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
95
shares
|
$1,982
0.0% of portfolio
|
Q4 2023
Reduced 77.7%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
90
shares
|
$1,878
0.0% of portfolio
|
Q2 2024
Reduced 95.22%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
90
shares
|
$1,878
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
90
shares
|
$1,878
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
85
shares
|
$1,773
0.0% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
85
shares
|
$1,773
0.0% of portfolio
|
Q2 2024
Reduced 55.26%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
85
shares
|
$1,773
0.0% of portfolio
|
Q3 2024
Added 97.67%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
83
shares
|
$1,732
0.0% of portfolio
|
Q3 2024
Added 40.68%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
82
shares
|
$1,711
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$1,627
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
73
shares
|
$1,523
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
70
shares
|
$1,460
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
67
shares
|
$1,398
0.0% of portfolio
|
Q3 2024
New holding
|