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 504 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 |
---|---|---|---|---|---|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
70
shares
|
$1,390
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
Gpwm LLC
|
Apr 24, 2024 Q1 2024 |
67
shares
|
$1,330
0.0% of portfolio
|
Q3 2023
Reduced 22.09%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
66
shares
|
$1,310
0.0% of portfolio
|
Q1 2024
Added 1.54%
|
|
Element Wealth, LLC
|
May 09, 2024 Q1 2024 |
62
shares
|
$1,231
0.0% of portfolio
|
Q3 2023
New holding
|
|
Dunhill Financial, LLC
London, X0 |
May 13, 2024 Q1 2024 |
61
shares
|
$1,211
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
May 06, 2024 Q1 2024 |
59
shares
|
$1,171
0.0% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
May 22, 2024 Q1 2024 |
59
shares
|
$1,171
0.0% of portfolio
|
Q1 2024
Added 37.21%
|
|
Tradewinds Capital Management, LLC
|
Apr 18, 2024 Q1 2024 |
54
shares
|
$1,072
0.0% of portfolio
|
Q1 2024
Added 3.85%
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 15, 2024 Q1 2024 |
48
shares
|
$953
0.0% of portfolio
|
Q4 2023
New holding
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
44
shares
|
$873
0.0% of portfolio
|
Q4 2023
Reduced 75.0%
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
32
shares
|
$635
0.0% of portfolio
|
Q3 2023
New holding
|
|
Western Pacific Wealth Management, LP
|
May 15, 2024 Q1 2024 |
31
shares
|
$615
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
27
shares
|
$536
0.0% of portfolio
|
Q1 2024
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
26
shares
|
$516
0.0% of portfolio
|
Q3 2023
Reduced 29.73%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
25
shares
|
$496
0.0% of portfolio
|
Q1 2024
Reduced 86.11%
|
|
Raleigh Capital Management Inc.
Cary, NC |
May 13, 2024 Q1 2024 |
16
shares
|
$317
0.0% of portfolio
|
Q1 2024
New holding
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
16
shares
|
$317
0.0% of portfolio
|
Q1 2023
Reduced 95.94%
|
|
Townsend Asset Management Corp
|
Apr 29, 2024 Q1 2024 |
14
shares
|
$278
0.0% of portfolio
|
Q1 2023
New holding
|
|
Maryland Capital Advisors Inc.
|
Apr 11, 2024 Q1 2024 |
12
shares
|
$238
0.0% of portfolio
|
Q1 2022
Added 71.43%
|
|
Macroview Investment Management LLC
|
Apr 30, 2024 Q1 2024 |
10
shares
|
$198
0.0% of portfolio
|
Q4 2023
Reduced 73.68%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
8
shares
|
$158
0.0% of portfolio
|
Q4 2023
New holding
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6
shares
|
$119
0.0% of portfolio
|
Q1 2022
Reduced 95.95%
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
2
shares
|
$39
0.0% of portfolio
|
Q3 2023
Reduced 97.37%
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2024 Q1 2024 |
1
shares
|
$19
0.0% of portfolio
|
Q3 2023
New holding
|
|
Silicon Valley Capital Partners
|
Apr 29, 2024 Q1 2024 |
1
shares
|
$19
0.0% of portfolio
|
Q2 2023
Reduced 99.64%
|