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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
102
shares
|
$2,165
0.0% of portfolio
|
Q1 2025
Reduced 96.09%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
102
shares
|
$2,165
0.0% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
100
shares
|
$2,123
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
97
shares
|
$2,059
0.0% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
96
shares
|
$2,038
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
96
shares
|
$2,038
0.0% of portfolio
|
Q4 2023
Reduced 66.2%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
90
shares
|
$1,910
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
87
shares
|
$1,847
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
86
shares
|
$1,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
85
shares
|
$1,804
0.0% of portfolio
|
Q2 2024
Reduced 55.26%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
85
shares
|
$1,804
0.0% of portfolio
|
Q3 2024
Added 97.67%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
82
shares
|
$1,740
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
79
shares
|
$1,677
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gpwm LLC
|
Jul 15, 2025 Q2 2025 |
78
shares
|
$1,655
0.0% of portfolio
|
Q1 2025
Added 16.42%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$1,655
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
73
shares
|
$1,549
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
70
shares
|
$1,486
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
70
shares
|
$1,486
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
67
shares
|
$1,422
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
67
shares
|
$1,422
0.0% of portfolio
|
Q4 2024
Added 109.38%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
64
shares
|
$1,358
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
64
shares
|
$1,358
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
63
shares
|
$1,337
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
61
shares
|
$1,295
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
59
shares
|
$1,252
0.0% of portfolio
|
Q1 2024
Reduced 3.28%
|