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 556 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 $3.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
105
shares
|
$2,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
102
shares
|
$2,198
0.0% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
101
shares
|
$2,176
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
100
shares
|
$2,155
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
100
shares
|
$2,155
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
96
shares
|
$2,068
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
96
shares
|
$2,068
0.0% of portfolio
|
Q4 2023
Reduced 66.2%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
90
shares
|
$1,939
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
90
shares
|
$1,939
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
90
shares
|
$1,939
0.0% of portfolio
|
Q2 2024
Reduced 95.22%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
89
shares
|
$1,917
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
86
shares
|
$1,853
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
85
shares
|
$1,831
0.0% of portfolio
|
Q3 2024
Added 97.67%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
85
shares
|
$1,831
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
85
shares
|
$1,831
0.0% of portfolio
|
Q2 2024
Reduced 55.26%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
85
shares
|
$1,831
0.0% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
82
shares
|
$1,767
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$1,680
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
73
shares
|
$1,573
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
70
shares
|
$1,508
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
67
shares
|
$1,443
0.0% of portfolio
|
Q4 2024
Added 109.38%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
67
shares
|
$1,443
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gpwm LLC
|
Jan 13, 2025 Q4 2024 |
67
shares
|
$1,443
0.0% of portfolio
|
Q3 2023
Reduced 22.09%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
64
shares
|
$1,379
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
62
shares
|
$1,336
0.0% of portfolio
|
Q3 2023
New holding
|