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 |
---|---|---|---|---|---|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
236,815
shares
|
$4.7 Million
0.15% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
Wealth Collab, LLC
Bellevue, WA |
May 10, 2024 Q1 2024 |
233,379
shares
|
$4.63 Million
3.5% of portfolio
|
Q1 2024
Added 0.7%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
226,004
shares
|
$4.49 Million
0.01% of portfolio
|
Q1 2024
Added 415.25%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
219,359
shares
|
$4.36 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2024 Q1 2024 |
217,616
shares
|
$4.32 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
210,638
shares
|
$4.18 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.65%
|
|
Appleton Partners Inc
|
Jul 02, 2024 Q2 2024 |
201,144
shares
|
$3.99 Million
0.31% of portfolio
|
Q2 2024
Added 0.91%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
198,004
shares
|
$3.93 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Vista Capital Partners, Inc.
|
May 03, 2024 Q1 2024 |
192,038
shares
|
$3.81 Million
0.09% of portfolio
|
Q1 2024
Reduced 2.78%
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
191,136
shares
|
$3.8 Million
2.41% of portfolio
|
Q2 2023
New holding
|
|
Forum Financial Management, LP
Lombard, IL |
May 09, 2024 Q1 2024 |
185,661
shares
|
$3.69 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
183,859
shares
|
$3.65 Million
0.01% of portfolio
|
Q3 2023
Added 18.54%
|
|
Pure Financial Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
183,617
shares
|
$3.65 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
Upper Left Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
180,857
shares
|
$3.59 Million
3.47% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
Elm Partners Management LLC
|
Apr 30, 2024 Q1 2024 |
179,109
shares
|
$3.56 Million
0.29% of portfolio
|
Q1 2024
Added 313.21%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
172,286
shares
|
$3.42 Million
0.01% of portfolio
|
Q1 2024
Reduced 13.99%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
164,062
shares
|
$3.26 Million
1.66% of portfolio
|
Q1 2024
Added 34.87%
|
|
Marshall Financial Group Inc
Doylestown, PA |
May 08, 2024 Q1 2024 |
161,549
shares
|
$3.21 Million
1.08% of portfolio
|
Q1 2024
Added 12.35%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
161,416
shares
|
$3.21 Million
0.01% of portfolio
|
Q1 2024
Added 5.01%
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2024 Q1 2024 |
158,248
shares
|
$3.14 Million
0.02% of portfolio
|
Q1 2024
Added 800.83%
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 15, 2024 Q1 2024 |
152,668
shares
|
$3.03 Million
0.45% of portfolio
|
Q3 2023
Reduced 3.93%
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 17, 2024 Q1 2024 |
149,963
shares
|
$2.98 Million
0.53% of portfolio
|
Q1 2024
Added 5.98%
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
149,810
shares
|
$2.98 Million
0.05% of portfolio
|
Q1 2024
Added 3.59%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 14, 2024 Q1 2024 |
145,302
shares
|
$2.89 Million
0.4% of portfolio
|
Q1 2024
New holding
|
|
Financial Counselors Inc
|
May 02, 2024 Q1 2024 |
144,697
shares
|
$2.87 Million
0.05% of portfolio
|
Q1 2023
Added 0.49%
|