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 553 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 $3.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
271,461
shares
|
$6.02 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
268,790
shares
|
$5.96 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
256,000
shares
|
$5.68 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
253,581
shares
|
$5.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 31.99%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
251,717
shares
|
$5.58 Million
0.01% of portfolio
|
Q4 2024
Added 98.87%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
251,326
shares
|
$5.57 Million
3.38% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
249,557
shares
|
$5.54 Million
0.01% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jan 23, 2025 Q4 2024 |
244,549
shares
|
$5.42 Million
4.37% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
221,536
shares
|
$4.91 Million
0.69% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
220,079
shares
|
$4.88 Million
1.63% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
212,532
shares
|
$4.71 Million
1.69% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
210,945
shares
|
$4.68 Million
0.16% of portfolio
|
Q4 2024
Added 48.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
206,170
shares
|
$4.57 Million
0.01% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
203,912
shares
|
$4.52 Million
3.84% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
199,386
shares
|
$4.42 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
194,470
shares
|
$4.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
192,186
shares
|
$4.26 Million
0.09% of portfolio
|
Q4 2024
Added 499.68%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
191,136
shares
|
$4.24 Million
2.41% of portfolio
|
Q2 2023
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
188,405
shares
|
$4.18 Million
0.4% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
183,859
shares
|
$4.08 Million
0.01% of portfolio
|
Q3 2023
Added 18.54%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
179,366
shares
|
$3.98 Million
1.6% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
178,718
shares
|
$3.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 69.42%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
173,986
shares
|
$3.86 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
172,360
shares
|
$3.82 Million
0.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
168,478
shares
|
$3.74 Million
1.36% of portfolio
|
Q4 2024
Added 3.41%
|