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 |
---|---|---|---|---|---|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
132,944
shares
|
$2.64 Million
0.04% of portfolio
|
Q1 2024
Added 614.45%
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 12, 2024 Q1 2024 |
132,524
shares
|
$2.63 Million
0.63% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
Smith, Moore & Co.
Clayton, MO |
May 10, 2024 Q1 2024 |
132,000
shares
|
$2.62 Million
0.29% of portfolio
|
Q1 2024
Added 6.58%
|
|
Sws Partners
|
Apr 30, 2024 Q1 2024 |
130,841
shares
|
$2.6 Million
0.8% of portfolio
|
Q1 2024
Added 5.84%
|
|
Jackson Creek Investment Advisors LLC
|
May 09, 2024 Q1 2024 |
129,628
shares
|
$2.57 Million
0.94% of portfolio
|
Q1 2024
Added 4.06%
|
|
Jmg Financial Group, Ltd.
|
Apr 30, 2024 Q1 2024 |
129,367
shares
|
$2.57 Million
0.1% of portfolio
|
Q1 2024
Added 8.6%
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
May 07, 2024 Q1 2024 |
128,436
shares
|
$2.55 Million
1.47% of portfolio
|
Q1 2024
Added 2.67%
|
|
Kohmann Bosshard Financial Services, LLC
|
Apr 16, 2024 Q1 2024 |
126,109
shares
|
$2.5 Million
0.36% of portfolio
|
Q1 2024
Added 2.88%
|
|
Brooklyn Fi, LLC
New York, NY |
Apr 17, 2024 Q1 2024 |
121,444
shares
|
$2.41 Million
1.01% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
120,975
shares
|
$2.4 Million
0.08% of portfolio
|
Q1 2024
Added 5.91%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
116,998
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2024
Added 4.14%
|
|
Gyl Financial Synergies, LLC
|
May 14, 2024 Q1 2024 |
110,646
shares
|
$2.2 Million
0.18% of portfolio
|
Q1 2024
Reduced 8.33%
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2024 Q1 2024 |
109,975
shares
|
$2.18 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
Pacific Capital Wealth Advisors, Inc
|
May 15, 2024 Q1 2024 |
108,447
shares
|
$2.15 Million
0.52% of portfolio
|
Q4 2023
Added 3.51%
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Jul 28, 2023 Q1 2023 |
107,813
shares
|
$2.14 Million
0.92% of portfolio
|
Q1 2023
Added 3.82%
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
106,744
shares
|
$2.12 Million
0.01% of portfolio
|
Q4 2022
Added 40.45%
|
|
Brio Consultants, LLC
|
Apr 29, 2024 Q1 2024 |
103,953
shares
|
$2.06 Million
0.36% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 02, 2024 Q1 2024 |
103,017
shares
|
$2.05 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.48%
|
|
Awm Capital, LLC
|
Apr 19, 2024 Q1 2024 |
102,850
shares
|
$2.04 Million
0.45% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
Waypoint Capital Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
102,107
shares
|
$2.03 Million
0.55% of portfolio
|
Q1 2024
Reduced 18.38%
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 15, 2024 Q1 2024 |
101,769
shares
|
$2.02 Million
0.61% of portfolio
|
Q1 2024
Added 0.91%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
101,058
shares
|
$2.01 Million
0.09% of portfolio
|
Q1 2024
Reduced 4.24%
|
|
Glassy Mountain Advisors, Inc.
|
Apr 25, 2024 Q1 2024 |
99,092
shares
|
$1.97 Million
0.76% of portfolio
|
Q1 2024
Added 4.55%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 08, 2024 Q1 2024 |
97,537
shares
|
$1.94 Million
0.09% of portfolio
|
Q4 2023
Reduced 9.1%
|
|
Patriot Investment Management Inc.
|
Apr 16, 2024 Q1 2024 |
96,958
shares
|
$1.93 Million
0.16% of portfolio
|
Q1 2024
Reduced 1.92%
|