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 |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
113,032
shares
|
$2.51 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
110,289
shares
|
$2.45 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
108,973
shares
|
$2.42 Million
0.13% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
108,441
shares
|
$2.41 Million
0.01% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
108,430
shares
|
$2.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
106,744
shares
|
$2.37 Million
0.01% of portfolio
|
Q4 2022
Added 40.45%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
105,772
shares
|
$2.35 Million
0.26% of portfolio
|
Q4 2024
Added 32.3%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
105,749
shares
|
$2.35 Million
0.2% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
102,291
shares
|
$2.27 Million
0.34% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
101,019
shares
|
$2.24 Million
0.66% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
100,780
shares
|
$2.24 Million
0.99% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
100,750
shares
|
$2.23 Million
0.02% of portfolio
|
Q4 2024
Added 198.46%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
99,637
shares
|
$2.21 Million
0.08% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
99,358
shares
|
$2.2 Million
0.35% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
96,924
shares
|
$2.15 Million
0.17% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
96,647
shares
|
$2.14 Million
0.01% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
96,017
shares
|
$2.13 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
92,796
shares
|
$2.06 Million
1.45% of portfolio
|
Q4 2024
Added 18.29%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
92,344
shares
|
$2.05 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
92,215
shares
|
$2.05 Million
1.58% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
90,768
shares
|
$2.01 Million
0.26% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
90,558
shares
|
$2.01 Million
0.01% of portfolio
|
Q4 2024
Added 25.98%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
88,958
shares
|
$1.97 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
85,151
shares
|
$1.89 Million
0.56% of portfolio
|
Q3 2024
Added 381.98%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
85,142
shares
|
$1.89 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.06%
|