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 533 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $3.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
72,690
shares
|
$1.58 Million
1.21% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
72,611
shares
|
$1.58 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
71,885
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
71,642
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 33.36%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
70,446
shares
|
$1.53 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
69,840
shares
|
$1.52 Million
0.48% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
66,581
shares
|
$1.45 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
66,477
shares
|
$1.45 Million
0.17% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
66,191
shares
|
$1.44 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
64,644
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
64,378
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
63,259
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
62,952
shares
|
$1.37 Million
0.58% of portfolio
|
Q3 2024
Added 206.87%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
62,781
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
62,106
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.98%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
61,300
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
60,476
shares
|
$1.32 Million
0.21% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
57,393
shares
|
$1.25 Million
1.03% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
57,386
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
55,450
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
54,986
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 104.73%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
54,847
shares
|
$1.19 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
54,178
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2023
Added 19.17%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
53,496
shares
|
$1.16 Million
0.48% of portfolio
|
Q2 2024
Added 4.79%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
52,532
shares
|
$1.14 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.88%
|