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 |
---|---|---|---|---|---|
Millburn Ridgefield Corp
|
Apr 26, 2024 Q1 2024 |
73,358
shares
|
$1.46 Million
0.04% of portfolio
|
Q1 2024
Added 1.82%
|
|
Fc Advisory LLC
|
Apr 22, 2024 Q1 2024 |
71,607
shares
|
$1.42 Million
0.54% of portfolio
|
Q1 2024
Added 0.95%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
71,239
shares
|
$1.41 Million
0.02% of portfolio
|
Q1 2024
Added 6.58%
|
|
Redw Wealth LLC
|
May 01, 2024 Q1 2024 |
70,947
shares
|
$1.41 Million
0.39% of portfolio
|
Q1 2024
Reduced 9.26%
|
|
Trillium Asset Management, LLC
Boston, MA |
May 09, 2024 Q1 2024 |
70,556
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2024
Added 11.99%
|
|
Ifg Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
69,199
shares
|
$1.37 Million
0.36% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
67,762
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2024
Added 3.76%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 18, 2024 Q1 2024 |
66,767
shares
|
$1.33 Million
0.17% of portfolio
|
Q1 2024
Added 7.57%
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2024 Q1 2024 |
65,671
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2024
Added 240.07%
|
|
Guardian Financial Partners, LLC
|
Apr 26, 2024 Q1 2024 |
65,368
shares
|
$1.3 Million
1.12% of portfolio
|
Q1 2024
Added 15.18%
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
62,282
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2024
Added 2.51%
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 10, 2024 Q1 2024 |
62,222
shares
|
$1.24 Million
0.34% of portfolio
|
Q1 2024
Added 0.01%
|
|
Apcm Wealth Management For Individuals
|
Apr 18, 2024 Q1 2024 |
60,962
shares
|
$1.21 Million
0.19% of portfolio
|
Q1 2024
Added 4.52%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
60,458
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2024
Reduced 19.75%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
60,000
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
59,205
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2024
Added 4.59%
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 29, 2024 Q1 2024 |
58,056
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2022
Added 6.9%
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Apr 30, 2024 Q1 2024 |
57,458
shares
|
$1.14 Million
0.46% of portfolio
|
Q1 2024
Reduced 10.74%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 08, 2024 Q1 2024 |
56,123
shares
|
$1.11 Million
0.13% of portfolio
|
Q1 2024
New holding
|
|
Becker Capital Management Inc
|
May 15, 2024 Q1 2024 |
54,962
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2023
Reduced 14.72%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
May 09, 2024 Q1 2024 |
54,882
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
Tempus Wealth Planning, LLC
|
Apr 19, 2024 Q1 2024 |
54,584
shares
|
$1.08 Million
0.54% of portfolio
|
Q1 2024
Added 3.36%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
54,178
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2023
Added 19.17%
|
|
Bcs Wealth Management
|
Apr 10, 2024 Q1 2024 |
53,816
shares
|
$1.07 Million
0.35% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
Curbstone Financial Management Corp
|
Apr 09, 2024 Q1 2024 |
53,000
shares
|
$1.05 Million
0.24% of portfolio
|
Q1 2023
Reduced 2.57%
|