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 562 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $3.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
88,547
shares
|
$1.88 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
85,414
shares
|
$1.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
83,121
shares
|
$1.76 Million
0.79% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
82,690
shares
|
$1.76 Million
0.47% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
82,382
shares
|
$1.75 Million
0.28% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
78,795
shares
|
$1.67 Million
0.23% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
77,752
shares
|
$1.65 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
76,755
shares
|
$1.63 Million
0.27% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
76,175
shares
|
$1.62 Million
0.37% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
75,967
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
75,683
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
75,618
shares
|
$1.61 Million
0.3% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
74,905
shares
|
$1.59 Million
0.55% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
70,630
shares
|
$1.5 Million
1.08% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
67,760
shares
|
$1.44 Million
0.04% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
67,319
shares
|
$1.43 Million
0.17% of portfolio
|
Q1 2025
Reduced 15.63%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
64,742
shares
|
$1.37 Million
0.38% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
64,512
shares
|
$1.37 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
64,139
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
61,683
shares
|
$1.31 Million
1.45% of portfolio
|
Q1 2025
Added 30.1%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
60,655
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
60,323
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
59,960
shares
|
$1.27 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
59,739
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
57,358
shares
|
$1.22 Million
0.47% of portfolio
|
Q2 2025
Added 2.76%
|