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 |
|---|---|---|---|---|---|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
57,030
shares
|
$1.21 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
57,001
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 116.24%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
56,139
shares
|
$1.19 Million
0.19% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
55,929
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
55,677
shares
|
$1.18 Million
0.23% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
55,303
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
54,231
shares
|
$1.15 Million
0.59% of portfolio
|
Q1 2025
Added 18.27%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
54,178
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2023
Added 19.17%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
54,107
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
52,170
shares
|
$1.11 Million
0.6% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
51,768
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
51,759
shares
|
$1.1 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
49,832
shares
|
$1.06 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
48,675
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
47,265
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
47,156
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
47,151
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
46,143
shares
|
$979,615
0.0% of portfolio
|
Q1 2025
Added 21.69%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
46,046
shares
|
$977,556
2.05% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
45,686
shares
|
$969,913
0.01% of portfolio
|
Q2 2024
Reduced 10.34%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
45,428
shares
|
$964,436
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
45,250
shares
|
$960,657
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
44,390
shares
|
$942,399
0.26% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
43,858
shares
|
$931,105
0.0% of portfolio
|
Q1 2025
Added 235.38%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
43,397
shares
|
$921,318
0.47% of portfolio
|
Q4 2024
Reduced 3.29%
|