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 |
|---|---|---|---|---|---|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
52,246
shares
|
$1.14 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
51,924
shares
|
$1.13 Million
0.85% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
51,592
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
50,900
shares
|
$1.11 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
50,558
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
49,797
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
49,584
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 45.64%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
49,375
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
47,842
shares
|
$1.04 Million
0.22% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
46,050
shares
|
$1 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
45,686
shares
|
$993,670
0.01% of portfolio
|
Q2 2024
Reduced 10.34%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
44,872
shares
|
$975,966
0.6% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
43,963
shares
|
$956,195
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
43,780
shares
|
$952,215
0.01% of portfolio
|
Q3 2024
Added 19.38%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
43,637
shares
|
$949,104
0.34% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
42,830
shares
|
$931,552
0.04% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
42,720
shares
|
$929,160
0.27% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
42,376
shares
|
$921,678
0.2% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
41,851
shares
|
$910,259
0.07% of portfolio
|
Q3 2024
Added 67.22%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
41,588
shares
|
$904,539
0.57% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
41,179
shares
|
$895,643
0.38% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
41,051
shares
|
$892,859
0.58% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
40,248
shares
|
$875,394
0.0% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
38,964
shares
|
$847,467
0.01% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
37,982
shares
|
$826,108
0.01% of portfolio
|
Q3 2024
Reduced 5.5%
|