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 |
|---|---|---|---|---|---|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
43,047
shares
|
$913,887
0.28% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
42,044
shares
|
$892,594
0.88% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
40,638
shares
|
$862,744
0.19% of portfolio
|
Q2 2025
Added 14.79%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
40,588
shares
|
$861,683
0.44% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
39,495
shares
|
$838,478
0.03% of portfolio
|
Q1 2025
Reduced 14.97%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
38,929
shares
|
$826,462
0.0% of portfolio
|
Q1 2025
Added 11249.56%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
38,844
shares
|
$824,658
0.17% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
38,119
shares
|
$809,266
0.05% of portfolio
|
Q2 2025
Added 65.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
37,006
shares
|
$785,637
0.0% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
36,828
shares
|
$781,858
0.32% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
36,556
shares
|
$776,083
0.32% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
36,536
shares
|
$775,659
0.26% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
36,227
shares
|
$769,099
0.08% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,099
shares
|
$766,381
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
36,062
shares
|
$765,596
0.27% of portfolio
|
Q1 2024
Reduced 19.47%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
35,928
shares
|
$762,751
0.12% of portfolio
|
Q1 2025
Added 29.14%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
35,902
shares
|
$762,199
0.0% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
35,842
shares
|
$760,925
0.62% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
35,803
shares
|
$760,097
0.13% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
35,641
shares
|
$756,658
0.0% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
35,261
shares
|
$748,591
0.03% of portfolio
|
Q1 2025
Added 88.71%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
35,242
shares
|
$748,187
0.01% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
34,318
shares
|
$728,571
0.33% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
34,172
shares
|
$725,471
0.17% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
33,678
shares
|
$714,983
0.25% of portfolio
|
Q2 2025
Reduced 5.71%
|