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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
33,503
shares
|
$711,268
0.01% of portfolio
|
Q2 2025
Reduced 45.1%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
33,222
shares
|
$705,303
0.09% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
33,212
shares
|
$705,090
0.02% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
33,164
shares
|
$704,071
0.03% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
32,729
shares
|
$694,836
0.01% of portfolio
|
Q1 2025
Reduced 82.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
32,670
shares
|
$693,584
0.0% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
32,485
shares
|
$689,656
0.01% of portfolio
|
Q1 2025
Added 15.72%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
32,060
shares
|
$680,633
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
31,948
shares
|
$678,256
0.22% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
31,810
shares
|
$675,326
0.38% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
31,775
shares
|
$674,583
0.3% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
31,758
shares
|
$674,222
0.05% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
31,556
shares
|
$669,933
0.09% of portfolio
|
Q1 2025
Added 28.62%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
31,258
shares
|
$663,607
0.02% of portfolio
|
Q2 2025
Added 16.64%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
30,841
shares
|
$654,754
0.02% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
30,734
shares
|
$652,482
0.62% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
30,598
shares
|
$649,595
0.36% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
29,934
shares
|
$635,498
0.02% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
29,874
shares
|
$634,225
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
29,841
shares
|
$633,524
0.09% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
29,789
shares
|
$632,420
0.13% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
29,344
shares
|
$622,973
0.03% of portfolio
|
Q1 2025
Reduced 40.6%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
28,983
shares
|
$615,309
0.07% of portfolio
|
Q1 2025
Added 32.43%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
28,467
shares
|
$604,354
0.19% of portfolio
|
Q2 2025
Added 25.95%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
28,353
shares
|
$601,934
0.01% of portfolio
|
Q2 2025
Reduced 21.5%
|