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 553 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $3.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
35,317
shares
|
$783,331
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
34,064
shares
|
$755,539
0.09% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
32,938
shares
|
$730,564
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
32,597
shares
|
$723,001
0.05% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
32,447
shares
|
$719,674
0.4% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
31,938
shares
|
$708,384
0.37% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
31,773
shares
|
$704,725
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Feb 05, 2025 Q4 2024 |
31,495
shares
|
$698,559
0.24% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
31,475
shares
|
$698,115
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
31,412
shares
|
$696,718
0.1% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
31,315
shares
|
$694,566
0.01% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
29,952
shares
|
$664,335
0.07% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
29,934
shares
|
$663,936
0.02% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
29,759
shares
|
$660,054
0.09% of portfolio
|
Q4 2024
Added 14.86%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
29,395
shares
|
$651,981
0.23% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
29,387
shares
|
$651,803
0.26% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
28,439
shares
|
$630,777
0.05% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
28,317
shares
|
$628,071
0.39% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
28,153
shares
|
$624,433
0.0% of portfolio
|
Q4 2024
Reduced 60.7%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
28,121
shares
|
$623,723
0.2% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
28,096
shares
|
$623,169
0.02% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
28,071
shares
|
$622,614
0.01% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
27,925
shares
|
$619,376
0.01% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
27,822
shares
|
$617,091
0.08% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
27,704
shares
|
$614,474
0.13% of portfolio
|
Q4 2024
Reduced 1.22%
|