Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / US REIT ETF
-
Number of holders
-
243
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Total shares
-
30.3M
-
Shares change
-
-1.97M
-
Total reported value, excl. options
-
$650M
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Value change
-
-$42.2M
-
Number of buys
-
111
-
Number of sells
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-107
-
Price
-
$21.51
Significant Holders of SCHWAB STRATEGIC TR - US REIT ETF (SCHH) as of Q1 2025
264 filings reported holding SCHH - SCHWAB STRATEGIC TR - US REIT ETF as of Q1 2025.
SCHWAB STRATEGIC TR - US REIT ETF (SCHH) has 243 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 30.3M shares
.
Largest 10 shareholders include Envestnet Portfolio Solutions, Inc. (7.48M shares), Cerity Partners LLC (2.72M shares), RATIONAL ADVISORS, INC. (1.77M shares), Charles Schwab Trust Co (1.21M shares), M&T Bank Corp (1.05M shares), ENVESTNET ASSET MANAGEMENT INC (878K shares), BlueSky Wealth Advisors, LLC (874K shares), BlackRock, Inc. (772K shares), ZynergyRetirementPlanningLLC (691K shares), and Wealthfront Advisers LLC (634K shares).
This table shows the top 243 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.