Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US REIT ETF
-
Total 13F shares
-
8,246,895
-
Share change
-
+155,233
-
Total reported value
-
$172,427,753
-
Price per share
-
$20.89
-
Number of holders
-
89
-
Value change
-
+$3,193,507
-
Number of buys
-
42
-
Number of sells
-
40
Institutional Holders of SCHWAB STRATEGIC TR - US REIT ETF (SCHH) as of Q4 2025
As of 31 Dec 2025,
SCHWAB STRATEGIC TR - US REIT ETF (SCHH) was held by
89 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,246,895 shares.
The largest 10 holders included
Charles Schwab Trust Co, FOSTER & MOTLEY INC, ZynergyRetirementPlanningLLC, Pioneer Wealth Management Group, Grove Bank & Trust, Avior Wealth Management, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, White & Co Financial Planning Inc, CoreCap Advisors, LLC, and APPLETON PARTNERS INC/MA.
This page lists
89
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.