SCHH · Schwab U.S. REIT ETF · Holdings ETF

$22.62 +0.37 (+1.66%) At close · Oct 20

Volume · Oct 20 8.53M Avg daily vol (3M) 7.74M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 120

Total Value: $210,066,995

Total Shares: 9,531,173

Showing 1–100 of 120 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 120 13F filers · Δ vs Jun 30, 2026

Top Holder

15.6%

−6.6 pts

Top 5

44.3%

−25.6 pts

Top 10

57.7%

−22.4 pts

HHI

558

Broadly held−610

Who Holds SCHH

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 597 filers, like-for-like change +16.7%; actively managed books +16.9%; index-like books -11.7%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	27.3%	419	-6.5%	48	26
Exempt adviser	0.0%	2	new	2	0
Adviser	1.2%	3	+15.6%	0	2
Bank	13.9%	22	+1.0%	1	1
Broker-dealer	0.2%	1	+20.5%	0	1
Non-US	0.1%	1	-4.8%	0	0
Holding company	9.9%	6	-2.5%	0	0
Unknown	47.4%	143	+51.3%	22	14

Style	Share	Filers	Change	New	Exited
Index-like	0.6%	10	-11.7%	3	0
Systematic-like	1.5%	8	-67.9%	2	1
Concentrated	34.6%	267	+2.7%	32	20
Diversified active	63.2%	312	+35.8%	36	23
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	92.3%	451	+22.5%	49	27
Medium turnover	2.3%	75	+7.4%	14	10
High turnover	2.0%	15	-59.0%	5	2
Unknown	3.5%	56	+1.0%	5	5
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	3.6%	52	+6.9%	7	6
Medium horizon	4.6%	135	+9.7%	29	9
Long horizon	89.5%	389	+23.1%	32	27
Unknown	2.3%	21	-57.5%	5	2
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	6.8%	318	+9.4%	43	26
$1B to $10B	8.9%	172	+8.1%	22	11
$10B to $100B	40.4%	73	+1.5%	7	4
$100B or more	43.9%	34	+39.5%	1	3
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	23.7%	381	+4.4%	43	23
Pooled investment vehicles	1.3%	4	-71.3%	2	1
Registered funds and BDCs	1.3%	4	+23.0%	0	0
Pension and profit sharing plans	0.1%	6	+2.3%	1	0
Insurance companies	0.0%	1	-99.7%	0	1
Charitable organizations	0.0%	3	-2.0%	0	0
Governments and sovereign funds	0.0%	1	0.0%	0	0
Banks and thrifts	0.0%	1	+7.5%	0	0
Corporations	0.0%	2	0.0%	0	0
Other investment advisers	0.0%	4	+31.6%	1	0
Other	0.1%	1	+2.0%	0	0
Diversified	0.8%	11	+14.7%	1	1
Unknown	72.7%	178	+28.6%	25	18

Private funds	Share	Filers	Change	New	Exited
Hedge funds	2.0%	21	-61.4%	8	2
Private equity funds	8.1%	16	-3.0%	2	1
Venture capital funds	0.1%	4	+6.3%	0	0
Real estate funds	0.1%	6	+19.1%	0	0
Securitized asset funds	0.1%	1	0.0%	0	0
Other private funds	3.0%	14	+15.4%	0	2
Mixed private funds	0.0%	2	-0.2%	0	0
Private funds, type not stated	0.0%	2	-0.1%	0	0
No private funds	14.1%	355	+8.7%	40	21
Unknown	72.6%	176	+28.6%	23	18

Location	Share	Filers	Change	New	Exited
United States	99.6%	579	+16.8%	71	43
Outside the US	0.4%	18	-10.1%	2	1

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 5 holders with no observed 2026-03-31 13F and 7 holders with no observed 2026-06-30 13F.

Conviction and Crowding

597 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

311

52.1% of filers hold it in their top 10

Mar 31, 2026: 319

Holders above 5%

median weight 0.019%

Mar 31, 2026: 5

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

80.1%

of 13F shares, Herfindahl 0.117

Active holders

+16.9%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 23.1 quarters

Under 1 year 6.74% 1 to 3 years 5.62% 3 years or more 87.6% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $202,260 (1 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$21.90

estimated per share

Mar 31, 2026: $21.31

Quarter-end price

$23.68

implied by 13F values

Estimated gain or loss

+8.1%

price against the estimated cost

Estimated at a loss

0.000%

of costed 13F value

Estimated cost covers 4.15% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Fund Ownership of SCHH by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 1,271,793 shares.

Fund type	Shares	Funds
Index funds	0	0
Index ETFs	1,271,793	1
Active ETFs	0	0
Active funds	0	0
Unclassified	130,680	1
All registered funds	1,402,473	2

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -480

Institutional value: -96.7%

Shares held: -96.5%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Mid State of Alaska, Department of Revenue	+107,693	154,944
Large Farther Finance Advisors, LLC	+92,298	187,521
Small Bestgate Wealth Advisors, LLC	+88,346	142,527
Small Pioneer Wealth Management Group	+45,350	928,542
Small ZynergyRetirementPlanningLLC	+39,242	859,959

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Small Upper Left Wealth Management, LLC	−117,240	171,016
Mid CoreCap Advisors, LLC	−33,378	251,809
Mid Charles Schwab Trust Co	−14,704	1,484,025
Small WT Wealth Management	−11,445	25,078
Small Breakwater Investment Management	−11,129	47,609

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small SANDERS MORRIS HARRIS LLC	160,979	$3,547,977
Mid Apella Capital, LLC	11,324	$249,580
Small Align Financial, LLC	680	$14,987
Small Rydar Equities, Inc.	82	$1,807
Small GoalVest Advisory LLC	81	$1,785

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Mid Y-Intercept (Hong Kong) Ltd	88,241	$2,089,546
Small STABLEFORD CAPITAL II LLC	14,899	$352,808
Small SMI Advisory Services, LLC	9,630	$228,038
Small Worth Asset Management, LLC	9,425	$223,182
Mid Summit Financial Strategies, Inc.	8,997	$213,048

Filter: New 8 Increased 43 Reduced 38 Sold out 14 Unchanged 31

Holder type: Registered adviser 80 Bank 1 Broker-dealer 1 Unknown 38

Showing 100 of 120

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	Type	Filed
Mid Charles Schwab Trust Co SCHH	$32,707,911	15.57%	1,484,025	—	-14,704 -1.0%	Shares	2026-10-15
Small Pioneer Wealth Management Group Registered adviser SCHH	$20,465,065	9.74%	928,542	—	+45,350 +5.1%	Shares	2026-10-09
Small ZynergyRetirementPlanningLLC Registered adviser SCHH	$18,953,496	9.02%	859,959	—	+39,242 +4.8%	Shares	2026-10-08
Mid Krilogy Financial LLC Registered adviser SCHH	$11,849,673	5.64%	537,644	—	+10,054 +1.9%	Shares	2026-10-13
Mid Avior Wealth Management, LLC Registered adviser SCHH	$9,033,843	4.30%	409,884	—	+6,620 +1.6%	Shares	2026-10-13
Small White & Co Financial Planning Inc Registered adviser SCHH	$6,173,492	2.94%	280,104	—	-1,210 -0.4%	Shares	2026-10-16
Small Stanich Group LLC Registered adviser SCHH	$5,584,208	2.66%	253,367	—	+8,279 +3.4%	Shares	2026-10-16
Mid CoreCap Advisors, LLC Registered adviser SCHH	$5,549,870	2.64%	251,809	—	-33,378 -11.7%	Shares	2026-10-08
Small Asset Allocation Strategies LLC Registered adviser SCHH	$5,474,956	2.61%	248,410	—	-4,394 -1.7%	Shares	2026-10-20
Small Williams Financial, LLC SCHH	$5,431,162	2.59%	246,423	—	+5,508 +2.3%	Shares	2026-10-19
Small ELEVATION WEALTH PARTNERS, LLC SCHH	$5,172,214	2.46%	234,674	—	-626 -0.3%	Shares	2026-10-07
Small Frisco Financial Planning LLC Registered adviser SCHH	$5,135,584	2.44%	233,012	—	+752 +0.3%	Shares	2026-10-05
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SCHH	$4,590,314	2.19%	208,272	—	+6,563 +3.3%	Shares	2026-10-13
Mid Fiduciary Alliance LLC SCHH	$4,503,499	2.14%	204,333	—	+4,026 +2.0%	Shares	2026-10-13
Large Farther Finance Advisors, LLC Registered adviser SCHH	$4,132,962	1.97%	187,521	—	+92,298 +96.9%	Shares	2026-10-08
Small Upper Left Wealth Management, LLC Registered adviser SCHH	$3,769,192	1.79%	171,016	—	-117,240 -40.7%	Shares	2026-10-14
Small Moisand Fitzgerald Tamayo, LLC Registered adviser SCHH	$3,629,679	1.73%	164,686	—	-3,199 -1.9%	Shares	2026-10-15
Small SANDERS MORRIS HARRIS LLC Broker-dealer SCHH	$3,547,977	1.69%	160,979	—	New	Shares	2026-10-14
Mid State of Alaska, Department of Revenue SCHH	$3,414,965	1.63%	154,944	—	+107,693 +227.9%	Shares	2026-10-15
Small Bestgate Wealth Advisors, LLC Registered adviser SCHH	$3,141,295	1.50%	142,527	—	+88,346 +163.1%	Shares	2026-10-13
Small Davis Capital Management Registered adviser SCHH	$2,447,982	1.17%	111,070	—	+6,940 +6.7%	Shares	2026-10-08
Small Ramiah Investment Group Registered adviser SCHH	$2,317,395	1.10%	105,145	—	+817 +0.8%	Shares	2026-10-20
Small SACHEM HILL LLC Registered adviser SCHH	$2,236,817	1.06%	101,489	—	-1,919 -1.9%	Shares	2026-10-14
Small EPIQ PARTNERS, LLC Registered adviser SCHH	$2,126,154	1.01%	96,468	—	-683 -0.7%	Shares	2026-10-07
Small FC Advisory LLC Registered adviser SCHH	$1,961,824	0.93%	89,012	—	-8,201 -8.4%	Shares	2026-10-05
Mid PATRIOT INVESTMENT MANAGEMENT GROUP, INC. Registered adviser SCHH	$1,916,510	0.91%	86,956	—	-181 -0.2%	Shares	2026-10-15
Mid AWM CAPITAL, LLC Registered adviser SCHH	$1,909,192	0.91%	86,624	—	-10,312 -10.6%	Shares	2026-10-16
Small Cape Investment Advisory, Inc. Registered adviser SCHH	$1,698,467	0.81%	77,063	—	-458 -0.6%	Shares	2026-10-13
Small Braun-Bostich & Associates Inc. Registered adviser SCHH	$1,643,633	0.78%	74,575	—	+908 +1.2%	Shares	2026-10-20
Mid IFP Advisors, Inc Registered adviser SCHH	$1,607,862	0.77%	72,952	—	+8,558 +13.3%	Shares	2026-10-16
Small Tempus Wealth Planning, LLC Registered adviser SCHH	$1,527,989	0.73%	69,328	—	-3,626 -5.0%	Shares	2026-10-14
Small Peterson Wealth Advisors, LLC Registered adviser SCHH	$1,098,561	0.52%	49,844	—	-935 -1.8%	Shares	2026-10-08
Small Breakwater Investment Management Registered adviser SCHH	$1,049,302	0.50%	47,609	—	-11,129 -18.9%	Shares	2026-10-20
Small IFG Advisors, LLC Registered adviser SCHH	$990,764	0.47%	44,953	—	-7,057 -13.6%	Shares	2026-10-15
Mid SigFig Wealth Management, LLC Registered adviser SCHH	$970,244	0.46%	44,022	—	-897 -2.0%	Shares	2026-10-07
Small North Forty Two & Co. SCHH	$946,044	0.45%	42,924	—	-900 -2.1%	Shares	2026-10-19
Mid Foster Group, Inc. Registered adviser SCHH	$910,252	0.43%	41,300	—	+310 +0.8%	Shares	2026-10-13
Small Yoder Wealth Management, Inc. Registered adviser SCHH	$889,622	0.42%	40,364	—	+1,585 +4.1%	Shares	2026-10-13
Micro Cooke Wealth Management, LLC Registered adviser SCHH	$809,507	0.39%	36,729	—	-6,352 -14.7%	Shares	2026-10-13
Small Aletheian Wealth Advisors LLC Registered adviser SCHH	$802,917	0.38%	36,430	—	-330 -0.9%	Shares	2026-10-08
Mid Signal Advisors Wealth, LLC SCHH	$787,070	0.37%	35,711	—	+26,296 +279.3%	Shares	2026-10-13
Small Balboa Wealth Partners SCHH	$785,527	0.37%	35,641	—	+5,027 +16.4%	Shares	2026-10-20
Mid BAILARD, INC. Registered adviser SCHH	$683,151	0.33%	30,996	—	-2,672 -7.9%	Shares	2026-10-13
Mid Focus Financial Network, Inc. SCHH	$639,005	0.30%	28,993	—	-1,917 -6.2%	Shares	2026-10-14
Mid Atria Investments, Inc Registered adviser SCHH	$601,317	0.29%	27,283	—	+1,189 +4.6%	Shares	2026-10-15
Mid PFG Advisors Registered adviser SCHH	$594,617	0.28%	26,979	—	+1,808 +7.2%	Shares	2026-10-16
Small Dorato Capital Management SCHH	$589,922	0.28%	26,766	—	-229 -0.8%	Shares	2026-10-08
Small BROWN WEALTH MANAGEMENT, LLC Registered adviser SCHH	$577,866	0.28%	26,219	—	-5,014 -16.1%	Shares	2026-10-20
Small WT Wealth Management Registered adviser SCHH	$552,719	0.26%	25,078	—	-11,445 -31.3%	Shares	2026-10-13
Small BLUESTEM FINANCIAL ADVISORS, LLC SCHH	$542,977	0.26%	24,636	—	+198 +0.8%	Shares	2026-10-20
Small Human Investing LLC Registered adviser SCHH	$526,954	0.25%	23,909	—	+120 +0.5%	Shares	2026-10-19
Small Wilkins Miller Wealth Management, LLC SCHH	$524,838	0.25%	23,813	—	+708 +3.1%	Shares	2026-10-13
Small R2 Capital Strategies, LLC Registered adviser SCHH	$473,595	0.23%	21,488	—	+338 +1.6%	Shares	2026-10-15
Small XY Planning Network, Inc. SCHH	$465,969	0.22%	21,142	—	+1,956 +10.2%	Shares	2026-10-14
Mid Discipline Wealth Solutions, LLC SCHH	$454,398	0.22%	20,617	—	-606 -2.9%	Shares	2026-10-14
Small Hardin Capital Partners, LLC SCHH	$454,001	0.22%	20,599	—	+17 +0.1%	Shares	2026-10-09
Small Bigelow Investment Advisors, LLC Registered adviser SCHH	$434,716	0.21%	19,724	—	-727 -3.6%	Shares	2026-10-13
Mid MISSION WEALTH MANAGEMENT, LP Registered adviser SCHH	$406,373	0.19%	18,438	—	-6,085 -24.8%	Shares	2026-10-15
Small THOMPSON INVESTMENT MANAGEMENT, INC. Registered adviser SCHH	$396,521	0.19%	17,991	—	-95 -0.5%	Shares	2026-10-14
Small BLUELINE ADVISORS LLC Registered adviser SCHH	$394,648	0.19%	17,906	—	0 0.0%	Shares	2026-10-15
Mid CWA Asset Management Group, LLC Registered adviser SCHH	$387,066	0.18%	17,562	—	+19 +0.1%	Shares	2026-10-19
Small Compass Financial Group, INC/SD Registered adviser SCHH	$378,294	0.18%	17,164	—	+6,759 +65.0%	Shares	2026-10-13
Mid Everhart Financial Group, Inc. Registered adviser SCHH	$375,782	0.18%	17,050	—	+382 +2.3%	Shares	2026-10-08
Small Lee Financial Co Registered adviser SCHH	$366,326	0.17%	16,621	—	0 0.0%	Shares	2026-10-16
Small Antonelli Financial Advisors, LLC SCHH	$360,552	0.17%	16,359	—	-399 -2.4%	Shares	2026-10-13
Small Keystone Global Partners, LLC SCHH	$358,921	0.17%	16,285	—	0 0.0%	Shares	2026-10-13
Small Strata Wealth Advisors, LLC Registered adviser SCHH	$347,681	0.17%	15,775	—	0 0.0%	Shares	2026-10-16
Small Advantage Trust Co SCHH	$346,909	0.17%	15,740	—	0 0.0%	Shares	2026-10-19
Small Bangor Savings Bank SCHH	$345,388	0.16%	15,671	—	-433 -2.7%	Shares	2026-10-06
Small M Wealth Management, LLC Registered adviser SCHH	$338,380	0.16%	15,353	—	+10 +0.1%	Shares	2026-10-14
Small Grove Bank & Trust SCHH	$295,380	0.14%	13,402	—	+9,819 +274.0%	Shares	2026-10-08
Mid Elser Financial Planning, Inc Registered adviser SCHH	$293,594	0.14%	13,321	—	-995 -7.0%	Shares	2026-10-16
Small Downshift Financial, LLC Registered adviser SCHH	$272,965	0.13%	12,385	—	+10 +0.1%	Shares	2026-10-13
Small Heartwood Wealth Advisors LLC SCHH	$270,761	0.13%	12,285	—	0 0.0%	Shares	2026-10-05
Small CYPRESS FINANCIAL PLANNING LLC Registered adviser SCHH	$268,359	0.13%	12,176	—	-74 -0.6%	Shares	2026-10-09
Small Cambridge Advisors Inc. Registered adviser SCHH	$261,702	0.12%	11,874	—	+17 +0.1%	Shares	2026-10-19
Small CAP Partners, LLC Registered adviser SCHH	$260,931	0.12%	11,839	—	+56 +0.5%	Shares	2026-10-19
Mid Apella Capital, LLC SCHH	$249,580	0.12%	11,324	—	New	Shares	2026-10-08
Small Lewis Asset Management, LLC Registered adviser SCHH	$248,765	0.12%	11,287	—	+270 +2.5%	Shares	2026-10-14
Small Plan A Wealth LLC Registered adviser SCHH	$210,283	0.10%	9,541	—	+231 +2.5%	Shares	2026-10-08
Small JDH Wealth Management, LLC Registered adviser SCHH	$202,261	0.10%	9,177	—	0 0.0%	Shares	2026-10-20
Small 3 FACTOR INDEXING, LLC Registered adviser SCHH	$143,744	0.07%	6,522	—	0 0.0%	Shares	2026-10-15
Mid PRIVATE TRUST CO NA SCHH	$85,427	0.04%	3,876	—	-20 -0.5%	Shares	2026-10-20
Large MATHER GROUP, LLC. Registered adviser SCHH	$81,481	0.04%	3,697	—	+1,366 +58.6%	Shares	2026-10-14
Small Bullock Wealth Management Group Registered adviser SCHH	$70,219	0.03%	3,186	—	+337 +11.8%	Shares	2026-10-09
Small GILPIN WEALTH MANAGEMENT, LLC Registered adviser SCHH	$26,448	0.01%	1,200	—	0 0.0%	Shares	2026-10-09
Mid TOMPKINS FINANCIAL CORP Bank SCHH	$24,376	0.01%	1,106	—	0 0.0%	Shares	2026-10-05
Micro MJT & Associates Financial Advisory Group, Inc. Registered adviser SCHH	$21,841	0.01%	991	—	0 0.0%	Shares	2026-10-07
Small Pacific Center for Financial Services Registered adviser SCHH	$20,475	0.01%	929	—	0 0.0%	Shares	2026-10-15
Small Align Financial, LLC SCHH	$14,987	0.01%	680	—	New	Shares	2026-10-16
Small Mosley Wealth Management SCHH	$14,877	0.01%	675	—	0 0.0%	Shares	2026-10-16
Small Noble Wealth Management PBC SCHH	$12,474	0.01%	566	—	0 0.0%	Shares	2026-10-01
Mid CX Institutional Registered adviser SCHH	$11,482	0.01%	521	—	-1 -0.2%	Shares	2026-10-02
Small Lodestone Wealth Management LLC Registered adviser SCHH	$9,168	0.00%	416	—	+2 +0.5%	Shares	2026-10-14
Mid GAMMA Investing LLC Registered adviser SCHH	$8,595	0.00%	390	—	-1 -0.3%	Shares	2026-10-08
Small Triumph Capital Management Registered adviser SCHH	$7,317	0.00%	332	—	0 0.0%	Shares	2026-10-14
Small WOLFF WIESE MAGANA LLC Registered adviser SCHH	$5,510	0.00%	250	—	0 0.0%	Shares	2026-10-15
Mid Arlington Trust Co LLC SCHH	$5,333	0.00%	242	—	0 0.0%	Shares	2026-10-20
Small Investors Research Corp Registered adviser SCHH	$5,091	0.00%	231	—	0 0.0%	Shares	2026-10-07
Small Cherry Tree Wealth Management, LLC Registered adviser SCHH	$5,069	0.00%	230	—	0 0.0%	Shares	2026-10-15
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