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Schwab U.S. REIT ETF (SCHH) Institutional Ownership

Schwab U.S. REIT ETF logo
$20.68 +0.31 (+1.52%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Number of
Institutional Buyers
(last 12 months)
277
Total
Institutional Inflows
(last 12 months)
$1.25B
Number of
Institutional Sellers
(last 12 months)
195
Total
Institutional Outflows
(last 12 months)
$186.34M
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SCHH Institutional Buying and Selling by Quarter

Schwab U.S. REIT ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025Robertson Stephens Wealth Management LLC11,562$249K0.0%-4.5%0.003%
4/17/2025Grove Bank & Trust173,190$3.73M0.5%+1,360.0%0.049%
4/17/2025Breakwater Investment Management55,820$1.20M0.5%-2.2%0.016%
4/17/2025Stockman Wealth Management Inc.76,325$1.64M0.2%+81.7%0.022%
4/17/2025Mission Wealth Management LP33,212$714K0.0%-12.9%0.009%
4/17/2025Christensen King & Associates Investment Services Inc.34,549$737K0.4%-4.2%0.010%
4/17/2025Sound Income Strategies LLC4,408$95K0.0%+58.3%0.001%
4/17/2025Foster Victor Wealth Advisors LLC10,726$213K0.0%-17.4%0.003%
4/17/2025Ritholtz Wealth Management29,874$643K0.0%N/A0.008%
4/16/2025 Wealth Enhancement Advisory Services LLC356,421$7.67M0.0%-18.8%0.101%
4/16/2025 Cypress Point Wealth Management LLC166,734$3.59M1.1%+6.0%0.047%
4/16/2025 Krilogy Financial LLC371,355$7.99M0.5%+4.5%0.105%
4/16/2025 Schoolcraft Capital LLC131,741$2.83M0.6%-3.0%0.037%
4/16/2025 Bensler LLC18,723$403K0.1%-37.5%0.005%
4/16/2025 Patriot Investment Management Group Inc.91,348$1.97M0.1%-4.9%0.026%
4/16/2025 Liberty Capital Management Inc.28,517$613K0.1%+2.9%0.008%
4/16/2025 RFG Holdings Inc.155,142$3.34M1.1%+10.3%0.044%
4/15/2025 Greenwood Capital Associates LLC17,426$375K0.1%+57.9%0.005%
4/15/2025 Braun Bostich & Associates Inc.74,437$1.60M1.2%+1.6%0.021%
4/15/2025 Focus Financial Network Inc.34,861$750K0.0%-2.5%0.010%
4/15/2025 Curbstone Financial Management Corp49,832$1.07M0.2%-3.5%0.014%
4/15/2025 Integral Investment Advisors Inc.36,536$786K0.3%-6.2%0.010%
4/15/2025 Wealthcare Advisory Partners LLC48,675$1.05M0.0%-1.7%0.014%
4/14/2025 Farther Finance Advisors LLC61,028$1.31M0.0%-71.1%0.017%
4/14/2025 BCS Wealth Management35,402$762K0.2%-4.1%0.010%
4/14/2025 Bangor Savings Bank20,442$440K0.0%-20.9%0.006%
4/14/2025 Upper Left Wealth Management LLC225,085$4.84M3.5%+10.4%0.064%
4/11/2025 Independence Bank of Kentucky2,321$50K0.0%+2,478.9%0.001%
4/11/2025 Epiq Partners LLC133,815$2.88M1.5%+10.9%0.038%
4/11/2025 SeaCrest Wealth Management LLC61,931$1.33M0.2%-1.5%0.018%
4/10/2025 Charles Schwab Trust Co1,212,900$26.09M2.2%+12.0%0.344%
4/10/2025 Brand Asset Management Group Inc.10,860$234K0.1%-8.7%0.003%
4/10/2025 Watershed Private Wealth LLC36,828$792K0.3%-7.9%0.010%
4/10/2025 EWG Elevate Inc.27,076$582K0.2%-3.7%0.008%
4/10/2025 Juncture Wealth Strategies LLC35,718$768K0.3%+21.5%0.010%
4/9/2025 RFG Advisory LLC12,070$260K0.0%N/A0.003%
4/9/2025 Elevation Wealth Partners LLC187,577$4.04M1.7%+4.6%0.053%
4/9/2025 Pioneer Wealth Management Group563,075$12.11M5.2%N/A0.160%
4/9/2025 Fiduciary Alliance LLC187,205$4.03M0.4%-0.6%0.053%
4/9/2025 SigFig Wealth Management LLC47,622$1.02M0.0%+7.7%0.014%
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4/9/2025 Hardin Capital Partners LLC17,381$374K0.2%-4.6%0.005%
4/8/2025 Aletheian Wealth Advisors LLC39,484$849K0.5%-1.3%0.011%
4/8/2025 Rooted Wealth Advisors Inc.162,314$3.25M1.3%-3.7%0.046%
4/8/2025 IFG Advisors LLC64,512$1.39M0.3%-2.7%0.018%
4/8/2025 Parallel Advisors LLC36,118$777K0.0%+29.3%0.010%
4/7/2025 AdvisorNet Financial Inc9,823$211K0.0%-11.5%0.003%
4/7/2025 FC Advisory LLC74,905$1.61M0.5%-2.1%0.021%
4/2/2025 Marotta Asset Management9,822$228K0.0%N/A0.003%
3/17/2025 Wealth Enhancement Advisory Services LLC439,010$9.25M0.0%-5.7%0.125%
3/7/2025Aegis Wealth Management LLC24,101$508K0.3%N/A0.007%
3/6/2025Wood Tarver Financial Group LLC1,277$26K0.0%N/A0.000%
3/4/2025Comprehensive Money Management Services LLC35,317$744K0.6%N/A0.010%
2/26/2025 Yoffe Investment Management LLC10,910$230K0.3%N/A0.003%
2/26/2025Discipline Wealth Solutions LLC20,345$428K0.2%N/A0.006%
2/25/2025B. Riley Wealth Advisors Inc.15,356$323K0.0%-3.9%0.005%
2/25/2025Garde Capital Inc.21,094$444K0.0%-7.6%0.007%
2/21/2025AlphaCore Capital LLC1,793$38K0.0%-28.0%0.001%
2/18/2025Vise Technologies Inc.367,407$7.74M0.6%+4.7%0.116%
2/18/2025MidWestOne Financial Group Inc.13,452$283K0.0%+4.4%0.004%
2/18/2025Focus Partners Advisor Solutions LLC31,315$660K0.0%+7.5%0.010%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC268,790$5.66M0.0%-11.1%0.085%
2/17/2025Waverly Advisors LLC28,071$591K0.0%+3.8%0.009%
2/17/2025Vivaldi Capital Management LP74,647$1.61M0.2%+6.9%0.024%
2/17/2025SGL Investment Advisors Inc.45,853$983K0.5%+4.3%0.014%
2/17/2025LifePlan Investment Advisors Inc.128,628$2.71M1.7%-2.0%0.041%
2/17/2025Focus Partners Wealth294,574$6.53M0.0%+78.9%0.093%
2/17/2025Fairview Capital Investment Management LLC108,973$2.30M0.1%+0.6%0.034%
2/17/2025CoreCap Advisors LLC23,837$502K0.0%+190.4%0.008%
2/17/2025Cetera Investment Advisers206,170$4.34M0.0%+2.6%0.065%
2/17/2025Brevan Howard Capital Management LP26,544$559K0.0%N/A0.008%
2/17/2025Cahill Financial Advisors Inc.29,759$627K0.1%+14.9%0.009%
2/17/2025Captrust Financial Advisors25,410$535K0.0%+62.6%0.008%
2/17/2025Brown Wealth Management LLC346,394$7.30M2.6%-0.2%0.109%
2/17/2025Baird Financial Group Inc.159,217$3.35M0.0%-3.2%0.050%
2/17/2025Bank of America Corp DE172,360$3.63M0.0%+0.6%0.054%
2/17/2025Benjamin Edwards Inc.888,041$18.70M0.3%+3.7%0.280%
2/17/2025BNP Paribas Financial Markets1,889,167$39.79M0.0%+76.2%0.595%
2/17/2025Ameriprise Financial Inc.1,512,887$31.85M0.0%-4.4%0.477%
2/17/2025Ancora Advisors LLC2,966$62K0.0%+55.0%0.001%
2/17/2025Aptus Capital Advisors LLC9,607$202K0.0%+55.9%0.003%
2/14/2025Mercer Global Advisors Inc. ADV251,717$5.30M0.0%+98.9%0.079%
2/14/2025Jane Street Group LLC14,042$296K0.0%N/A0.004%
2/14/2025WealthCollab LLC251,326$5.29M3.4%+7.3%0.079%
2/14/2025Comerica Bank15,921$335K0.0%-19.3%0.005%
2/14/2025Firestone Capital Management441,233$9.29M2.3%+3.8%0.139%
2/14/2025Beacon Pointe Advisors LLC64,091$1.35M0.0%-0.9%0.020%
2/14/2025Tudor Investment Corp ET AL122,801$2.59M0.0%-59.1%0.039%
2/14/2025Betterment LLC582,627$12.27M0.0%+6.4%0.184%
2/14/2025Capital Analysts LLC3,660$77K0.0%+21.4%0.001%
2/14/2025Integrated Wealth Concepts LLC19,545$412K0.0%+13.2%0.006%
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2/14/2025MGO One Seven LLC75,013$1.58M0.1%+13.3%0.024%
2/14/2025Stifel Financial Corp37,828$797K0.0%+12.2%0.012%
2/14/2025Strategic Financial Planning Inc.434,521$9.16M6.2%+0.8%0.137%
2/14/2025Tower Research Capital LLC TRC 5,600$118K0.0%+22.4%0.002%
2/14/2025Tradition Wealth Management LLC24,356$513K0.0%+11.6%0.008%
2/14/2025Commerce Bank19,842$418K0.0%-8.1%0.006%
2/13/2025Madden Advisory Services Inc.100,780$2.12M1.0%+2.7%0.032%
2/13/2025CreativeOne Wealth LLC18,685$394K0.0%+48.3%0.006%
2/13/2025Mariner LLC475,879$10.02M0.0%+6.1%0.150%
2/13/2025Elm Partners Management LLC833,340$17.55M1.2%+2.7%0.263%
(Data available from 1/1/2016 forward)

SCHH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHH shares?

During the previous two years, 476 institutional investors and hedge funds held shares of Schwab U.S. REIT ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($1.13B), Charles Schwab Investment Advisory Inc. ($1.09B), US Bancorp DE ($599.06M), Creative Planning ($595.46M), FMR LLC ($536.18M), Charles Schwab Investment Management Inc. ($514.72M), and Phocas Financial Corp. ($380.24M).Learn more on SCHH's institutional investors.

Which institutional investors have been buying Schwab U.S. REIT ETF stock?

Of the 392 institutional investors that purchased Schwab U.S. REIT ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($25.41M), US Bancorp DE ($8.17M), Brooklyn FI LLC ($7.69M), Charles Schwab Investment Advisory Inc. ($7.39M), Envestnet Portfolio Solutions Inc. ($7.09M), Financial Engines Advisors L.L.C. ($6.79M), and Cerity Partners LLC ($5.86M).

How much institutional buying is happening at Schwab U.S. REIT ETF?

Institutional investors have bought a total of 101,725,974 shares in the last 24 months. This purchase volume represents approximately $2.11B in transactions.

Which Schwab U.S. REIT ETF major shareholders have been selling company stock?

Of the 287 institutional investors that sold Schwab U.S. REIT ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($5.91M), Creative Planning ($4.48M), PNC Financial Services Group Inc. ($1.74M), Rational Advisors LLC ($1.32M), Millburn Ridgefield Corp ($1.30M), Lake Street Advisors Group LLC ($1.07M), and M&T Bank Corp ($623K).

How much institutional selling is happening at Schwab U.S. REIT ETF?

Institutional investors have sold a total of 25,894,342 shares in the last 24 months. This volume of shares sold represents approximately $506.86M in transactions.


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This page (NYSEARCA:SCHH) was last updated on 4/17/2025 by MarketBeat.com Staff
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