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

Schwab U.S. REIT ETF logo
$21.04 +0.16 (+0.74%)
As of 02:53 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)
304
Total
Institutional Inflows
(last 12 months)
$1.20B
Number of
Institutional Sellers
(last 12 months)
220
Total
Institutional Outflows
(last 12 months)
$288.37M
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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
8/15/2025Orion Porfolio Solutions LLC68,102$1.44M0.0%+12.9%0.018%
8/15/2025MML Investors Services LLC32,118$680K0.0%-1.7%0.008%
8/15/2025EP Wealth Advisors LLC6,671$141K0.0%-39.2%0.002%
8/15/2025Benjamin Edwards Inc.1,562,239$33.06M0.4%+3.9%0.408%
8/15/2025BNP Paribas Financial Markets333,356$7.05M0.0%-70.4%0.087%
8/15/2025Brevan Howard Capital Management LP10,092$214K0.0%N/A0.003%
8/15/2025Bank of America Corp DE119,519$2.53M0.0%+3.0%0.031%
8/15/2025Ameriprise Financial Inc.1,621,005$34.29M0.0%-2.7%0.424%
8/14/2025Vista Capital Partners Inc.337,166$7.13M0.8%+114.9%0.088%
8/14/2025Jane Street Group LLC39,399$834K0.0%-66.4%0.010%
8/14/2025Raymond James Financial Inc.194,373$4.11M0.0%-70.1%0.051%
8/14/2025Betterment LLC633,937$13.41M0.0%+5.1%0.166%
8/14/2025Qube Research & Technologies Ltd3,381$72K0.0%+256.6%0.001%
8/14/2025Certuity LLC30,948$655K0.1%+6.8%0.008%
8/14/2025Gerber Kawasaki Wealth & Investment Management34,526$731K0.0%+17.7%0.009%
8/14/2025 Cerity Partners LLC2,650,816$56.09M0.1%-2.6%0.693%
8/13/2025 Baird Financial Group Inc.173,551$3.67M0.0%+16.8%0.045%
8/13/2025 CW Advisors LLC151,668$3.21M0.0%+1.2%0.040%
8/13/2025 Strategic Financial Planning Inc.454,559$9.62M6.0%+2.9%0.119%
8/13/2025 Smith Moore & CO.170,157$3.60M0.3%-0.9%0.044%
8/13/2025 Northwestern Mutual Wealth Management Co.7,856,664$166.25M0.1%+2.6%2.054%
8/13/2025 Johnson Financial Group Inc.2,407$51K0.0%N/A0.001%
8/13/2025 Elevation Point Wealth Partners LLC5,074$107K0.0%N/A0.001%
8/13/2025 Choreo LLC65,592$1.39M0.0%-15.6%0.017%
8/13/2025 Russell Investments Group Ltd.40,457$856K0.0%+3.9%0.011%
8/12/2025 Armor Investment Advisors LLC9,222$195K0.1%-14.1%0.002%
8/12/2025 CreativeOne Wealth LLC44,912$950K0.0%+27.4%0.012%
8/12/2025 AlphaCore Capital LLC20,272$429K0.0%+1,012.6%0.005%
8/12/2025 JPMorgan Chase & Co.73,253$1.55M0.0%-3.2%0.019%
8/12/2025 Passive Capital Management LLC.269,253$5.73M1.8%+5.9%0.070%
8/12/2025 Howe & Rusling Inc.3,245$69K0.0%+103.6%0.001%
8/11/2025 VSM Wealth Advisory LLC17,629$373K0.1%-6.2%0.005%
8/11/2025 Brown Wealth Management LLC360,476$7.63M2.4%-1.9%0.095%
8/11/2025 HHM Wealth Advisors LLC85,772$1.82M0.2%-3.7%0.023%
8/11/2025 Rockbridge Investment Management LCC64,626$1.37M0.1%-4.0%0.017%
8/11/2025 Pinnacle Wealth Planning Services Inc.12,658$268K0.0%N/A0.003%
8/11/2025 Johnson Financial Group LLC85,667$1.81M0.2%-19.7%0.023%
8/8/2025 Tortoise Investment Management LLC520,883$11.02M1.1%-2.9%0.137%
8/8/2025 Firestone Capital Management433,000$9.16M2.2%-2.0%0.114%
8/8/2025 Kingsview Wealth Management LLC34,060$721K0.0%+4.1%0.009%
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8/8/2025 Avantax Advisory Services Inc.92,612$1.96M0.0%-2.8%0.024%
8/8/2025 Cetera Investment Advisers212,355$4.49M0.0%+5.0%0.056%
8/8/2025 Creative Planning22,634,627$478.95M0.4%-3.3%5.956%
8/8/2025 WealthShield Partners LLC33,854$716K0.1%+1.9%0.009%
8/8/2025 Meridian Wealth Management LLC11,424$242K0.0%N/A0.003%
8/8/2025 Empower Advisory Group LLC62,823$1.33M0.0%+3.6%0.017%
8/8/2025 Omega Financial Group LLC198,979$4.21M1.5%-3.3%0.052%
8/8/2025 Bailard Inc.23,974$507K0.0%-4.4%0.006%
8/8/2025 PNC Financial Services Group Inc.788,285$16.68M0.0%-4.0%0.207%
8/8/2025 JFG Wealth Management LLC32,330$684K0.1%-5.4%0.009%
8/7/2025 Fund Evaluation Group LLC38,294$810K0.0%N/A0.010%
8/7/2025 Cascade Financial Partners LLC93,169$1.97M0.2%-2.0%0.025%
8/7/2025 CENTRAL TRUST Co11,039$234K0.0%+112.9%0.003%
8/7/2025 Vise Technologies Inc.381,474$8.07M0.3%N/A0.100%
8/7/2025 Cahill Financial Advisors Inc.27,199$576K0.1%-8.9%0.007%
8/7/2025 Allworth Financial LP25,925$549K0.0%-27.3%0.007%
8/7/2025 Ascension Capital Advisors Inc.11,244$238K0.1%-10.0%0.003%
8/7/2025 Winthrop Capital Management LLC42,110$891K0.2%-5.1%0.011%
8/7/2025 Midwest Trust Co130,837$2.77M0.0%N/A0.034%
8/7/2025 Brio Consultants LLC98,645$2.09M0.3%-4.5%0.026%
8/7/2025 Parkside Financial Bank & Trust37,928$803K0.1%+20.2%0.010%
8/6/2025 Bensler LLC11,457$242K0.0%-38.8%0.003%
8/6/2025 Valued Wealth Advisors LLC27,149$574K0.3%+30.8%0.007%
8/6/2025 AE Wealth Management LLC4,304$91K0.0%-18.9%0.001%
8/6/2025 Rialto Wealth Management LLC12,607$267K0.1%+9.3%0.003%
8/6/2025 Grey Fox Wealth Advisors LLC24,465$518K0.1%-6.0%0.006%
8/6/2025 Walkner Condon Financial Advisors LLC32,829$695K0.1%-15.5%0.009%
8/6/2025 Savant Capital LLC15,275$323K0.0%+59.9%0.004%
8/6/2025 Texas Yale Capital Corp.138,971$2.94M0.1%+5.3%0.037%
8/5/2025 Wakefield Asset Management LLLP32,780$694K0.2%+2.6%0.009%
8/5/2025 Elm Partners Management LLC345,732$7.32M0.4%-28.1%0.091%
8/5/2025 Regal Partners Ltd11,651$247K0.0%N/A0.003%
8/4/2025 Roble Belko & Company Inc38,714$819K0.1%-31.0%0.010%
8/4/2025 Creative Financial Designs Inc. ADV15,071$319K0.0%+12.7%0.004%
8/4/2025 IFG Advisory LLC11,336$240K0.0%+13.3%0.003%
8/4/2025 REDW Wealth LLC12,401$262K0.1%-40.7%0.003%
8/4/2025 Assetmark Inc.2,481$52K0.0%-53.2%0.001%
8/4/2025 HBK Sorce Advisory LLC19,269$408K0.0%-51.2%0.005%
8/4/2025 Hantz Financial Services Inc.836,067$17.69M0.3%-0.6%0.220%
8/4/2025 Human Investing LLC25,157$532K0.1%+9.8%0.007%
8/1/2025 Integral Investment Advisors Inc.35,957$761K0.2%-1.6%0.009%
8/1/2025 Cobblestone Capital Advisors LLC NY12,640$267K0.0%-6.3%0.003%
8/1/2025 Envestnet Asset Management Inc.903,722$19.12M0.0%+2.9%0.238%
7/31/2025 Wealthfront Advisers LLC665,432$14.08M0.0%+5.0%0.175%
7/31/2025 Ballast Advisors LLC103,271$2.19M0.6%+1.0%0.027%
7/31/2025 Schoolcraft Capital LLC122,184$2.59M0.5%-7.3%0.032%
7/31/2025 Guardian Financial Partners LLC122,349$2.59M1.2%+15.3%0.032%
7/31/2025 Rational Advisors Inc.1,550,514$32.81M3.3%-12.5%0.408%
7/31/2025 Focus Partners Advisor Solutions LLC31,150$659K0.0%-11.6%0.008%
7/31/2025 Sumitomo Mitsui Trust Group Inc.20,389$431K0.0%+64.3%0.005%
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7/31/2025 CAP Partners LLC11,563$245K0.2%-4.0%0.003%
7/31/2025 Strata Wealth Advisors LLC15,819$335K0.1%N/A0.004%
7/30/2025 Bleakley Financial Group LLC66,858$1.42M0.0%N/A0.018%
7/30/2025 Black Diamond Financial LLC81,784$1.73M0.3%-31.6%0.022%
7/30/2025 Advantage Trust Co15,740$333K0.2%N/A0.004%
7/30/2025 Jackson Thornton Wealth Management LLC448,447$9.49M1.1%-2.7%0.118%
7/30/2025 WBH Advisory Inc.19,260$408K0.0%-4.0%0.005%
7/29/2025 Alaska Wealth Advisors81,259$1.72M0.2%-1.4%0.021%
7/29/2025 Chicago Partners Investment Group LLC51,450$1.12M0.0%-8.0%0.014%
7/29/2025 Curbstone Financial Management Corp49,332$1.04M0.2%-1.0%0.013%
(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, 478 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. ($1.17B), Charles Schwab Investment Advisory Inc. ($1.09B), US Bancorp DE ($646.26M), FMR LLC ($536.18M), Charles Schwab Investment Management Inc. ($514.72M), Creative Planning ($478.95M), and Phocas Financial Corp. ($380.24M).Learn more on Schwab U.S. REIT ETF's institutional investors.

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

Of the 411 institutional investors that purchased Schwab U.S. REIT ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($25.41M), Brooklyn FI LLC ($7.73M), Envestnet Portfolio Solutions Inc. ($7.72M), US Bancorp DE ($6.96M), Charles Schwab Investment Advisory Inc. ($4.47M), Cerity Partners LLC ($4.13M), and Financial Engines Advisors L.L.C. ($3.17M).

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

Institutional investors have bought a total of 54,010,312 shares in the last 24 months. This purchase volume represents approximately $1.20B in transactions.

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

Of the 220 institutional investors that sold Schwab U.S. REIT ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Creative Planning ($3.54M), Apollon Wealth Management LLC ($974.17K), BNP Paribas Financial Markets ($792.77K), Cerity Partners LLC ($643.31K), Wealthfront Advisers LLC ($625.16K), POM Investment Strategies LLC ($477.89K), and Raymond James Financial Inc. ($455.04K).

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

Institutional investors have sold a total of 13,432,249 shares in the last 24 months. This volume of shares sold represents approximately $288.37M in transactions.


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This page (NYSEARCA:SCHH) was last updated on 8/15/2025 by MarketBeat.com Staff
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