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

Schwab U.S. REIT ETF logo
$21.12 -0.01 (-0.05%)
As of 01/17/2025 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)
250
Total
Institutional Inflows
(last 12 months)
$1.09B
Number of
Institutional Sellers
(last 12 months)
170
Total
Institutional Outflows
(last 12 months)
$174.67M
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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
1/17/2025IVC Wealth Advisors LLC18,674$393K0.2%+39.0%0.006%
1/17/2025Galvin Gaustad & Stein LLC9,981$210K0.0%-55.4%0.003%
1/17/2025Avior Wealth Management LLC291,421$6.14M0.2%+3.3%0.092%
1/17/2025Peterson Wealth Advisors LLC81,134$1.71M0.3%-4.3%0.026%
1/17/2025Bartlett & CO. Wealth Management LLC6,995$147K0.0%+62.6%0.002%
1/17/2025Davis Capital Management92,215$1.94M1.6%-2.2%0.029%
1/17/2025Braun Bostich & Associates Inc.73,288$1.54M1.1%+0.8%0.023%
1/17/2025MCF Advisors LLC3,744$79K0.0%+951.7%0.001%
1/17/2025Courage Miller Partners LLC443,164$9.33M3.2%+0.8%0.140%
1/16/2025Charles Schwab Trust Co1,083,343$22.82M2.0%+5.9%0.341%
1/16/2025Pure Financial Advisors LLC173,986$3.66M0.1%-1.8%0.055%
1/16/2025Koshinski Asset Management Inc.14,709$310K0.0%-6.9%0.005%
1/16/2025 Breakwater Investment Management57,087$1.20M0.5%+4.6%0.018%
1/16/2025BlueSky Wealth Advisors LLC850,696$17.92M2.8%+2.7%0.268%
1/16/2025Grove Bank & Trust11,862$250K0.0%+116.0%0.004%
1/16/2025Cambridge Advisors Inc.13,841$291K0.1%-3.4%0.004%
1/15/2025 Krilogy Financial LLC355,203$7.48M0.5%+4.0%0.112%
1/15/2025 FF Advisors LLC11,956$262K0.2%-38.6%0.004%
1/15/2025 Omega Financial Group LLC212,532$4.48M1.7%-9.7%0.067%
1/15/2025 Guardian Financial Partners LLC92,796$1.95M1.2%+18.3%0.029%
1/14/2025 Sagace Wealth Management LLC110,289$2.32M1.7%N/A0.035%
1/14/2025 Roble Belko & Company Inc53,091$1.12M0.2%+405.7%0.017%
1/14/2025 Park Avenue Securities LLC12,452$262K0.0%-20.8%0.004%
1/14/2025 SeaCrest Wealth Management LLC62,870$1.32M0.1%-5.4%0.020%
1/14/2025 Cypress Financial Planning LLC11,530$243K0.1%+10.7%0.004%
1/13/2025 Christensen King & Associates Investment Services Inc.36,063$761K0.4%-4.2%0.011%
1/13/2025 BCS Wealth Management36,918$777K0.2%N/A0.012%
1/13/2025 AdvisorNet Financial Inc11,100$234K0.0%+6.4%0.003%
1/13/2025 Friedenthal Financial28,317$596K0.3%-5.1%0.009%
1/13/2025 Kades & Cheifetz LLC43,397$914K0.5%-3.3%0.014%
1/13/2025 Fiduciary Alliance LLC188,405$3.97M0.4%+8.6%0.059%
1/10/2025 West Oak Capital LLC23,590$47K0.0%+794.9%0.007%
1/10/2025 Wealth Enhancement Advisory Services LLC463,970$10.75M0.0%-0.4%0.146%
1/7/2025 FC Advisory LLC76,510$1.61M0.5%+5.4%0.024%
1/6/2025 CWA Asset Management Group LLC19,063$401K0.0%+15.6%0.006%
12/26/2024JPMorgan Chase & Co.76,283$1.77M0.0%+190.9%0.024%
12/19/2024Independent Solutions Wealth Management LLC82,058$1.90M0.4%+0.9%0.026%
12/13/2024B. Riley Wealth Advisors Inc.15,987$366K0.0%+3.4%0.005%
12/3/2024Garde Capital Inc.22,817$529K0.0%-3.0%0.007%
11/25/2024Sanctuary Advisors LLC12,800$291K0.0%-8.2%0.004%
Henry Kissinger’s warning of Trump (Ad)

In this video, you’ll also get nine other Trump-connected investments… All of which we believe could have as much as 10-fold potential over the next four years…but only for those who get in now before Trump enters the Oval Office and unleashes America’s full economic might.

There’s only a few days left to act. 
11/22/2024Sculati Wealth Management LLC37,811$876K0.4%+96.9%0.012%
11/19/2024M&T Bank Corp864,500$20.03M0.1%-7.4%0.272%
11/18/2024Asset Allocation Strategies LLC85,151$1.97M0.6%+382.0%0.027%
11/18/2024JDM Financial Group LLC3,227$75K0.0%N/A0.001%
11/15/2024M&T Bank Corp864,500$20.03M0.1%-7.4%0.272%
11/15/2024Peloton Wealth Strategists79,955$1.85M0.7%+5.1%0.025%
11/15/2024SGL Investment Advisors Inc.43,963$975K0.5%N/A0.014%
11/15/2024Y Intercept Hong Kong Ltd12,666$293K0.0%N/A0.004%
11/15/2024MML Investors Services LLC31,228$724K0.0%-9.5%0.010%
11/15/2024Passive Capital Management LLC.210,865$4.89M1.7%+0.7%0.066%
11/15/2024Orion Portfolio Solutions LLC43,780$1.01M0.0%+19.4%0.014%
11/15/2024National Bank of Canada FI384,379$8.91M0.0%-2.2%0.121%
11/15/2024EP Wealth Advisors LLC8,947$207K0.0%+33.0%0.003%
11/15/2024Stifel Financial Corp33,701$781K0.0%+6.5%0.011%
11/15/2024IHT Wealth Management LLC12,645$292K0.0%N/A0.004%
11/15/2024Integrated Wealth Concepts LLC17,264$400K0.0%-5.3%0.005%
11/15/2024HighTower Advisors LLC584,344$13.54M0.0%+223.9%0.184%
11/15/2024Benjamin Edwards Inc.856,099$19.83M0.3%+9,727.8%0.270%
11/14/2024Captrust Financial Advisors15,623$362K0.0%-24.8%0.005%
11/14/2024Rockefeller Capital Management L.P.366,104$8.48M0.0%-5.1%0.115%
11/14/2024Hantz Financial Services Inc.1,072,797$24.86M0.4%-10.3%0.338%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC302,410$7.01M0.0%N/A0.095%
11/13/2024Townsquare Capital LLC360,751$8.36M0.1%+4.7%0.114%
11/13/2024BNP Paribas Financial Markets1,071,927$24.84M0.0%+101.9%0.338%
11/13/2024FMR LLC24,645,889$571.05M0.0%+49,667.6%7.767%
11/13/2024Acorn Wealth Advisors LLC10,216$237K0.1%N/A0.003%
11/13/2024Fisher Asset Management LLC8,674$201K0.0%-21.7%0.003%
11/12/2024Truepoint Inc.9,525$221K0.0%N/A0.003%
11/12/2024Kingsview Wealth Management LLC32,048$743K0.0%+3.9%0.010%
11/12/2024Alesco Advisors LLC55,450$1.29M0.0%-7.5%0.017%
11/12/2024Cerity Partners LLC3,294,126$76.33M0.2%+15.5%1.038%
11/12/2024Nwam LLC21,137$490K0.0%N/A0.007%
11/12/2024AlphaCore Capital LLC2,492$58K0.0%+329.7%0.001%
11/12/2024Wrenne Financial Planning LLC41,588$964K0.6%+14.3%0.013%
11/8/2024Citizens Financial Group Inc. RI9,014$209K0.0%N/A0.003%
11/8/2024Commerce Bank21,585$500K0.0%+35.5%0.007%
11/8/2024Avior Wealth Management LLC282,191$6.54M0.3%+4.5%0.089%
11/8/2024PNC Financial Services Group Inc.956,210$22.16M0.0%-3.0%0.301%
11/8/2024Phocas Financial Corp.16,411$380.24M1.5%-2.7%0.005%
11/7/2024Elm Partners Management LLC811,645$18.81M1.3%+21.5%0.256%
11/7/2024MAI Capital Management71,885$1.67M0.0%-1.7%0.023%
11/6/2024Black Diamond Financial LLC83,755$1.94M0.3%+1.2%0.026%
11/6/2024OneDigital Investment Advisors LLC77,761$1.80M0.0%-2.3%0.025%
11/6/2024Lifeworks Advisors LLC11,994$278K0.1%N/A0.004%
11/5/2024Empower Advisory Group LLC50,558$1.17M0.0%-4.0%0.016%
11/5/2024Carrera Capital Advisors22,652$525K0.1%+29.8%0.007%
11/5/2024Prime Capital Investment Advisors LLC18,155$421K0.0%-24.6%0.006%
11/5/2024Sumitomo Mitsui Trust Group Inc.35,798$829K0.0%+34.0%0.011%
11/5/2024Apollon Financial LLC52,246$1.21M0.4%-2.6%0.016%
11/5/2024Apollon Wealth Management LLC1,071,578$24.83M0.7%+2.4%0.338%
Henry Kissinger’s warning of Trump (Ad)

In this video, you’ll also get nine other Trump-connected investments… All of which we believe could have as much as 10-fold potential over the next four years…but only for those who get in now before Trump enters the Oval Office and unleashes America’s full economic might.

There’s only a few days left to act. 
11/4/2024Alaska Wealth Advisors60,476$1.40M0.2%+1.6%0.019%
11/4/2024Marshall Financial Group Inc. ADV170,315$3.95M1.2%+4.4%0.054%
11/4/2024Stockman Wealth Management Inc.33,685$780K0.1%N/A0.011%
11/4/2024Axxcess Wealth Management LLC12,388$287K0.0%N/A0.004%
11/1/2024Atria Investments Inc20,684$479K0.0%+21.2%0.007%
11/1/2024Cypress Point Wealth Management LLC135,555$3.14M1.2%+3.8%0.043%
11/1/2024Rockbridge Investment Management LCC99,549$2.31M0.3%-29.2%0.031%
11/1/2024Galvin Gaustad & Stein LLC22,363$518K0.0%-12.0%0.007%
11/1/2024 CWA Asset Management Group LLC16,496$382K0.0%N/A0.005%
11/1/2024Bensler LLC33,813$783K0.1%-16.0%0.011%
(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, 451 institutional investors and hedge funds held shares of Schwab U.S. REIT ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($1.09B), Financial Engines Advisors L.L.C. ($840.60M), US Bancorp DE ($639.37M), Creative Planning ($595.46M), FMR LLC ($571.05M), 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 380 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 ($24.60M), Charles Schwab Investment Advisory Inc. ($8.40M), US Bancorp DE ($7.32M), Envestnet Portfolio Solutions Inc. ($6.84M), Charles Schwab Investment Management Inc. ($6.05M), Financial Engines Advisors L.L.C. ($5.88M), 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 95,140,935 shares in the last 24 months. This purchase volume represents approximately $1.96B in transactions.

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

Of the 264 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. ($5.94M), Creative Planning ($4.48M), Moneta Group Investment Advisors LLC ($3.88M), PNC Financial Services Group Inc. ($1.81M), Rational Advisors LLC ($1.80M), Millburn Ridgefield Corp ($1.30M), and Lake Street Advisors Group LLC ($1.07M).

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

Institutional investors have sold a total of 28,745,815 shares in the last 24 months. This volume of shares sold represents approximately $555.91M in transactions.


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This page (NYSEARCA:SCHH) was last updated on 1/18/2025 by MarketBeat.com Staff
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