Free Trial
→ $100 Trillion “AI Metal” Found in American Ghost Town (From Brownstone Research) (Ad)tc pixel Free SCHH Stock Alerts

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

Schwab U.S. REIT ETF logo
$21.71 -0.07 (-0.31%)
As of 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Number of
Institutional Buyers
(last 12 months)
310
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
219
Total
Institutional Outflows
(last 12 months)
$259.82M
Get SCHH Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab U.S. REIT ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SCHH Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/10/2025 WT Wealth Management21,961$465K0.1%+6.4%0.006%
9/4/2025 ZynergyRetirementPlanningLLC729,453$15.44M10.4%+5.6%0.191%
9/4/2025 Osaic Holdings Inc.64,709$1.37M0.0%+13.5%0.017%
8/29/2025 Total Investment Management Inc.8,804$186K0.0%N/A0.002%
8/28/2025 Stark Wealth Management LLC49,676$1.02M1.4%N/A0.013%
8/27/2025 Orion Porfolio Solutions LLC68,102$1.44M0.0%+12.9%0.018%
8/22/2025 Carter Financial Group INC.69,364$1.47M1.0%N/A0.018%
8/22/2025 TT Capital Management LLC11,532$242K0.1%N/A0.003%
8/19/2025 Cape Investment Advisory Inc.26,515$561K0.2%+28.2%0.007%
8/18/2025 Tactive Advisors LLC9,896$209K0.1%N/A0.003%
8/18/2025 Geneos Wealth Management Inc.93,095$1.97M0.0%-3.6%0.024%
8/18/2025 Front Row Advisors LLC3,583$76K0.0%-14.2%0.001%
8/15/2025 Asset Allocation Strategies LLC224,992$4.76M0.9%+12.5%0.059%
8/15/2025 Corient Private Wealth LLC105,806$2.24M0.0%+104.4%0.028%
8/15/2025 WealthCollab LLC255,607$5.41M3.0%+0.3%0.067%
8/15/2025 Captrust Financial Advisors26,983$571K0.0%-1.7%0.007%
8/15/2025 Two Sigma Securities LLC13,662$289K0.0%N/A0.004%
8/15/2025 Orion Porfolio Solutions LLC68,102$1.44M0.0%+12.9%0.018%
8/15/2025 MML Investors Services LLC32,118$680K0.0%-1.7%0.008%
8/15/2025 EP Wealth Advisors LLC6,671$141K0.0%-39.2%0.002%
8/15/2025 Benjamin Edwards Inc.1,562,239$33.06M0.4%+3.9%0.408%
8/15/2025 BNP Paribas Financial Markets333,356$7.05M0.0%-70.4%0.087%
8/15/2025 Brevan Howard Capital Management LP10,092$214K0.0%N/A0.003%
8/15/2025 Bank of America Corp DE119,519$2.53M0.0%+3.0%0.031%
8/15/2025 Ameriprise Financial Inc.1,621,005$34.29M0.0%-2.7%0.424%
8/14/2025 Vista Capital Partners Inc.337,166$7.13M0.8%+114.9%0.088%
8/14/2025 Jane Street Group LLC39,399$834K0.0%-66.4%0.010%
8/14/2025 Raymond James Financial Inc.194,373$4.11M0.0%-70.1%0.051%
8/14/2025 Betterment LLC633,937$13.41M0.0%+5.1%0.166%
8/14/2025 Qube Research & Technologies Ltd3,381$72K0.0%+256.6%0.001%
8/14/2025 Certuity LLC30,948$655K0.1%+6.8%0.008%
8/14/2025 Gerber 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%
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%
(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, 486 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 418 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 54,285,594 shares in the last 24 months. This purchase volume represents approximately $1.21B in transactions.

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

Of the 219 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 ($2.32M), 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 12,002,351 shares in the last 24 months. This volume of shares sold represents approximately $259.82M in transactions.


Related Companies

This page (NYSEARCA:SCHH) was last updated on 9/12/2025 by MarketBeat.com Staff
From Our Partners
Stunning new initiative unfolding in the White House?
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
IRS Wants Another Check on Sept 15th—What If You Could Keep It Instead?
On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed profession...
American Alternative | Sponsoredtc pixel
Forget NVDA. Put $1,000 into this stock now
A massive money shift is underway in the AI market. And it's opening up an extraordinary opportunity in a NEW ...
Chaikin Analytics | Sponsoredtc pixel
Trump’s Plan May Undo 1933’s Biggest Financial Injustice
Trump's Reset Can Give Birth To America's Greatest Era Yet A 90-Year cycle may end soon, creating real weal...
American Hartford Gold | Sponsoredtc pixel
GENIUS Act: The Plot to Seize Your Cash?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsoredtc pixel
The $17B signal no one expected…
After SpaceX struck a $17 billion deal with EchoStar for a block of radio frequencies, tech analyst Jeff Brown...
Brownstone Research | Sponsoredtc pixel
Critical AI announcement set to ignite AI 2.0
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsoredtc pixel