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

Schwab U.S. REIT ETF logo
$21.27 -0.05 (-0.23%)
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Institutional Ownership Changes (13F Filings) for Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Number of
Institutional Buyers
(last 12 months)
276
Total
Institutional Inflows
(last 12 months)
$1.24B
Number of
Institutional Sellers
(last 12 months)
187
Total
Institutional Outflows
(last 12 months)
$180.43M
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SCHH Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC439,010$9.25M0.0%-5.7%0.125%
3/7/2025 Aegis Wealth Management LLC24,101$508K0.3%N/A0.007%
3/6/2025 Wood Tarver Financial Group LLC1,277$26K0.0%N/A0.000%
3/4/2025 Comprehensive Money Management Services LLC35,317$744K0.6%N/A0.010%
2/26/2025 Yoffe Investment Management LLC10,910$230K0.3%N/A0.003%
2/26/2025 Discipline Wealth Solutions LLC20,345$428K0.2%N/A0.006%
2/25/2025 B. Riley Wealth Advisors Inc.15,356$323K0.0%-3.9%0.005%
2/25/2025 Garde Capital Inc.21,094$444K0.0%-7.6%0.007%
2/21/2025 AlphaCore Capital LLC1,793$38K0.0%-28.0%0.001%
2/18/2025 Vise Technologies Inc.367,407$7.74M0.6%+4.7%0.116%
2/18/2025 MidWestOne Financial Group Inc.13,452$283K0.0%+4.4%0.004%
2/18/2025 Focus Partners Advisor Solutions LLC31,315$660K0.0%+7.5%0.010%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC268,790$5.66M0.0%-11.1%0.085%
2/17/2025 Waverly Advisors LLC28,071$591K0.0%+3.8%0.009%
2/17/2025 Vivaldi Capital Management LP74,647$1.61M0.2%+6.9%0.024%
2/17/2025 SGL Investment Advisors Inc.45,853$983K0.5%+4.3%0.014%
2/17/2025 LifePlan Investment Advisors Inc.128,628$2.71M1.7%-2.0%0.041%
2/17/2025 Focus Partners Wealth294,574$6.53M0.0%+78.9%0.093%
2/17/2025 Fairview Capital Investment Management LLC108,973$2.30M0.1%+0.6%0.034%
2/17/2025 CoreCap Advisors LLC23,837$502K0.0%+190.4%0.008%
2/17/2025 Cetera Investment Advisers206,170$4.34M0.0%+2.6%0.065%
2/17/2025 Brevan Howard Capital Management LP26,544$559K0.0%N/A0.008%
2/17/2025 Cahill Financial Advisors Inc.29,759$627K0.1%+14.9%0.009%
2/17/2025 Captrust Financial Advisors25,410$535K0.0%+62.6%0.008%
2/17/2025 Brown Wealth Management LLC346,394$7.30M2.6%-0.2%0.109%
2/17/2025 Baird Financial Group Inc.159,217$3.35M0.0%-3.2%0.050%
2/17/2025 Bank of America Corp DE172,360$3.63M0.0%+0.6%0.054%
2/17/2025 Benjamin Edwards Inc.888,041$18.70M0.3%+3.7%0.280%
2/17/2025 BNP Paribas Financial Markets1,889,167$39.79M0.0%+76.2%0.595%
2/17/2025 Ameriprise Financial Inc.1,512,887$31.85M0.0%-4.4%0.477%
2/17/2025 Ancora Advisors LLC2,966$62K0.0%+55.0%0.001%
2/17/2025 Aptus Capital Advisors LLC9,607$202K0.0%+55.9%0.003%
2/14/2025 Mercer Global Advisors Inc. ADV251,717$5.30M0.0%+98.9%0.079%
2/14/2025 Jane Street Group LLC14,042$296K0.0%N/A0.004%
2/14/2025 WealthCollab LLC251,326$5.29M3.4%+7.3%0.079%
2/14/2025 Comerica Bank15,921$335K0.0%-19.3%0.005%
2/14/2025 Firestone Capital Management441,233$9.29M2.3%+3.8%0.139%
2/14/2025 Beacon Pointe Advisors LLC64,091$1.35M0.0%-0.9%0.020%
2/14/2025 Tudor Investment Corp ET AL122,801$2.59M0.0%-59.1%0.039%
2/14/2025 Betterment LLC582,627$12.27M0.0%+6.4%0.184%
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2/14/2025 Capital Analysts LLC3,660$77K0.0%+21.4%0.001%
2/14/2025 Integrated Wealth Concepts LLC19,545$412K0.0%+13.2%0.006%
2/14/2025 MGO One Seven LLC75,013$1.58M0.1%+13.3%0.024%
2/14/2025 Stifel Financial Corp37,828$797K0.0%+12.2%0.012%
2/14/2025 Strategic Financial Planning Inc.434,521$9.16M6.2%+0.8%0.137%
2/14/2025 Tower Research Capital LLC TRC 5,600$118K0.0%+22.4%0.002%
2/14/2025 Tradition Wealth Management LLC24,356$513K0.0%+11.6%0.008%
2/14/2025 Commerce Bank19,842$418K0.0%-8.1%0.006%
2/13/2025 Madden Advisory Services Inc.100,780$2.12M1.0%+2.7%0.032%
2/13/2025 CreativeOne Wealth LLC18,685$394K0.0%+48.3%0.006%
2/13/2025 Mariner LLC475,879$10.02M0.0%+6.1%0.150%
2/13/2025 Elm Partners Management LLC833,340$17.55M1.2%+2.7%0.263%
2/13/2025 Townsquare Capital LLC357,042$7.52M0.1%-1.0%0.113%
2/13/2025 Rockefeller Capital Management L.P.362,515$7.64M0.0%-1.0%0.114%
2/13/2025 Raymond James Financial Inc.159,740$3.36M0.0%N/A0.050%
2/13/2025 Texas Yale Capital Corp.99,637$2.10M0.1%+3.4%0.031%
2/13/2025 Bank of Montreal Can2,610$55K0.0%+39.2%0.001%
2/13/2025 Cerity Partners LLC2,991,044$62.99M0.1%-9.2%0.943%
2/13/2025 FMR LLC25,459,549$536.18M0.0%+3.3%8.024%
2/13/2025 Waterloo Capital L.P.23,020$485K0.1%-14.7%0.007%
2/13/2025 Envestnet Asset Management Inc.912,204$19.21M0.0%+22.5%0.287%
2/13/2025 Wells Fargo & Company MN399,679$8.42M0.0%+16.2%0.126%
2/13/2025 Smith Moore & CO.160,498$3.38M0.3%+4.3%0.051%
2/12/2025 Yoffe Investment Management LLC10,910$230K0.2%N/A0.003%
2/12/2025 Atlas Capital Advisors Inc.75,719$1.60M0.2%-51.2%0.024%
2/12/2025 OneAscent Financial Services LLC16,523$348K0.0%N/A0.005%
2/12/2025 Headlands Technologies LLC3,293$69K0.0%N/A0.001%
2/12/2025 National Bank of Canada FI391,409$8.24M0.0%+1.8%0.123%
2/12/2025 Life Planning Partners Inc15,627$329K0.0%N/A0.005%
2/12/2025 Orion Portfolio Solutions LLC52,892$1.11M0.0%+20.8%0.017%
2/12/2025 Blair William & Co. IL3,774$79K0.0%+22.8%0.001%
2/12/2025 Rockbridge Investment Management LCC79,789$1.68M0.2%-19.8%0.025%
2/12/2025 JPMorgan Chase & Co.78,093$1.65M0.0%+2.4%0.025%
2/12/2025 Ausdal Financial Partners Inc.12,302$259K0.0%+19.9%0.004%
2/12/2025 Financial Engines Advisors L.L.C.53,827,142$1.13B2.4%+1.7%16.964%
2/12/2025 Financial Counselors Inc.131,879$2.78M0.0%-8.3%0.042%
2/12/2025 Momentous Wealth Management Inc.13,461$283K0.2%N/A0.004%
2/12/2025 Ariadne Wealth Management LP20,050$431K0.2%+34.1%0.006%
2/11/2025 Prospect Financial Group LLC21,482$452K0.6%N/A0.007%
2/11/2025 Jackson Thornton Wealth Management LLC438,243$9.23M1.2%-4.1%0.138%
2/11/2025 LPL Financial LLC538,565$11.34M0.0%-2.6%0.170%
2/11/2025 Independent Solutions Wealth Management LLC72,259$1.52M0.3%-11.9%0.023%
2/11/2025 Ballast Advisors LLC101,019$2.13M0.7%+5.7%0.032%
2/11/2025 SigFig Wealth Management LLC44,214$931K0.0%+3.2%0.014%
2/11/2025 Whittier Trust Co.7,144$150K0.0%-38.2%0.002%
2/11/2025 Bestgate Wealth Advisors LLC53,402$1.13M2.3%N/A0.017%
2/11/2025 North Forty Two & Co.45,428$957K1.1%N/A0.014%
2/11/2025 VSM Wealth Advisory LLC22,051$464K0.2%N/A0.007%
2/11/2025 Brooklyn FI LLC7,689,304$171.85M0.9%+6,300.2%2.423%
2/11/2025 Trillium Asset Management LLC67,760$1.43M0.0%+9.1%0.021%
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2/10/2025 Wrenne Financial Planning LLC49,063$1.03M0.6%+18.0%0.015%
2/10/2025 Parallel Advisors LLC27,925$588K0.0%+6.1%0.009%
2/10/2025 Cibc World Markets Corp127,291$2.68M0.0%-9.8%0.040%
2/10/2025 Creative Financial Designs Inc. ADV13,768$290K0.0%-5.7%0.004%
2/10/2025 Mason Street Advisors LLC1,486,000$31.30M4.1%-4.5%0.468%
2/10/2025 Corient Private Wealth LLC54,068$1.14M0.0%+8.6%0.017%
2/10/2025 Envestnet Portfolio Solutions Inc.7,234,435$152.36M0.5%+3.6%2.280%
2/10/2025 Natixis Advisors LLC22,633$477K0.0%+5.3%0.007%
2/10/2025 Commonwealth Equity Services LLC49,647$1.05M0.0%+23.4%0.016%
2/10/2025 HBK Sorce Advisory LLC46,446$978K0.0%-10.0%0.015%
(Data available from 1/1/2016 forward)

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SCHH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHH shares?

During the previous two years, 477 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 393 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 100,879,252 shares in the last 24 months. This purchase volume represents approximately $2.09B in transactions.

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

Of the 282 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 25,838,267 shares in the last 24 months. This volume of shares sold represents approximately $505.17M in transactions.


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This page (NYSEARCA:SCHH) was last updated on 3/27/2025 by MarketBeat.com Staff
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