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

Schwab U.S. REIT ETF logo
$22.23 +0.06 (+0.27%)
(As of 11/15/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
248
Total
Institutional Inflows
(last 12 months)
$1.10B
Number of
Institutional Sellers
(last 12 months)
168
Total
Institutional Outflows
(last 12 months)
$174.17M
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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
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%
11/15/2024 National 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%
11/15/2024 Stifel Financial Corp33,701$781K0.0%+6.5%0.011%
11/15/2024 IHT Wealth Management LLC12,645$292K0.0%N/A0.004%
11/15/2024 Integrated Wealth Concepts LLC17,264$400K0.0%-5.3%0.005%
11/15/2024 HighTower Advisors LLC584,344$13.54M0.0%+223.9%0.184%
11/15/2024 Benjamin Edwards Inc.856,099$19.83M0.3%+9,727.8%0.270%
11/14/2024 Captrust Financial Advisors15,623$362K0.0%-24.8%0.005%
11/14/2024 Rockefeller Capital Management L.P.366,104$8.48M0.0%-5.1%0.115%
11/14/2024 Hantz Financial Services Inc.1,072,797$24.86M0.4%-10.3%0.338%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC302,410$7.01M0.0%N/A0.095%
11/13/2024 Townsquare Capital LLC360,751$8.36M0.1%+4.7%0.114%
11/13/2024 BNP Paribas Financial Markets1,071,927$24.84M0.0%+101.9%0.338%
11/13/2024 FMR LLC24,645,889$571.05M0.0%+49,667.6%7.767%
11/13/2024 Acorn Wealth Advisors LLC10,216$237K0.1%N/A0.003%
11/13/2024Fisher Asset Management LLC8,674$201K0.0%-21.7%0.003%
11/12/2024 Truepoint Inc.9,525$221K0.0%N/A0.003%
11/12/2024 Kingsview Wealth Management LLC32,048$743K0.0%+3.9%0.010%
11/12/2024 Alesco Advisors LLC55,450$1.29M0.0%-7.5%0.017%
11/12/2024 Cerity Partners LLC3,294,126$76.33M0.2%+15.5%1.038%
11/12/2024 Nwam LLC21,137$490K0.0%N/A0.007%
11/12/2024 AlphaCore Capital LLC2,492$58K0.0%+329.7%0.001%
11/12/2024 Wrenne Financial Planning LLC41,588$964K0.6%+14.3%0.013%
11/8/2024 Citizens Financial Group Inc. RI9,014$209K0.0%N/A0.003%
11/8/2024 Commerce Bank21,585$500K0.0%+35.5%0.007%
11/8/2024 Avior Wealth Management LLC282,191$6.54M0.3%+4.5%0.089%
11/8/2024 PNC Financial Services Group Inc.956,210$22.16M0.0%-3.0%0.301%
11/8/2024 Phocas Financial Corp.16,411$380.24M1.5%-2.7%0.005%
11/7/2024 Elm Partners Management LLC811,645$18.81M1.3%+21.5%0.256%
11/7/2024 MAI Capital Management71,885$1.67M0.0%-1.7%0.023%
11/6/2024 Black Diamond Financial LLC83,755$1.94M0.3%+1.2%0.026%
11/6/2024 OneDigital Investment Advisors LLC77,761$1.80M0.0%-2.3%0.025%
11/6/2024 Lifeworks Advisors LLC11,994$278K0.1%N/A0.004%
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11/5/2024 Empower Advisory Group LLC50,558$1.17M0.0%-4.0%0.016%
11/5/2024 Carrera Capital Advisors22,652$525K0.1%+29.8%0.007%
11/5/2024 Prime Capital Investment Advisors LLC18,155$421K0.0%-24.6%0.006%
11/5/2024 Sumitomo Mitsui Trust Group Inc.35,798$829K0.0%+34.0%0.011%
11/5/2024 Apollon Financial LLC52,246$1.21M0.4%-2.6%0.016%
11/5/2024 Apollon Wealth Management LLC1,071,578$24.83M0.7%+2.4%0.338%
11/4/2024 Alaska Wealth Advisors60,476$1.40M0.2%+1.6%0.019%
11/4/2024 Marshall Financial Group Inc. ADV170,315$3.95M1.2%+4.4%0.054%
11/4/2024 Stockman Wealth Management Inc.33,685$780K0.1%N/A0.011%
11/4/2024 Axxcess Wealth Management LLC12,388$287K0.0%N/A0.004%
11/1/2024 Atria Investments Inc20,684$479K0.0%+21.2%0.007%
11/1/2024 Cypress Point Wealth Management LLC135,555$3.14M1.2%+3.8%0.043%
11/1/2024 Rockbridge Investment Management LCC99,549$2.31M0.3%-29.2%0.031%
11/1/2024 Galvin Gaustad & Stein LLC22,363$518K0.0%-12.0%0.007%
11/1/2024 CWA Asset Management Group LLC16,496$382K0.0%N/A0.005%
11/1/2024 Bensler LLC33,813$783K0.1%-16.0%0.011%
11/1/2024 Vista Capital Partners Inc.160,896$3.73M0.4%-1.0%0.051%
11/1/2024 Lewis Asset Management LLC10,046$233K0.2%N/A0.003%
10/31/2024 Droms Strauss Advisors Inc. MO ADV23,196$537K0.2%+4.3%0.007%
10/31/2024 Bridgewater Advisors Inc.10,060$228K0.0%-5.8%0.003%
10/31/2024 Walkner Condon Financial Advisors LLC42,376$982K0.2%-6.8%0.013%
10/30/2024 Maia Wealth LLC14,854$341K0.1%-17.2%0.005%
10/30/2024 Ballast Advisors LLC95,540$2.21M0.7%-0.8%0.030%
10/30/2024 Foster & Motley Inc.898,033$20.81M1.3%-2.2%0.283%
10/30/2024 Avidian Wealth Enterprises LLC11,280$261K0.0%+11.2%0.004%
10/30/2024 Landmark Wealth Management LLC78,326$1.82M0.8%N/A0.025%
10/30/2024 Madden Advisory Services Inc.98,113$2.27M1.0%+4.6%0.031%
10/30/2024 Rational Advisors LLC1,963,100$45.49M4.4%+12.8%0.619%
10/30/2024 Garrison Asset Management LLC9,817$227K0.1%-5.1%0.003%
10/29/2024 Glassy Mountain Advisors Inc.104,290$2.42M0.8%+4.5%0.033%
10/29/2024 REDW Wealth LLC70,446$1.63M0.4%-0.7%0.022%
10/29/2024 Carmichael Hill & Associates Inc.2,731$63K0.0%+61.1%0.001%
10/29/2024 Pure Financial Advisors LLC177,105$4.10M0.1%-5.1%0.056%
10/29/2024 Brooklyn FI LLC120,141$2.78M1.0%-1.1%0.038%
10/29/2024 Chicago Partners Investment Group LLC62,781$1.44M0.0%-10.2%0.020%
10/29/2024 Farther Finance Advisors LLC141,582$3.28M0.1%+3,374.4%0.045%
10/28/2024 Sensible Financial Planning & Management LLC.351,695$8.15M1.6%+1.3%0.111%
10/28/2024 Valued Wealth Advisors LLC19,380$449K0.3%-3.2%0.006%
10/28/2024 Creative Financial Designs Inc. ADV14,602$338K0.0%+4.3%0.005%
10/28/2024 Principal Securities Inc.425,985$9.87M0.2%+389.9%0.134%
10/28/2024 Whelan Financial20,263$469K0.2%-2.8%0.006%
10/28/2024 US Bancorp DE27,594,397$639.37M0.8%+1.2%8.697%
10/28/2024 Tanglewood Wealth Management Inc.9,984$231K0.0%N/A0.003%
10/25/2024 Strategic Financial Planning Inc.431,033$9.99M6.6%+6.6%0.136%
10/25/2024 GSB Wealth Management LLC1,823$42K0.0%N/A0.001%
10/25/2024 Aletheian Wealth Advisors LLC41,051$951K0.6%-2.6%0.013%
10/25/2024 Dodds Wealth LLC9,521$212K0.1%-39.5%0.003%
10/24/2024 Lederer & Associates Investment Counsel CA51,924$1.20M0.8%+1.9%0.016%
10/24/2024 IVC Wealth Advisors LLC13,430$311K0.2%-10.9%0.004%
10/24/2024 Peterson Wealth Advisors LLC84,765$1.96M0.4%-5.8%0.027%
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10/24/2024 State of Alaska Department of Revenue33,757$781K0.0%-54.7%0.011%
10/24/2024 Bristlecone Advisors LLC2,905$67K0.0%N/A0.001%
10/24/2024 Modera Wealth Management LLC89,719$2.08M0.0%+0.7%0.028%
10/24/2024 Wealth Enhancement Advisory Services LLC465,782$10.79M0.0%-3.7%0.147%
10/23/2024 Allworth Financial LP37,982$880K0.0%-5.5%0.012%
10/23/2024 Lake Street Advisors Group LLC35,669$826K0.0%-85.5%0.011%
10/23/2024 Heritage Financial Services LLC20,330$471K0.1%+5.7%0.006%
10/23/2024 Yoder Wealth Management Inc.22,074$511K0.3%+4.6%0.007%
10/23/2024 JMG Financial Group Ltd.110,745$2.57M0.1%-13.7%0.035%
10/22/2024 Greenleaf Trust57,386$1.33M0.0%-1.2%0.018%
(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, 447 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 376 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 95,158,495 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 28,684,213 shares in the last 24 months. This volume of shares sold represents approximately $554.33M in transactions.


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This page (NYSEARCA:SCHH) was last updated on 11/17/2024 by MarketBeat.com Staff
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