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

Schwab U.S. REIT ETF logo
$23.31 +0.07 (+0.30%)
As of 05/5/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
326
Total
Institutional Inflows
(last 12 months)
$764.50M
Number of
Institutional Sellers
(last 12 months)
217
Total
Institutional Outflows
(last 12 months)
$263.24M
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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
5/5/2026Wealthfront Advisers LLC397,966$8.55M0.0%+17.3%0.094%
5/5/2026Bank of New York Mellon Corp40,153$863K0.0%+10.2%0.009%
5/5/2026Geneos Wealth Management Inc.89,355$1.92M0.0%+0.9%0.021%
5/5/2026Sanctuary Advisors LLC9,406$202K0.0%-18.8%0.002%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management162,140$3.48M0.1%-2.6%0.038%
5/4/2026 Bleakley Financial Group LLC95,179$2.05M0.0%+94.0%0.022%
5/4/2026 Chicago Partners Investment Group LLC44,243$1.01M0.0%-4.7%0.010%
5/2/2026 Valmark Advisers Inc.61,676$1.33M0.0%-2.2%0.015%
5/1/2026 Fifth Third Bancorp4,773$103K0.0%+158.3%0.001%
5/1/2026 Summit Financial Strategies Inc.17,431$375K0.0%+31.1%0.004%
5/1/2026 Droms Strauss Advisors Inc. MO ADV31,961$687K0.2%+5.4%0.008%
5/1/2026 WealthShield Partners LLC35,437$762K0.1%+1.6%0.008%
5/1/2026 Dumac Inc.7,929,093$170.40M20.8%+1.0%1.869%
5/1/2026 Simplicity Wealth LLC13,818$297K0.0%-49.4%0.003%
5/1/2026 Paladin Advisory Group LLC9,550$205K0.2%-9.4%0.002%
5/1/2026 Manning & Napier Advisors LLC709,478$15.25M0.2%+44.4%0.167%
4/30/2026 Valued Wealth Advisors LLC24,085$518K0.2%-7.4%0.006%
4/30/2026 Kestra Advisory Services LLC10,324$222K0.0%+58.4%0.002%
4/30/2026 Money Concepts Capital Corp32,260$693K0.0%N/A0.008%
4/30/2026 Sumitomo Mitsui Trust Group Inc.10,786$232K0.0%-19.1%0.003%
4/30/2026 Greenwood Capital Associates LLC32,003$688K0.1%+24.7%0.008%
4/29/2026 Flatrock Wealth Partners LLC148,526$3.19M1.4%N/A0.035%
4/29/2026 Jackson Thornton Wealth Management LLC399,423$9.04M0.8%-6.4%0.094%
4/29/2026 Sagace Wealth Management LLC123,193$2.65M1.8%-0.9%0.029%
4/29/2026 Hoey Investments Inc.1,471$32K0.0%-40.2%0.000%
4/29/2026 Downshift Financial LLC12,701$293K0.1%+14.6%0.003%
4/29/2026 Integrated Advisors Network LLC9,586$206K0.0%-18.7%0.002%
4/29/2026 Interactive Financial Advisors Inc.23,206$499K0.3%-4.0%0.005%
4/28/2026 Appleton Partners Inc. MA229,197$4.93M0.3%+2.5%0.054%
4/28/2026 Ascentis Independent Advisors3,452$74K0.0%N/A0.001%
4/28/2026 Hillcrest Wealth Advisors NY LLC52,700$1.13M0.5%-10.8%0.012%
4/28/2026 Wealth Management Resources Inc.406,889$8.74M3.0%+1.1%0.096%
4/28/2026 Clear Retirement Advice LLC24,235$521K0.4%-15.1%0.006%
4/28/2026 Integral Investment Advisors Inc.27,340$588K0.1%-10.8%0.006%
4/28/2026 Value Investment Professionals LLC66,112$1.42M0.7%N/A0.016%
4/27/2026 Portland Financial Advisors Inc22,413$482K1.0%+6.7%0.005%
4/27/2026 Lodestar Private Asset Management LLC27,589$593K0.1%+9.9%0.007%
4/27/2026 Carter Financial Group INC.74,863$1.61M1.0%-7.6%0.018%
4/27/2026 Private Advisor Group LLC45,070$969K0.0%-7.9%0.011%
4/25/2026 Stevens Capital Partners10,119$217K0.1%N/A0.002%
4/24/2026 Root Financial Partners LLC13,264$285K0.0%-18.1%0.003%
4/24/2026 Alaska Wealth Advisors LLC101,126$2.17M0.3%+7.3%0.024%
4/24/2026 Williams Financial LLC229,928$4.94M2.9%-0.4%0.054%
4/24/2026 Bestgate Wealth Advisors LLC53,741$1.16M2.1%+18.4%0.013%
4/23/2026 Kohmann Bosshard Financial Services LLC85,232$1.83M0.2%+17.2%0.020%
4/23/2026 Comprehensive Money Management Services LLC55,759$1.20M0.8%+28.5%0.013%
4/23/2026 Bigelow Investment Advisors LLC23,674$509K0.2%-6.2%0.006%
4/23/2026 Asset Allocation Strategies LLC248,316$5.34M0.9%+2.5%0.058%
4/23/2026 Apollon Wealth Management LLC94,696$2.04M0.0%-5.3%0.022%
4/22/2026 Wilkins Miller Wealth Management LLC18,120$389K0.2%+86.4%0.004%
4/22/2026 Yoder Wealth Management Inc.48,302$1.04M0.5%+3.7%0.011%
4/22/2026 Ramiah Investment Group103,511$2.22M2.2%+8.4%0.024%
4/22/2026 Rooted Wealth Advisors Inc.155,704$3.66M0.9%+7.0%0.037%
4/22/2026 WT Wealth Management36,681$788K0.2%+4.5%0.009%
4/21/2026 Foster & Motley Inc.990,058$21.28M1.1%+2.5%0.232%
4/21/2026 Fiduciary Alliance LLC202,261$4.63M0.3%+4.5%0.047%
4/20/2026 Christensen King & Associates Investment Services Inc.33,161$713K0.3%-2.2%0.008%
4/20/2026 Friedenthal Financial24,589$528K0.3%+2.4%0.006%
4/20/2026 Banque Cantonale Vaudoise33,156$713K0.0%N/A0.008%
4/20/2026 Aurora Investment Managers LLC.12,694$273K0.2%-9.6%0.003%
4/18/2026 CENTRAL TRUST Co2,823$61K0.0%-19.9%0.001%
4/18/2026 BCS Wealth Management23,457$504K0.1%-53.6%0.005%
4/18/2026 Murphy & Mullick Capital Management Corp39,308$845K0.6%-1.1%0.009%
4/18/2026 HHM Wealth Advisors LLC72,282$1.55M0.2%-10.4%0.017%
4/17/2026 Krilogy Financial LLC516,526$11.92M0.4%+1.8%0.121%
4/17/2026 Roble Belko & Company Inc33,380$717K0.1%-3.7%0.008%
4/16/2026 Upper Left Wealth Management LLC278,580$5.99M3.5%+8.0%0.065%
4/16/2026 IVC Wealth Advisors LLC20,361$438K0.2%-8.5%0.005%
4/16/2026 Davis Capital Management98,736$2.12M1.4%+3.6%0.023%
4/16/2026 BlueSky Wealth Advisors LLC114,508$2.46M0.3%-88.8%0.027%
4/16/2026 Founders Financial Securities LLC10,578$239K0.0%-5.7%0.002%
4/16/2026 RFG Holdings Inc.19,992$430K0.1%-87.9%0.005%
4/15/2026 Nations Financial Group Inc. IA ADV68,725$1.48M0.1%+27.2%0.016%
3/17/2026Rockefeller Capital Management L.P.353,936$7.39M0.0%-4.3%0.083%
3/11/2026 Downshift Financial LLC11,086$240K0.1%N/A0.003%
3/9/2026Corient Private Wealth LLC53,279$1.12M0.0%+77.2%0.013%
3/4/2026 Pure Financial Advisors LLC207,156$4.33M0.1%+1.7%0.049%
3/2/2026 Amicus Financial Advisors LLC346,737$7.24M2.0%N/A0.081%
2/25/2026MidFirst Bank9,877$206K0.0%N/A0.002%
2/24/2026 Clear Retirement Advice LLC28,536$618K0.5%N/A0.007%
2/19/2026Compound Planning Inc.26,522$554K0.0%-95.8%0.006%
2/19/2026Invesco Ltd.200,287$4.18M0.0%N/A0.047%
2/19/2026Birchwood Financial Partners Inc.4,729$99K0.1%N/A0.001%
2/19/2026Corient Private Wealth LLC52,649$1.10M0.0%+75.1%0.012%
2/19/2026Jacobs Equity LLC11,707$245K0.2%N/A0.003%
2/18/2026Mercer Global Advisors Inc. ADV122,185$2.55M0.0%+11.4%0.029%
2/18/2026Beacon Pointe Advisors LLC603,192$12.60M0.1%+128.4%0.142%
2/18/2026EP Wealth Advisors LLC71,609$1.50M0.0%N/A0.017%
2/18/2026NewEdge Advisors LLC50,553$1.06M0.0%+5,625.1%0.012%
2/17/2026Strategic Financial Planning Inc.483,962$10.11M5.8%+5.3%0.114%
2/17/2026 Integrated Advisors Network LLC11,785$246K0.0%-31.6%0.003%
2/17/2026Cetera Investment Advisers324,764$6.78M0.0%+11.3%0.076%
2/17/2026Fairview Capital Investment Management LLC76,759$1.60M0.1%-14.3%0.018%
2/17/2026AWM Capital LLC96,432$2.01M0.2%+0.5%0.023%
2/17/2026Osaic Holdings Inc.277,377$5.80M0.0%+20.6%0.065%
2/17/2026Tower Research Capital LLC TRC 106,027$2.22M0.1%+211,954.0%0.025%
2/17/2026Russell Investments Group Ltd.40,856$853K0.0%+325.4%0.010%
2/17/2026Captrust Financial Advisors37,294$779K0.0%+36.8%0.009%
2/17/2026&PARTNERS38,965$814K0.0%N/A0.009%
2/17/2026Royal Bank of Canada98,846$2.07M0.0%+77.6%0.023%


SCHH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHH shares?

During the previous two years, 514 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. ($1.25B), Charles Schwab Investment Advisory Inc. ($1.09B), US Bancorp DE ($684.18M), FMR LLC ($536.18M), Creative Planning ($468.27M), Phocas Financial Corp. ($380.24M), and Envestnet Portfolio Solutions Inc. ($186.26M).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 439 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), Dumac Inc. ($7.93M), US Bancorp DE ($7.68M), Brooklyn FI LLC ($7.61M), Financial Engines Advisors L.L.C. ($5.77M), BNP Paribas Financial Markets ($2.76M), and Envestnet Portfolio Solutions Inc. ($2.72M).

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

Institutional investors have bought a total of 36,109,044 shares in the last 24 months. This purchase volume represents approximately $764.50M in transactions.

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

Of the 215 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: BNP Paribas Financial Markets ($2.12M), Creative Planning ($1.69M), BlueSky Wealth Advisors LLC ($912.47K), Tudor Investment Corp ET AL ($784.28K), Morningstar Investment Management LLC ($702.15K), Compound Planning Inc. ($602.35K), and Raymond James Financial Inc. ($497.42K).

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

Institutional investors have sold a total of 12,370,702 shares in the last 24 months. This volume of shares sold represents approximately $263.24M in transactions.


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This page (NYSEARCA:SCHH) was last updated on 5/6/2026 by MarketBeat.com Staff.
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