Schwab U.S. REIT ETF (SCHH) Institutional Ownership $21.38 -0.14 (-0.65%) Closing price 06/11/2025 04:10 PM EasternExtended Trading$21.36 -0.02 (-0.09%) As of 06/11/2025 07:54 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Schwab U.S. REIT ETF (NYSEARCA:SCHH)Number ofInstitutional Buyers(last 12 months)289TotalInstitutional Inflows(last 12 months)$1.22BNumber ofInstitutional Sellers(last 12 months)206TotalInstitutional Outflows(last 12 months)$238.97M Get SCHH Insider Trade Alerts Want to know when executives and insiders are buying or selling Schwab U.S. REIT ETF stock? 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Email Address 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 ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/27/2025 SWS Partners142,835$3.07M1.0%-1.2%0.039% 5/21/2025 Geneos Wealth Management Inc.96,579$2.08M0.1%+4.6%0.026% 5/20/2025 Focus Partners Wealth308,729$6.64M0.0%+4.8%0.084% 5/19/2025 Jane Street Group LLC117,136$2.52M0.0%+734.2%0.032% 5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC244,690$5.26M0.0%-9.0%0.066% 5/16/2025 Goldman Sachs Group Inc.21,265$457K0.0%-89.1%0.006% 5/16/2025 Jones Financial Companies Lllp191,789$4.38M0.0%-23.1%0.052% 5/16/2025 NewEdge Advisors LLC1,324$28K0.0%+313.8%0.000% 5/16/2025 Integrated Wealth Concepts LLC22,767$490K0.0%+16.5%0.006% 5/16/2025 Ancora Advisors LLC3,456$74K0.0%+16.5%0.001% Get the Latest News and Ratings for SCHH and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Schwab U.S. REIT ETF and its competitors with MarketBeat's FREE daily newsletter. 5/15/2025 EP Wealth Advisors LLC10,966$236K0.0%+23.2%0.003% 5/15/2025 Focus Partners Advisor Solutions LLC35,242$758K0.0%+12.5%0.010% 5/15/2025 Royal Bank of Canada127,006$2.73M0.0%+140.7%0.034% 5/15/2025 Betterment LLC603,085$12.97M0.0%+3.5%0.163% 5/15/2025 MAI Capital Management85,414$1.84M0.0%-5.7%0.023% 5/15/2025 Calton & Associates Inc.17,861$384K0.1%N/A0.005% 5/15/2025 Baird Financial Group Inc.148,624$3.20M0.0%-6.7%0.040% 5/15/2025 Tortoise Investment Management LLC536,642$11.54M1.2%+3.9%0.145% 5/15/2025 Gerber Kawasaki Wealth & Investment Management29,344$631K0.0%-40.6%0.008% 5/14/2025 CreativeOne Wealth LLC35,261$758K0.0%+88.7%0.010% 5/14/2025 Comerica Bank10,889$234K0.0%-31.6%0.003% 5/14/2025 Northwestern Mutual Wealth Management Co.7,656,587$164.69M0.1%+0.1%2.075% 5/14/2025 Sax Wealth Advisors LLC14,504$312K0.0%N/A0.004% 5/14/2025 Strategic Financial Planning Inc.441,816$9.50M6.6%+1.7%0.120% 5/14/2025 CW Advisors LLC149,940$3.23M0.0%-2.7%0.041% 5/14/2025 Tradition Wealth Management LLC23,369$503K0.0%-4.1%0.006% 5/14/2025 Heritage Financial Services LLC19,422$418K0.0%+3.1%0.005% 5/13/2025 Keystone Global Partners LLC16,289$350K0.2%N/A0.005% 5/13/2025 Cascade Financial Partners LLC95,052$2.05M0.3%-26.4%0.027% 5/13/2025 Raymond James Financial Inc.649,417$13.97M0.0%+306.5%0.184% 5/13/2025 Cresset Asset Management LLC88,644$1.91M0.0%+4.1%0.025% 5/13/2025 Trivium Point Advisory LLC11,280$243K0.0%N/A0.003% 5/13/2025 Kovitz Investment Group Partners LLC14,562$313K0.0%N/A0.004% 5/13/2025 Brooklyn FI LLC126,711$2.73M0.8%+5.4%0.036% 5/13/2025 Russell Investments Group Ltd.38,929$837K0.0%+11,249.6%0.011% 5/13/2025 HighTower Advisors LLC168,062$3.62M0.0%-6.0%0.048% 5/12/2025 Financial Engines Advisors L.L.C.54,164,614$1.17B2.5%+0.6%15.377% 5/12/2025 Cobblestone Capital Advisors LLC NY13,495$290K0.0%-23.0%0.004% 5/12/2025 Atlas Capital Advisors Inc.106,215$2.29M0.3%+40.3%0.030% 5/12/2025 JFG Wealth Management LLC34,172$735K0.2%-12.9%0.010% Trump set to Boost Social Security Checks by 400%? 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Inc.35,928$773K0.1%+29.1%0.010% 5/9/2025 Chicago Partners Investment Group LLC55,929$1.18M0.0%-9.2%0.016% 5/9/2025 WealthShield Partners LLC33,222$715K0.1%+5.8%0.009% 5/9/2025 Atria Wealth Solutions Inc.21,415$461K0.0%+5.2%0.006% 5/9/2025 Empower Advisory Group LLC60,655$1.31M0.0%+5.2%0.017% 5/9/2025 SGL Investment Advisors Inc.54,231$1.14M0.6%+18.3%0.015% 5/9/2025 Blair William & Co. IL4,430$95K0.0%+17.4%0.001% 5/9/2025 PNC Financial Services Group Inc.820,873$17.66M0.0%-10.5%0.233% 5/8/2025 IFG Advisory LLC10,009$215K0.0%N/A0.003% 5/8/2025 Strategic Family Wealth Counselors L.L.C.23,806$512K0.2%+90.6%0.007% 5/8/2025 Commerce Bank18,799$404K0.0%-5.3%0.005% 5/8/2025 US Bancorp DE29,816,470$641.36M4.0%+4.8%8.465% 5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management157,459$3.39M0.1%-4.0%0.045% 5/8/2025 Harbour Investments Inc.2,080$45K0.0%+87.9%0.001% 5/8/2025 HHM Wealth Advisors LLC89,087$1.92M0.3%-1.9%0.025% 5/8/2025 Foster & Motley Inc.920,550$19.80M1.2%+1.8%0.261% 5/8/2025 Natixis Advisors LLC23,803$512K0.0%+5.2%0.007% 5/8/2025 Roble Belko & Company Inc56,139$1.21M0.2%+5.7%0.016% 5/8/2025 Aegis Wealth Management LLC23,621$508K0.3%-2.0%0.007% 5/8/2025 Portland Financial Advisors Inc21,133$455K1.2%+6.4%0.006% 5/8/2025 Geneos Wealth Management Inc.91,609$2.08M0.1%-0.8%0.026% 5/7/2025 Morningstar Investment Management LLC1,116,708$24.02M2.0%-2.0%0.317% 5/7/2025 MJT & Associates Financial Advisory Group Inc.6,395$138K0.1%N/A0.002% 5/7/2025 AWM Capital LLC95,659$2.06M0.2%-3.7%0.027% 5/7/2025 Passive Capital Management LLC.254,336$5.47M1.7%+15.6%0.072% 5/7/2025 LPL Financial LLC285,930$6.15M0.0%-46.9%0.081% 5/7/2025 Ballast Advisors LLC102,214$2.20M0.7%+1.2%0.029% 5/7/2025 Texas Yale Capital Corp.131,948$2.84M0.1%+32.4%0.037% 5/7/2025 Brown Wealth Management LLC367,620$7.91M2.7%+6.1%0.104% 5/7/2025 White & Co Financial Planning Inc246,027$5.24M4.5%+0.6%0.070% 5/6/2025 Assetmark Inc.5,299$114K0.0%+72.9%0.002% 5/6/2025 Cetera Investment Advisers202,202$4.35M0.0%-1.9%0.057% 5/6/2025 Avantax Advisory Services Inc.95,252$2.05M0.0%-1.4%0.027% 5/6/2025 Tempus Wealth Planning LLC60,384$1.30M0.4%+6.9%0.017% 5/6/2025 AE Wealth Management LLC5,307$114K0.0%+13.4%0.002% 5/6/2025 Roundview Capital LLC31,758$683K0.0%-2.6%0.009% 5/6/2025 Madden Advisory Services Inc.102,233$2.20M1.0%+1.4%0.029% 5/6/2025 VSM Wealth Advisory LLC18,802$404K0.1%-14.7%0.005% 5/6/2025 Choreo LLC77,752$1.67M0.0%-1.7%0.022% 5/6/2025 PFG Advisors15,919$342K0.0%+16.6%0.005% 5/6/2025 WT Wealth Management20,634$444K0.1%+10.4%0.006% 5/5/2025 Lewis Asset Management LLC10,359$223K0.2%+6.3%0.003% 5/5/2025 IFP Advisors Inc30,841$663K0.0%+9.8%0.009% Is Elon's empire crumbling? 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Click here to see the Tesla shock that could blindside everyone.5/5/2025 Calton & Associates Inc.14,135$304K0.0%N/A0.004% 5/5/2025 Private Advisor Group LLC35,902$772K0.0%-8.3%0.010% 5/5/2025 JMG Financial Group Ltd.120,957$2.60M0.1%+11.6%0.034% 5/5/2025 Jackson Creek Investment Advisors LLC151,319$3.26M1.0%+2.6%0.043% 5/2/2025 Kingsview Wealth Management LLC32,729$704K0.0%-83.0%0.009% 5/2/2025 Bailard Inc.25,087$540K0.0%+29.7%0.007% 5/2/2025 Legacy Capital Wealth Partners LLC14,937$321K0.1%+3.6%0.004% 5/2/2025 Allen Capital Group LLC14,437$311K0.0%-14.6%0.004% 5/2/2025 Bridgewater Advisors Inc.10,944$229K0.0%N/A0.003% 5/2/2025 Larson Financial Group LLC7,742$167K0.0%-6.9%0.002% (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, 478 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 ($641.36M), 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 398 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 ($7.92M), Brooklyn FI LLC ($7.70M), Envestnet Portfolio Solutions Inc. ($7.34M), Financial Engines Advisors L.L.C. ($7.13M), Charles Schwab Investment Advisory Inc. ($6.10M), and Cerity Partners LLC ($4.47M). How much institutional buying is happening at Schwab U.S. REIT ETF? Institutional investors have bought a total of 96,654,037 shares in the last 24 months. This purchase volume represents approximately $2.02B in transactions. Which Schwab U.S. REIT ETF major shareholders have been selling company stock? Of the 286 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. ($5.95M), Creative Planning ($4.48M), PNC Financial Services Group Inc. ($1.83M), Rational Advisors LLC ($1.32M), Millburn Ridgefield Corp ($1.30M), Lake Street Advisors Group LLC ($1.07M), and Apollon Wealth Management LLC ($940.77K). How much institutional selling is happening at Schwab U.S. REIT ETF? Institutional investors have sold a total of 27,794,408 shares in the last 24 months. This volume of shares sold represents approximately $549.45M in transactions. Related Companies XLRE Major Shareholders REET Major Shareholders IYR Major Shareholders VNQI Major Shareholders USRT Major Shareholders DFGR Major Shareholders RWR Major Shareholders DFAR Major Shareholders RWO Major Shareholders FREL Major Shareholders This page (NYSEARCA:SCHH) was last updated on 6/12/2025 by MarketBeat.com Staff From Our PartnersTrump’s Exec Order #14154 could be a “Millionaire-Maker”Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...Paradigm Press | SponsoredTrump wipes out trillions overnight…Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out n...Porter & Company | SponsoredBanks aren’t ready for this altcoin—are you?While everyone's distracted by Bitcoin's moves, a stealth revolution is underway. 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Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...Brownstone Research | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Schwab U.S. REIT ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Schwab U.S. REIT ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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