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

Schwab U.S. REIT ETF logo
$21.17 +0.21 (+1.00%)
Closing price 10/14/2025 04:10 PM Eastern
Extended Trading
$21.15 -0.02 (-0.09%)
As of 10/14/2025 07:44 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.
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Institutional Ownership Changes (13F Filings) for Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Number of
Institutional Buyers
(last 12 months)
307
Total
Institutional Inflows
(last 12 months)
$1.22B
Number of
Institutional Sellers
(last 12 months)
214
Total
Institutional Outflows
(last 12 months)
$221.75M
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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
10/14/2025 Elevation Wealth Partners LLC205,447$4.43M1.6%+6.5%0.053%
10/14/2025HBK Sorce Advisory LLC17,478$370K0.0%-9.3%0.004%
10/14/2025BlueSky Wealth Advisors LLC990,848$21.37M2.9%+7.0%0.254%
10/14/2025Stableford Capital II LLC21,943$473K0.2%+2.5%0.006%
10/14/2025Pioneer Wealth Management Group696,520$15.02M4.8%+13.7%0.179%
10/14/2025Capital Insight Partners LLC29,940$646K0.1%-16.4%0.008%
10/10/2025 Fifth Third Securities Inc.19,925$430K0.0%-2.5%0.005%
10/10/2025 Charles Schwab Trust Co1,276,521$27.54M1.9%+6.7%0.328%
10/10/2025 Red Door Wealth Management LLC15,494$334K0.0%+7.9%0.004%
10/10/2025 FC Advisory LLC93,122$2.01M0.6%+1.6%0.024%
10/10/2025 Focus Financial Network Inc.32,236$695K0.0%-2.8%0.008%
10/9/2025 IVC Wealth Advisors LLC22,020$475K0.2%+11.9%0.006%
10/9/2025 Cypress Financial Planning LLC13,454$290K0.1%+5.0%0.003%
10/9/2025 Guardian Financial Partners LLC127,222$2.74M1.2%+4.0%0.033%
10/9/2025 Embree Financial Group12,432$268K0.0%-28.3%0.003%
10/8/2025 ZynergyRetirementPlanningLLC746,401$16.10M10.2%+2.3%0.192%
10/8/2025 Asset Allocation Strategies LLC230,067$4.96M1.0%+2.3%0.059%
10/8/2025 Fiduciary Alliance LLC188,632$4.07M0.3%+3.8%0.048%
10/8/2025 Bluestem Financial Advisors LLC24,647$532K0.2%+8.2%0.006%
10/8/2025 Cypress Point Wealth Management LLC195,361$4.21M0.9%+10.9%0.050%
10/7/2025 Family Legacy Financial Solutions LLC10,743$232K0.2%-7.6%0.003%
10/7/2025 EWG Elevate Inc.27,894$602K0.2%+6.5%0.007%
10/7/2025 Hardin Capital Partners LLC18,315$395K0.2%+5.1%0.005%
10/6/2025 Heartwood Wealth Advisors LLC7,983$172K0.0%N/A0.002%
10/6/2025 Grove Bank & Trust364,834$7.87M0.9%+13.8%0.094%
10/3/2025 West Oak Capital LLC5,996$129K0.1%+169.4%0.002%
10/3/2025 Breakwater Investment Management58,481$1.26M0.5%+2.0%0.015%
9/29/2025Vestwell Advisors LLC183,611$3.89M1.6%N/A0.048%
9/26/2025Corient Private Wealth LLC52,652$1.11M0.0%+1.7%0.014%
9/10/2025WT Wealth Management21,961$465K0.1%+6.4%0.006%
9/4/2025 ZynergyRetirementPlanningLLC729,453$15.44M10.4%+5.6%0.191%
9/4/2025Osaic Holdings Inc.64,709$1.37M0.0%+13.5%0.017%
8/29/2025Total Investment Management Inc.8,804$186K0.0%N/A0.002%
8/28/2025Stark Wealth Management LLC49,676$1.02M1.4%N/A0.013%
8/27/2025Orion Porfolio Solutions LLC68,102$1.44M0.0%+12.9%0.018%
8/22/2025Carter Financial Group INC.69,364$1.47M1.0%N/A0.018%
8/22/2025TT Capital Management LLC11,532$242K0.1%N/A0.003%
8/19/2025Cape Investment Advisory Inc.26,515$561K0.2%+28.2%0.007%
8/18/2025Tactive Advisors LLC9,896$209K0.1%N/A0.003%
8/18/2025Geneos Wealth Management Inc.93,095$1.97M0.0%-3.6%0.024%
8/18/2025Front 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%
8/15/2025Corient Private Wealth LLC105,806$2.24M0.0%+104.4%0.028%
8/15/2025WealthCollab LLC255,607$5.41M3.0%+0.3%0.067%
8/15/2025Captrust Financial Advisors26,983$571K0.0%-1.7%0.007%
8/15/2025Two Sigma Securities LLC13,662$289K0.0%N/A0.004%
8/15/2025Orion Porfolio Solutions LLC68,102$1.44M0.0%+12.9%0.018%
8/15/2025MML Investors Services LLC32,118$680K0.0%-1.7%0.008%
8/15/2025EP Wealth Advisors LLC6,671$141K0.0%-39.2%0.002%
8/15/2025Benjamin Edwards Inc.1,562,239$33.06M0.4%+3.9%0.408%
8/15/2025BNP Paribas Financial Markets333,356$7.05M0.0%-70.4%0.087%
8/15/2025Brevan Howard Capital Management LP10,092$214K0.0%N/A0.003%
8/15/2025Bank of America Corp DE119,519$2.53M0.0%+3.0%0.031%
8/15/2025Ameriprise Financial Inc.1,621,005$34.29M0.0%-2.7%0.424%
8/14/2025Vista Capital Partners Inc.337,166$7.13M0.8%+114.9%0.088%
8/14/2025Jane Street Group LLC39,399$834K0.0%-66.4%0.010%
8/14/2025Raymond James Financial Inc.194,373$4.11M0.0%-70.1%0.051%
8/14/2025Betterment LLC633,937$13.41M0.0%+5.1%0.166%
8/14/2025Qube Research & Technologies Ltd3,381$72K0.0%+256.6%0.001%
8/14/2025Certuity LLC30,948$655K0.1%+6.8%0.008%
8/14/2025Gerber Kawasaki Wealth & Investment Management34,526$731K0.0%+17.7%0.009%
8/14/2025Cerity Partners LLC2,650,816$56.09M0.1%-2.6%0.693%
8/13/2025Baird Financial Group Inc.173,551$3.67M0.0%+16.8%0.045%
8/13/2025CW Advisors LLC151,668$3.21M0.0%+1.2%0.040%
8/13/2025Strategic Financial Planning Inc.454,559$9.62M6.0%+2.9%0.119%
8/13/2025Smith Moore & CO.170,157$3.60M0.3%-0.9%0.044%
8/13/2025Northwestern Mutual Wealth Management Co.7,856,664$166.25M0.1%+2.6%2.054%
8/13/2025Johnson Financial Group Inc.2,407$51K0.0%N/A0.001%
8/13/2025Elevation Point Wealth Partners LLC5,074$107K0.0%N/A0.001%
8/13/2025Choreo LLC65,592$1.39M0.0%-15.6%0.017%
8/13/2025Russell Investments Group Ltd.40,457$856K0.0%+3.9%0.011%
8/12/2025Armor Investment Advisors LLC9,222$195K0.1%-14.1%0.002%
8/12/2025CreativeOne Wealth LLC44,912$950K0.0%+27.4%0.012%
8/12/2025AlphaCore Capital LLC20,272$429K0.0%+1,012.6%0.005%
8/12/2025JPMorgan Chase & Co.73,253$1.55M0.0%-3.2%0.019%
8/12/2025Passive Capital Management LLC.269,253$5.73M1.8%+5.9%0.070%
8/12/2025Howe & Rusling Inc.3,245$69K0.0%+103.6%0.001%
8/11/2025VSM Wealth Advisory LLC17,629$373K0.1%-6.2%0.005%
8/11/2025Brown Wealth Management LLC360,476$7.63M2.4%-1.9%0.095%
8/11/2025HHM Wealth Advisors LLC85,772$1.82M0.2%-3.7%0.023%
8/11/2025Rockbridge Investment Management LCC64,626$1.37M0.1%-4.0%0.017%
8/11/2025Pinnacle Wealth Planning Services Inc.12,658$268K0.0%N/A0.003%
8/11/2025Johnson Financial Group LLC85,667$1.81M0.2%-19.7%0.023%
8/8/2025Tortoise Investment Management LLC520,883$11.02M1.1%-2.9%0.137%
8/8/2025Firestone Capital Management433,000$9.16M2.2%-2.0%0.114%
8/8/2025Kingsview Wealth Management LLC34,060$721K0.0%+4.1%0.009%
8/8/2025Avantax Advisory Services Inc.92,612$1.96M0.0%-2.8%0.024%
8/8/2025Cetera Investment Advisers212,355$4.49M0.0%+5.0%0.056%
8/8/2025Creative Planning22,634,627$478.95M0.4%-3.3%5.956%
8/8/2025WealthShield Partners LLC33,854$716K0.1%+1.9%0.009%
8/8/2025Meridian Wealth Management LLC11,424$242K0.0%N/A0.003%
8/8/2025Empower Advisory Group LLC62,823$1.33M0.0%+3.6%0.017%
8/8/2025Omega Financial Group LLC198,979$4.21M1.5%-3.3%0.052%
8/8/2025Bailard Inc.23,974$507K0.0%-4.4%0.006%
8/8/2025PNC Financial Services Group Inc.788,285$16.68M0.0%-4.0%0.207%
8/8/2025JFG Wealth Management LLC32,330$684K0.1%-5.4%0.009%
8/7/2025Fund Evaluation Group LLC38,294$810K0.0%N/A0.010%
8/7/2025Cascade Financial Partners LLC93,169$1.97M0.2%-2.0%0.025%
8/7/2025CENTRAL TRUST Co11,039$234K0.0%+112.9%0.003%
8/7/2025Vise Technologies Inc.381,474$8.07M0.3%N/A0.100%
(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 54,663,112 shares in the last 24 months. This purchase volume represents approximately $1.22B in transactions.

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

Of the 214 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: Apollon Wealth Management LLC ($974.17K), BNP Paribas Financial Markets ($792.77K), Creative Planning ($765.21K), 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 10,360,305 shares in the last 24 months. This volume of shares sold represents approximately $221.75M in transactions.


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This page (NYSEARCA:SCHH) was last updated on 10/15/2025 by MarketBeat.com Staff
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