Schwab U.S. REIT ETF (SCHH) Institutional Ownership $21.37 -0.12 (-0.56%) Closing price 05/20/2025 04:10 PM EasternExtended Trading$21.32 -0.05 (-0.23%) As of 08:07 AM 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 AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsBuy 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)$1.23BNumber ofInstitutional Sellers(last 12 months)206TotalInstitutional Outflows(last 12 months)$238.96M Get SCHH Insider Trade Alerts Want to know when executives and insiders are buying or selling Schwab U.S. REIT ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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 CompanyDetails5/20/2025 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% 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% 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 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% 5/12/2025 Johnson Financial Group LLC106,666$2.29M0.2%+0.8%0.030% 5/12/2025 Benjamin Edwards Inc.1,503,329$32.34M0.5%+69.3%0.427% Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow5/12/2025 Townsquare Capital LLC379,595$8.17M0.1%+6.3%0.108% 5/12/2025 Summit Financial Strategies Inc.20,328$437K0.0%-13.1%0.006% 5/12/2025 National Bank of Canada FI284,213$6.11M0.0%-27.4%0.081% 5/12/2025 WBH Advisory Inc.20,070$432K0.0%-4.9%0.006% 5/12/2025 Alesco Advisors LLC47,067$1.01M0.0%-11.8%0.013% 5/9/2025 Altfest L J & Co. 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% 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% Washington Is Broke—and Eyeing Your Savings Next (Ad)Washington is running out of money…And guess where they'll look next? 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The Department of Justice just admitted that cash isn't legally YOUR property.Get your free guide now by clicking here >>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% 5/2/2025 Wealthfront Advisers LLC633,652$13.63M0.0%-8.4%0.180% 5/2/2025 Landmark Wealth Management LLC83,121$1.79M0.8%+2.6%0.024% (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, 480 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 399 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 96,818,503 shares in the last 24 months. This purchase volume represents approximately $2.03B 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 27,802,221 shares in the last 24 months. This volume of shares sold represents approximately $549.60M 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 5/21/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredGold Hits New Highs as Global Markets SpiralWhen Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...Premier Gold Co | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... 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