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

Schwab U.S. REIT ETF logo
$21.28 +0.01 (+0.05%)
Closing price 07/11/2025 04:10 PM Eastern
Extended Trading
$21.40 +0.12 (+0.57%)
As of 07/11/2025 08:00 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)
293
Total
Institutional Inflows
(last 12 months)
$1.24B
Number of
Institutional Sellers
(last 12 months)
208
Total
Institutional Outflows
(last 12 months)
$244.20M
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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
7/11/2025Farther Finance Advisors LLC33,503$709K0.0%-45.1%0.009%
7/11/2025Pinnacle Bancorp Inc.17,344$367K0.1%-5.4%0.005%
7/11/2025SeaCrest Wealth Management LLC59,960$1.27M0.1%-3.2%0.016%
7/11/2025Grove Bank & Trust320,589$6.78M0.8%+85.1%0.085%
7/11/2025Cypress Financial Planning LLC12,814$271K0.1%+6.7%0.003%
7/11/2025Pioneer Wealth Management Group612,777$12.97M4.8%+8.8%0.162%
7/10/2025 Websterrogers Financial Advisors LLC14,570$308K0.1%-10.6%0.004%
7/10/2025 Family Legacy Financial Solutions LLC11,623$246K0.2%N/A0.003%
7/10/2025 Cypress Point Wealth Management LLC176,210$3.73M0.9%+5.7%0.047%
7/10/2025 Wealth Enhancement Advisory Services LLC324,547$6.93M0.0%-8.9%0.086%
7/10/2025 RFG Holdings Inc.157,750$3.34M1.0%+1.7%0.042%
7/10/2025 Brooklyn FI LLC157,389$3.33M0.9%+24.2%0.042%
7/10/2025 Focus Financial Network Inc.33,164$702K0.0%-4.9%0.009%
7/9/2025 Breakwater Investment Management57,358$1.21M0.5%+2.8%0.015%
7/9/2025 Krilogy Financial LLC383,124$8.11M0.5%+3.2%0.101%
7/9/2025 Epiq Partners LLC148,515$3.14M1.6%+11.0%0.039%
7/9/2025 Fiduciary Alliance LLC181,777$3.85M0.3%-2.9%0.048%
7/9/2025 Pacific Capital Wealth Advisors Inc.118,138$2.50M0.5%-5.0%0.031%
7/9/2025 Christopher J. Hasenberg Inc401,402$8.49M3.2%N/A0.106%
7/9/2025 Brand Asset Management Group Inc.10,289$218K0.1%-5.3%0.003%
7/8/2025 Elevation Wealth Partners LLC192,940$4.08M1.6%+2.9%0.051%
7/8/2025 Juncture Wealth Strategies LLC33,678$713K0.3%-5.7%0.009%
7/8/2025 Braun Bostich & Associates Inc.70,630$1.50M1.0%-5.1%0.019%
7/8/2025 Webster Bank N. A.1,212$26K0.0%N/A0.000%
7/8/2025 Parallel Advisors LLC28,353$600K0.0%-21.5%0.007%
7/7/2025 Upper Left Wealth Management LLC217,758$4.61M3.1%-3.3%0.058%
7/7/2025 Bangor Savings Bank19,819$419K0.0%-3.0%0.005%
7/7/2025 Aletheian Wealth Advisors LLC40,588$859K0.4%+2.8%0.011%
7/7/2025 Peterson Wealth Advisors LLC75,618$1.60M0.3%+2.8%0.020%
7/3/2025 Garde Capital Inc.12,396$262K0.0%-20.1%0.003%
6/27/2025Goldman Sachs Group Inc.21,265$457K0.0%-89.1%0.006%
6/17/2025Howe & Rusling Inc.1,594$34K0.0%+196.8%0.000%
5/27/2025SWS Partners142,835$3.07M1.0%-1.2%0.039%
5/21/2025Geneos Wealth Management Inc.96,579$2.08M0.1%+4.6%0.026%
5/20/2025Focus Partners Wealth308,729$6.64M0.0%+4.8%0.084%
5/19/2025Jane Street Group LLC117,136$2.52M0.0%+734.2%0.032%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC244,690$5.26M0.0%-9.0%0.066%
5/16/2025Goldman Sachs Group Inc.21,265$457K0.0%-89.1%0.006%
5/16/2025Jones Financial Companies Lllp191,789$4.38M0.0%-23.1%0.052%
5/16/2025NewEdge Advisors LLC1,324$28K0.0%+313.8%0.000%
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5/16/2025Integrated Wealth Concepts LLC22,767$490K0.0%+16.5%0.006%
5/16/2025Ancora Advisors LLC3,456$74K0.0%+16.5%0.001%
5/15/2025EP Wealth Advisors LLC10,966$236K0.0%+23.2%0.003%
5/15/2025Focus Partners Advisor Solutions LLC35,242$758K0.0%+12.5%0.010%
5/15/2025Royal Bank of Canada127,006$2.73M0.0%+140.7%0.034%
5/15/2025Betterment LLC603,085$12.97M0.0%+3.5%0.163%
5/15/2025MAI Capital Management85,414$1.84M0.0%-5.7%0.023%
5/15/2025Calton & Associates Inc.17,861$384K0.1%N/A0.005%
5/15/2025Baird Financial Group Inc.148,624$3.20M0.0%-6.7%0.040%
5/15/2025Tortoise Investment Management LLC536,642$11.54M1.2%+3.9%0.145%
5/15/2025Gerber Kawasaki Wealth & Investment Management29,344$631K0.0%-40.6%0.008%
5/14/2025CreativeOne Wealth LLC35,261$758K0.0%+88.7%0.010%
5/14/2025Comerica Bank10,889$234K0.0%-31.6%0.003%
5/14/2025Northwestern Mutual Wealth Management Co.7,656,587$164.69M0.1%+0.1%2.075%
5/14/2025Sax Wealth Advisors LLC14,504$312K0.0%N/A0.004%
5/14/2025Strategic Financial Planning Inc.441,816$9.50M6.6%+1.7%0.120%
5/14/2025CW Advisors LLC149,940$3.23M0.0%-2.7%0.041%
5/14/2025Tradition Wealth Management LLC23,369$503K0.0%-4.1%0.006%
5/14/2025Heritage Financial Services LLC19,422$418K0.0%+3.1%0.005%
5/13/2025Keystone Global Partners LLC16,289$350K0.2%N/A0.005%
5/13/2025Cascade Financial Partners LLC95,052$2.05M0.3%-26.4%0.027%
5/13/2025Raymond James Financial Inc.649,417$13.97M0.0%+306.5%0.184%
5/13/2025Cresset Asset Management LLC88,644$1.91M0.0%+4.1%0.025%
5/13/2025Trivium Point Advisory LLC11,280$243K0.0%N/A0.003%
5/13/2025Kovitz Investment Group Partners LLC14,562$313K0.0%N/A0.004%
5/13/2025 Brooklyn FI LLC126,711$2.73M0.8%+5.4%0.036%
5/13/2025Russell Investments Group Ltd.38,929$837K0.0%+11,249.6%0.011%
5/13/2025HighTower Advisors LLC168,062$3.62M0.0%-6.0%0.048%
5/12/2025Financial Engines Advisors L.L.C.54,164,614$1.17B2.5%+0.6%15.377%
5/12/2025Cobblestone Capital Advisors LLC NY13,495$290K0.0%-23.0%0.004%
5/12/2025Atlas Capital Advisors Inc.106,215$2.29M0.3%+40.3%0.030%
5/12/2025JFG Wealth Management LLC34,172$735K0.2%-12.9%0.010%
5/12/2025Johnson Financial Group LLC106,666$2.29M0.2%+0.8%0.030%
5/12/2025Benjamin Edwards Inc.1,503,329$32.34M0.5%+69.3%0.427%
5/12/2025Townsquare Capital LLC379,595$8.17M0.1%+6.3%0.108%
5/12/2025Summit Financial Strategies Inc.20,328$437K0.0%-13.1%0.006%
5/12/2025National Bank of Canada FI284,213$6.11M0.0%-27.4%0.081%
5/12/2025WBH Advisory Inc.20,070$432K0.0%-4.9%0.006%
5/12/2025 Alesco Advisors LLC47,067$1.01M0.0%-11.8%0.013%
5/9/2025Altfest L J & Co. Inc.35,928$773K0.1%+29.1%0.010%
5/9/2025Chicago Partners Investment Group LLC55,929$1.18M0.0%-9.2%0.016%
5/9/2025WealthShield Partners LLC33,222$715K0.1%+5.8%0.009%
5/9/2025Atria Wealth Solutions Inc.21,415$461K0.0%+5.2%0.006%
5/9/2025Empower Advisory Group LLC60,655$1.31M0.0%+5.2%0.017%
5/9/2025SGL Investment Advisors Inc.54,231$1.14M0.6%+18.3%0.015%
5/9/2025Blair William & Co. IL4,430$95K0.0%+17.4%0.001%
5/9/2025PNC Financial Services Group Inc.820,873$17.66M0.0%-10.5%0.233%
5/8/2025IFG Advisory LLC10,009$215K0.0%N/A0.003%
5/8/2025Strategic Family Wealth Counselors L.L.C.23,806$512K0.2%+90.6%0.007%
5/8/2025Commerce Bank18,799$404K0.0%-5.3%0.005%
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5/8/2025US Bancorp DE29,816,470$641.36M4.0%+4.8%8.465%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management157,459$3.39M0.1%-4.0%0.045%
5/8/2025Harbour Investments Inc.2,080$45K0.0%+87.9%0.001%
5/8/2025HHM Wealth Advisors LLC89,087$1.92M0.3%-1.9%0.025%
5/8/2025Foster & Motley Inc.920,550$19.80M1.2%+1.8%0.261%
5/8/2025Natixis Advisors LLC23,803$512K0.0%+5.2%0.007%
5/8/2025Roble Belko & Company Inc56,139$1.21M0.2%+5.7%0.016%
5/8/2025Aegis Wealth Management LLC23,621$508K0.3%-2.0%0.007%
5/8/2025Portland Financial Advisors Inc21,133$455K1.2%+6.4%0.006%
5/8/2025Geneos Wealth Management Inc.91,609$2.08M0.1%-0.8%0.026%
(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, 481 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 Schwab U.S. REIT ETF's institutional investors.

Which institutional investors have been buying Schwab U.S. REIT ETF's stock?

Of the 402 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), US Bancorp DE ($7.92M), Brooklyn FI LLC ($7.73M), 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 55,977,194 shares in the last 24 months. This purchase volume represents approximately $1.24B in transactions.

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

Of the 208 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: Creative Planning ($2.78M), Apollon Wealth Management LLC ($940.77K), Lake Street Advisors Group LLC ($661.24K), Rational Advisors LLC ($653.72K), Wealthfront Advisers LLC ($625.16K), Cerity Partners LLC ($573.46K), and POM Investment Strategies LLC ($477.89K).

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

Institutional investors have sold a total of 11,403,857 shares in the last 24 months. This volume of shares sold represents approximately $244.20M in transactions.


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This page (NYSEARCA:SCHH) was last updated on 7/12/2025 by MarketBeat.com Staff
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