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NYSEARCA:SCHH

Schwab U.S. REIT ETF - SCHH Institutional Ownership

$18.01
-0.10 (-0.55%)
(As of 03/23/2023 12:00 AM ET)
Add
Compare
Today's Range
$17.93
▼
$18.43
50-Day Range
$18.11
▼
$21.78
52-Week Range
$17.33
▼
$26.14
Volume
2.43 million shs
Average Volume
2.13 million shs
Market Capitalization
$5.22 billion
Assets Under Management
$5.28 billion
Dividend Yield
2.72%
Net Expense Ratio
0.07%

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

Number of
Institutional Buyers
(last 12 months)
406
Total
Institutional Inflows
(last 12 months)
$2.59 B
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$369.08 M
Skip Chart & View Institutional Buying and Selling Data

SCHH Institutional Buying and Selling by Quarter

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Schwab U.S. REIT ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/15/2023B. Riley Wealth Advisors Inc.22,079$0.43M0.0%-7.0%0.008%
3/6/2023Rockefeller Capital Management L.P.492,289$9.50M0.0%-8.6%0.170%
3/6/2023OLD Mission Capital LLC13,037$0.25M0.0%N/A0.004%
3/2/2023Leading Edge Financial Planning LLC48,711$0.94M0.8%N/A0.017%
2/24/2023Natixis22,645$0.44M0.0%N/A0.008%
2/21/2023Northwestern Mutual Wealth Management Co.4,383,755$84.56M0.1%+156.6%1.511%
2/21/2023B. Riley Wealth Advisors Inc.22,079$0.43M0.0%-7.0%0.008%
2/17/2023Truist Financial Corp143,420$2.77M0.0%-5.6%0.049%
2/16/2023Bensler LLC107,676$2.08M0.5%-2.8%0.037%
2/16/2023American Trust25,012$0.48M0.0%+118.6%0.009%
2/16/2023Moneta Group Investment Advisors LLC7,913$55.27M1.4%-99.8%0.003%
2/16/2023Financial Advocates Investment Management12,609$0.24M0.0%N/A0.004%
2/16/2023Pacific Capital Wealth Advisors Inc.170,576$3.29M0.9%N/A0.059%
2/16/2023Personal Capital Advisors Corp106,744$2.06M0.0%+40.4%0.037%
2/16/2023United Capital Financial Advisers LLC32,950$0.64M0.0%-1.7%0.011%
2/15/2023Retirement Group LLC46,094$0.89M0.4%+26.3%0.016%
2/15/2023Front Row Advisors LLC4,662$90K0.0%-12.9%0.002%
2/15/2023Atlas Capital Advisors LLC72,650$1.40M0.2%-13.4%0.025%
2/15/2023Apollon Wealth Management LLC232,812$4.49M0.3%+9.1%0.080%
2/15/2023Captrust Financial Advisors32,424$0.63M0.0%-23.5%0.011%
2/15/2023Patriot Investment Management Group Inc.131,756$2.77M0.2%+13.4%0.045%
2/15/2023Cahill Financial Advisors Inc.28,540$0.55M0.1%+4.7%0.010%
2/15/2023Cerity Partners LLC543,102$28.45M0.2%-21.8%0.187%
2/15/2023SeaCrest Wealth Management LLC60,012$1.16M0.2%-3.7%0.021%
2/15/2023Money Concepts Capital Corp3,592$69K0.0%+119.8%0.001%
2/15/2023Morgan Stanley154,137$2.97M0.0%-62.3%0.053%
2/15/2023Mariner LLC502,532$9.69M0.0%+12.1%0.173%
2/15/2023Evergreen Capital Management LLC72,714$1.40M0.1%+223.5%0.025%
2/15/2023Ancora Advisors LLC3,410$66K0.0%-33.0%0.001%
2/14/2023Cetera Advisor Networks LLC230,754$4.45M0.0%+10.6%0.080%
2/14/2023Nelson Van Denburg & Campbell Wealth Management Group LLC171,031$3.30M0.2%+14.0%0.059%
2/14/2023Jackson Thornton Asset Management LLC32,537$0.63M0.2%+36.1%0.011%
2/14/2023Grey Fox Wealth Advisors LLC11,112$0.21M0.1%N/A0.004%
2/13/2023Moran Wealth Management LLC95,006$1.83M0.1%N/A0.033%
2/13/2023Consilium Wealth Advisory LLC21,615$0.42M0.4%N/A0.007%
2/13/2023Smith Moore & CO.120,806$2.33M0.3%-3.3%0.042%
2/13/2023First Republic Investment Management Inc.157,640$3.04M0.0%+258.1%0.054%
2/13/2023Charles Schwab Investment Management Inc.20,624,854$397.85M0.1%+6.8%7.110%
2/13/2023Charles Schwab Investment Advisory Inc.46,473,993$896.48M1.5%+2.2%16.020%
2/13/2023Callan Capital LLC17,830$0.34M0.0%+3.1%0.006%
2/13/2023Roundview Capital LLC77,328$1.49M0.2%+62.4%0.027%
2/13/2023Baird Financial Group Inc.127,206$2.45M0.0%+27.1%0.044%
2/13/2023Wealthcare Advisory Partners LLC86,975$1.68M0.1%-48.4%0.030%
2/13/2023BOKF NA11,899$0.23M0.0%N/A0.004%
2/13/2023Wells Fargo & Company MN443,250$8.55M0.0%-2.5%0.153%
2/13/2023Renaissance Technologies LLC34,000$0.66M0.0%-81.7%0.012%
2/13/2023Truepoint Inc.142,237$2.74M0.1%+152.7%0.049%
2/13/2023Texas Yale Capital Corp.99,667$1.92M0.1%+190.6%0.034%
2/13/2023Galvin Gaustad & Stein LLC13,983$0.27M0.0%+16.6%0.005%
2/13/2023Choreo LLC25,030$0.48M0.0%-2.9%0.009%
2/13/2023Atria Wealth Solutions Inc.71,865$1.39M0.0%+378.1%0.025%
2/13/2023Betterment LLC494,540$9.54M0.0%+19.8%0.170%
2/13/2023REDW Wealth LLC80,340$1.55M0.5%-12.8%0.028%
2/13/2023Rooted Wealth Advisors Inc.21,256$0.41M0.3%N/A0.007%
2/13/2023JPMorgan Chase & Co.46,924$0.91M0.0%-28.9%0.016%
2/10/2023Bank of America Corp DE95,394$1.84M0.0%-34.4%0.033%
2/10/2023Assetmark Inc.7,359$0.14M0.0%N/A0.003%
2/10/2023Fairview Capital Investment Management LLC123,465$2.38M0.2%+16.7%0.043%
2/10/2023Watershed Private Wealth LLC66,860$1.29M1.0%N/A0.023%
2/10/2023Coastal Investment Advisors Inc.1,601$31K0.0%-45.7%0.001%
2/10/2023Patton Fund Management Inc.50,811$0.98M0.3%N/A0.018%
2/10/2023Advisor Group Holdings Inc.87,289$1.68M0.0%-58.6%0.030%
2/10/2023Vise Technologies Inc.290,239$5.60M1.8%+3.1%0.100%
2/10/2023PNC Financial Services Group Inc.3,032,541$58.50M0.1%-3.7%1.045%
2/10/2023Blair William & Co. IL6,704$0.13M0.0%-11.4%0.002%
2/10/2023Omega Financial Group LLC271,350$5.23M2.7%-3.7%0.094%
2/10/2023Blue Barn Wealth LLC13,877$0.27M0.2%-10.8%0.005%
2/10/2023Tempus Wealth Planning LLC35,180$0.68M0.4%N/A0.012%
2/9/2023Everhart Financial Group Inc.17,109$0.33M0.2%+32.2%0.006%
2/9/2023Braun Bostich & Associates Inc.29,868$0.58M1.7%+16.4%0.010%
2/9/2023Firestone Capital Management427,375$8.24M3.1%+21.7%0.147%
2/9/2023Chicago Partners Investment Group LLC97,355$2.06M0.1%+22.8%0.034%
2/9/2023Foster & Motley Inc.868,859$16.76M1.4%-2.2%0.300%
2/9/2023Huntington National Bank3,254$63K0.0%+311.4%0.001%
2/9/2023HBK Sorce Advisory LLC234,858$4.53M0.1%+33.8%0.081%
2/9/2023Lee Financial Co38,538$0.74M0.1%+564.7%0.013%
2/9/2023MAI Capital Management119,551$2.31M0.0%+89.1%0.041%
2/9/2023HighTower Advisors LLC136,738$2.64M0.0%-2.1%0.047%
2/9/2023Mercer Global Advisors Inc. ADV75,525$1.46M0.0%-20.3%0.026%
2/8/2023Raymond James Financial Services Advisors Inc.27,951$0.54M0.0%-24.0%0.010%
2/8/2023Efficient Advisors LLC32,621$0.63M0.1%+10.7%0.011%
2/8/2023Roble Belko & Company Inc17,060$0.33M0.1%+26.0%0.006%
2/8/2023Raymond James & Associates23,241$0.45M0.0%+23.5%0.008%
2/8/2023Interactive Financial Advisors130,552$2.52M1.5%+17.9%0.045%
2/8/2023One Day In July LLC10,621$0.21M0.0%N/A0.004%
2/8/2023Belpointe Asset Management LLC4,486$87K0.0%N/A0.002%
2/8/2023UBS Group AG355,375$6.86M0.0%+14.8%0.123%
2/8/2023Orion Portfolio Solutions LLC27,719$0.54M0.0%+13.6%0.010%
2/8/2023Hillcrest Wealth Advisors NY LLC45,825$0.88M0.5%+76.8%0.016%
2/8/2023Cambridge Investment Research Advisors Inc.37,598$0.73M0.0%-57.4%0.013%
2/8/2023Gerber Kawasaki Wealth & Investment Management59,272$1.14M0.1%N/A0.020%
2/8/2023Blume Capital Management Inc.4,030$78K0.0%-33.2%0.001%
2/8/2023Nwam LLC22,975$0.44M0.0%+100.2%0.008%
2/8/2023Theory Financial LLC14,671$0.28M0.2%N/A0.005%
2/8/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management171,585$3.31M0.2%+17.4%0.059%
2/7/2023Capital Insight Partners LLC94,956$1.83M0.5%-54.5%0.033%
2/7/2023Catalyst Capital Advisors LLC1,128,632$21.77M0.7%+12.7%0.389%
2/7/2023Rational Advisors LLC2,295,446$44.28M3.7%-25.7%0.791%
2/7/2023Commonwealth Equity Services LLC57,957$1.12M0.0%+1.3%0.020%
2/7/2023Benjamin F. Edwards & Company Inc.173,001$3.34M0.1%-74.1%0.060%
(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, 496 institutional investors and hedge funds held shares of Schwab U.S. REIT ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($896.48M), Financial Engines Advisors L.L.C. ($712.60M), Creative Planning ($599.81M), Charles Schwab Investment Management Inc. ($397.85M), US Bancorp DE ($345.77M), FMR LLC ($150.17M), and Envestnet Asset Management Inc. ($119.53M).Learn more on SCHH's institutional investors.

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

Of the 473 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: Charles Schwab Investment Advisory Inc. ($26.73M), Financial Engines Advisors L.L.C. ($20.62M), Charles Schwab Investment Management Inc. ($12.16M), US Bancorp DE ($12.04M), Envestnet Asset Management Inc. ($3.80M), Northwestern Mutual Wealth Management Co. ($3.65M), and Creative Planning ($3.61M).

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

Institutional investors have bought a total of 127,813,595 shares in the last 24 months. This purchase volume represents approximately $3.02B in transactions.

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

Of the 251 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: Jones Financial Companies Lllp ($4.52M), Moneta Group Investment Advisors LLC ($3.30M), Tradewinds Capital Management LLC ($2.10M), Rational Advisors LLC ($1.26M), Bluestem Financial Advisors LLC ($1.11M), Financial Engines Advisors L.L.C. ($1.08M), and Creative Planning ($0.92M).

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

Institutional investors have sold a total of 24,025,625 shares in the last 24 months. This volume of shares sold represents approximately $501.13M in transactions.

This page (NYSEARCA:SCHH) was last updated on 3/23/2023 by MarketBeat.com Staff