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

Schwab U.S. REIT ETF logo
$22.06 +0.21 (+0.96%)
Closing price 04:10 PM Eastern
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$22.05 -0.01 (-0.04%)
As of 08:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Number of
Institutional Buyers
(last 12 months)
290
Total
Institutional Inflows
(last 12 months)
$654.23M
Number of
Institutional Sellers
(last 12 months)
177
Total
Institutional Outflows
(last 12 months)
$187.84M
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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
10/6/2026Bangor Savings Bank15,671$345K0.0%N/A0.003%
10/5/2026Frisco Financial Planning LLC233,012$5.14M4.3%+0.3%0.049%
10/5/2026FC Advisory LLC89,012$1.96M0.5%-8.4%0.019%
9/23/2026QRG Capital Management Inc.8,903$211K0.0%N/A0.002%
9/23/2026Envestnet Portfolio Solutions Inc.36,671$868K0.0%+105.4%0.008%
9/23/2026Envestnet Asset Management Inc.11,756,832$278.40M0.0%+6.4%2.466%
9/9/2026Tortoise Investment Management LLC570,742$13.52M1.0%+1.7%0.121%
9/9/2026SMI Advisory Services LLC9,630$230K0.0%N/A0.002%
9/9/2026Summit Financial Strategies Inc.8,997$213K0.0%-48.4%0.002%
9/9/2026Integrated Wealth Concepts LLC31,605$748K0.0%+11.7%0.007%
9/9/2026NewEdge Advisors LLC50,346$1.19M0.0%+2.1%0.011%
9/9/2026IFP Advisors Inc64,394$1.53M0.0%+22.4%0.014%
9/9/2026Roble Belko & Company Inc32,499$770K0.1%-2.6%0.007%
9/9/2026Baird Financial Group Inc.209,614$4.96M0.0%+0.9%0.044%
9/9/2026XY Planning Network Inc.19,186$454K0.1%+5.1%0.004%
9/8/2026Allworth Financial LP15,788$374K0.0%-7.5%0.003%
9/8/2026Waverly Advisors LLC770,626$18.25M0.1%+3.3%0.163%
9/4/2026Parkside Financial Bank & Trust47,278$1.12M0.1%+14.3%0.010%
9/2/2026Range Advisory LLC29,353$695K0.1%N/A0.006%
8/27/2026Corient Private Wealth LP38,496$912K0.0%+285.6%0.008%
8/24/2026Strategic Financial Services Inc.8,650$205K0.0%N/A0.002%
8/23/2026Asset Allocation Strategies LLC252,804$5.99M0.9%+1.8%0.053%
8/22/2026Compass Financial Management LLC10,277$243K0.0%N/A0.002%
8/22/2026Plan A Wealth LLC9,310$220K0.1%N/A0.002%
8/22/2026Cooke Wealth Management LLC43,081$1.02M0.8%-1.7%0.009%
8/22/2026Cornerstone Advisors Asset Management LLC9,218$218K0.0%N/A0.002%
8/22/2026LifePlan Investment Advisors Inc.149,269$3.54M1.2%-0.9%0.032%
8/21/2026Carter Financial Group INC.76,887$1.82M1.0%+2.7%0.016%
8/21/2026Williams Financial LLC240,915$5.71M2.9%+4.8%0.051%
8/21/2026Emergent Wealth Advisors LLC8,820$207K0.1%N/A0.002%
8/21/2026Firestone Capital Management491,986$11.65M2.2%+3.2%0.104%
8/20/2026Nwam LLC20,343$482K0.0%+4.6%0.004%
8/12/2026Compass Financial Management LLC10,277$243K0.0%N/A0.002%
8/12/2026C M Bidwell & Associates Ltd.143,456$3.32M1.4%N/A0.030%
8/12/2026C M Bidwell & Associates Ltd.126,375$3.66M1.5%N/A0.027%
7/10/2026Lederer & Associates Investment Counsel CA17,882$423K0.3%-2.7%0.004%
7/10/2026Charles Schwab Trust Co1,498,729$35.49M2.0%0.0%0.319%
7/10/2026FC Advisory LLC97,213$2.30M0.6%-3.8%0.021%
7/10/2026SMI Advisory Services LLC9,630$230K0.0%N/A0.002%
7/10/2026Wealthcare Advisory Partners LLC137,744$3.26M0.1%+11.0%0.029%
A weekly dividend fund holding Nvidia and Palantir (Ad)

CrowdStrike, Palantir, Nvidia none of them pay a real dividend. But one fund holding the biggest AI names distributes income every single Thursday, with payouts reported as high as $1,051 a month. Chief Income Strategist Tim Plaehn breaks down the fund's real Thursday distribution history, how the income is generated, and how to buy it in any brokerage account.tc pixel

Watch the free presentation before this Thursday's payout
7/9/2026Focus Financial Network Inc.30,910$732K0.0%+6.0%0.007%
7/9/2026Everhart Financial Group Inc.16,668$395K0.0%-15.6%0.004%
7/9/2026Pine Haven Investment Counsel Inc25,572$606K0.4%+13.1%0.005%
7/9/2026Worth Asset Management LLC9,425$223K0.1%N/A0.002%
7/8/2026Elevation Wealth Partners LLC235,300$5.57M1.7%+1.8%0.050%
7/8/2026Hardin Capital Partners LLC20,582$490K0.2%+7.5%0.004%
7/7/2026Pioneer Wealth Management Group883,192$20.91M5.1%+8.3%0.188%
7/7/2026Integral Investment Advisors Inc.21,875$518K0.1%-20.0%0.005%
7/7/2026Avior Wealth Management LLC403,264$9.55M0.3%+1.5%0.086%
7/7/2026Grove Bank & Trust3,583$85K0.0%-42.9%0.001%
7/7/2026CoreCap Advisors LLC285,187$6.75M0.2%+7.7%0.061%
7/6/2026Bangor Savings Bank16,104$381K0.0%-3.7%0.003%
7/6/2026Stableford Capital II LLC14,899$353K0.1%-24.0%0.003%
7/2/2026Frisco Financial Planning LLC232,260$5.50M4.1%+4.8%0.049%
6/18/2026Western Wealth Management LLC18,213$391K0.0%+5.1%0.004%
6/3/2026NewEdge Advisors LLC49,330$1.06M0.0%-2.4%0.012%
5/29/2026Asset Dedication LLC1,771$38K0.0%+47.0%0.000%
5/28/2026Maripau Wealth Management LLC15,270$328K0.1%N/A0.004%
5/26/2026Glenmede Trust Co. NA4,193$90K0.0%-58.1%0.001%
5/19/2026Western Wealth Management LLC18,213$391K0.0%+5.1%0.004%
5/19/2026Orographic Financial Advisors LLC14,073$302K0.2%N/A0.003%
5/19/2026NewEdge Advisors LLC48,303$1.04M0.0%-4.5%0.011%
5/19/2026Bank of America Corp DE249,408$5.36M0.0%-21.7%0.059%
5/18/2026EverSource Wealth Advisors LLC35,831$770K0.0%-9.2%0.008%
5/18/2026Royal Bank of Canada67,496$1.45M0.0%-31.7%0.016%
5/16/2026Quantinno Capital Management LP26,334$566K0.0%-4.7%0.006%
5/15/2026Waverly Advisors LLC746,140$16.04M0.1%+2,599.4%0.176%
5/15/2026Vivaldi Capital Management LP111,181$2.39M0.3%+6.0%0.026%
5/14/2026Morningstar Investment Management LLC705,180$15.15M0.9%+24.7%0.166%
5/14/2026Rockbridge Investment Management LCC47,062$1.01M0.1%-7.1%0.011%
5/14/2026Compound Planning Inc.22,455$483K0.0%-15.3%0.005%
5/14/2026Sei Investments Co.20,595$443K0.0%-3.6%0.005%
5/13/2026Cetera Investment Advisers190,278$4.09M0.0%-41.4%0.045%
5/13/2026WealthCollab LLC261,708$5.62M2.3%+0.5%0.062%
5/8/2026PNC Financial Services Group Inc.516,843$11.11M0.0%-35.6%0.122%
5/8/2026JMG Financial Group Ltd.109,682$2.36M0.1%-5.8%0.026%
5/7/2026Human Investing LLC23,814$512K0.1%-4.3%0.006%
5/7/2026Koss Olinger Consulting LLC106,108$2.28M0.2%+0.5%0.025%
5/7/2026White & Co Financial Planning Inc279,230$6.00M4.2%+10.6%0.066%
5/6/2026Bartlett & CO. Wealth Management LLC6,214$144K0.0%+38.2%0.001%
5/6/2026Modera Wealth Management LLC16,477$354K0.0%-81.1%0.004%
5/6/2026Assetmark Inc.185,356$3.98M0.0%-0.7%0.044%
5/6/2026Prospect Financial Group LLC27,266$586K0.5%-4.4%0.006%
5/5/2026Wealthfront Advisers LLC397,966$8.55M0.0%+17.3%0.094%
5/5/2026Bank of New York Mellon Corp40,153$863K0.0%+10.2%0.009%
5/5/2026Geneos Wealth Management Inc.89,355$1.92M0.0%+0.9%0.021%
5/5/2026Sanctuary Advisors LLC9,406$202K0.0%-18.8%0.002%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management162,140$3.48M0.1%-2.6%0.038%
5/4/2026Bleakley Financial Group LLC95,179$2.05M0.0%+94.0%0.022%
5/4/2026Chicago Partners Investment Group LLC44,243$1.01M0.0%-4.7%0.010%
A weekly dividend fund holding Nvidia and Palantir (Ad)

CrowdStrike, Palantir, Nvidia none of them pay a real dividend. But one fund holding the biggest AI names distributes income every single Thursday, with payouts reported as high as $1,051 a month. Chief Income Strategist Tim Plaehn breaks down the fund's real Thursday distribution history, how the income is generated, and how to buy it in any brokerage account.tc pixel

Watch the free presentation before this Thursday's payout
5/2/2026Valmark Advisers Inc.61,676$1.33M0.0%-2.2%0.015%
5/1/2026Fifth Third Bancorp4,773$103K0.0%+158.3%0.001%
5/1/2026Summit Financial Strategies Inc.17,431$375K0.0%+31.1%0.004%
5/1/2026Droms Strauss Advisors Inc. MO ADV31,961$687K0.2%+5.4%0.008%
5/1/2026WealthShield Partners LLC35,437$762K0.1%+1.6%0.008%
5/1/2026Dumac Inc.7,929,093$170.40M20.8%+1.0%1.869%
5/1/2026Simplicity Wealth LLC13,818$297K0.0%-49.4%0.003%
5/1/2026Paladin Advisory Group LLC9,550$205K0.2%-9.4%0.002%
5/1/2026Manning & Napier Advisors LLC709,478$15.25M0.2%+44.4%0.167%
4/30/2026Valued Wealth Advisors LLC24,085$518K0.2%-7.4%0.006%


SCHH Institutional Ownership - Frequently Asked Questions

During the previous two years, 508 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. ($1.25B), US Bancorp DE ($684.18M), FMR LLC ($536.18M), Creative Planning ($468.27M), Phocas Financial Corp. ($380.24M), Envestnet Asset Management Inc. ($278.40M), and Dumac Inc. ($170.40M).Learn more on Schwab U.S. REIT ETF's institutional investors.

Of the 429 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), Dumac Inc. ($7.93M), Brooklyn FI LLC ($7.61M), Financial Engines Advisors L.L.C. ($5.77M), US Bancorp DE ($5.48M), BNP Paribas Financial Markets ($2.76M), and Envestnet Portfolio Solutions Inc. ($1.95M).

Institutional investors have bought a total of 30,761,261 shares in the last 24 months. This purchase volume represents approximately $653.88M in transactions.

Of the 177 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: BNP Paribas Financial Markets ($1.32M), Creative Planning ($925.42K), BlueSky Wealth Advisors LLC ($912.47K), Tudor Investment Corp ET AL ($784.28K), Morningstar Investment Management LLC ($679.40K), Compound Planning Inc. ($606.42K), and Northwestern Mutual Wealth Management Co. ($409.81K).

Institutional investors have sold a total of 8,810,506 shares in the last 24 months. This volume of shares sold represents approximately $187.84M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SCHH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/6/2026. New 13F filings are added each quarter as they're published.
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