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

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$18.86
-0.10 (-0.53%)
(As of 04/25/2024 ET)
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Institutional Ownership Changes (13F Filings) for Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Number of
Institutional Buyers
(last 12 months)
250
Total
Institutional Inflows
(last 12 months)
$905.21M
Number of
Institutional Sellers
(last 12 months)
180
Total
Institutional Outflows
(last 12 months)
$313.28M
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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
4/25/2024Armor Investment Advisors LLC11,153$226K0.1%-9.8%0.003%
4/24/2024 Krilogy Financial LLC345,254$7.01M0.5%+0.8%0.108%
4/24/2024 Landmark Wealth Management LLC81,505$1.66M0.8%+1.6%0.025%
4/24/2024 Spire Wealth Management4,147$84K0.0%+36.5%0.001%
4/23/2024 Global Retirement Partners LLC11,282$229K0.0%-6.0%0.004%
4/23/2024 Rational Advisors LLC2,081,886$42.26M3.9%N/A0.649%
4/23/2024 Gradient Investments LLC1,276$26K0.0%+63,700.0%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.226,004$4.59M0.0%+415.2%0.070%
4/22/2024 Strategic Financial Planning Inc.391,741$7.95M6.0%+4.5%0.122%
4/19/2024 ZRC Wealth Management LLC164,062$3.33M1.7%+34.9%0.051%
4/19/2024 Wealth Management Resources Inc.366,796$7.45M3.2%+3.3%0.114%
4/19/2024 Tempus Wealth Planning LLC54,584$1.11M0.5%+3.4%0.017%
4/19/2024 IVC Wealth Advisors LLC17,193$349K0.2%+27.9%0.005%
4/19/2024 State of Alaska Department of Revenue74,199$1.51M0.0%+236.5%0.023%
4/19/2024 Yoder Wealth Management Inc.20,360$413K0.3%-39.5%0.006%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.42,667$866K0.0%+10.5%0.013%
4/18/2024 SeaCrest Wealth Management LLC66,767$1.36M0.2%+7.6%0.021%
4/18/2024 Congress Wealth Management LLC DE 149,810$3.04M0.1%+3.6%0.047%
4/18/2024 Hexagon Capital Partners LLC49,130$997K0.2%+28.8%0.015%
4/18/2024 Omega Financial Group LLC277,435$5.63M2.3%+3.0%0.086%
4/17/2024 Fiduciary Alliance LLC149,963$3.00M0.5%+6.0%0.047%
4/17/2024 Gradient Capital Advisors LLC44,627$906K0.3%-4.0%0.014%
4/17/2024 Brooklyn FI LLC121,444$2.47M1.0%-0.5%0.038%
4/16/2024 Moisand Fitzgerald Tamayo LLC1,244,689$25.27M3.9%+9.4%0.388%
4/16/2024 Capital Insight Partners LLC49,032$995K0.2%-2.3%0.015%
4/16/2024 Courage Miller Partners LLC453,183$9.20M3.2%+2.9%0.141%
4/16/2024 Wealth Enhancement Advisory Services LLC466,461$9.47M0.0%-0.3%0.154%
4/15/2024 Wealthcare Capital Management LLC10,702$217K0.0%-12.1%0.004%
4/15/2024 Wealthcare Advisory Partners LLC85,483$1.74M0.1%-5.3%0.028%
4/15/2024 Peterson Wealth Advisors LLC94,511$1.92M0.4%-1.3%0.031%
4/15/2024 Future Financial Wealth Managment LLC3,900$79K0.1%N/A0.001%
4/15/2024 Atlas Capital Advisors LLC94,623$1.92M0.3%+65.7%0.031%
4/15/2024 Schoolcraft Capital LLC132,524$2.69M0.6%-1.3%0.044%
4/15/2024 Thompson Investment Management Inc.11,532$234K0.0%+15.0%0.004%
4/12/2024 Charles Schwab Trust Co994,752$20.19M1.9%+12.3%0.329%
4/11/2024 Bangor Savings Bank33,343$677K0.1%-15.6%0.011%
4/11/2024 Hillcrest Wealth Advisors NY LLC13,125$266K0.1%N/A0.004%
4/11/2024 Pioneer Wealth Management Group444,090$9.02M5.2%+6.0%0.147%
4/11/2024 Liberty Capital Management Inc.26,742$543K0.1%+5.7%0.009%
4/11/2024 Grey Fox Wealth Advisors LLC27,399$556K0.2%-2.9%0.009%
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4/10/2024 Park Avenue Securities LLC17,542$356K0.0%+4.2%0.006%
4/10/2024 BCS Wealth Management53,816$1.09M0.4%-2.5%0.018%
4/10/2024 EWG Elevate Inc.27,307$554K0.2%+9.1%0.009%
4/10/2024 Stableford Capital II LLC20,684$420K0.2%-5.2%0.007%
4/9/2024 Foster Group Inc.26,609$540K0.0%+12.3%0.009%
4/5/2024 Davis Capital Management96,015$1.92M1.7%+1.7%0.032%
4/1/2024 Appleton Partners Inc. MA199,333$4.05M0.3%+6.4%0.066%
3/22/2024PNC Financial Services Group Inc.1,110,082$22.99M0.0%-9.6%0.367%
3/15/2024 Skyline Advisors Inc.10,736$222K0.1%N/A0.004%
3/15/2024B. Riley Wealth Advisors Inc.23,335$483K0.0%+37.6%0.008%
3/5/2024Greenwood Capital Associates LLC13,238$274K0.0%N/A0.004%
2/29/2024Tortoise Investment Management LLC485,005$10.04M1.4%+0.9%0.160%
2/23/2024Chicago Partners Investment Group LLC82,078$1.62M0.1%-11.6%0.027%
2/16/2024Peloton Wealth Strategists80,082$1.66M0.7%-2.4%0.026%
2/15/2024Bartlett & CO. Wealth Management LLC4,301$90K0.0%+57.5%0.001%
2/15/2024 Bluestem Financial Advisors LLC20,704$429K0.2%+37.6%0.007%
2/14/2024Vivaldi Capital Management LP100,849$1.96M0.6%+63.1%0.033%
2/14/2024Creative Planning29,351,371$607.87M0.9%-1.9%9.700%
2/14/2024Waterloo Capital L.P.43,263$896K0.1%N/A0.014%
2/13/2024Tower Research Capital LLC TRC 2,479$51K0.0%-96.9%0.001%
2/13/2024Lake Street Advisors Group LLC714,688$14.80M1.0%-33.5%0.236%
2/13/2024Fairview Capital Investment Management LLC110,500$2.29M0.1%+18.3%0.037%
2/13/2024CWA Asset Management Group LLC18,367$380K0.0%+16.5%0.006%
2/13/2024Jones Financial Companies Lllp214,163$4.44M0.0%-4.5%0.071%
2/13/2024Landmark Financial Advisors LLC21,377$443K0.2%-4.4%0.007%
2/13/2024SWS Partners123,625$2.56M0.8%-3.5%0.041%
2/12/2024 BlueSky Wealth Advisors LLC742,520$15.38M2.9%-3.6%0.245%
2/12/2024Clear Investment Research LLC10,201$211K0.3%+16.1%0.003%
2/12/2024Dodds Wealth LLC15,139$314K0.2%N/A0.005%
2/12/2024 Strategic Financial Planning Inc.374,825$7.76M6.1%+6.1%0.124%
2/12/2024Roundview Capital LLC32,057$664K0.1%-48.5%0.011%
2/12/2024 Fortress Wealth Management Inc.20,839$432K0.2%-3.5%0.007%
2/12/2024Focus Financial Network Inc. ADV36,099$748K0.0%N/A0.012%
2/12/2024 CAP Partners LLC12,142$251K0.2%N/A0.004%
2/12/2024Human Investing LLC20,176$418K0.1%N/A0.007%
2/12/2024Madden Advisory Services Inc.88,938$1.84M1.0%-0.7%0.029%
2/12/2024Parallel Advisors LLC26,037$539K0.0%-7.5%0.009%
2/12/2024Heritage Wealth Advisors4,810$100K0.0%N/A0.002%
2/12/2024Cape Investment Advisory Inc.9,009$187K0.1%+12.8%0.003%
2/9/2024 Congress Wealth Management LLC DE 144,625$3.00M0.1%-15.7%0.048%
2/9/2024Hoylecohen LLC21,745$450K0.0%-18.7%0.007%
2/9/2024Orion Portfolio Solutions LLC31,558$652K0.0%-16.0%0.010%
2/9/2024Commerce Bank14,590$302K0.0%N/A0.005%
2/9/2024US Bancorp DE25,070,602$519.22M0.8%+2.5%8.285%
2/9/2024CreativeOne Wealth LLC12,316$255K0.0%-7.2%0.004%
2/9/2024Trexquant Investment LP12,139$251K0.0%N/A0.004%
2/9/2024Corient Private Wealth LLC51,823$1.07M0.0%+101.4%0.017%
2/9/2024Wells Fargo & Company MN394,655$8.17M0.0%-2.4%0.130%
2/9/2024UBS Group AG710,688$14.72M0.0%+28.0%0.235%
2/9/2024PNC Financial Services Group Inc.1,110,082$22.99M0.0%-9.6%0.367%
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Find out why right here (and see what you can do to get in too with just a few dollars).
2/8/2024Tortoise Investment Management LLC484,268$9.50M1.2%+0.8%0.160%
2/8/2024Lee Financial Co28,098$582K0.1%-25.9%0.009%
2/8/2024WT Wealth Management20,206$418K0.2%-8.9%0.007%
2/8/2024SigFig Wealth Management LLC37,631$779K0.0%+4.9%0.012%
2/8/2024Kingsview Wealth Management LLC31,908$661K0.0%+2.6%0.011%
2/8/2024Beacon Pointe Advisors LLC25,768$534K0.0%+5.2%0.009%
2/8/2024Savvy Advisors Inc.15,645$324K0.3%N/A0.005%
2/8/2024Strategic Financial Services Inc 9,800$203K0.0%N/A0.003%
2/8/2024 Wealthcare Capital Management LLC12,181$252K0.0%N/A0.004%
2/8/2024Vise Technologies Inc.306,735$6.35M1.4%+4.4%0.101%
(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, 469 institutional investors and hedge funds held shares of Schwab U.S. REIT ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($1.08B), Financial Engines Advisors L.L.C. ($840.60M), Creative Planning ($607.87M), US Bancorp DE ($519.22M), Charles Schwab Investment Management Inc. ($514.72M), FMR LLC ($150.17M), and Envestnet Portfolio Solutions Inc. ($125.40M).Learn more on SCHH's institutional investors.

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

Of the 430 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: Financial Engines Advisors L.L.C. ($22.86M), US Bancorp DE ($14.98M), Charles Schwab Investment Advisory Inc. ($6.93M), Envestnet Portfolio Solutions Inc. ($6.06M), Charles Schwab Investment Management Inc. ($6.05M), Cerity Partners LLC ($5.74M), and Rational Advisors LLC ($4.05M).

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

Institutional investors have bought a total of 112,565,975 shares in the last 24 months. This purchase volume represents approximately $2.42B in transactions.

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

Of the 261 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. ($6.10M), Jones Financial Companies Lllp ($4.57M), Moneta Group Investment Advisors LLC ($3.88M), Rational Advisors LLC ($1.93M), PNC Financial Services Group Inc. ($1.78M), Creative Planning ($1.71M), and Tradewinds Capital Management LLC ($1.54M).

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

Institutional investors have sold a total of 34,663,956 shares in the last 24 months. This volume of shares sold represents approximately $672.78M in transactions.


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This page (NYSEARCA:SCHH) was last updated on 4/26/2024 by MarketBeat.com Staff

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