Go Pro
→ Why major institutions are piling into this digital asset now (From Awesomely) (Ad)tc pixel Free SCHH Stock Alerts

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

Schwab U.S. REIT ETF logo
$23.08 -0.12 (-0.50%)
As of 04:00 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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)
$641.48M
Number of
Institutional Sellers
(last 12 months)
177
Total
Institutional Outflows
(last 12 months)
$187.66M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Tortoise Investment Management LLC570,742$13.52M1.0%+1.7%0.121%
9/9/2026 SMI Advisory Services LLC9,630$230K0.0%N/A0.002%
9/9/2026 Summit Financial Strategies Inc.8,997$213K0.0%-48.4%0.002%
9/9/2026 Integrated Wealth Concepts LLC31,605$748K0.0%+11.7%0.007%
9/9/2026 NewEdge Advisors LLC50,346$1.19M0.0%+2.1%0.011%
9/9/2026 IFP Advisors Inc64,394$1.53M0.0%+22.4%0.014%
9/9/2026 Roble Belko & Company Inc32,499$770K0.1%-2.6%0.007%
9/9/2026 Baird Financial Group Inc.209,614$4.96M0.0%+0.9%0.044%
9/9/2026 XY Planning Network Inc.19,186$454K0.1%+5.1%0.004%
9/8/2026 Allworth Financial LP15,788$374K0.0%-7.5%0.003%
9/8/2026 Waverly Advisors LLC770,626$18.25M0.1%+3.3%0.163%
9/4/2026 Parkside Financial Bank & Trust47,278$1.12M0.1%+14.3%0.010%
9/2/2026 Range Advisory LLC29,353$695K0.1%N/A0.006%
8/27/2026 Corient Private Wealth LP38,496$912K0.0%+285.6%0.008%
8/24/2026 Strategic Financial Services Inc.8,650$205K0.0%N/A0.002%
8/23/2026 Asset Allocation Strategies LLC252,804$5.99M0.9%+1.8%0.053%
8/22/2026 Compass Financial Management LLC10,277$243K0.0%N/A0.002%
8/22/2026 Plan A Wealth LLC9,310$220K0.1%N/A0.002%
8/22/2026 Cooke Wealth Management LLC43,081$1.02M0.8%-1.7%0.009%
8/22/2026 Cornerstone Advisors Asset Management LLC9,218$218K0.0%N/A0.002%
8/22/2026 LifePlan Investment Advisors Inc.149,269$3.54M1.2%-0.9%0.032%
8/21/2026 Carter Financial Group INC.76,887$1.82M1.0%+2.7%0.016%
8/21/2026 Williams Financial LLC240,915$5.71M2.9%+4.8%0.051%
8/21/2026 Emergent Wealth Advisors LLC8,820$207K0.1%N/A0.002%
8/21/2026 Firestone Capital Management491,986$11.65M2.2%+3.2%0.104%
8/20/2026 Nwam LLC20,343$482K0.0%+4.6%0.004%
8/12/2026 Compass Financial Management LLC10,277$243K0.0%N/A0.002%
8/12/2026 C M Bidwell & Associates Ltd.143,456$3.32M1.4%N/A0.030%
8/12/2026 C M Bidwell & Associates Ltd.126,375$3.66M1.5%N/A0.027%
7/10/2026 Lederer & Associates Investment Counsel CA17,882$423K0.3%-2.7%0.004%
7/10/2026 Charles Schwab Trust Co1,498,729$35.49M2.0%0.0%0.319%
7/10/2026 FC Advisory LLC97,213$2.30M0.6%-3.8%0.021%
7/10/2026 SMI Advisory Services LLC9,630$230K0.0%N/A0.002%
7/10/2026 Wealthcare Advisory Partners LLC137,744$3.26M0.1%+11.0%0.029%
7/9/2026 Focus Financial Network Inc.30,910$732K0.0%+6.0%0.007%
7/9/2026 Everhart Financial Group Inc.16,668$395K0.0%-15.6%0.004%
7/9/2026 Pine Haven Investment Counsel Inc25,572$606K0.4%+13.1%0.005%
7/9/2026 Worth Asset Management LLC9,425$223K0.1%N/A0.002%
7/8/2026 Elevation Wealth Partners LLC235,300$5.57M1.7%+1.8%0.050%
7/8/2026 Hardin Capital Partners LLC20,582$490K0.2%+7.5%0.004%
BlackRock and Vanguard already own THIS (Ad)

Institutions own roughly 88 percent of an overlooked American oil and natural gas company. BlackRock holds 32 million shares worth about 716 million dollars, while Vanguard owns 48 million shares worth nearly 1.1 billion dollars. The company generates approximately 3.2 billion dollars in operating income against a market value of only about 8 billion dollars, and it has signed a multi-year AI agreement with Palantir to improve equipment reliability and well performance.tc pixel

Click here to learn about this overlooked AI energy stock
7/7/2026 Pioneer Wealth Management Group883,192$20.91M5.1%+8.3%0.188%
7/7/2026 Integral Investment Advisors Inc.21,875$518K0.1%-20.0%0.005%
7/7/2026 Avior Wealth Management LLC403,264$9.55M0.3%+1.5%0.086%
7/7/2026 Grove Bank & Trust3,583$85K0.0%-42.9%0.001%
7/7/2026 CoreCap Advisors LLC285,187$6.75M0.2%+7.7%0.061%
7/6/2026 Bangor Savings Bank16,104$381K0.0%-3.7%0.003%
7/6/2026 Stableford Capital II LLC14,899$353K0.1%-24.0%0.003%
7/2/2026 Frisco Financial Planning LLC232,260$5.50M4.1%+4.8%0.049%
6/18/2026 Western Wealth Management LLC18,213$391K0.0%+5.1%0.004%
6/3/2026 NewEdge Advisors LLC49,330$1.06M0.0%-2.4%0.012%
5/29/2026 Asset Dedication LLC1,771$38K0.0%+47.0%0.000%
5/28/2026 Maripau Wealth Management LLC15,270$328K0.1%N/A0.004%
5/26/2026 Glenmede Trust Co. NA4,193$90K0.0%-58.1%0.001%
5/19/2026 Western Wealth Management LLC18,213$391K0.0%+5.1%0.004%
5/19/2026 Orographic Financial Advisors LLC14,073$302K0.2%N/A0.003%
5/19/2026 NewEdge Advisors LLC48,303$1.04M0.0%-4.5%0.011%
5/19/2026 Bank of America Corp DE249,408$5.36M0.0%-21.7%0.059%
5/18/2026 EverSource Wealth Advisors LLC35,831$770K0.0%-9.2%0.008%
5/18/2026 Royal Bank of Canada67,496$1.45M0.0%-31.7%0.016%
5/16/2026 Quantinno Capital Management LP26,334$566K0.0%-4.7%0.006%
5/15/2026 Waverly Advisors LLC746,140$16.04M0.1%+2,599.4%0.176%
5/15/2026 Vivaldi Capital Management LP111,181$2.39M0.3%+6.0%0.026%
5/14/2026 Morningstar Investment Management LLC705,180$15.15M0.9%+24.7%0.166%
5/14/2026 Rockbridge Investment Management LCC47,062$1.01M0.1%-7.1%0.011%
5/14/2026 Compound Planning Inc.22,455$483K0.0%-15.3%0.005%
5/14/2026 Sei Investments Co.20,595$443K0.0%-3.6%0.005%
5/13/2026 Cetera Investment Advisers190,278$4.09M0.0%-41.4%0.045%
5/13/2026 WealthCollab LLC261,708$5.62M2.3%+0.5%0.062%
5/8/2026 PNC Financial Services Group Inc.516,843$11.11M0.0%-35.6%0.122%
5/8/2026 JMG Financial Group Ltd.109,682$2.36M0.1%-5.8%0.026%
5/7/2026 Human Investing LLC23,814$512K0.1%-4.3%0.006%
5/7/2026 Koss Olinger Consulting LLC106,108$2.28M0.2%+0.5%0.025%
5/7/2026 White & Co Financial Planning Inc279,230$6.00M4.2%+10.6%0.066%
5/6/2026 Bartlett & CO. Wealth Management LLC6,214$144K0.0%+38.2%0.001%
5/6/2026 Modera Wealth Management LLC16,477$354K0.0%-81.1%0.004%
5/6/2026 Assetmark Inc.185,356$3.98M0.0%-0.7%0.044%
5/6/2026 Prospect Financial Group LLC27,266$586K0.5%-4.4%0.006%
5/5/2026 Wealthfront Advisers LLC397,966$8.55M0.0%+17.3%0.094%
5/5/2026 Bank of New York Mellon Corp40,153$863K0.0%+10.2%0.009%
5/5/2026 Geneos Wealth Management Inc.89,355$1.92M0.0%+0.9%0.021%
5/5/2026 Sanctuary Advisors LLC9,406$202K0.0%-18.8%0.002%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management162,140$3.48M0.1%-2.6%0.038%
5/4/2026 Bleakley Financial Group LLC95,179$2.05M0.0%+94.0%0.022%
5/4/2026 Chicago Partners Investment Group LLC44,243$1.01M0.0%-4.7%0.010%
5/2/2026 Valmark Advisers Inc.61,676$1.33M0.0%-2.2%0.015%
5/1/2026 Fifth Third Bancorp4,773$103K0.0%+158.3%0.001%
5/1/2026 Summit Financial Strategies Inc.17,431$375K0.0%+31.1%0.004%
5/1/2026 Droms Strauss Advisors Inc. MO ADV31,961$687K0.2%+5.4%0.008%
5/1/2026 WealthShield Partners LLC35,437$762K0.1%+1.6%0.008%
5/1/2026 Dumac Inc.7,929,093$170.40M20.8%+1.0%1.869%
Trump goes "all-in" on Grand Canyon energy breakthrough (Ad)

A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years. While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million. One company controls the entire supply chain behind this discovery.tc pixel

See the ticker behind this Grand Canyon energy breakthrough now
5/1/2026 Simplicity Wealth LLC13,818$297K0.0%-49.4%0.003%
5/1/2026 Paladin Advisory Group LLC9,550$205K0.2%-9.4%0.002%
5/1/2026 Manning & Napier Advisors LLC709,478$15.25M0.2%+44.4%0.167%
4/30/2026 Valued Wealth Advisors LLC24,085$518K0.2%-7.4%0.006%
4/30/2026 Kestra Advisory Services LLC10,324$222K0.0%+58.4%0.002%
4/30/2026 Money Concepts Capital Corp32,260$693K0.0%N/A0.008%
4/30/2026 Sumitomo Mitsui Trust Group Inc.10,786$232K0.0%-19.1%0.003%
4/30/2026 Greenwood Capital Associates LLC32,003$688K0.1%+24.7%0.008%
4/29/2026 Flatrock Wealth Partners LLC148,526$3.19M1.4%N/A0.035%
4/29/2026 Jackson Thornton Wealth Management LLC399,423$9.04M0.8%-6.4%0.094%


SCHH Institutional Ownership - Frequently Asked Questions

During the previous two years, 510 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 Portfolio Solutions Inc. ($186.26M), and Dumac Inc. ($170.40M).Learn more on Schwab U.S. REIT ETF's institutional investors.

Of the 431 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. ($1.93M).

Institutional investors have bought a total of 30,262,305 shares in the last 24 months. This purchase volume represents approximately $641.48M 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 8,802,305 shares in the last 24 months. This volume of shares sold represents approximately $187.66M 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 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Gold majors have a big problem
Newmont spent 15 billion dollars acquiring Newcrest in 2023, the largest deal in gold mining history. Yet prod...
Golden Portfolio | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Elon Musk’s Hushed FCC Filing. Sept 25th.
Elon Musk quietly filed a document with the federal government tied to artificial intelligence, one of the lar...
Paradigm Press | Sponsoredtc pixel
Musk says UBI is coming. I say it's already here.
Elon Musk says AI could make money irrelevant by 2036. One income program already exists today, funded not by ...
Freedom Financial | Sponsoredtc pixel
How options let you do more with less capital
Would you rather spend $5,000 buying 100 shares of a $50 stock, or control those same 100 shares for a fractio...
Base Camp Trading | Sponsoredtc pixel
The trade I’ve been waiting for since 2011
Ross Givens, Director of Research at Traders Agency, is calling for gold to reach $10,000 an ounce this superc...
Traders Agency | Sponsoredtc pixel
Trump goes "all-in" on Grand Canyon energy breakthrough
A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of...
Behind the Markets | Sponsoredtc pixel
What Is A Roth Conversion, And How Do I Set One Up?
A Roth conversion moves money from a traditional IRA or employer plan into a Roth IRA, triggering income tax t...
SmartAsset | Sponsoredtc pixel