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

Schwab U.S. REIT ETF logo
$24.04 +0.15 (+0.63%)
As of 04:10 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)
317
Total
Institutional Inflows
(last 12 months)
$699.41M
Number of
Institutional Sellers
(last 12 months)
209
Total
Institutional Outflows
(last 12 months)
$252.66M
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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
7/10/2026 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%
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%
6/18/2026Western 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%
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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%
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%
4/30/2026Kestra Advisory Services LLC10,324$222K0.0%+58.4%0.002%
4/30/2026Money Concepts Capital Corp32,260$693K0.0%N/A0.008%
4/30/2026Sumitomo Mitsui Trust Group Inc.10,786$232K0.0%-19.1%0.003%
4/30/2026Greenwood Capital Associates LLC32,003$688K0.1%+24.7%0.008%
4/29/2026Flatrock Wealth Partners LLC148,526$3.19M1.4%N/A0.035%
4/29/2026Jackson Thornton Wealth Management LLC399,423$9.04M0.8%-6.4%0.094%
4/29/2026Sagace Wealth Management LLC123,193$2.65M1.8%-0.9%0.029%
4/29/2026Hoey Investments Inc.1,471$32K0.0%-40.2%0.000%
4/29/2026Downshift Financial LLC12,701$293K0.1%+14.6%0.003%
4/29/2026Integrated Advisors Network LLC9,586$206K0.0%-18.7%0.002%
4/29/2026Interactive Financial Advisors Inc.23,206$499K0.3%-4.0%0.005%
4/28/2026Appleton Partners Inc. MA229,197$4.93M0.3%+2.5%0.054%
4/28/2026Ascentis Independent Advisors3,452$74K0.0%N/A0.001%
4/28/2026Hillcrest Wealth Advisors NY LLC52,700$1.13M0.5%-10.8%0.012%
4/28/2026Wealth Management Resources Inc.406,889$8.74M3.0%+1.1%0.096%
4/28/2026Clear Retirement Advice LLC24,235$521K0.4%-15.1%0.006%
4/28/2026 Integral Investment Advisors Inc.27,340$588K0.1%-10.8%0.006%
4/28/2026 Value Investment Professionals LLC66,112$1.42M0.7%N/A0.016%
4/27/2026Portland Financial Advisors Inc22,413$482K1.0%+6.7%0.005%
4/27/2026Lodestar Private Asset Management LLC27,589$593K0.1%+9.9%0.007%
4/27/2026Carter Financial Group INC.74,863$1.61M1.0%-7.6%0.018%
4/27/2026Private Advisor Group LLC45,070$969K0.0%-7.9%0.011%
4/25/2026Stevens Capital Partners10,119$217K0.1%N/A0.002%
4/24/2026Root Financial Partners LLC13,264$285K0.0%-18.1%0.003%
4/24/2026Alaska Wealth Advisors LLC101,126$2.17M0.3%+7.3%0.024%
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4/24/2026Williams Financial LLC229,928$4.94M2.9%-0.4%0.054%
4/24/2026Bestgate Wealth Advisors LLC53,741$1.16M2.1%+18.4%0.013%
4/23/2026Kohmann Bosshard Financial Services LLC85,232$1.83M0.2%+17.2%0.020%
4/23/2026Comprehensive Money Management Services LLC55,759$1.20M0.8%+28.5%0.013%
4/23/2026Bigelow Investment Advisors LLC23,674$509K0.2%-6.2%0.006%
4/23/2026Asset Allocation Strategies LLC248,316$5.34M0.9%+2.5%0.058%
4/23/2026Apollon Wealth Management LLC94,696$2.04M0.0%-5.3%0.022%
4/22/2026Wilkins Miller Wealth Management LLC18,120$389K0.2%+86.4%0.004%
4/22/2026Yoder Wealth Management Inc.48,302$1.04M0.5%+3.7%0.011%
4/22/2026Ramiah Investment Group103,511$2.22M1.9%+8.4%0.024%


SCHH Institutional Ownership - Frequently Asked Questions

During the previous two years, 516 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 436 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), US Bancorp DE ($6.68M), Financial Engines Advisors L.L.C. ($5.77M), BNP Paribas Financial Markets ($2.76M), and Envestnet Portfolio Solutions Inc. ($2.42M).

Institutional investors have bought a total of 33,057,639 shares in the last 24 months. This purchase volume represents approximately $699.41M in transactions.

Of the 209 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 ($2.12M), Creative Planning ($1.69M), 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 Raymond James Financial Inc. ($497.42K).

Institutional investors have sold a total of 11,875,533 shares in the last 24 months. This volume of shares sold represents approximately $252.66M in transactions.


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This page (NYSEARCA:SCHH) was last updated on 7/13/2026 by MarketBeat.com Staff.
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