S&P 500   4,967.23
DOW   37,986.40
QQQ   417.41
Lithium Overdose: Can These 2 Lithium Stocks Recover in 2024?
North Carolina medical marijuana sales begin at Cherokee store
'Civil War’ continues box-office campaign at No. 1
Wegovy vs. Zepbound: Who Wins the Battle of the GLP-1 Drugs?
Intuitive Surgical Leads the Robotic Surgery Movement
Stock market today: Wall Street eyes corporate earnings after last week's Big Tech selloff
Conservative Brazilians laud Elon Musk at rally in support of ex-president Bolsonaro
S&P 500   4,967.23
DOW   37,986.40
QQQ   417.41
Lithium Overdose: Can These 2 Lithium Stocks Recover in 2024?
North Carolina medical marijuana sales begin at Cherokee store
'Civil War’ continues box-office campaign at No. 1
Wegovy vs. Zepbound: Who Wins the Battle of the GLP-1 Drugs?
Intuitive Surgical Leads the Robotic Surgery Movement
Stock market today: Wall Street eyes corporate earnings after last week's Big Tech selloff
Conservative Brazilians laud Elon Musk at rally in support of ex-president Bolsonaro
S&P 500   4,967.23
DOW   37,986.40
QQQ   417.41
Lithium Overdose: Can These 2 Lithium Stocks Recover in 2024?
North Carolina medical marijuana sales begin at Cherokee store
'Civil War’ continues box-office campaign at No. 1
Wegovy vs. Zepbound: Who Wins the Battle of the GLP-1 Drugs?
Intuitive Surgical Leads the Robotic Surgery Movement
Stock market today: Wall Street eyes corporate earnings after last week's Big Tech selloff
Conservative Brazilians laud Elon Musk at rally in support of ex-president Bolsonaro
S&P 500   4,967.23
DOW   37,986.40
QQQ   417.41
Lithium Overdose: Can These 2 Lithium Stocks Recover in 2024?
North Carolina medical marijuana sales begin at Cherokee store
'Civil War’ continues box-office campaign at No. 1
Wegovy vs. Zepbound: Who Wins the Battle of the GLP-1 Drugs?
Intuitive Surgical Leads the Robotic Surgery Movement
Stock market today: Wall Street eyes corporate earnings after last week's Big Tech selloff
Conservative Brazilians laud Elon Musk at rally in support of ex-president Bolsonaro

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

$18.70
+0.04 (+0.21%)
(As of 08:47 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
282
Total
Institutional Inflows
(last 12 months)
$968.36M
Number of
Institutional Sellers
(last 12 months)
205
Total
Institutional Outflows
(last 12 months)
$349.58M
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.

Skip Chart & View Institutional Buying and Selling Data

SCHH Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2024Strategic Financial Planning Inc.391,741$7.95M6.0%+4.5%0.122%
4/19/2024ZRC Wealth Management LLC164,062$3.33M1.7%+34.9%0.051%
4/19/2024Wealth Management Resources Inc.366,796$7.45M3.2%+3.3%0.114%
4/19/2024Tempus Wealth Planning LLC54,584$1.11M0.5%+3.4%0.017%
4/19/2024IVC Wealth Advisors LLC17,193$349K0.2%+27.9%0.005%
4/19/2024State of Alaska Department of Revenue74,199$1.51M0.0%+236.5%0.023%
4/19/2024Yoder Wealth Management Inc.20,360$413K0.3%-39.5%0.006%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.42,667$866K0.0%+10.5%0.013%
4/18/2024SeaCrest Wealth Management LLC66,767$1.36M0.2%+7.6%0.021%
4/18/2024Congress Wealth Management LLC DE 149,810$3.04M0.1%+3.6%0.047%
4/18/2024Hexagon Capital Partners LLC49,130$997K0.2%+28.8%0.015%
4/18/2024Omega Financial Group LLC277,435$5.63M2.3%+3.0%0.086%
4/17/2024Fiduciary Alliance LLC149,963$3.00M0.5%+6.0%0.047%
4/17/2024Gradient Capital Advisors LLC44,627$906K0.3%-4.0%0.014%
4/17/2024Brooklyn FI LLC121,444$2.47M1.0%-0.5%0.038%
4/16/2024Moisand Fitzgerald Tamayo LLC1,244,689$25.27M3.9%+9.4%0.388%
4/16/2024Capital Insight Partners LLC49,032$995K0.2%-2.3%0.015%
4/16/2024Courage Miller Partners LLC453,183$9.20M3.2%+2.9%0.141%
4/16/2024Wealth Enhancement Advisory Services LLC466,461$9.47M0.0%-0.3%0.154%
4/15/2024Wealthcare Capital Management LLC10,702$217K0.0%-12.1%0.004%
4/15/2024Wealthcare Advisory Partners LLC85,483$1.74M0.1%-5.3%0.028%
4/15/2024Peterson Wealth Advisors LLC94,511$1.92M0.4%-1.3%0.031%
4/15/2024Future Financial Wealth Managment LLC3,900$79K0.1%N/A0.001%
4/15/2024Atlas Capital Advisors LLC94,623$1.92M0.3%+65.7%0.031%
4/15/2024Schoolcraft Capital LLC132,524$2.69M0.6%-1.3%0.044%
4/15/2024Thompson 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%
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%
Don’t Miss Out on the AI Gold Rush That’s Just Getting Started (Ad)

“Titan of Tech” Bets Big on Tiny AI Company He’s made as much as 3,250,000% in just three years on companies like Facebook, Airbnb, and PayPal… But our research shows his latest investment could be his most successful venture yet.

See how you can invest alongside him
3/15/2024Skyline 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%
2/16/2024Harbour Investments Inc.3,272$68K0.0%-63.5%0.001%
2/15/2024Mercer Global Advisors Inc. ADV91,359$1.89M0.0%-15.4%0.030%
2/15/2024Peloton Wealth Strategists80,082$1.66M0.7%-2.4%0.026%
2/15/2024Front Row Advisors LLC4,176$86K0.0%-21.4%0.001%
2/15/2024Moneta Group Investment Advisors LLC1,545,978$32.02M0.6%+1.1%0.511%
2/15/2024Atlas Capital Advisors LLC57,096$1.18M0.2%-10.9%0.019%
2/15/2024Websterrogers Financial Advisors LLC10,041$208K0.1%-33.8%0.003%
2/15/2024Modera Wealth Management LLC16,040$332K0.0%-33.0%0.005%
2/15/2024Nwam LLC15,650$324K0.0%N/A0.005%
2/15/2024Bartlett & CO. Wealth Management LLC4,301$90K0.0%+57.5%0.001%
2/15/2024Bluestem Financial Advisors LLC20,704$429K0.2%+37.6%0.007%
2/15/2024Buckingham Strategic Partners LLC12,057$250K0.0%-9.8%0.004%
2/15/2024Buckingham Strategic Wealth LLC50,083$1.04M0.0%-28.5%0.017%
2/15/2024Baird Financial Group Inc.200,319$4.15M0.0%+940.3%0.066%
2/15/2024Comerica Bank11,132$231K0.0%+381.3%0.004%
2/14/2024Royal Bank of Canada35,399$733K0.0%+8.5%0.012%
2/14/2024Waverly Advisors LLC11,352$235K0.0%N/A0.004%
2/14/2024Kestra Advisory Services LLC10,338$214K0.0%N/A0.003%
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%
2/14/2024Cresset Asset Management LLC86,987$1.80M0.0%N/A0.029%
2/14/2024Waterloo Capital L.P.43,263$896K0.1%N/A0.014%
2/13/2024Envestnet Asset Management Inc.374,193$7.75M0.0%-12.0%0.124%
2/13/2024Cibc World Markets Corp17,567$364K0.0%-9.4%0.006%
2/13/2024Cetera Advisor Networks LLC179,029$3.71M0.0%-36.3%0.059%
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%
2/13/2024Goldman Sachs Group Inc.280,307$5.81M0.0%+278.5%0.093%
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%
2/12/2024Strategic Financial Planning Inc.374,825$7.76M6.1%+6.1%0.124%
2/12/2024Roundview Capital LLC32,057$664K0.1%-48.5%0.011%
2/12/2024Fortress Wealth Management Inc.20,839$432K0.2%-3.5%0.007%
2/12/2024Focus Financial Network Inc. ADV36,099$748K0.0%N/A0.012%
2/12/2024Stifel Financial Corp37,403$775K0.0%+16.0%0.012%
2/12/2024CAP 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%
This Apple-like Innovator is Revolutionizing Healthcare (Ad)

AI has infiltrated so many sectors, it's sent the demand for AI-friendly GPU computer chips rocketing. Nvidia has gone up more than 3x in the past year. It is now valued well over $2 trillion, making it one of the largest companies in the world.

Click here to learn more about the booming eHealth industry
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%
2/9/2024Congress 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%
2/9/2024Cambridge Investment Research Advisors Inc.47,262$979K0.0%+84.6%0.016%
2/9/2024CreativeOne Wealth LLC12,316$255K0.0%-7.2%0.004%
(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, 511 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), Envestnet Portfolio Solutions Inc. ($125.40M), and Cerity Partners LLC ($122.40M).Learn more on SCHH's institutional investors.

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

Of the 481 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. ($31.42M), Financial Engines Advisors L.L.C. ($22.86M), Charles Schwab Investment Management Inc. ($16.78M), US Bancorp DE ($14.98M), Envestnet Portfolio Solutions Inc. ($6.06M), Cerity Partners LLC ($5.77M), and BlackRock Inc. ($3.93M).

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

Institutional investors have bought a total of 156,193,019 shares in the last 24 months. This purchase volume represents approximately $3.48B in transactions.

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

Of the 286 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. ($6.15M), Moneta Group Investment Advisors LLC ($4.85M), Jones Financial Companies Lllp ($4.57M), 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 37,646,035 shares in the last 24 months. This volume of shares sold represents approximately $730.80M in transactions.


This page (NYSEARCA:SCHH) was last updated on 4/22/2024 by MarketBeat.com Staff

From Our Partners