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

$21.21

+0.35 (+1.68%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 236
Total Institutional Inflows (last 12 months): $818.19M

Number of Institutional Sellers (last 12 months): 174
Total Institutional Outflows (last 12 months): $307.55M

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SCHH Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bensler LLC	40,250	$804K	0.1%	-17.1%	0.013%
7/26/2024	Schoolcraft Capital LLC	140,168	$2.80M	0.6%	+5.8%	0.044%
7/26/2024	Bank of New York Mellon Corp	28,557	$570K	0.0%	+16.6%	0.009%
7/26/2024	Rational Advisors LLC	1,740,644	$34.76M	3.4%	-16.4%	0.549%
7/26/2024	Bailard Inc.	16,673	$333K	0.0%	-6.4%	0.005%
7/25/2024	Courage Miller Partners LLC	452,701	$9.04M	3.3%	-0.1%	0.143%
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7/25/2024	Tempus Wealth Planning LLC	55,126	$1.10M	0.5%	+1.0%	0.017%
7/25/2024	Waypoint Capital Advisors LLC	89,071	$1.78M	0.4%	-12.8%	0.028%
7/25/2024	Upper Left Wealth Management LLC	191,784	$3.83M	3.5%	+6.0%	0.060%
7/25/2024	Capital Insight Partners LLC	46,317	$925K	0.2%	-5.5%	0.015%
7/24/2024	Grove Bank & Trust	8,156	$163K	0.0%	-29.1%	0.003%
7/24/2024	Everhart Financial Group Inc.	21,116	$422K	0.1%	-4.5%	0.007%
7/23/2024	GYL Financial Synergies LLC	96,734	$1.93M	0.1%	-12.6%	0.030%
7/23/2024	Elser Financial Planning Inc	22,781	$455K	0.1%	N/A	0.007%
7/22/2024	Alaska Wealth Advisors	59,503	$1.19M	0.2%	-2.4%	0.019%
7/22/2024	Fifth Third Bancorp	7,378	$147K	0.0%	+1,042.1%	0.002%
7/22/2024	Krilogy Financial LLC	352,892	$7.05M	0.5%	+2.2%	0.111%
7/22/2024	Focus Financial Network Inc.	36,959	$789K	0.0%	+2.1%	0.012%
7/20/2024	Brand Asset Management Group Inc.	11,713	$234K	0.1%	+10.0%	0.004%
7/20/2024	Apollon Financial LLC	53,627	$1.07M	0.3%	+8.1%	0.017%
7/20/2024	Apollon Wealth Management LLC	1,046,905	$20.91M	0.6%	+10.2%	0.330%
7/19/2024	Summit Financial Strategies Inc.	22,504	$449K	0.1%	-9.1%	0.007%
7/19/2024	Hoylecohen LLC	15,680	$313K	0.0%	-8.9%	0.005%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	26,718	$534K	0.0%	-37.4%	0.008%
7/19/2024	Sensible Financial Planning & Management LLC.	347,140	$6.93M	1.5%	+4.8%	0.109%
7/18/2024	Pure Financial Advisors LLC	186,599	$3.73M	0.1%	+1.6%	0.059%
7/17/2024	Human Investing LLC	23,152	$462K	0.1%	+14.1%	0.007%
7/17/2024	BlueSky Wealth Advisors LLC	801,277	$16.00M	2.7%	N/A	0.253%
7/17/2024	Wealth Management Resources Inc.	380,930	$7.61M	3.3%	+3.9%	0.120%
7/17/2024	Galvin Gaustad & Stein LLC	25,407	$507K	0.0%	-7.1%	0.008%
7/17/2024	Valued Wealth Advisors LLC	20,023	$403K	0.3%	+11.5%	0.006%
7/16/2024	Envestnet Portfolio Solutions Inc.	6,837,684	$136.55M	0.5%	+7.6%	2.155%
7/16/2024	Wealth Enhancement Advisory Services LLC	483,883	$9.66M	0.0%	+3.7%	0.153%
7/16/2024	Maia Wealth LLC	17,939	$375K	0.1%	N/A	0.006%
7/16/2024	Friedenthal Financial	29,854	$596K	0.4%	-3.6%	0.009%
7/16/2024	EWG Elevate Inc.	30,008	$599K	0.2%	+9.9%	0.009%
7/16/2024	Bangor Savings Bank	28,116	$561K	0.1%	-15.7%	0.009%
7/15/2024	Guardian Financial Partners LLC	72,004	$1.44M	1.0%	+10.2%	0.023%
7/15/2024	Fifth Third Securities Inc.	32,895	$663K	0.1%	-14.3%	0.010%
7/15/2024	Patriot Investment Management Group Inc.	100,033	$2.00M	0.2%	+3.2%	0.032%
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7/13/2024	Pioneer Wealth Management Group	489,759	$9.78M	5.2%	+10.3%	0.154%
7/12/2024	Omega Financial Group LLC	268,185	$5.36M	2.2%	-3.3%	0.085%
7/12/2024	Hexagon Capital Partners LLC	50,854	$1.02M	0.2%	+3.5%	0.016%
7/11/2024	WBH Advisory Inc.	24,591	$491K	0.0%	-34.5%	0.008%
7/11/2024	Kohmann Bosshard Financial Services LLC	118,944	$2.38M	0.3%	-5.7%	0.037%
7/10/2024	CWM LLC	11,399	$228K	0.0%	-20.6%	0.004%
7/10/2024	Fiduciary Alliance LLC	160,022	$3.18M	0.5%	+6.7%	0.050%
7/9/2024	ZRC Wealth Management LLC	178,415	$3.56M	1.7%	+8.7%	0.056%
7/9/2024	Mather Group LLC.	1,434	$29K	0.0%	+5,211.1%	0.000%
7/8/2024	Thompson Investment Management Inc.	12,590	$251K	0.0%	+9.2%	0.004%
7/8/2024	FC Advisory LLC	74,066	$1.48M	0.5%	+3.4%	0.023%
7/2/2024	Davis Capital Management	94,630	$1.87M	1.6%	-1.4%	0.030%
7/2/2024	Appleton Partners Inc. MA	201,144	$4.02M	0.3%	+0.9%	0.063%
6/21/2024	Abich Financial Wealth Management LLC	1,627	$33K	0.0%	+8,463.2%	0.001%
5/29/2024	Garde Capital Inc.	37,722	$765K	0.1%	-2.6%	0.012%
5/24/2024	Cetera Investment Advisers	198,004	$4.02M	0.0%	N/A	0.062%
5/24/2024	Dodds Wealth LLC	15,951	$324K	0.1%	+5.4%	0.005%
5/17/2024	Comerica Bank	20,670	$420K	0.0%	+85.7%	0.007%
5/16/2024	B. Riley Wealth Advisors Inc.	16,962	$344K	0.0%	-27.3%	0.005%
5/15/2024	Fairview Capital Investment Management LLC	109,975	$2.23M	0.1%	-0.5%	0.035%
5/14/2024	EP Wealth Advisors LLC	7,177	$146K	0.0%	N/A	0.002%
5/14/2024	Sculati Wealth Management LLC	37,811	$768K	0.3%	-9.2%	0.012%
5/14/2024	Natixis	24,622	$499K	0.0%	+6.2%	0.008%
5/14/2024	Lake Street Advisors Group LLC	696,910	$14.15M	0.7%	-2.5%	0.220%
5/10/2024	Nwam LLC	19,818	$399K	0.0%	+26.6%	0.006%
5/9/2024	Forum Financial Management LP	185,661	$3.77M	0.1%	N/A	0.059%
5/9/2024	Trillium Asset Management LLC	70,556	$1.43M	0.0%	+12.0%	0.022%
5/9/2024	Blair William & Co. IL	10,871	$221K	0.0%	+16.2%	0.003%
5/9/2024	Kingsview Wealth Management LLC	31,142	$632K	0.0%	-2.4%	0.010%
5/9/2024	SageView Advisory Group LLC	56,123	$1.14M	0.1%	N/A	0.018%
5/9/2024	Charles Schwab Investment Advisory Inc.	53,860,915	$1.09B	1.5%	+2.8%	16.975%
5/8/2024	Avantax Advisory Services Inc.	74,068	$1.50M	0.0%	-7.7%	0.023%
5/8/2024	US Bancorp DE	26,073,111	$529.29M	0.7%	+4.0%	8.217%
5/8/2024	Watershed Private Wealth LLC	43,777	$889K	0.4%	-13.4%	0.014%
5/7/2024	PFG Advisors	12,504	$254K	0.0%	+15.4%	0.004%
5/7/2024	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	236,815	$4.81M	0.1%	-1.9%	0.075%
5/6/2024	Envestnet Portfolio Solutions Inc.	6,356,836	$129.04M	0.5%	+5.0%	2.003%
5/6/2024	Kades & Cheifetz LLC	40,388	$820K	0.5%	+4.0%	0.013%
5/6/2024	Sensible Financial Planning & Management LLC.	331,094	$6.72M	1.5%	+3.7%	0.104%
5/4/2024	Vista Capital Partners Inc.	192,038	$3.90M	0.5%	-2.8%	0.061%
5/4/2024	Geneos Wealth Management Inc.	101,058	$2.05M	0.1%	-4.2%	0.032%
5/3/2024	Embree Financial Group	22,109	$449K	0.1%	-17.8%	0.007%
5/3/2024	Lutz Financial Services LLC	21,700	$441K	0.0%	-4.7%	0.007%
5/3/2024	GSA Capital Partners LLP	96,402	$1.96M	0.2%	N/A	0.030%
5/2/2024	Cliftonlarsonallen Wealth Advisors LLC	10,775	$219K	0.0%	N/A	0.003%
5/2/2024	Clear Investment Research LLC	8,783	$178K	0.2%	-13.9%	0.003%
5/2/2024	Choreo LLC	78,549	$1.60M	0.0%	+8.3%	0.025%
5/2/2024	REDW Wealth LLC	70,947	$1.44M	0.4%	-9.3%	0.022%
5/1/2024	Wakefield Asset Management LLLP	28,726	$583K	0.2%	+4.0%	0.009%
5/1/2024	BNP Paribas Financial Markets	670,498	$13.61M	0.0%	-12.6%	0.209%
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5/1/2024	Ballast Advisors LLC	92,039	$1.87M	0.6%	+11.9%	0.029%
5/1/2024	BOK Financial Private Wealth Inc.	7,819	$159K	0.0%	+15.9%	0.002%
5/1/2024	Avior Wealth Management LLC	255,389	$5.18M	0.2%	+11.1%	0.080%
5/1/2024	Retirement Group LLC	36,062	$732K	0.3%	-19.5%	0.011%
5/1/2024	Mission Wealth Management LP	44,696	$907K	0.0%	+2.1%	0.014%
5/1/2024	Bridgewater Advisors Inc.	10,968	$223K	0.0%	-11.3%	0.003%
4/30/2024	Private Advisor Group LLC	51,054	$1.04M	0.0%	-28.2%	0.016%
4/30/2024	Curtis Advisory Group LLC	57,458	$1.17M	0.5%	-10.7%	0.018%
4/30/2024	SWS Partners	130,841	$2.66M	0.8%	+5.8%	0.041%
4/30/2024	Valued Wealth Advisors LLC	17,951	$364K	0.3%	-78.4%	0.006%

(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, 443 institutional investors and hedge funds held shares of Schwab U.S. REIT ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($1.09B), Financial Engines Advisors L.L.C. ($840.60M), Creative Planning ($607.87M), US Bancorp DE ($529.29M), Charles Schwab Investment Management Inc. ($514.72M), FMR LLC ($150.17M), and Envestnet Portfolio Solutions Inc. ($136.55M).Learn more on SCHH's institutional investors.
Which institutional investors have been buying Schwab U.S. REIT ETF stock?: Of the 386 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. ($8.40M), Envestnet Portfolio Solutions Inc. ($6.84M), US Bancorp DE ($6.75M), Charles Schwab Investment Management Inc. ($6.05M), Financial Engines Advisors L.L.C. ($5.88M), Cerity Partners LLC ($5.74M), and Creative Planning ($3.71M).
How much institutional buying is happening at Schwab U.S. REIT ETF?: Institutional investors have bought a total of 74,285,561 shares in the last 24 months. This purchase volume represents approximately $1.44B in transactions.

Which Schwab U.S. REIT ETF major shareholders have been selling company stock?: Of the 262 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 ($2.27M), PNC Financial Services Group Inc. ($1.78M), Creative Planning ($1.71M), and Millburn Ridgefield Corp ($1.30M).
How much institutional selling is happening at Schwab U.S. REIT ETF?: Institutional investors have sold a total of 33,402,766 shares in the last 24 months. This volume of shares sold represents approximately $644.20M in transactions.