Go Pro
→ A Dark Day Is Coming to America (From TradeSmith) (Ad)tc pixel Free SCHH Stock Alerts

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

Schwab U.S. REIT ETF logo
$24.04 -0.02 (-0.08%)
As of 08/21/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
458
Total
Institutional Inflows
(last 12 months)
$6.81B
Number of
Institutional Sellers
(last 12 months)
177
Total
Institutional Outflows
(last 12 months)
$187.41M
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
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%
8/19/2026 Field & Main Bank700$65K0.0%N/A0.000%
8/19/2026 Prosperitas Financial LLC3,530$326K0.1%N/A0.001%
8/19/2026 Kingsview Wealth Management LLC57,815$5.34M0.1%N/A0.012%
8/18/2026 Beacon Pointe Advisors LLC218,376$20.15M0.1%N/A0.046%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt10,011$923K0.0%N/A0.002%
8/18/2026 Twin Lakes Capital Management LLC65,320$6.03M2.3%N/A0.014%
8/18/2026 Rakuten Investment Management Inc.268,961$24.35M0.1%N/A0.057%
8/18/2026 Denver PWM LLC3,289$365K0.1%N/A0.001%
8/18/2026 Glenview Trust Co120,550$11.33M0.1%N/A0.025%
8/18/2026 Empowered Funds LLC193,980$17.90M0.1%N/A0.041%
8/18/2026 United Capital Financial Advisors LLC147,353$13.60M0.1%N/A0.031%
8/18/2026 WNY Asset Management LLC5,978$552K0.0%N/A0.001%
8/18/2026 Equitable Holdings Inc.54,020$4.98M0.0%N/A0.011%
8/18/2026 Centaurus Financial Inc.28,472$2.63M0.1%N/A0.006%
8/18/2026 Coastal Bridge Advisors LLC20,281$1.87M0.1%N/A0.004%
8/18/2026 Public Employees Retirement System of Ohio616,080$56.85M0.2%N/A0.130%
8/18/2026 MASTERINVEST Kapitalanlage GmbH32,732$3.02M0.3%N/A0.007%
8/17/2026 Stonehage Fleming Financial Services Holdings Ltd13,670$1.26M0.0%N/A0.003%
8/17/2026 Proficio Capital Partners LLC7,549$697K0.0%N/A0.002%
8/17/2026 Pure Financial Advisors LLC15,319$1.41M0.0%N/A0.003%
8/17/2026 Transamerica Financial Advisors LLC2,606$240K0.0%N/A0.001%
8/17/2026 Corient Private Wealth LP730,794$67.43M0.1%N/A0.155%
8/17/2026 Perennial Investment Advisors LLC3,532$326K0.0%N/A0.001%
8/17/2026 Ausdal Financial Partners Inc.14,058$1.30M0.1%N/A0.003%
8/17/2026 Bamco Inc. NY11,655,694$1.08B1.6%N/A2.465%
8/17/2026 Bank of America Corp DE15,993,144$1.48B0.1%N/A3.382%
8/17/2026 Basswood Capital Management L.L.C.250,998$23.16M0.9%N/A0.053%
8/17/2026 Blodgett Wealth Advisors LLC3,167$292K0.2%N/A0.001%
8/15/2026 Arini Capital Management Ltd50,000$4.61M0.5%N/A0.011%
8/15/2026 Strategic Global Advisors LLC48,208$4.45M0.6%N/A0.010%
Major Buy Alert Issued for August 31st (Ad)

Keith Kaplan has invested $17 million into his own AI research tools, building a platform now used by 180,000 people worldwide. His system has flagged a handful of stocks worth watching ahead of August 31st. See which stocks his AI research platform is flagging right now.tc pixel

See which stocks his AI research platform is flagging now
8/15/2026 Caisse de depot et placement du Quebec2,119,943$195.61M0.3%N/A0.448%
8/15/2026 Gallagher Fiduciary Advisors LLC2,871$265K0.0%N/A0.001%
8/15/2026 Man Group plc2,063,766$190.42M0.3%N/A0.436%
8/15/2026 Polar Asset Management Partners Inc.144,804$13.36M0.2%N/A0.031%
8/15/2026 Jupiter Topco LLC2,113,238$194.98M0.1%N/A0.447%
8/15/2026 Route One Investment Company L.P.2,189,893$202.06M8.1%N/A0.463%
8/14/2026 EFG International AG1,340$124K0.0%N/A0.000%
8/14/2026 Ancora Advisors LLC25,476$2.35M0.0%N/A0.005%
8/14/2026 Primecap Management Co. CA25,120,895$2.32B1.4%N/A5.312%
8/14/2026 PDT Partners LLC172,200$15.89M0.8%N/A0.036%
8/14/2026 Palisade Capital Management LP6,873$634K0.0%N/A0.001%
8/14/2026 Canada Pension Plan Investment Board3,187,265$294.09M0.2%N/A0.674%
8/14/2026 Castleark Management LLC9,360$864K0.0%N/A0.002%
8/14/2026 Legal & General Group Plc9,403,634$867.67M0.2%N/A1.989%
8/14/2026 The Manufacturers Life Insurance Company 1,627,988$150.21M0.1%N/A0.344%
8/14/2026 Park Presidio Capital LLC1,170,236$107.98M6.1%N/A0.247%
8/14/2026 Jones Financial Companies Lllp7,298$673K0.0%N/A0.002%
8/14/2026 Trajan Wealth LLC166,044$15.32M0.6%N/A0.035%
8/14/2026 Veratis Advisors Inc.3,314$306K0.2%N/A0.001%
8/14/2026 Wood Tarver Financial Group LLC2,543$234K0.1%N/A0.001%
8/14/2026 Peak Asset Management LLC14,563$1.34M0.2%N/A0.003%
8/14/2026 Fiduciary Financial Advisors1,389$127K0.0%N/A0.000%
8/14/2026 Hyperion Capital Advisors LP8,767$809K0.4%N/A0.002%
8/14/2026 L2 Asset Management LLC26,792$2.47M0.3%N/A0.006%
8/14/2026 Cetera Trust Company N.A27,330$2.52M1.3%N/A0.006%
8/14/2026 Aberdeen Wealth Management LLC1,771$163K0.1%N/A0.000%
8/14/2026 Whalen Wealth Management Inc.2,329$215K0.1%N/A0.000%
8/13/2026 D.B. Root & Company LLC2,439$225K0.0%N/A0.001%
8/13/2026 Investor s Fiduciary Advisor Network LLC6,924$638K0.2%N/A0.001%
8/13/2026 Safeguard Investment Advisory Group LLC2,208$204K0.0%N/A0.000%
8/13/2026 Cibc World Market Inc.489,573$45.17M0.1%N/A0.104%
8/13/2026 OMERS ADMINISTRATION Corp134,547$12.42M0.1%N/A0.028%
8/13/2026 Leigh Baldwin & CO. LLC2,660$245K0.1%N/A0.001%
8/13/2026 Osmosis Investment Management UK Ltd57,016$5.26M0.2%N/A0.012%
8/13/2026 Sanctuary Advisors LLC194,796$17.97M0.1%N/A0.041%
8/13/2026 Jericho Financial LLP5,793$535K0.3%N/A0.001%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.2,681,578$247.43M0.5%N/A0.567%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.86,812$8.01M0.4%N/A0.018%
8/13/2026 Barrow Hanley Mewhinney & Strauss LLC5,703,361$526.25M1.6%N/A1.206%
8/13/2026 Haverford Trust Co5,679$524K0.0%N/A0.001%
8/13/2026 Clear Harbor Asset Management LLC17,875$1.65M0.1%N/A0.004%
8/13/2026 Bank of Nova Scotia893,472$82.44M0.1%N/A0.189%
8/12/2026 Compass Financial Management LLC10,277$243K0.0%N/A0.002%
8/12/2026 Elevation Point Wealth Partners LLC35,009$3.23M0.1%N/A0.007%
8/12/2026 Alta Advisers Ltd6,770$625K0.1%N/A0.001%
8/12/2026 Daiichi Life Insurance Co. Ltd.68,834$6.35M0.1%N/A0.015%
8/12/2026 Commerce Bank88,912$8.20M0.0%N/A0.019%
8/12/2026 Northwestern Mutual Wealth Management Co.542,634$50.07M0.0%N/A0.115%
8/12/2026 CFO4Life Group LLC2,979$275K0.0%N/A0.001%
8/12/2026 Quantbot Technologies LP23,802$2.20M0.1%N/A0.005%
These gold assets are priced for $1,800 gold [it's over $4,000] (Ad)

Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's pullback from highs above 4000 an ounce. Yet top junior mining assets remain priced as if gold were still stuck near 1800 an ounce, a gap analyst Garrett Goggin calls the Golden Anomaly. With record cash on hand, majors may soon be forced to buy juniors to secure future production.tc pixel

See the junior gold assets majors may target next
8/12/2026 Fortress Financial Group LLC600$371K0.1%N/A0.000%
8/12/2026 Evolve Private Wealth LLC6,173$570K0.0%N/A0.001%
8/12/2026 Findlay Park Partners LLP1,202,369$110.94M1.5%N/A0.254%
8/12/2026 Varma Mutual Pension Insurance Co327,481$30.22M0.2%N/A0.069%
8/12/2026 Westpac Banking Corp18,811$1.74M0.1%N/A0.004%
8/12/2026 TRB Wealth Management LLC4,562$421K0.1%N/A0.001%
8/12/2026 Sumitomo Life Insurance Co.12,619$1.16M0.0%N/A0.003%
8/12/2026 Landscape Capital Management L.L.C.72,127$6.66M0.4%N/A0.015%
8/12/2026 Korea Investment CORP1,138,783$105.08M0.2%N/A0.241%
8/12/2026 EP Wealth Advisors LLC483,058$44.57M0.2%N/A0.102%


SCHH Institutional Ownership - Frequently Asked Questions

During the previous two years, 665 institutional investors and hedge funds held shares of Schwab U.S. REIT ETF. The most heavily invested institutionals were BlackRock Inc. ($12.40B), Primecap Management Co. CA ($2.32B), Bank of America Corp DE ($1.48B), Financial Engines Advisors L.L.C. ($1.25B), Bamco Inc. NY ($1.08B), Bank of New York Mellon Corp ($967.85M), and Legal & General Group Plc ($867.67M).Learn more on Schwab U.S. REIT ETF's institutional investors.

Of the 589 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: BlackRock Inc. ($134.41M), FMR LLC ($25.41M), Primecap Management Co. CA ($25.12M), Bank of America Corp DE ($16.01M), Bamco Inc. NY ($11.66M), Bank of New York Mellon Corp ($10.51M), and Legal & General Group Plc ($9.40M).

Institutional investors have bought a total of 290,673,710 shares in the last 24 months. This purchase volume represents approximately $6.81B 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 8,791,707 shares in the last 24 months. This volume of shares sold represents approximately $187.41M 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 8/22/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The retirement stock I'd buy before Nvidia today
In 2014, Marc Chaikin pointed readers toward Nvidia. Now the 60-year Wall Street veteran and creator of the Ch...
Chaikin Analytics | Sponsoredtc pixel
23,281 stocks. Only ONE survived.
One American energy producer just cleared a screen of 23281 stocks for elite operating profits, double-digit r...
Monument Traders Alliance | Sponsoredtc pixel
Someone just dumped the biggest gold fund.
Investors pulled 2.9 billion dollars from the world's largest gold fund in a single day this March, pushing to...
Behind the Markets | Sponsoredtc pixel
A $382 trillion migration and the position no one is talking about
Trump just signed a law requiring America's entire $382 trillion financial system to migrate to a new money ne...
Awesomely | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel