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

Schwab U.S. REIT ETF logo
$23.45 -0.22 (-0.93%)
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)
318
Total
Institutional Inflows
(last 12 months)
$710.55M
Number of
Institutional Sellers
(last 12 months)
212
Total
Institutional Outflows
(last 12 months)
$258.02M
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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
5/29/2026Asset 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%
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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%
4/29/2026 Sagace Wealth Management LLC123,193$2.65M1.8%-0.9%0.029%
4/29/2026 Hoey Investments Inc.1,471$32K0.0%-40.2%0.000%
4/29/2026 Downshift Financial LLC12,701$293K0.1%+14.6%0.003%
4/29/2026 Integrated Advisors Network LLC9,586$206K0.0%-18.7%0.002%
4/29/2026 Interactive Financial Advisors Inc.23,206$499K0.3%-4.0%0.005%
4/28/2026 Appleton Partners Inc. MA229,197$4.93M0.3%+2.5%0.054%
4/28/2026 Ascentis Independent Advisors3,452$74K0.0%N/A0.001%
4/28/2026 Hillcrest Wealth Advisors NY LLC52,700$1.13M0.5%-10.8%0.012%
4/28/2026 Wealth Management Resources Inc.406,889$8.74M3.0%+1.1%0.096%
4/28/2026 Clear 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%
4/27/2026 Portland Financial Advisors Inc22,413$482K1.0%+6.7%0.005%
4/27/2026 Lodestar Private Asset Management LLC27,589$593K0.1%+9.9%0.007%
4/27/2026 Carter Financial Group INC.74,863$1.61M1.0%-7.6%0.018%
4/27/2026 Private Advisor Group LLC45,070$969K0.0%-7.9%0.011%
4/25/2026 Stevens Capital Partners10,119$217K0.1%N/A0.002%
4/24/2026 Root Financial Partners LLC13,264$285K0.0%-18.1%0.003%
4/24/2026 Alaska Wealth Advisors LLC101,126$2.17M0.3%+7.3%0.024%
4/24/2026 Williams Financial LLC229,928$4.94M2.9%-0.4%0.054%
4/24/2026 Bestgate Wealth Advisors LLC53,741$1.16M2.1%+18.4%0.013%
4/23/2026 Kohmann Bosshard Financial Services LLC85,232$1.83M0.2%+17.2%0.020%
4/23/2026 Comprehensive Money Management Services LLC55,759$1.20M0.8%+28.5%0.013%
4/23/2026 Bigelow Investment Advisors LLC23,674$509K0.2%-6.2%0.006%
4/23/2026 Asset Allocation Strategies LLC248,316$5.34M0.9%+2.5%0.058%
4/23/2026 Apollon Wealth Management LLC94,696$2.04M0.0%-5.3%0.022%
4/22/2026 Wilkins Miller Wealth Management LLC18,120$389K0.2%+86.4%0.004%
4/22/2026 Yoder Wealth Management Inc.48,302$1.04M0.5%+3.7%0.011%
4/22/2026 Ramiah Investment Group103,511$2.22M1.9%+8.4%0.024%
4/22/2026 Rooted Wealth Advisors Inc.155,704$3.66M0.9%+7.0%0.037%
4/22/2026 WT Wealth Management36,681$788K0.2%+4.5%0.009%
4/21/2026 Foster & Motley Inc.990,058$21.28M1.1%+2.5%0.232%
4/21/2026 Fiduciary Alliance LLC202,261$4.63M0.3%+4.5%0.047%
4/20/2026 Christensen King & Associates Investment Services Inc.33,161$713K0.3%-2.2%0.008%
4/20/2026 Friedenthal Financial24,589$528K0.3%+2.4%0.006%
4/20/2026 Banque Cantonale Vaudoise33,156$713K0.0%N/A0.008%
4/20/2026 Aurora Investment Managers LLC.12,694$273K0.2%-9.6%0.003%
4/18/2026 CENTRAL TRUST Co2,823$61K0.0%-19.9%0.001%
4/18/2026 BCS Wealth Management23,457$504K0.1%-53.6%0.005%
4/18/2026 Murphy & Mullick Capital Management Corp39,308$845K0.6%-1.1%0.009%
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4/18/2026 HHM Wealth Advisors LLC72,282$1.55M0.2%-10.4%0.017%
4/17/2026 Krilogy Financial LLC516,526$11.92M0.4%+1.8%0.121%
4/17/2026 Roble Belko & Company Inc33,380$717K0.1%-3.7%0.008%
4/16/2026 Upper Left Wealth Management LLC278,580$5.99M3.5%+8.0%0.065%
4/16/2026 IVC Wealth Advisors LLC20,361$438K0.2%-8.5%0.005%
4/16/2026 Davis Capital Management98,736$2.12M1.4%+3.6%0.023%
4/16/2026 BlueSky Wealth Advisors LLC114,508$2.46M0.3%-88.8%0.027%
4/16/2026 Founders Financial Securities LLC10,578$239K0.0%-5.7%0.002%
4/16/2026 RFG Holdings Inc.19,992$430K0.1%-87.9%0.005%
4/15/2026 Nations Financial Group Inc. IA ADV68,725$1.48M0.1%+27.2%0.016%


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 33,601,973 shares in the last 24 months. This purchase volume represents approximately $710.55M in transactions.

Of the 212 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 12,128,597 shares in the last 24 months. This volume of shares sold represents approximately $258.02M in transactions.


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This page (NYSEARCA:SCHH) was last updated on 5/29/2026 by MarketBeat.com Staff.
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