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

Schwab U.S. REIT ETF logo
$21.26 +0.04 (+0.16%)
As of 02:50 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)
280
Total
Institutional Inflows
(last 12 months)
$1.19B
Number of
Institutional Sellers
(last 12 months)
203
Total
Institutional Outflows
(last 12 months)
$231.90M
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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
5/12/2025Townsquare Capital LLC379,595$8.17M0.1%+6.3%0.108%
5/12/2025Summit Financial Strategies Inc.20,328$437K0.0%-13.1%0.006%
5/12/2025National Bank of Canada FI284,213$6.11M0.0%-27.4%0.081%
5/12/2025WBH Advisory Inc.20,070$432K0.0%-4.9%0.006%
5/12/2025Alesco Advisors LLC47,067$1.01M0.0%-11.8%0.013%
5/9/2025 Altfest L J & Co. Inc.35,928$773K0.1%+29.1%0.010%
5/9/2025 Chicago Partners Investment Group LLC55,929$1.18M0.0%-9.2%0.016%
5/9/2025 WealthShield Partners LLC33,222$715K0.1%+5.8%0.009%
5/9/2025 Atria Wealth Solutions Inc.21,415$461K0.0%+5.2%0.006%
5/9/2025 Empower Advisory Group LLC60,655$1.31M0.0%+5.2%0.017%
5/9/2025 SGL Investment Advisors Inc.54,231$1.14M0.6%+18.3%0.015%
5/9/2025 Blair William & Co. IL4,430$95K0.0%+17.4%0.001%
5/9/2025 PNC Financial Services Group Inc.820,873$17.66M0.0%-10.5%0.233%
5/8/2025 IFG Advisory LLC10,009$215K0.0%N/A0.003%
5/8/2025 Strategic Family Wealth Counselors L.L.C.23,806$512K0.2%+90.6%0.007%
5/8/2025 Commerce Bank18,799$404K0.0%-5.3%0.005%
5/8/2025 US Bancorp DE29,816,470$641.36M4.0%+4.8%8.465%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management157,459$3.39M0.1%-4.0%0.045%
5/8/2025 Harbour Investments Inc.2,080$45K0.0%+87.9%0.001%
5/8/2025 HHM Wealth Advisors LLC89,087$1.92M0.3%-1.9%0.025%
5/8/2025 Foster & Motley Inc.920,550$19.80M1.2%+1.8%0.261%
5/8/2025 Natixis Advisors LLC23,803$512K0.0%+5.2%0.007%
5/8/2025 Roble Belko & Company Inc56,139$1.21M0.2%+5.7%0.016%
5/8/2025 Aegis Wealth Management LLC23,621$508K0.3%-2.0%0.007%
5/8/2025 Portland Financial Advisors Inc21,133$455K1.2%+6.4%0.006%
5/8/2025 Geneos Wealth Management Inc.91,609$2.08M0.1%-0.8%0.026%
5/7/2025 Morningstar Investment Management LLC1,116,708$24.02M2.0%-2.0%0.317%
5/7/2025 MJT & Associates Financial Advisory Group Inc.6,395$138K0.1%N/A0.002%
5/7/2025 AWM Capital LLC95,659$2.06M0.2%-3.7%0.027%
5/7/2025 Passive Capital Management LLC.254,336$5.47M1.7%+15.6%0.072%
5/7/2025 LPL Financial LLC285,930$6.15M0.0%-46.9%0.081%
5/7/2025 Ballast Advisors LLC102,214$2.20M0.7%+1.2%0.029%
5/7/2025 Texas Yale Capital Corp.131,948$2.84M0.1%+32.4%0.037%
5/7/2025 Brown Wealth Management LLC367,620$7.91M2.7%+6.1%0.104%
5/7/2025 White & Co Financial Planning Inc246,027$5.24M4.5%+0.6%0.070%
5/6/2025 Assetmark Inc.5,299$114K0.0%+72.9%0.002%
5/6/2025 Cetera Investment Advisers202,202$4.35M0.0%-1.9%0.057%
5/6/2025 Avantax Advisory Services Inc.95,252$2.05M0.0%-1.4%0.027%
5/6/2025 Tempus Wealth Planning LLC60,384$1.30M0.4%+6.9%0.017%
5/6/2025 AE Wealth Management LLC5,307$114K0.0%+13.4%0.002%
Silver Is the New Oil—And the World’s Running Dry (Ad)

Elon's Next Market Move Could Send Silver Soaring Every industry Elon Musk touches explodes—from Tesla to SpaceX to AI. And now, whispers are growing that his next move could be in silver. Why? Because silver is the lifeblood of EVs, solar panels, and AI tech.

Smart money is already watching silver closely.
5/6/2025 Roundview Capital LLC31,758$683K0.0%-2.6%0.009%
5/6/2025 Madden Advisory Services Inc.102,233$2.20M1.0%+1.4%0.029%
5/6/2025 VSM Wealth Advisory LLC18,802$404K0.1%-14.7%0.005%
5/6/2025 Choreo LLC77,752$1.67M0.0%-1.7%0.022%
5/6/2025 PFG Advisors15,919$342K0.0%+16.6%0.005%
5/6/2025 WT Wealth Management20,634$444K0.1%+10.4%0.006%
5/5/2025 Lewis Asset Management LLC10,359$223K0.2%+6.3%0.003%
5/5/2025 IFP Advisors Inc30,841$663K0.0%+9.8%0.009%
5/5/2025 Calton & Associates Inc.14,135$304K0.0%N/A0.004%
5/5/2025 Private Advisor Group LLC35,902$772K0.0%-8.3%0.010%
5/5/2025 JMG Financial Group Ltd.120,957$2.60M0.1%+11.6%0.034%
5/5/2025 Jackson Creek Investment Advisors LLC151,319$3.26M1.0%+2.6%0.043%
5/2/2025 Kingsview Wealth Management LLC32,729$704K0.0%-83.0%0.009%
5/2/2025 Bailard Inc.25,087$540K0.0%+29.7%0.007%
5/2/2025 Legacy Capital Wealth Partners LLC14,937$321K0.1%+3.6%0.004%
5/2/2025 Allen Capital Group LLC14,437$311K0.0%-14.6%0.004%
5/2/2025 Bridgewater Advisors Inc.10,944$229K0.0%N/A0.003%
5/2/2025 Larson Financial Group LLC7,742$167K0.0%-6.9%0.002%
5/2/2025 Wealthfront Advisers LLC633,652$13.63M0.0%-8.4%0.180%
5/2/2025 Landmark Wealth Management LLC83,121$1.79M0.8%+2.6%0.024%
5/2/2025 Grey Fox Wealth Advisors LLC26,037$560K0.1%-1.9%0.007%
5/2/2025 Firestone Capital Management441,824$9.50M2.5%+0.1%0.125%
5/2/2025 Apollon Wealth Management LLC144,994$3.12M0.1%-86.6%0.041%
5/1/2025 CWM LLC12,851$276K0.0%+10.6%0.004%
5/1/2025 Alaska Wealth Advisors82,382$1.77M0.3%+4.5%0.023%
5/1/2025 Rational Advisors Inc.1,772,703$38.13M3.8%+7.4%0.503%
5/1/2025 Omega Financial Group LLC205,748$4.43M1.7%-3.2%0.058%
5/1/2025 Fifth Third Securities Inc.20,510$441K0.0%-27.9%0.006%
5/1/2025 Marshall Financial Group Inc. ADV17,928$386K0.1%-88.0%0.005%
5/1/2025 Fonville Wealth Management LLC19,117$398K0.1%-3.3%0.005%
4/30/2025 Cerity Partners LLC2,720,664$58.52M0.1%-9.0%0.772%
4/30/2025 Allworth Financial LP35,641$737K0.0%-12.6%0.010%
4/30/2025 Capital Insight Partners LLC37,209$800K0.1%-15.0%0.011%
4/30/2025 Ramiah Investment Group61,683$1.33M1.4%N/A0.018%
4/30/2025 Principal Securities Inc.443,607$9.34M0.2%+1.1%0.126%
4/30/2025 Peterson Wealth Advisors LLC73,575$1.58M0.3%-9.3%0.021%
4/30/2025 Stratos Wealth Advisors LLC259,237$5.58M0.3%-4.5%0.074%
4/30/2025 Black Diamond Financial LLC119,550$2.57M0.4%+1.5%0.034%
4/29/2025 Financial Counselors Inc.130,837$2.81M0.0%-0.8%0.037%
4/29/2025 Envestnet Asset Management Inc.877,828$18.88M0.0%-3.8%0.249%
4/29/2025 Hexagon Capital Partners LLC55,677$1.20M0.2%+11.5%0.016%
4/29/2025 Pure Portfolios Holdings LLC601,791$12.95M4.8%+4.6%0.171%
4/29/2025 Interactive Financial Advisors Inc.30,598$658K0.3%-4.2%0.009%
4/29/2025 REDW Wealth LLC20,925$450K0.2%-54.6%0.006%
4/29/2025 Whelan Financial19,279$415K0.2%-4.8%0.005%
4/29/2025 Bank of New York Mellon Corp22,712$489K0.0%-31.9%0.006%
4/29/2025 Jackson Thornton Wealth Management LLC460,865$9.53M1.3%+5.2%0.131%
4/29/2025 Bestgate Wealth Advisors LLC46,046$990K2.1%-13.8%0.013%
4/29/2025 OneDigital Investment Advisors LLC24,159$520K0.0%-69.0%0.007%
4/29/2025 Courage Miller Partners LLC455,456$9.80M3.3%+2.8%0.129%
Silver Is the New Oil—And the World’s Running Dry (Ad)

Elon's Next Market Move Could Send Silver Soaring Every industry Elon Musk touches explodes—from Tesla to SpaceX to AI. And now, whispers are growing that his next move could be in silver. Why? Because silver is the lifeblood of EVs, solar panels, and AI tech.

Smart money is already watching silver closely.
4/29/2025 Values Added Financial LLC31,810$684K0.4%-2.0%0.009%
4/28/2025 Glassy Mountain Advisors Inc.126,269$2.72M1.0%+7.5%0.036%
4/28/2025 Sensible Financial Planning & Management LLC.355,555$7.65M1.5%+2.3%0.101%
4/25/2025 Smallwood Wealth Investment Management LLC6,435$138K0.1%N/A0.002%
4/25/2025 Red Door Wealth Management LLC14,375$309K0.0%N/A0.004%
4/25/2025 Perissos Private Wealth Management LLC10,423$224K0.2%-38.8%0.003%
4/25/2025 Citizens National Bank Trust Department3,023$65K0.0%N/A0.001%
4/25/2025 Root Financial Partners LLC36,227$779K0.1%+6.3%0.010%
4/25/2025 Sumitomo Mitsui Trust Group Inc.12,413$267K0.0%N/A0.004%
4/24/2025 ZynergyRetirementPlanningLLC690,665$14.55M10.3%+2.5%0.196%
(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, 472 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. ($1.13B), Charles Schwab Investment Advisory Inc. ($1.09B), US Bancorp DE ($641.36M), Creative Planning ($595.46M), FMR LLC ($536.18M), Charles Schwab Investment Management Inc. ($514.72M), and Phocas Financial Corp. ($380.24M).Learn more on SCHH's institutional investors.

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

Of the 391 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: FMR LLC ($25.41M), US Bancorp DE ($7.92M), Brooklyn FI LLC ($7.69M), Charles Schwab Investment Advisory Inc. ($7.39M), Envestnet Portfolio Solutions Inc. ($7.34M), Financial Engines Advisors L.L.C. ($6.79M), and Charles Schwab Investment Management Inc. ($4.74M).

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

Institutional investors have bought a total of 97,716,807 shares in the last 24 months. This purchase volume represents approximately $2.04B 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. ($5.95M), Creative Planning ($4.48M), PNC Financial Services Group Inc. ($1.83M), Rational Advisors LLC ($1.32M), Millburn Ridgefield Corp ($1.30M), Lake Street Advisors Group LLC ($1.07M), and Apollon Wealth Management LLC ($940.77K).

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

Institutional investors have sold a total of 27,469,533 shares in the last 24 months. This volume of shares sold represents approximately $542.40M in transactions.



This page (NYSEARCA:SCHH) was last updated on 5/12/2025 by MarketBeat.com Staff
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