SCHWAB US REIT ETF (SCHH) Institutional Ownership Changes & 13F Activity

SCHWAB US REIT ETF (SCHH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Two Sigma Investments, Lp, Ameriprise Financial Inc, Invesco Ltd., Strategic Financial Planning, Inc., and D. E. Shaw & Co., Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of So DakBuy+825825$19.54KQ2 2026Sep 18, 2026
Integrated Wealth Concepts LlcBuy+3,314+11.7%31,605$748.42KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+5,902+14.3%47,278$1.12MQ2 2026Sep 04, 2026
Corient Private Wealth LlcBuy+28,512+285.6%38,496$911.58KQ2 2026Aug 27, 2026
Strategic Financial Services, Inc.Buy+8,6508,650$204.83KQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+31,862+30.5%136,340$3.23MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+1,946+6.0%34,142$808.48KQ2 2026Aug 19, 2026
Archer Investment CorpSell-434-78.9%116$2.74KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+15,232+2.5%625,162$14.80MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+6,2526,252$148.05KQ2 2026Aug 18, 2026
Rakuten Investment Management, Inc.Buy+4,270+19.9%25,690$619.38KQ2 2026Aug 18, 2026
Almitas Capital LlcBuy+198,600198,600$4.70MQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcBuy+7,720+13.8%63,479$1.50MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcBuy+4,488+1.8%252,804$5.99MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+444+0.2%221,578$5.25MQ2 2026Aug 17, 2026
Jacobs Equity LlcSell-90-0.5%17,756$420.46KQ2 2026Aug 17, 2026
Two Sigma Investments, LpSell-8,837,000-73.5%3,186,737$75.46MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+2,178,5772,178,577$51.59MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+944,500944,500$22.37MQ2 2026Aug 14, 2026
Strategic Financial Planning, Inc.Buy+499,423499,423$11.82MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+483,542+430.3%595,924$14.11MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+382,561382,561$9.06MQ2 2026Aug 14, 2026
Manning & Napier Advisors LlcBuy+253,938+35.8%963,416$23.23MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+98,400+25.9%478,950$11.60MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+64,420+2.4%2,724,095$64.51MQ2 2026Aug 14, 2026
Point72 Asset Management, L.P.Sell-60,364-82.7%12,603$298.44KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-47,992-28.6%119,745$2.84MQ2 2026Aug 14, 2026
Moneta Group Investment Advisors LlcBuy+45,114+4.2%1,109,653$26.28MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-44,246-0.1%59,841,430$1.42BQ2 2026Aug 14, 2026
Two Sigma Securities, LlcSell-39,511-79.0%10,505$248.76KQ2 2026Aug 14, 2026
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Frequently asked questions about SCHH activity

  • Which institutional owners are buying SCHH?

    Institutional owners buying SCHH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SCHH activity?

    "Buy" means an investor increased their reported position in SCHH compared to the prior reporting period. This reflects growing exposure to SCHWAB US REIT ETF (SCHH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SCHH increasing?

    Institutional interest in SCHH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.