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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Security National Bank Of So Dak | Buy | +825 | — | 825 | $19.54K | Q2 2026 | Sep 18, 2026 |
| Integrated Wealth Concepts Llc | Buy | +3,314 | +11.7% | 31,605 | $748.42K | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +5,902 | +14.3% | 47,278 | $1.12M | Q2 2026 | Sep 04, 2026 |
| Corient Private Wealth Llc | Buy | +28,512 | +285.6% | 38,496 | $911.58K | Q2 2026 | Aug 27, 2026 |
| Strategic Financial Services, Inc. | Buy | +8,650 | — | 8,650 | $204.83K | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +31,862 | +30.5% | 136,340 | $3.23M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +1,946 | +6.0% | 34,142 | $808.48K | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -434 | -78.9% | 116 | $2.74K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +15,232 | +2.5% | 625,162 | $14.80M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +6,252 | — | 6,252 | $148.05K | Q2 2026 | Aug 18, 2026 |
| Rakuten Investment Management, Inc. | Buy | +4,270 | +19.9% | 25,690 | $619.38K | Q2 2026 | Aug 18, 2026 |
| Almitas Capital Llc | Buy | +198,600 | — | 198,600 | $4.70M | Q2 2026 | Aug 17, 2026 |
| Comprehensive Money Management Services Llc | Buy | +7,720 | +13.8% | 63,479 | $1.50M | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Buy | +4,488 | +1.8% | 252,804 | $5.99M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +444 | +0.2% | 221,578 | $5.25M | Q2 2026 | Aug 17, 2026 |
| Jacobs Equity Llc | Sell | -90 | -0.5% | 17,756 | $420.46K | Q2 2026 | Aug 17, 2026 |
| Two Sigma Investments, Lp | Sell | -8,837,000 | -73.5% | 3,186,737 | $75.46M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +2,178,577 | — | 2,178,577 | $51.59M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +944,500 | — | 944,500 | $22.37M | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Planning, Inc. | Buy | +499,423 | — | 499,423 | $11.82M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +483,542 | +430.3% | 595,924 | $14.11M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +382,561 | — | 382,561 | $9.06M | Q2 2026 | Aug 14, 2026 |
| Manning & Napier Advisors Llc | Buy | +253,938 | +35.8% | 963,416 | $23.23M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +98,400 | +25.9% | 478,950 | $11.60M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +64,420 | +2.4% | 2,724,095 | $64.51M | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | Sell | -60,364 | -82.7% | 12,603 | $298.44K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -47,992 | -28.6% | 119,745 | $2.84M | Q2 2026 | Aug 14, 2026 |
| Moneta Group Investment Advisors Llc | Buy | +45,114 | +4.2% | 1,109,653 | $26.28M | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -44,246 | -0.1% | 59,841,430 | $1.42B | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Sell | -39,511 | -79.0% | 10,505 | $248.76K | Q2 2026 | Aug 14, 2026 |
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.