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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include M&T Bank Corp, Elm Partners Management Llc, Us Bancorp \De\, Fmr Llc, and Waverly Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Elm Partners Management LlcBuy+934,557+125.7%1,678,301$36.07MQ1 2026Oct 30, 2026
Neuberger Berman Group LlcSell-105-0.0%332,682$7.15MQ1 2026Oct 27, 2026
M&T Bank CorpBuy+1,045,255+89567.7%1,046,422$22.49MQ1 2026Sep 04, 2026
Brighton Jones LlcBuy+12,190—12,190$261.96KQ1 2026Aug 07, 2026
Robinswood Financial LlcSell-22-100.0%0$0.00Q1 2026Jul 14, 2026
Wells Fargo & Company/MnSell-52,882-12.9%356,186$7.65MQ1 2026Jul 08, 2026
Kerr Financial Planning CorpBuy+2+0.9%215$4.96KQ1 2026Jul 01, 2026
Orographic Financial Advisors, LlcBuy+14,073—14,073$302.00KQ1 2026May 19, 2026
Western Wealth Management, LlcBuy+890+5.1%18,213$391.40KQ1 2026May 19, 2026
Mcilrath & Eck, LlcSell-671-62.7%399$8.58KQ1 2026May 19, 2026
Front Row Advisors LlcBuy+21+0.6%3,307$71.06KQ1 2026May 19, 2026
Bank Of America CorpSell-69,148-21.7%249,408$5.36MQ1 2026May 18, 2026
Newedge Advisors, LlcSell-2,250-4.5%48,303$70.37KQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+21+2.7%796$17.10KQ1 2026May 18, 2026
Ariadne Wealth Management, LpBuy+7+0.0%16,230$348.78KQ1 2026May 18, 2026
Vestwell Advisors, LlcBuy+2—2$60.00Q1 2026May 18, 2026
Us Bancorp \De\Buy+925,218+2.8%33,676,678$723.72MQ1 2026May 15, 2026
Fmr LlcBuy+804,959+3.3%25,136,358$540.18MQ1 2026May 15, 2026
Waverly Advisors, LlcBuy+718,499+2599.4%746,140$16.03MQ1 2026May 15, 2026
Waterford Advisors, LlcBuy+402,510—402,510$9.32MQ1 2026May 15, 2026
Two Sigma Investments, LpBuy+342,300+2.9%12,023,737$258.39MQ1 2026May 15, 2026
Tower Research Capital Llc (Trc)Buy+179,689+169.5%285,716$6.14MQ1 2026May 15, 2026
Tudor Investment Corp Et AlBuy+160,588—160,588$3.45MQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-152,957-73.4%55,436$1.19MQ1 2026May 15, 2026
Barclays PlcBuy+118,383—118,383$2.54MQ1 2026May 15, 2026
D. E. Shaw & Co., Inc.Sell-92,281-45.1%112,382$2.42MQ1 2026May 15, 2026
Point72 Asset Management, L.P.Buy+72,967—72,967$1.57MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+58,999+18.3%380,550$8.03MQ1 2026May 15, 2026
Two Sigma Securities, LlcBuy+50,016—50,016$1.07MQ1 2026May 15, 2026
Corient Private Wealth LlcSell-42,665-81.0%9,984$206.66KQ1 2026May 15, 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.