SCHH · Schwab U.S. REIT ETF ETF
$23.45
-0.16 (-0.68%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 6
Total Value: $2,935,466
Total Shares: 123,964
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 6 13F filers · Δ vs Mar 31, 2026Top Holder
38.1%
−61.9 pts
Top 5
100.0%
−0.0 pts
Top 10
100.0%
0.0 pts
HHI
3,028
Highly concentrated−6,972
Quarterly Activity
vs Mar 31, 2026
New
5
Increased
0
Decreased
0
Sold Out
1
Unchanged
1
Holder count:
+4
Institutional value:
-86.9%
Shares held:
-88.2%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid Parkside Financial Bank & Trust | 47,278 | $1,119,543 | |
| Large Corient Private Wealth LLC | 38,496 | $911,585 | |
| Small Range Advisory, LLC | 29,353 | $695,079 | |
| Mid Strategic Financial Services, Inc. | 8,650 | $204,832 | |
| Small BROWN, LISLE/CUMMINGS, INC. | 185 | $4,380 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 1,046,422 | $22,487,608 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid Parkside Financial Bank & Trust Bank SCHH | $1,119,543 | 38.14% | 47,278 | Shares | 2026-09-04 | |
| Large Corient Private Wealth LLC SCHH | $911,585 | 31.05% | 38,496 | Shares | 2026-08-27 | |
| Small Range Advisory, LLC SCHH | $695,079 | 23.68% | 29,353 | Shares | 2026-09-02 | |
| Mid Strategic Financial Services, Inc. SCHH | $204,832 | 6.98% | 8,650 | Shares | 2026-08-24 | |
| Small BROWN, LISLE/CUMMINGS, INC. SCHH | $4,380 | 0.15% | 185 | Shares | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC SCHH | $47 | 0.00% | 2 | Shares | 2026-08-27 |