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Public ownership evidence

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

Read SCHH insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2915,487$333,137None
Corient Private Wealth LP2026-06-302026-08-2838,496$911,578None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-282$47None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-282$43None
Strategic Financial Services, Inc.2026-06-302026-08-258,650$204,832None
Kings Path Partners LLC2026-03-312026-08-221$19None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21588$13,924None
Bullock Wealth Management Group2026-06-302026-08-202,849$67,751None
Kingsview Wealth Management, LLC2026-06-302026-08-2034,142$808,483None
Archer Investment Corp2026-06-302026-08-20116$2,739None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20136,340$3,228,534None
Beacon Pointe Advisors, LLC2026-06-302026-08-19625,162$14,803,841None
JDM Financial Group LLC2026-06-302026-08-196,252$148,047None
Rakuten Investment Management, Inc.2026-06-302026-08-1925,690$619,385None
Jacobs Equity LLC2026-06-302026-08-1817,756$420,462None
Almitas Capital LLC2026-06-302026-08-18198,600$4,702,848None
Comprehensive Money Management Services LLC2026-06-302026-08-1863,479$1,503,183None
Corient Private Wealth LP2026-06-302026-08-1838,450$910,489None
Asset Allocation Strategies LLC2026-06-302026-08-18252,804$5,986,399None
Pure Financial Advisors, LLC2026-06-302026-08-18221,578$5,246,978None
Transamerica Financial Advisors, LLC2026-06-302026-08-181$28None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15460$10,884None
EFG International AG2026-06-302026-08-151,500$35,520None
Vestwell Advisors, LLC2026-06-302026-08-150$5None
AMERIFLEX GROUP, INC.2026-06-302026-08-1563$1,492None
SEI INVESTMENTS CO2026-06-302026-08-1520,653$489,040None
Murphy & Mullick Capital Management Corp2026-06-302026-08-1539,024$924,082None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1549$1,160None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-15963,416$23,227,961None
Basecamp Wealth Advisors LLC2026-06-302026-08-15112$2,652None
Waterford Advisors, LLC2026-06-302026-08-15429,163$9,926,530None
Flatrock Wealth Partners LLC2026-06-302026-08-15157,233$3,723,277None
NFSG Corp2026-06-302026-08-1538$900None
Invst, LLC2026-06-302026-08-1513,938$330,056None
WCG Wealth Advisors LLC2026-06-302026-08-1511,681$276,606None
XTX Topco Ltd2026-06-302026-08-158,825$208,976None
Prestige Wealth Management Group LLC2026-06-302026-08-15259$6,124None
Western Wealth Management, LLC2026-06-302026-08-1515,184$359,563None
Qube Research & Technologies Ltd2026-06-302026-08-1522,864$541,420None
Strategic Family Wealth Counselors, L.L.C.2026-06-302026-08-1516,461$389,797None
IFG Advisory, LLC2026-06-302026-08-159,349$221,390None
OSAIC HOLDINGS, INC.2026-06-302026-08-15788$18,660None
OSAIC HOLDINGS, INC.2026-06-302026-08-15237,197$5,616,835None
OSAIC HOLDINGS, INC.2026-06-302026-08-1529,567$700,141None
OSAIC HOLDINGS, INC.2026-06-302026-08-1576,052$1,801,185None
Betterment LLC2026-06-302026-08-15794,598$18,816,000None
Fort Point Capital Partners LLC2026-06-302026-08-1527,944$661,714None
Orion Porfolio Solutions, LLC2026-06-302026-08-15119,745$2,835,567None
HRT FINANCIAL LP2026-06-302026-08-15103,340$2,447,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-15382,561$9,059,000None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Strategic Financial Services, Inc. ↗Kings Path Partners LLC ↗GILL CAPITAL PARTNERS, LLC ↗Bullock Wealth Management Group ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.