SCHH · Insider trading · 13F holders · Congress trades
Schwab U.S. REIT ETF (SCHH)
Who is buying and selling SCHH: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 97
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 2
SCHH at a glance
- No open-market insider purchases or sales of SCHH were filed in the last 90 days.
- 97 13F filers hold SCHH among their 50 largest positions, worth $4.7B combined. The biggest bets by portfolio weight are Dumac, Inc. (17.1%), ZynergyRetirementPlanningLLC (10.1%) and Strategic Financial Planning, Inc. (6.2%). In their latest 13Fs, 1 manager opened a new position and 19 added to one.
- Members of Congress have disclosed 2 SCHH trades since 2021, 1 purchase and 1 sale in the past year; the latest was Virginia Foxx (R-NC), selling $50K–100K on Apr 19, 2022.
- SCHH last closed at $23.07 on Oct 30, 2026.
SCHH insider trading
No open-market insider purchases or sales of SCHH were filed in the last 90 days.
Who owns SCHH? Hedge funds and superinvestors
97 13F filers hold SCHH among their 50 largest positions, worth $4.7B combined. The biggest bets by portfolio weight are Dumac, Inc. (17.1%), ZynergyRetirementPlanningLLC (10.1%) and Strategic Financial Planning, Inc. (6.2%). In their latest 13Fs, 1 manager opened a new position and 19 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C.Wealth manager | 2.5% | $1.4B | 59,841,430 | -0.1% shares | Q2 2026 |
| Northwestern Mutual Wealth Management CoWealth manager | 0.6% | $1.2B | 49,794,731 | — | Q2 2026 |
| US Bancorp \de\Bank & trust | 0.9% | $813.1M | 34,334,144 | +2.0% shares | Q2 2026 |
| Creative PlanningWealth manager | 0.3% | $465.5M | 19,656,745 | -3.4% shares | Q2 2026 |
| Dumac, Inc.Investment manager | 17.1% | $187.8M | 7,929,093 | +0.0% shares | Q2 2026 |
| Benjamin Edwards IncInvestment manager | 0.5% | $52.8M | 2,229,955 | — | Q2 2026 |
| Mason Street Advisors, LLCMutual fund manager | 4.6% | $51.2M | 2,161,115 | +31.3% shares | Q2 2026 |
| Elm Partners Management LLCWealth manager | 1.4% | $46.1M | 1,946,919 | +92.7% shares | Q2 2026 |
| Charles Schwab Trust CoBank & trust | 1.9% | $32.7M | 1,484,025 | -1.0% shares | Q3 2026 |
| Rational Advisors, Inc.Mutual fund manager | 3.0% | $32.4M | 1,366,280 | +12.1% shares | Q2 2026 |
| Hantz Financial Services, Inc.Wealth manager | 0.3% | $23.1M | 975,230 | +5.2% shares | Q2 2026 |
| Foster & Motley IncWealth manager | 1.0% | $22.4M | 944,793 | -4.6% shares | Q2 2026 |
| Pioneer Wealth Management GroupWealth manager | 4.8% | $20.5M | 928,542 | +5.1% shares | Q3 2026 |
| ZynergyRetirementPlanningLLCWealth manager | 10.1% | $19.0M | 859,959 | +4.8% shares | Q3 2026 |
| Morningstar Investment Management LLCAsset manager | 0.9% | $15.2M | 705,180 | +0.0% shares | Q2 2026 |
| Tortoise Investment Management, LLCWealth manager | 1.0% | $13.5M | 570,742 | +1.7% shares | Q2 2026 |
| Strategic Financial Planning, Inc.Wealth manager | 6.2% | $11.8M | 499,423 | New | Q2 2026 |
| Firestone Capital ManagementWealth manager | 2.2% | $11.7M | 491,986 | +3.2% shares | Q2 2026 |
| Courage Miller Partners, LLCWealth manager | 3.0% | $11.5M | 520,450 | +0.3% shares | Q3 2026 |
| Waterford Advisors, LLCWealth manager | 2.7% | $9.9M | 429,163 | +6.6% shares | Q2 2026 |
| Jackson Thornton Wealth Management, LLCWealth manager | 0.7% | $9.3M | 394,256 | -1.3% shares | Q2 2026 |
| Wealth Management Resources, Inc.Wealth manager | 2.9% | $9.2M | 419,662 | +3.1% shares | Q3 2026 |
| Flow Traders U.s. LLCInvestment manager | 0.4% | $9.1M | 382,561 | — | Q2 2026 |
| Vista Capital Partners, Inc.Wealth manager | 0.7% | $8.3M | 349,509 | +1.1% shares | Q2 2026 |
| Amicus Financial Advisors, LLCWealth manager | 2.0% | $8.2M | 347,827 | -1.8% shares | Q2 2026 |
| Passive Capital Management, LLC.Wealth manager | 2.0% | $6.3M | 299,841 | -3.9% shares | Q2 2026 |
| WealthCollab, LLCWealth manager | 2.2% | $6.2M | 262,197 | +0.2% shares | Q2 2026 |
| White & Co Financial Planning IncWealth manager | 4.0% | $6.0M | 280,104 | -0.4% shares | Q3 2026 |
| Cypress Point Wealth Management, LLCWealth manager | 1.2% | $5.7M | 240,432 | +3.7% shares | Q2 2026 |
| Stanich Group LLCWealth manager | 2.7% | $5.6M | 253,367 | +3.4% shares | Q3 2026 |
The 30 largest of 97 positions, by value. Each manager counts with its latest 13F (Q3 2026: 43, Q2 2026: 54). Screen SCHH in the grand portfolio →
SCHH stock trades by members of Congress
Members of Congress have disclosed 2 SCHH trades since 2021, 1 purchase and 1 sale in the past year; the latest was Virginia Foxx (R-NC), selling $50K–100K on Apr 19, 2022.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| May 4, 2022 | Virginia FoxxR-NC · House | Sale | $50K–100K | Apr 19, 2022 | -9.6% |
| Jan 5, 2022 | Virginia FoxxR-NC · House | Buy | $50K–100K | Dec 16, 2021 | -8.5% |
SCHH questions and answers
Are insiders buying SCHH stock?
No open-market insider purchases or sales of SCHH were filed in the last 90 days.
Which hedge funds own SCHH?
97 13F filers hold SCHH among their 50 largest positions, worth $4.7B combined. The biggest bets by portfolio weight are Dumac, Inc. (17.1%), ZynergyRetirementPlanningLLC (10.1%) and Strategic Financial Planning, Inc. (6.2%). In their latest 13Fs, 1 manager opened a new position and 19 added to one.
Has Congress traded SCHH?
Members of Congress have disclosed 2 SCHH trades since 2021, 1 purchase and 1 sale in the past year; the latest was Virginia Foxx (R-NC), selling $50K–100K on Apr 19, 2022.
Who is the largest holder of SCHH?
Among 13F filers, Financial Engines Advisors L.L.C. reports the largest SCHH position, $1.4B (59,841,430 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Dumac, Inc.'s: 17.1% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.