Schwab US REIT ETFSCHHETF
13F holders, Q2 2026 (June 30)596holders +27
73new positions
44sold out
5famous investors
$23.67avg. 13F price*
At the end of Q2 2026, 596 institutions reported holding Schwab US REIT ETF (SCHH) in their 13F filings, up 27 from Q1 2026. 73 opened new positions and 44 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.4B), Northwestern Mutual Wealth Management Co. ($1.2B) and US Bancorp \de ($813.1M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab US REIT ETF
- CUSIP
- 808524847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $45.2M |
| Exits | 44 | $13.3M |
All 13F filers, Q1 2026 → Q2 2026: 50,474,857 shares bought and 12,064,575 shares sold, net +38,410,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 596 holders
| Financial Engines Advisors L.L.C. | 2.52% | Reduce -0.1% | 59,841,430 | $1.4B |
| Northwestern Mutual Wealth Management Co. | 0.63% | Add +557.8% | 49,794,731 | $1.2B |
| US Bancorp \de | 0.89% | Add +1.9% | 34,334,144 | $813.1M |
| FMR LLC | 0.03% | Reduce -1.6% | 24,732,957 | $585.7M |
| Creative Planning | 0.27% | Reduce -3.4% | 19,656,745 | $465.5M |
| Envestnet Asset Management Inc. | 0.07% | Add +6.5% | 11,756,832 | $278.4M |
| Dumac, Inc. | 17.06% | No change | 7,929,093 | $187.8M |
| Two Sigma Investments, LP | 0.06% | Reduce -73.5% | 3,186,737 | $75.5M |
| Cerity Partners LLC | 0.08% | Add +2.4% | 2,724,095 | $64.5M |
| Benjamin Edwards Inc. | 0.48% | Add +6.2% | 2,229,955 | $52.8M |
| Ameriprise Financial Inc. | 0.01% | Add +7.5% | 2,178,577 | $51.6M |
| Mason Street Advisors, LLC | 4.61% | Add +31.3% | 2,161,115 | $51.2M |
| Elm Partners Management LLC | 1.54% | Add +79.8% | 1,816,239 | $43.0M |
| Charles Schwab Trust Co | 1.98% | Reduce -0.0% | 1,498,729 | $35.5M |
| Rational Advisors, Inc. | 3.12% | Add +12.1% | 1,366,280 | $32.4M |
| Moneta Group Investment Advisors LLC | 0.19% | Add +4.2% | 1,109,653 | $26.3M |
| M&T Bank Corp | 0.07% | Add +0.2% | 1,048,116 | $24.8M |
| Manning & Napier Advisors LLC | 0.30% | Add +35.8% | 963,416 | $23.2M |
| Hantz Financial Services, Inc. | 0.31% | Add +5.2% | 975,230 | $23.1M |
| Foster & Motley Inc. | 1.03% | Reduce -4.6% | 944,793 | $22.4M |
| Invesco Ltd. | 0.00% | Add +42.4% | 944,500 | $22.4M |
| Pioneer Wealth Management Group | 5.05% | Add +8.3% | 883,192 | $20.9M |
| BlackRock, Inc. | 0.00% | Reduce -25.4% | 874,401 | $20.7M |
| ZynergyRetirementPlanningLLC | 10.54% | Add +1.8% | 820,717 | $19.4M |
| Betterment LLC | 0.03% | Reduce -0.1% | 794,598 | $18.8M |
| Waverly Advisors, LLC | 0.11% | Add +3.3% | 770,626 | $18.2M |
| Principal Securities, Inc. | 0.21% | Add +7.7% | 733,151 | $17.4M |
| Morningstar Investment Management LLC | 0.93% | No change | 705,180 | $15.2M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +2.5% | 625,162 | $14.8M |
| D. E. Shaw & Co. | 0.01% | Add +430.3% | 595,924 | $14.1M |
| Tortoise Investment Management, LLC | 1.01% | Add +1.7% | 570,742 | $13.5M |
| Krilogy Financial LLC | 0.37% | Add +2.1% | 527,590 | $12.5M |
| LPL Financial LLC | 0.00% | Add +41.3% | 519,851 | $12.3M |
| Courage Miller Partners, LLC | 3.24% | Reduce -0.6% | 518,727 | $12.3M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.6% | 503,191 | $11.9M |
| Strategic Financial Planning, Inc. | 6.17% | New | 499,423 | $11.8M |
| Firestone Capital Management | 2.17% | Add +3.2% | 491,986 | $11.7M |
| Jones Financial Companies LLLP | 0.00% | Add +25.9% | 478,950 | $11.6M |
| Assetmark, Inc. | 0.02% | Add +150.0% | 463,449 | $11.0M |
| Wealthfront Advisers LLC | 0.02% | Add +7.9% | 429,425 | $10.2M |
| Vise Technologies, Inc. | 0.11% | Add +1.3% | 423,519 | $10.0M |
| Mariner, LLC | 0.01% | Add +5.7% | 423,395 | $10.0M |
| Waterford Advisors, LLC | 2.71% | Add +6.6% | 429,163 | $9.9M |
| Wealth Management Resources, Inc. | 2.97% | Add +0.1% | 407,235 | $9.6M |
| Avior Wealth Management, LLC | 0.25% | Add +1.5% | 403,264 | $9.5M |
| Focus Partners Wealth | 0.01% | Add +9.8% | 395,395 | $9.4M |
| Morgan Stanley | 0.00% | Add +0.9% | 395,081 | $9.4M |
| Jackson Thornton Wealth Management, LLC | 0.74% | Reduce -1.3% | 394,256 | $9.3M |
| Flow Traders U.S. LLC | 0.37% | New | 382,561 | $9.1M |
| Wells Fargo & Company | 0.00% | Reduce -0.6% | 354,243 | $8.4M |
| Vista Capital Partners, Inc. | 0.72% | Add +1.1% | 349,509 | $8.3M |
| Amicus Financial Advisors, LLC | 2.02% | Reduce -1.8% | 347,827 | $8.2M |
| Osaic Holdings, Inc. | 0.01% | Add +7.7% | 343,604 | $8.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.3% | 342,801 | $8.1M |
| National Bank of Canada | 0.01% | Reduce -6.1% | 336,652 | $8.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.1% | 332,271 | $7.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.0% | 293,979 | $7.0M |
| Upper Left Wealth Management, LLC | 3.78% | Add +3.5% | 288,256 | $6.8M |
| CoreCap Advisors, LLC | 0.20% | Add +7.7% | 285,187 | $6.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -4.8% | 283,561 | $6.7M |
| Bank of America Corp. | 0.00% | Add +13.6% | 283,405 | $6.7M |
| White & Co Financial Planning Inc | 4.13% | Add +0.8% | 281,314 | $6.7M |
| Passive Capital Management, LLC. | 1.96% | Reduce -3.9% | 299,841 | $6.3M |
| WealthCollab, LLC | 2.25% | Add +0.2% | 262,197 | $6.2M |
| UBS Group AG | 0.00% | Reduce -48.2% | 253,725 | $6.0M |
| Asset Allocation Strategies LLC | 0.92% | Add +1.8% | 252,804 | $6.0M |
| Stanich Group LLC | 3.65% | Add +7.9% | 245,088 | $5.8M |
| Williams Financial, LLC | 2.95% | Add +4.8% | 240,915 | $5.7M |
| Texas Yale Capital Corp. | 0.12% | Reduce -4.9% | 240,795 | $5.7M |
| Cypress Point Wealth Management, LLC | 1.16% | Add +3.7% | 240,432 | $5.7M |
| Elevation Wealth Partners, LLC | 1.67% | Add +1.8% | 235,300 | $5.6M |
| Appleton Partners Inc. | 0.34% | Add +2.0% | 233,742 | $5.5M |
| Frisco Financial Planning LLC | 4.14% | Add +4.8% | 232,260 | $5.5M |
| Pure Financial Advisors, LLC | 0.07% | Add +0.2% | 221,578 | $5.2M |
| Good Steward Wealth Advisors,LLC | 3.11% | Reduce -0.4% | 217,166 | $5.1M |
| Smith, Moore & Co. | 0.32% | Add +2.1% | 210,944 | $5.0M |
| Baird Financial Group, Inc. | 0.01% | Add +0.8% | 209,614 | $5.0M |
| HighTower Advisors, LLC | 0.00% | Add +1.6% | 209,295 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.2% | 201,709 | $4.8M |
| Fiduciary Alliance LLC | 0.32% | Reduce -1.0% | 200,307 | $4.7M |
| Almitas Capital LLC | 1.13% | New | 198,600 | $4.7M |
| Perigon Wealth Management, LLC | 0.07% | Add +14.5% | 193,274 | $4.6M |
| Cetera Investment Advisers | 0.00% | Add +0.5% | 191,167 | $4.5M |
| Quadrature Capital Ltd | 0.04% | Add +602.3% | 186,362 | $4.4M |
| Omega Financial Group, LLC | 1.29% | Reduce -0.7% | 178,953 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Add +18.2% | 170,239 | $4.0M |
| Moisand Fitzgerald Tamayo, LLC | 0.39% | Reduce -1.4% | 167,885 | $4.0M |
| Brooklyn FI, LLC | 0.72% | Add +3.4% | 161,309 | $3.9M |
| SWS Partners | 0.84% | Reduce -0.4% | 164,597 | $3.9M |
| Rooted Wealth Advisors, Inc. | 0.95% | Add +5.6% | 164,400 | $3.9M |
| Tower Research Capital LLC (TRC) | 0.09% | Reduce -44.4% | 158,756 | $3.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -2.9% | 157,493 | $3.7M |
| Flatrock Wealth Partners LLC | 1.46% | Add +5.9% | 157,233 | $3.7M |
| Clearstead Advisors, LLC | 0.03% | Add +0.0% | 150,303 | $3.6M |
| LifePlan Investment Advisors, Inc. | 1.22% | Reduce -0.9% | 149,269 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +11.0% | 137,744 | $3.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +30.5% | 136,340 | $3.2M |
| Plancorp, LLC | 0.08% | New | 128,099 | $3.1M |
| CIBC Bancorp USA Inc. | 0.00% | Add +14.4% | 129,902 | $3.1M |
| JMG Financial Group, Ltd. | 0.07% | Add +14.3% | 125,419 | $3.0M |
"% of holder's portfolio" is SCHH's weight in each manager's 13F, not the share of Schwab US REIT ETF the manager owns.