Schwab US REIT ETFSCHHETF
13F holders, Q1 2024 (March 31)496holders
5famous investors
$20.30avg. 13F price*
At the end of Q1 2024, 496 institutions reported holding Schwab US REIT ETF (SCHH) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($1.1B), Financial Engines Advisors L.L.C. ($1.0B) and Creative Planning ($578.1M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $34.5M |
| Exits | 54 | $35.0M |
Ownership 496 holders
| Charles Schwab Investment Advisory, Inc. | 1.50% | Add +2.8% | 53,860,915 | $1.1B |
| Financial Engines Advisors L.L.C. | 2.32% | Add +3.9% | 50,717,540 | $1.0B |
| Creative Planning | 0.64% | Reduce -3.0% | 28,476,079 | $578.1M |
| Charles Schwab Investment Management Inc. | 0.13% | Add +10.0% | 27,347,574 | $555.2M |
| US Bancorp \de | 0.74% | Add +4.0% | 26,073,111 | $529.3M |
| Northwestern Mutual Wealth Management Co. | 0.17% | Reduce -40.1% | 7,917,881 | $160.7M |
| Envestnet Portfolio Solutions, Inc. | 0.48% | Add +5.0% | 6,356,836 | $129.0M |
| BlackRock Inc. | 0.00% | Add +17.8% | 4,453,300 | $90.4M |
| Cerity Partners LLC | 0.15% | Reduce -53.7% | 2,736,784 | $55.5M |
| Rational Advisors, Inc. | 4.01% | Add +49.2% | 2,081,886 | $42.3M |
| Ameriprise Financial Inc. | 0.01% | Add +2.7% | 1,510,242 | $30.7M |
| Moneta Group Investment Advisors LLC | 0.47% | Reduce -7.3% | 1,433,762 | $29.1M |
| Hantz Financial Services, Inc. | 0.52% | Reduce -5.7% | 1,316,361 | $26.7M |
| Moisand Fitzgerald Tamayo, LLC | 3.87% | Add +9.4% | 1,244,689 | $25.3M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -3.4% | 1,071,869 | $21.8M |
| Charles Schwab Trust Co | 1.91% | Add +12.3% | 994,752 | $20.2M |
| Apollon Wealth Management, LLC | 0.61% | Add +22.1% | 950,118 | $19.3M |
| M&T Bank Corp | 0.07% | Reduce -0.5% | 934,386 | $19.0M |
| Foster & Motley Inc. | 1.26% | Add +1.0% | 902,059 | $18.3M |
| Benjamin F. Edwards & Company, Inc. | 0.31% | Reduce -3.9% | 840,555 | $17.1M |
| UBS Group AG | 0.00% | Reduce -1.6% | 699,535 | $14.2M |
| Lake Street Advisors Group, LLC | 0.66% | Reduce -2.5% | 696,910 | $14.1M |
| BNP Paribas Financial Markets | 0.02% | Reduce -12.6% | 670,498 | $13.6M |
| Wealthfront Advisers LLC | 0.04% | Add +4.2% | 613,599 | $12.5M |
| Betterment LLC | 0.03% | Add +12.2% | 557,708 | $11.3M |
| Mariner, LLC | 0.02% | Reduce -3.5% | 517,605 | $10.5M |
| Tortoise Investment Management, LLC | 1.26% | Add +5.0% | 509,258 | $10.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.3% | 466,461 | $9.5M |
| Jackson Thornton Wealth Management, LLC | 1.60% | Add +2.0% | 465,629 | $9.5M |
| Courage Miller Partners, LLC | 3.18% | Add +2.9% | 453,183 | $9.2M |
| Fund Evaluation Group, LLC | 0.57% | Add +0.0% | 450,331 | $9.1M |
| Pioneer Wealth Management Group | 5.15% | Add +6.0% | 444,090 | $9.0M |
| LPL Financial LLC | 0.00% | Add +7.6% | 419,032 | $8.5M |
| Firestone Capital Management | 2.32% | Add +1.9% | 409,869 | $8.3M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -6.0% | 392,039 | $8.0M |
| Strategic Financial Planning, Inc. | 5.95% | Add +4.5% | 391,741 | $8.0M |
| Wells Fargo & Company | 0.00% | Reduce -4.0% | 378,912 | $7.7M |
| National Bank of Canada | 0.01% | Reduce -1.3% | 392,364 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 375,683 | $7.6M |
| Wealth Management Resources, Inc. | 2.09% | Add +3.4% | 366,796 | $7.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.4% | 351,435 | $7.1M |
| Krilogy Financial LLC | 0.54% | Add +0.8% | 345,254 | $7.0M |
| Vise Technologies, Inc. | 1.35% | Add +10.3% | 338,383 | $6.9M |
| Sensible Financial Planning & Management, LLC. | 1.49% | Add +3.7% | 331,094 | $6.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +17.2% | 328,635 | $6.7M |
| Townsquare Capital LLC | 0.09% | Add +2765.7% | 308,923 | $6.3M |
| Brown Wealth Management, LLC | 2.45% | New | 292,055 | $5.9M |
| Omega Financial Group, LLC | 2.30% | Add +3.0% | 277,435 | $5.6M |
| Stratos Wealth Advisors, LLC | 0.31% | Add +5.0% | 261,705 | $5.3M |
| Avior Wealth Management, LLC | 0.24% | Add +11.1% | 255,389 | $5.2M |
| Citadel Advisors | 0.01% | Reduce -11.6% | 250,194 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Add +1.6% | 243,493 | $4.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.15% | Reduce -1.9% | 236,815 | $4.8M |
| WealthCollab, LLC | 3.50% | Add +0.7% | 233,379 | $4.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +415.3% | 226,004 | $4.6M |
| Morgan Stanley | 0.00% | Reduce -0.9% | 219,359 | $4.5M |
| D. E. Shaw & Co. | 0.01% | New | 217,616 | $4.4M |
| Jones Financial Companies LLLP | 0.01% | Reduce -1.6% | 210,638 | $4.3M |
| Appleton Partners Inc. | 0.31% | Add +6.4% | 199,333 | $4.0M |
| Cetera Investment Advisers | 0.01% | New | 198,004 | $4.0M |
| Vista Capital Partners, Inc. | 0.49% | Reduce -2.8% | 192,038 | $3.9M |
| Forum Financial Management, LP | 0.06% | New | 185,661 | $3.8M |
| Pure Financial Advisors, LLC | 0.12% | Reduce -0.2% | 183,617 | $3.7M |
| Upper Left Wealth Management, LLC | 3.40% | Reduce -0.4% | 180,857 | $3.7M |
| Elm Partners Management LLC | 0.29% | Add +313.2% | 179,109 | $3.6M |
| Passive Capital Management, LLC. | 1.40% | Add +0.3% | 176,183 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -14.0% | 172,286 | $3.5M |
| Elevation Wealth Partners, LLC | 1.66% | Add +34.9% | 164,062 | $3.3M |
| Marshall Financial Group Inc. | 1.08% | Add +12.3% | 161,549 | $3.3M |
| HighTower Advisors, LLC | 0.01% | Add +5.0% | 161,416 | $3.3M |
| Cibc World Markets Corp. | 0.02% | Add +800.8% | 158,248 | $3.2M |
| Rockbridge Investment Management, LCC | 0.45% | Reduce -1.2% | 152,668 | $3.1M |
| CW Advisors, LLC | 0.05% | Add +3.6% | 149,810 | $3.0M |
| Fiduciary Alliance LLC | 0.53% | Add +6.0% | 149,963 | $3.0M |
| Financial Counselors Inc. | 0.05% | No change | 144,697 | $2.9M |
| Cascade Financial Partners, LLC | 0.40% | — | 145,302 | $2.8M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +614.5% | 132,944 | $2.7M |
| Sachem Hill LLC | 0.63% | Reduce -1.3% | 132,524 | $2.7M |
| Smith, Moore & Co. | 0.29% | Add +6.6% | 132,000 | $2.7M |
| SWS Partners | 0.79% | Add +5.8% | 130,841 | $2.7M |
| Jackson Creek Investment Advisors LLC | 0.94% | Add +4.1% | 129,628 | $2.6M |
| JMG Financial Group, Ltd. | 0.10% | Add +8.6% | 129,367 | $2.6M |
| Cypress Point Wealth Management, LLC | 1.33% | Add +2.7% | 128,436 | $2.6M |
| LifePlan Investment Advisors, Inc. | 2.07% | Reduce -0.0% | 128,261 | $2.6M |
| SageView Advisory Group, LLC | 0.13% | New | 56,123 | $2.6M |
| Kohmann Bosshard Financial Services, LLC | 0.36% | Add +2.9% | 126,109 | $2.6M |
| Brooklyn FI, LLC | 1.01% | Reduce -0.5% | 121,444 | $2.5M |
| Perigon Wealth Management, LLC | 0.07% | Add +5.9% | 120,975 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +4.1% | 116,998 | $2.4M |
| GYL Financial Synergies, LLC | 0.18% | Reduce -8.3% | 110,646 | $2.2M |
| Fairview Capital Investment Management, LLC | 0.13% | Reduce -0.5% | 109,975 | $2.2M |
| Pacific Capital Wealth Advisors, Inc. | 0.52% | No change | 108,447 | $2.2M |
| Brio Consultants, LLC | 0.36% | Reduce -1.1% | 103,953 | $2.1M |
| Empower Advisory Group, LLC | 0.01% | Reduce -2.5% | 103,017 | $2.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -8.7% | 83,425 | $2.1M |
| Awm Capital, LLC | 0.35% | Reduce -0.1% | 102,850 | $2.1M |
| Waypoint Capital Advisors, LLC | 0.54% | Reduce -18.4% | 102,107 | $2.1M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -4.2% | 101,058 | $2.1M |
| Glassy Mountain Advisors, Inc. | 0.76% | Add +4.5% | 99,092 | $2.0M |
| Debussy Capital Management LP | 0.58% | Add +0.9% | 101,769 | $2.0M |
"% of holder's portfolio" is SCHH's weight in each manager's 13F, not the share of Schwab US REIT ETF the manager owns.