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 |
| Texas Yale Capital Corp. | 0.09% | No change | 97,537 | $2.0M |
| Patriot Investment Management Group, Inc. | 0.16% | Reduce -1.9% | 96,958 | $2.0M |
| Johnson Financial Group, LLC | 0.25% | Reduce -0.6% | 96,686 | $2.0M |
| Gsa Capital Partners LLP | 0.16% | New | 96,402 | $2.0M |
| Atlas Capital Advisors Inc. | 0.30% | Add +65.7% | 94,623 | $1.9M |
| Peterson Wealth Advisors, LLC | 0.41% | Reduce -1.3% | 94,511 | $1.9M |
| Davis Capital Management | 1.71% | Add +1.7% | 96,015 | $1.9M |
| Principal Securities, Inc. | 0.06% | Reduce -1.8% | 93,997 | $1.9M |
| Ballast Advisors LLC | 0.63% | Add +11.9% | 92,039 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.4% | 91,399 | $1.9M |
| HHM Wealth Advisors, LLC | 0.30% | Reduce -1.6% | 91,174 | $1.9M |
| Madden Advisory Services, Inc. | 0.96% | Add +1.3% | 90,107 | $1.8M |
| Modera Wealth Management, LLC | 0.03% | Add +459.2% | 89,690 | $1.8M |
| Black Diamond Financial, LLC | 0.48% | No change | 86,335 | $1.8M |
| Bank of America Corp. | 0.00% | Add +21.1% | 87,650 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +147.6% | 87,634 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Add +0.1% | 87,043 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -5.3% | 85,483 | $1.7M |
| Independent Solutions Wealth Management, LLC | 0.41% | Add +1.9% | 85,025 | $1.7M |
| Mgo One Seven LLC | 0.09% | New | 83,933 | $1.7M |
| Landmark Wealth Management, LLC | 0.77% | Add +1.6% | 81,505 | $1.7M |
| Choreo, LLC | 0.04% | Add +8.3% | 78,549 | $1.6M |
| Focus Partners Wealth | 0.01% | Add +8.2% | 77,083 | $1.6M |
| Peloton Wealth Strategists | 0.64% | Reduce -4.1% | 76,802 | $1.6M |
| HRT Financial LP | 0.01% | New | 74,717 | $1.5M |
| State of Alaska, Department of Revenue | 0.02% | Add +236.5% | 74,199 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -7.7% | 74,068 | $1.5M |
| Millburn Ridgefield LLC | 0.04% | Add +1.8% | 73,358 | $1.5M |
| FC Advisory LLC | 0.54% | Add +0.9% | 71,607 | $1.5M |
| MAI Capital Management | 0.02% | Add +6.6% | 71,239 | $1.4M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -7.2% | 76,179 | $1.4M |
| REDW Wealth LLC | 0.39% | Reduce -9.3% | 70,947 | $1.4M |
| Trillium Asset Management, LLC | 0.04% | Add +12.0% | 70,556 | $1.4M |
| IFG Advisors, LLC | 0.36% | Reduce -0.4% | 69,199 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Add +3.8% | 67,762 | $1.4M |
| SeaCrest Wealth Management, LLC | 0.17% | Add +7.6% | 66,767 | $1.4M |
| Engineers Gate Manager LP | 0.04% | Add +240.1% | 65,671 | $1.3M |
| Guardian Financial Partners, LLC | 0.91% | Add +15.2% | 65,368 | $1.3M |
| Verity & Verity, LLC | 0.15% | New | 65,229 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +2.5% | 62,282 | $1.3M |
| JFG Wealth Management, LLC | 0.34% | Add +0.0% | 62,222 | $1.3M |
| Alaska Wealth Advisors, LLC | 0.19% | Add +4.5% | 60,962 | $1.2M |
| AE Wealth Management LLC | 0.01% | Reduce -19.8% | 60,458 | $1.2M |
| Renaissance Technologies | 0.00% | New | 60,000 | $1.2M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Add +4.6% | 59,205 | $1.2M |
| WT Wealth Management | 0.42% | Add +188.4% | 58,266 | $1.2M |
| Greenleaf Trust | 0.01% | No change | 58,056 | $1.2M |
| Curtis Advisory Group, LLC | 0.45% | Reduce -10.7% | 57,458 | $1.2M |
| Becker Capital Management Inc. | 0.04% | No change | 54,962 | $1.1M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -0.4% | 54,882 | $1.1M |
| Tempus Wealth Planning, LLC | 0.49% | Add +3.4% | 54,584 | $1.1M |
| BCS Wealth Management | 0.35% | Reduce -2.5% | 53,816 | $1.1M |
| Curbstone Financial Management Corp | 0.23% | No change | 53,000 | $1.1M |
| Ramiah Investment Group | 1.01% | Add +11.2% | 52,714 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +1.5% | 52,612 | $1.1M |
| Lederer & Associates Investment Counsel | 0.72% | Add +0.0% | 51,112 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -28.2% | 51,054 | $1.0M |
| Breakwater Investment Management | 0.48% | — | 51,049 | $1.0M |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +1.7% | 50,952 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 50,064 | $1.0M |
| Apollon Financial, LLC | 0.35% | Add +3.8% | 49,621 | $1.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +0.6% | 49,229 | $999K |
| Hexagon Capital Partners LLC | 0.22% | Add +28.8% | 49,130 | $997K |
| Capital Insight Partners, LLC | 0.19% | Reduce -2.3% | 49,032 | $995K |
| Avantax Planning Partners, Inc. | 0.03% | New | 48,895 | $993K |
| Bensler, LLC | 0.14% | Reduce -24.4% | 48,561 | $986K |
| Braun-Bostich & Associates Inc. | 0.80% | Add +50.8% | 47,137 | $957K |
| Walkner Condon Financial Advisors LLC | 0.20% | Reduce -0.4% | 46,770 | $948K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.8% | 45,549 | $925K |
| Allworth Financial LP | 0.01% | Reduce -5.8% | 45,089 | $915K |
| Root Financial Partners, LLC | 0.27% | Reduce -1.2% | 44,941 | $912K |
| Mission Wealth Management, LP | 0.02% | Add +2.1% | 44,696 | $907K |
| Gradient Capital Advisors, LLC | 0.33% | Reduce -4.0% | 44,627 | $906K |
| Millennium Management | 0.00% | Add +212.4% | 43,781 | $889K |
| Watershed Private Wealth LLC | 0.39% | Reduce -13.4% | 43,777 | $889K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +10.4% | 42,667 | $866K |
| MML Investors Services, LLC | 0.00% | Reduce -8.8% | 42,238 | $857K |
| Aletheian Wealth Advisors LLC | 0.46% | Reduce -0.5% | 42,166 | $856K |
| Kades & Cheifetz LLC | 0.52% | Add +4.0% | 40,388 | $820K |
| VPR Management LLC | 0.22% | No change | 39,400 | $800K |
| Christensen, King & Associates Investment Services, Inc. | 0.40% | Add +0.9% | 39,236 | $796K |
| Fifth Third Securities, Inc. | 0.08% | Reduce -8.3% | 38,402 | $780K |
| Sculati Wealth Management, LLC | 0.33% | Reduce -9.2% | 37,811 | $768K |
| Garde Capital, Inc. | 0.05% | Reduce -2.6% | 37,722 | $765K |
| WBH Advisory Inc. | 0.08% | Reduce -24.4% | 37,563 | $763K |
| Vanguard Group Inc. | 0.00% | Add +0.0% | 37,045 | $752K |
| Waterloo Capital, L.P. | 0.10% | Reduce -15.1% | 36,749 | $746K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +15.9% | 36,593 | $743K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +15.9% | 36,593 | $743K |
| Forza Wealth Management, LLC | 0.39% | No change | 36,557 | $742K |
| Altfest L J & Co. Inc. | 0.10% | Add +0.2% | 36,270 | $736K |
| Retirement Group, LLC | 0.26% | Reduce -19.5% | 36,062 | $732K |
| Values Added Financial LLC | 0.57% | Reduce -1.4% | 35,736 | $725K |
| Susquehanna International Group, LLP | 0.00% | Reduce -92.6% | 34,722 | $705K |
| Interactive Financial Advisors, Inc. | 0.38% | Add +737.1% | 33,953 | $689K |
| Bangor Savings Bank | 0.07% | Reduce -15.6% | 33,343 | $677K |
| Focus Financial Network, Inc. | 0.03% | — | 36,204 | $672K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +1199.3% | 32,210 | $654K |
| Roundview Capital LLC | 0.05% | Reduce -0.4% | 31,926 | $648K |
| Stifel Financial Corp. | 0.00% | Reduce -15.4% | 31,625 | $642K |
| Wrenne Financial Planning LLC | 0.47% | New | 31,579 | $641K |
| Rooted Wealth Advisors, Inc. | 0.31% | Add +5.3% | 32,134 | $634K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -2.4% | 31,142 | $632K |
| Certuity, LLC | 0.06% | Reduce -19.1% | 30,982 | $629K |
| Friedenthal Financial | 0.39% | Reduce -8.1% | 30,973 | $629K |
| WealthShield Partners, LLC | 0.10% | Reduce -1.0% | 29,862 | $606K |
| SigFig Wealth Management, LLC | 0.02% | Reduce -0.9% | 37,301 | $604K |
| Evergreen Capital Management LLC | 0.02% | No change | 29,467 | $598K |
| Lee Financial Co | 0.10% | Add +4.7% | 29,404 | $597K |
| Palisades Hudson Asset Management, L.P. | 0.27% | Add +0.4% | 29,337 | $596K |
| Bank of Montreal | 0.00% | New | 29,200 | $594K |
| Juncture Wealth Strategies, LLC | 0.25% | Add +0.3% | 28,822 | $585K |
| Wakefield Asset Management LLLP | 0.20% | Add +4.0% | 28,726 | $583K |
| Waverly Advisors, LLC | 0.01% | Add +147.5% | 28,093 | $570K |
| Grey Fox Wealth Advisors, LLC | 0.21% | Reduce -2.9% | 27,399 | $556K |
| Mainstay Capital Management LLC | 0.10% | Reduce -1.1% | 27,355 | $555K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Add +0.3% | 27,355 | $555K |
| Perissos Private Wealth Management, LLC | 0.50% | — | 27,317 | $555K |
| EWG Elevate Inc. | 0.21% | Add +9.2% | 27,307 | $554K |
| Liberty Capital Management, Inc. | 0.13% | Add +5.7% | 26,742 | $543K |
| Foster Group, Inc. | 0.03% | Add +12.3% | 26,609 | $540K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +2.1% | 26,314 | $534K |
| Parallel Advisors, LLC | 0.01% | Add +0.3% | 26,112 | $530K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -45.3% | 25,839 | $525K |
| Qube Research & Technologies Ltd | 0.00% | Add +4656.0% | 25,825 | $524K |
| Cahill Financial Advisors Inc. | 0.07% | Reduce -3.9% | 25,651 | $521K |
| D.B. Root & Company, LLC | 0.17% | Reduce -0.2% | 25,362 | $515K |
| Integral Investment Advisors, Inc. | 0.21% | New | 25,473 | $514K |
| Summit Financial Strategies, Inc. | 0.07% | Reduce -1.4% | 24,745 | $502K |
| Natixis | 0.00% | Add +6.2% | 24,622 | $499K |
| Bank of New York Mellon Corp | 0.00% | Add +48.1% | 24,484 | $497K |
| Bigelow Investment Advisors, LLC | 0.24% | Add +53.6% | 24,147 | $490K |
| Droms Strauss Advisors Inc. /Mo/ | 0.18% | Reduce -25.1% | 24,100 | $489K |
| Avaii Wealth Management, LLC | 0.28% | Reduce -2.1% | 23,643 | $480K |
| Captrust Financial Advisors | 0.00% | Add +9.0% | 23,592 | $479K |
| Raymond James & Associates | 0.00% | Add +11.3% | 23,484 | $477K |
| Koshinski Asset Management, Inc. | 0.05% | Add +1.1% | 23,467 | $476K |
| Natixis Advisors, LLC | 0.00% | Reduce -86.5% | 22,355 | $454K |
| Embree Financial Group | 0.09% | Reduce -17.8% | 22,109 | $449K |
| Everhart Financial Group, Inc. | 0.13% | Reduce -3.1% | 22,108 | $449K |
| Lodestar Private Asset Management LLC | 0.06% | Add +0.5% | 22,025 | $447K |
| Lutz Financial Services LLC | 0.04% | Reduce -4.7% | 21,700 | $441K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -2.3% | 21,232 | $431K |
| Whelan Financial | 0.19% | Reduce -1.1% | 21,026 | $427K |
| Truepoint, Inc. | 0.01% | Reduce -0.9% | 20,931 | $425K |
| Bluestem Financial Advisors, LLC | 0.22% | Add +0.1% | 20,734 | $421K |
| Stableford Capital II LLC | 0.17% | Reduce -5.2% | 20,684 | $420K |
| Comerica Bank | 0.00% | Add +85.7% | 20,670 | $420K |
| Fonville Wealth Management LLC | 0.19% | Add +10.2% | 20,608 | $418K |
| Cordant, Inc. | 0.24% | Reduce -1.8% | 20,552 | $417K |
| Yoder Wealth Management, Inc. | 0.27% | Reduce -39.5% | 20,360 | $413K |
| Human Investing LLC | 0.08% | Add +0.5% | 20,285 | $412K |
| Efficient Advisors, LLC | 0.03% | Reduce -12.2% | 19,813 | $402K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 19,850 | $401K |
| Nwam LLC | 0.03% | Add +26.6% | 19,818 | $399K |
| FF Advisors,LLC | 0.27% | No change | 19,478 | $395K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -12.0% | 19,133 | $388K |
| Heritage Financial Services, LLC | 0.06% | Add +11.2% | 19,083 | $387K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.0% | 18,893 | $384K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +54.9% | 18,678 | $379K |
| OneAscent Financial Services LLC | 0.04% | No change | 18,672 | $379K |
| Parkside Financial Bank & Trust | 0.06% | Add +1.5% | 18,379 | $373K |
| Callan Capital, LLC | 0.03% | No change | 18,116 | $368K |
| Valued Wealth Advisors LLC | 0.26% | Reduce -78.5% | 17,951 | $364K |
| Bailard, Inc. | 0.01% | Add +4.1% | 17,811 | $362K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -3.5% | 17,670 | $359K |
| Laraway Financial Advisors Inc | 0.32% | Reduce -2.4% | 17,628 | $358K |
| Park Avenue Securities LLC | 0.00% | Add +4.2% | 17,542 | $356K |
| Marotta Asset Management | 0.07% | Reduce -2.6% | 17,488 | $355K |
| Hoylecohen, LLC | 0.03% | Reduce -20.8% | 17,218 | $350K |
| IVC Wealth Advisors LLC | 0.20% | Add +27.9% | 17,193 | $349K |
| Providence First Trust Co | 0.15% | New | 17,193 | $349K |
| Regis Management CO LLC | 0.11% | Add +3.0% | 17,118 | $347K |
| HBW Advisory Services LLC | 0.06% | No change | 16,777 | $347K |
| Pinnacle Bancorp, Inc. | 0.10% | No change | 16,708 | $339K |
| MIdWestOne Financial Group, Inc. | 0.06% | Reduce -0.2% | 16,697 | $339K |
| Allen Capital Group, LLC | 0.05% | Reduce -0.3% | 16,574 | $336K |
| Alpha Omega Wealth Management LLC | 0.06% | No change | 16,177 | $328K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -12.7% | 16,032 | $325K |
| Fiduciary Trust Co | 0.01% | No change | 16,003 | $325K |
| Dodds Wealth, LLC | 0.13% | Add +5.4% | 15,951 | $324K |
| Navis Wealth Advisors, LLC | 0.38% | Add +0.6% | 15,633 | $317K |
| Western Wealth Management, LLC | 0.02% | Reduce -17.2% | 15,594 | $317K |
| Websterrogers Financial Advisors, LLC | 0.11% | Add +48.3% | 14,887 | $302K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -27.3% | 16,962 | $301K |
| Commerce Bank | 0.00% | Add +0.9% | 14,724 | $299K |
| Cambridge Advisors Inc. | 0.07% | Add +0.0% | 14,436 | $293K |
| Cwm, LLC | 0.00% | Reduce -5.8% | 14,355 | $291K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Reduce -2.1% | 14,781 | $287K |
| SignalPoint Asset Management, LLC | 0.08% | Reduce -0.1% | 13,935 | $283K |
| Phocas Financial Corp. | 0.03% | No change | 13,645 | $277K |
| Creative Financial Designs Inc. | 0.03% | Add +6.4% | 13,305 | $270K |
| Greenwood Capital Associates LLC | 0.04% | Reduce -0.0% | 13,237 | $269K |
| WMS Partners, LLC | 0.02% | No change | 13,158 | $267K |
| Hillcrest Wealth Advisors - NY, LLC | 0.14% | New | 13,125 | $266K |
| Savvy Advisors, Inc. | 0.15% | Reduce -17.4% | 12,924 | $262K |
| Ascension Capital Advisors, Inc. | 0.14% | Reduce -11.8% | 12,728 | $258K |
| NorthCoast Asset Management LLC | 0.00% | New | 12,692 | $258K |
| FMR LLC | 0.00% | Add +22.0% | 12,670 | $257K |
| PFG Advisors | 0.02% | Add +15.4% | 12,504 | $254K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +11.6% | 12,478 | $253K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.5% | 12,378 | $251K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -5.2% | 12,292 | $250K |
| Clearstead Advisors, LLC | 0.01% | Reduce -7.5% | 12,692 | $249K |
| CAP Partners, LLC | 0.22% | Reduce -0.4% | 12,097 | $246K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 12,065 | $245K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -17.5% | 11,823 | $240K |
| IFP Advisors, Inc | 0.01% | Add +23.4% | 11,803 | $240K |
| Fisher Asset Management | 0.00% | New | 11,644 | $236K |
| Whittier Trust Co. | 0.00% | No change | 11,567 | $235K |
| Thompson Investment Management, Inc. | 0.04% | Add +15.0% | 11,532 | $234K |
| Fortress Wealth Management, Inc. | 0.12% | Reduce -44.7% | 11,525 | $234K |
| Grove Bank & Trust | 0.04% | Reduce -4.5% | 11,505 | $234K |
| Global Retirement Partners, LLC | 0.01% | Reduce -6.0% | 11,282 | $229K |
| Armor Investment Advisors, LLC | 0.11% | Reduce -9.8% | 11,153 | $226K |
| Mason Investment Advisory Services, Inc. | 0.02% | No change | 11,059 | $224K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -11.3% | 10,968 | $223K |
| Blair William & Co. | 0.00% | Add +16.2% | 10,871 | $221K |
| Savant Capital, LLC | 0.00% | Reduce -5.0% | 10,829 | $220K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 10,775 | $219K |
| Garrison Asset Management, LLC | 0.11% | Reduce -0.0% | 10,744 | $218K |
| World Investment Advisors | 0.03% | New | 10,742 | $218K |
| Skyline Advisors, Inc. | 0.10% | No change | 10,736 | $218K |
| Wealthcare Capital Management LLC | 0.02% | Reduce -12.1% | 10,702 | $217K |
| Brand Asset Management Group, Inc. | 0.09% | Reduce -13.8% | 10,644 | $216K |
| Integrated Advisors Network LLC | 0.01% | Reduce -3.1% | 10,612 | $215K |
| Roble, Belko & Company, Inc | 0.04% | Add +0.1% | 10,482 | $213K |
| Strategic Family Wealth Counselors, L.L.C. | 0.08% | Reduce -7.8% | 10,314 | $209K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Reduce -48.3% | 10,270 | $208K |
| Emergent Wealth Advisors, LLC | 0.18% | New | 10,021 | $203K |
| Acorn Wealth Advisors, LLC | 0.11% | Reduce -0.7% | 9,992 | $203K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.5% | 9,972 | $202K |
| Collaborative Wealth Managment Inc. | 0.10% | Reduce -8.7% | 9,913 | $201K |
| AdvisorNet Financial, Inc | 0.02% | Add +2.6% | 9,754 | $198K |
| Cape Investment Advisory, Inc. | 0.09% | Add +2.9% | 9,270 | $188K |
| Clear Investment Research, LLC | 0.24% | Reduce -13.9% | 8,783 | $178K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +15.9% | 7,819 | $159K |
| Benjamin Edwards Inc. | 0.03% | Reduce -14.8% | 7,637 | $155K |
| EP Wealth Advisors, LLC | 0.00% | New | 7,177 | $146K |
| CIBC Private Wealth Group LLC | 0.00% | New | 7,273 | $145K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | Reduce -6.0% | 6,995 | $142K |
| AlphaCore Capital LLC | 0.03% | Add +1062.5% | 6,324 | $128K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 6,203 | $126K |
| Aptus Capital Advisors, LLC | 0.00% | Add +816.9% | 5,492 | $111K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -71.2% | 5,078 | $101K |
| Front Row Advisors LLC | 0.04% | Add +11.6% | 4,660 | $95K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +3.5% | 4,451 | $90K |
| Spire Wealth Management | 0.00% | Add +36.5% | 4,147 | $84K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.1% | 3,917 | $80K |
| Future Financial Wealth Managment LLC | 0.06% | New | 3,900 | $79K |
| Blume Capital Management, Inc. | 0.02% | No change | 3,630 | $74K |
| LifeSteps Financial, Inc. | 0.06% | New | 3,593 | $73K |
| Vestor Capital, LLC | 0.01% | No change | 3,108 | $63K |
| West Oak Capital, LLC | 0.03% | No change | 3,056 | $62K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 2,935 | $60K |
| SRH Advisors, LLC | 0.02% | Add +0.3% | 2,538 | $52K |
| Optimum Investment Advisors | 0.02% | Add +4.0% | 2,409 | $49K |
| CoreCap Advisors, LLC | 0.00% | New | 2,392 | $49K |
| CVA Family Office, LLC | 0.01% | Add +0.3% | 2,293 | $47K |
| Signaturefd, LLC | 0.00% | Add +430.5% | 2,260 | $46K |
| Montag A & Associates Inc. | 0.00% | No change | 2,102 | $43K |
| Independence Bank of Kentucky | 0.01% | No change | 1,882 | $38K |
| Harbour Investments, Inc. | 0.00% | Reduce -42.5% | 1,881 | $38K |
| Ancora Advisors LLC | 0.00% | Add +0.4% | 1,853 | $38K |
| MeadowBrook Investment Advisors LLC | 0.03% | No change | 1,800 | $37K |
| Covestor Ltd | 0.02% | Add +1.5% | 1,805 | $36K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 1,737 | $35K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,658 | $34K |
| Abich Financial Wealth Management LLC | 0.03% | Add +8463.2% | 1,627 | $33K |
| Citigroup Inc. | 0.00% | Add +4012.8% | 1,604 | $33K |
| Morris Financial Concepts, Inc. | 0.02% | No change | 1,536 | $31K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 1,499 | $30K |
| UMB Bank, n.a. | 0.00% | Add +25.9% | 1,461 | $30K |
| Crewe Advisors LLC | 0.00% | No change | 1,340 | $27K |
| Gradient Investments LLC | 0.00% | Add +63700.0% | 1,276 | $26K |
| Asset Dedication, LLC | 0.00% | No change | 1,205 | $24K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 1,162 | $24K |
| Tompkins Financial Corp. | 0.00% | New | 1,106 | $22K |
| Lanark Financial, Inc. | 0.00% | Add +0.5% | 1,075 | $21K |
| Birchbrook, Inc. | 0.01% | Add +0.5% | 1,005 | $20K |
| Cambridge Trust Co. | 0.00% | No change | 1,000 | $20K |
| North Star Investment Management Corp. | 0.00% | No change | 994 | $20K |
| Global Financial Private Client, LLC | 0.01% | No change | 930 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +352.1% | 877 | $18K |
| Investors Research Corp | 0.00% | Reduce -11.4% | 865 | $18K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.9% | 859 | $17K |
| Capital Analysts, LLC | 0.00% | Add +2291.7% | 861 | $17K |
| Jamison Private Wealth Management, Inc. | 0.00% | Add +17.9% | 832 | $17K |
| MV Capital Management, Inc. | 0.00% | No change | 808 | $16K |
| Main Street Group, LTD | 0.01% | Add +0.3% | 813 | $16K |
| Sandy Spring Bank | 0.00% | Add +0.1% | 757 | $15K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 733 | $15K |
| Howe & Rusling Inc. | 0.00% | Add +1298.0% | 713 | $14K |
| Assetmark, Inc. | 0.00% | New | 702 | $14K |
| Sunbelt Securities, Inc. | 0.00% | Add +3.8% | 681 | $14K |
| MCF Advisors LLC | 0.00% | No change | 674 | $14K |
| Fifth Third Bancorp | 0.00% | No change | 646 | $13K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.5% | 612 | $12K |
| Clear Point Advisors Inc. | 0.01% | Add +0.7% | 610 | $12K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 608 | $12K |
| Chilton Capital Management LLC | 0.00% | No change | 607 | $12K |
| Private Ocean, LLC | 0.00% | Reduce -8.2% | 607 | $12K |
| Impact Partnership Wealth, LLC | 0.00% | No change | 572 | $12K |
| FAS Wealth Partners, Inc. | 0.00% | Add +4.0% | 553 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +151.6% | 551 | $11K |
| Valley National Advisers Inc. | 0.00% | No change | 546 | $11K |
| McIlrath & Eck, LLC | 0.00% | Add +0.4% | 489 | $10K |
| Bokf, NA | 0.00% | Reduce -50.7% | 486 | $10K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 447 | $9K |
| Westside Investment Management, Inc. | 0.00% | Reduce -17.3% | 430 | $9K |
| Sachetta, LLC | 0.00% | No change | 420 | $9K |
| Wagner Wealth Management, LLC | 0.00% | Add +27.6% | 425 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 407 | $8K |
| FSA Wealth Management LLC | 0.00% | Reduce -44.0% | 399 | $8K |
| Larson Financial Group LLC | 0.00% | Reduce -75.3% | 366 | $7K |
| Simplex Trading, LLC | 0.00% | New | 387 | $7K |
| Kozak & Associates, Inc. | 0.00% | New | 344 | $7K |
| Founders Financial Alliance, LLC | 0.00% | No change | 331 | $7K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 329 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +0.7% | 310 | $6K |
| American Capital Advisory, LLC | 0.01% | Add +13.8% | 313 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 300 | $6K |
| Delta Asset Management LLC | 0.00% | No change | 296 | $6K |
| Smithfield Trust Co | 0.00% | No change | 312 | $6K |
| M&R Capital Management Inc. | 0.00% | Reduce -35.4% | 292 | $6K |
| Key Financial Inc | 0.00% | No change | 288 | $6K |
| Pflug Koory, LLC | 0.00% | No change | 284 | $6K |
| Abound Wealth Management | 0.00% | Reduce -81.6% | 281 | $6K |
| NewEdge Advisors, LLC | 0.00% | Reduce -90.4% | 281 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 272 | $6K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -11.7% | 257 | $5K |
| Mma Asset Management LLC | 0.00% | New | 261 | $5K |
| REAP Financial Group, LLC | 0.00% | Reduce -71.0% | 251 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 250 | $5K |
| Tsfg, LLC | 0.00% | Reduce -12.3% | 228 | $5K |
| Arlington Trust Co LLC | 0.00% | No change | 242 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | Add +0.4% | 241 | $5K |
| Archer Investment Corp | 0.00% | Add +100.0% | 216 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +2010.0% | 211 | $4K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 209 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 200 | $4K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -63.7% | 200 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -49.9% | 198 | $4K |
| Horrell Capital Management, Inc. | 0.00% | No change | 220 | $4K |
| Tidemark, LLC | 0.00% | Add +0.5% | 194 | $4K |
| Anfield Capital Management, LLC | 0.00% | New | 190 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 185 | $4K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 184 | $4K |
| First Command Advisory Services, Inc. | 0.00% | New | 170 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 151 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 150 | $3K |
| Atticus Wealth Management, LLC | 0.00% | Add +0.7% | 148 | $3K |
| Bfsg, LLC | 0.00% | Reduce -21.7% | 148 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 130 | $3K |
| Balentine LLC | 0.00% | New | 124 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 120 | $2K |
| Private Capital Management LLC | 0.00% | Add +33.3% | 120 | $2K |
| Rice Partnership, LLC | 0.00% | New | 119 | $2K |
| West Branch Capital LLC | 0.00% | Add +0.9% | 114 | $2K |
| WR Wealth Planners, LLC | 0.00% | New | 109 | $2K |
| WASHINGTON TRUST Co | 0.00% | No change | 108 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 108 | $2K |
| First Pacific Financial | 0.00% | New | 103 | $2K |
| City State Bank | 0.00% | No change | 86 | $2K |
| Avion Wealth | 0.00% | No change | 95 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 96 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -49.8% | 100 | $2K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 90 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 70 | $1K |
| Atmos Advisory, LLC | 0.00% | No change | 67 | $1K |
| Arax Advisory Partners | 0.00% | Add +1.5% | 66 | $1K |
| Element Wealth, LLC | 0.00% | No change | 62 | $1K |
| Dunhill Financial, LLC | 0.00% | New | 61 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -3.3% | 59 | $1K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +37.2% | 59 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | Add +3.9% | 54 | $1K |
| Wiser Advisor Group LLC | 0.00% | No change | 48 | $988 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 44 | $893 |
| Salomon & Ludwin, LLC | 0.00% | No change | 32 | $650 |
| Western Pacific Wealth Management, LP | 0.00% | New | 31 | $629 |
| Custom Portfolio Group LLC | 0.00% | No change | 30 | $609 |
| Mather Group, Llc. | 0.00% | New | 27 | $560 |
| NorthRock Partners, LLC | 0.00% | Reduce -12.9% | 27 | $548 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 26 | $528 |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -86.1% | 25 | $507 |
| Robinswood Financial LLC | 0.00% | No change | 22 | $441 |
| Raleigh Capital Management Inc. | 0.00% | New | 16 | $327 |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 14 | $284 |
| Maryland Capital Advisors Inc. | 0.00% | No change | 12 | $244 |
| Macroview Investment Management LLC | 0.00% | No change | 10 | $203 |
| Smartleaf Asset Management LLC | 0.00% | No change | 8 | $161 |
| Tucker Asset Management LLC | 0.00% | New | 4 | $81 |
| NewSquare Capital LLC | 0.00% | No change | 2 | $45 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $20 |
| Silicon Valley Capital Partners | 0.00% | No change | 1 | $17 |
| Financial Management Professionals, Inc. | 0.00% | No change | 16 | $0 |
"% of holder's portfolio" is SCHH's weight in each manager's 13F, not the share of Schwab US REIT ETF the manager owns.