Schwab US REIT ETFSCHHETF
13F holders, Q2 2024 (June 30)478holders −18
34new positions
53sold out
3famous investors
$20.00avg. 13F price*
At the end of Q2 2024, 478 institutions reported holding Schwab US REIT ETF (SCHH) in their 13F filings, down 18 from Q1 2024. 34 opened new positions and 53 sold out. The largest holders were Charles Schwab Investment Management Inc. ($1.7B), Financial Engines Advisors L.L.C. ($1.1B) and US Bancorp \de ($544.7M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $67.9M |
| Exits | 53 | $38.1M |
All 13F filers, Q1 2024 → Q2 2024: 66,557,102 shares bought and 7,941,364 shares sold, net +58,615,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 478 holders
| Charles Schwab Investment Management Inc. | 0.32% | Add +209.9% | 84,742,314 | $1.7B |
| Financial Engines Advisors L.L.C. | 2.36% | Add +4.1% | 52,800,669 | $1.1B |
| US Bancorp \de | 0.74% | Add +4.6% | 27,274,731 | $544.7M |
| Creative Planning | 0.58% | Reduce -4.3% | 27,254,533 | $544.3M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Reduce -2.5% | 7,720,512 | $154.2M |
| Envestnet Portfolio Solutions, Inc. | 0.48% | Add +7.6% | 6,837,684 | $136.5M |
| BlackRock Inc. | 0.00% | Reduce -17.7% | 3,666,139 | $73.2M |
| Cerity Partners LLC | 0.15% | Add +4.2% | 2,851,364 | $56.9M |
| Rational Advisors, Inc. | 3.48% | Reduce -16.4% | 1,740,644 | $34.8M |
| Mason Street Advisors, LLC | 4.65% | New | 1,729,300 | $34.5M |
| Ameriprise Financial Inc. | 0.01% | Add +5.6% | 1,595,257 | $31.9M |
| Hantz Financial Services, Inc. | 0.46% | Reduce -9.1% | 1,196,529 | $23.9M |
| Moneta Group Investment Advisors LLC | 0.37% | Reduce -19.8% | 1,149,490 | $23.0M |
| Charles Schwab Trust Co | 1.95% | Add +6.1% | 1,055,839 | $21.1M |
| Apollon Wealth Management, LLC | 0.64% | Add +10.2% | 1,046,905 | $20.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -8.0% | 986,090 | $19.7M |
| M&T Bank Corp | 0.06% | Reduce -0.0% | 934,000 | $18.7M |
| Foster & Motley Inc. | 1.26% | Add +1.8% | 918,173 | $18.3M |
| Benjamin F. Edwards & Company, Inc. | 0.29% | Reduce -0.8% | 834,046 | $16.7M |
| BlueSky Wealth Advisors, LLC | 2.69% | New | 801,277 | $16.0M |
| ZynergyRetirementPlanningLLC | 10.37% | — | 678,263 | $13.5M |
| Elm Partners Management LLC | 1.02% | Add +272.8% | 667,756 | $13.3M |
| UBS Group AG | 0.00% | Reduce -4.6% | 667,534 | $13.3M |
| Wealthfront Advisers LLC | 0.04% | Add +6.2% | 651,671 | $13.0M |
| Q3 Asset Management | 2.56% | New | 530,000 | $11.3M |
| Betterment LLC | 0.03% | Reduce -4.8% | 531,181 | $10.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -20.8% | 531,002 | $10.6M |
| Tortoise Investment Management, LLC | 1.14% | Reduce -1.8% | 500,241 | $10.0M |
| Pioneer Wealth Management Group | 5.19% | Add +10.3% | 489,759 | $9.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.7% | 483,883 | $9.7M |
| Jackson Thornton Wealth Management, LLC | 1.44% | Add +0.9% | 470,043 | $9.4M |
| Mariner, LLC | 0.02% | Reduce -11.3% | 459,064 | $9.2M |
| Courage Miller Partners, LLC | 3.25% | Reduce -0.1% | 452,701 | $9.0M |
| Fund Evaluation Group, LLC | 0.55% | Reduce -0.2% | 449,488 | $9.0M |
| Firestone Capital Management | 2.31% | Add +3.5% | 424,270 | $8.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.3% | 410,795 | $8.2M |
| Strategic Financial Planning, Inc. | 5.82% | Add +3.2% | 404,233 | $8.1M |
| National Bank of Canada | 0.01% | Add +0.2% | 393,091 | $7.7M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -1.6% | 385,741 | $7.7M |
| Wealth Management Resources, Inc. | 3.27% | Add +3.9% | 380,930 | $7.6M |
| Vise Technologies, Inc. | 1.32% | Add +11.5% | 377,189 | $7.5M |
| Wells Fargo & Company | 0.00% | Reduce -5.8% | 356,743 | $7.1M |
| Krilogy Financial LLC | 0.52% | Add +2.2% | 352,892 | $7.0M |
| Sensible Financial Planning & Management, LLC. | 1.50% | Add +4.8% | 347,140 | $6.9M |
| Townsquare Capital LLC | 0.09% | Add +11.5% | 344,588 | $6.9M |
| Brown Wealth Management, LLC | 2.68% | Add +14.2% | 333,455 | $6.7M |
| Morgan Stanley | 0.00% | Add +32.0% | 289,573 | $5.8M |
| LPL Financial LLC | 0.00% | Reduce -33.6% | 278,229 | $5.6M |
| Avior Wealth Management, LLC | 0.23% | Add +5.8% | 270,149 | $5.4M |
| Omega Financial Group, LLC | 2.17% | Reduce -3.3% | 268,185 | $5.4M |
| Stratos Wealth Advisors, LLC | 0.26% | Add +0.5% | 262,907 | $5.3M |
| Lake Street Advisors Group, LLC | 0.24% | Reduce -64.8% | 245,236 | $4.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.72% | Reduce -80.7% | 240,748 | $4.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.14% | Add +1.2% | 239,579 | $4.8M |
| WealthCollab, LLC | 3.36% | Add +0.4% | 234,330 | $4.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.6% | 229,735 | $4.6M |
| Jones Financial Companies LLLP | 0.01% | Add +5.5% | 222,145 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.3% | 219,278 | $4.4M |
| Passive Capital Management, LLC. | 1.55% | Add +18.9% | 209,478 | $4.2M |
| Appleton Partners Inc. | 0.31% | Add +0.9% | 201,144 | $4.0M |
| Cetera Investment Advisers | 0.01% | Reduce -0.3% | 197,378 | $3.9M |
| Upper Left Wealth Management, LLC | 3.47% | Add +6.0% | 191,784 | $3.8M |
| Pure Financial Advisors, LLC | 0.10% | Add +1.6% | 186,599 | $3.7M |
| HighTower Advisors, LLC | 0.01% | Add +11.8% | 180,412 | $3.6M |
| Elevation Wealth Partners, LLC | 1.69% | Add +8.8% | 178,415 | $3.6M |
| D. E. Shaw & Co. | 0.01% | Reduce -19.7% | 174,668 | $3.5M |
| Focus Partners Wealth | 0.01% | Add +122.9% | 171,834 | $3.4M |
| Marshall Financial Group Inc. | 1.06% | Add +0.9% | 163,060 | $3.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -5.4% | 162,948 | $3.3M |
| Vista Capital Partners, Inc. | 0.40% | Reduce -15.4% | 162,527 | $3.2M |
| Fiduciary Alliance LLC | 0.52% | Add +6.7% | 160,022 | $3.2M |
| CW Advisors, LLC | 0.05% | Add +3.0% | 154,371 | $3.1M |
| Bank of America Corp. | 0.00% | Add +75.6% | 153,878 | $3.1M |
| Financial Counselors Inc. | 0.05% | Reduce -0.6% | 143,837 | $2.9M |
| Cibc World Markets Corp. | 0.02% | Reduce -9.8% | 142,695 | $2.8M |
| Jackson Creek Investment Advisors LLC | 1.04% | Add +9.7% | 142,187 | $2.8M |
| Rockbridge Investment Management, LCC | 0.40% | Reduce -7.9% | 140,571 | $2.8M |
| Sachem Hill LLC | 0.60% | Add +5.8% | 140,168 | $2.8M |
| SWS Partners | 0.80% | Add +3.0% | 134,788 | $2.7M |
| LifePlan Investment Advisors, Inc. | 1.93% | Add +4.4% | 133,953 | $2.7M |
| Cascade Financial Partners, LLC | 0.35% | Reduce -8.8% | 132,450 | $2.6M |
| Smith, Moore & Co. | 0.27% | Reduce -0.6% | 131,213 | $2.6M |
| Cypress Point Wealth Management, LLC | 1.24% | Add +1.7% | 130,628 | $2.6M |
| JMG Financial Group, Ltd. | 0.10% | Reduce -0.8% | 128,277 | $2.6M |
| Pacific Capital Wealth Advisors, Inc. | 0.45% | Add +14.6% | 124,294 | $2.5M |
| Brooklyn FI, LLC | 0.95% | Add +0.0% | 121,456 | $2.4M |
| Kohmann Bosshard Financial Services, LLC | 0.32% | Reduce -5.7% | 118,944 | $2.4M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -4.0% | 116,176 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +33.8% | 111,615 | $2.2M |
| Osaic Holdings, Inc. | 0.01% | Add +19.9% | 109,553 | $2.2M |
| Fairview Capital Investment Management, LLC | 0.12% | Reduce -1.5% | 108,325 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -8.1% | 107,501 | $2.1M |
| Koss-Olinger Consulting, LLC | 0.20% | New | 105,742 | $2.1M |
| Brio Consultants, LLC | 0.34% | Reduce -1.0% | 102,947 | $2.1M |
| Geneos Wealth Management Inc. | 0.09% | Add +0.9% | 101,961 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +35.1% | 100,095 | $2.0M |
| Patriot Investment Management Group, Inc. | 0.16% | Add +3.2% | 100,033 | $2.0M |
| Glassy Mountain Advisors, Inc. | 0.74% | Add +0.7% | 99,801 | $2.0M |
| Awm Capital, LLC | 0.30% | Reduce -3.4% | 99,358 | $2.0M |
| GYL Financial Synergies, LLC | 0.15% | Reduce -12.6% | 96,734 | $1.9M |
"% of holder's portfolio" is SCHH's weight in each manager's 13F, not the share of Schwab US REIT ETF the manager owns.