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 |
| Ballast Advisors LLC | 0.61% | Add +4.6% | 96,310 | $1.9M |
| Texas Yale Capital Corp. | 0.09% | Reduce -1.9% | 95,707 | $1.9M |
| Madden Advisory Services, Inc. | 0.95% | Add +4.1% | 93,761 | $1.9M |
| Davis Capital Management | 1.63% | Reduce -1.4% | 94,630 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 91,531 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +6.7% | 91,220 | $1.8M |
| Peterson Wealth Advisors, LLC | 0.38% | Reduce -4.8% | 89,993 | $1.8M |
| Modera Wealth Management, LLC | 0.03% | Reduce -0.7% | 89,085 | $1.8M |
| Waypoint Capital Advisors, LLC | 0.44% | Reduce -12.8% | 89,071 | $1.8M |
| Millburn Ridgefield LLC | 0.05% | Add +20.9% | 88,727 | $1.8M |
| Choreo, LLC | 0.03% | Add +13.5% | 89,136 | $1.8M |
| Principal Securities, Inc. | 0.05% | Reduce -7.5% | 86,959 | $1.7M |
| HHM Wealth Advisors, LLC | 0.26% | Reduce -5.1% | 86,534 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Reduce -2.1% | 85,186 | $1.7M |
| Black Diamond Financial, LLC | 0.32% | Reduce -4.1% | 82,760 | $1.7M |
| Independent Solutions Wealth Management, LLC | 0.37% | Reduce -4.3% | 81,331 | $1.6M |
| Johnson Financial Group, LLC | 0.21% | Reduce -17.3% | 79,950 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +17.5% | 79,602 | $1.6M |
| Atlas Capital Advisors Inc. | 0.20% | Reduce -17.8% | 77,803 | $1.6M |
| Braun-Bostich & Associates Inc. | 1.14% | Add +62.4% | 76,548 | $1.5M |
| Peloton Wealth Strategists | 0.64% | Reduce -1.0% | 76,065 | $1.5M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -8.2% | 69,903 | $1.5M |
| State of Alaska, Department of Revenue | 0.02% | Add +0.4% | 74,527 | $1.5M |
| FC Advisory LLC | 0.54% | Add +3.4% | 74,066 | $1.5M |
| MAI Capital Management | 0.01% | Add +2.7% | 73,135 | $1.5M |
| Guardian Financial Partners, LLC | 0.95% | Add +10.2% | 72,004 | $1.4M |
| REDW Wealth LLC | 0.37% | Add +0.0% | 70,970 | $1.4M |
| Trillium Asset Management, LLC | 0.04% | No change | 70,556 | $1.4M |
| Debussy Capital Management LP | 0.39% | Reduce -32.4% | 68,847 | $1.4M |
| IFG Advisors, LLC | 0.32% | Reduce -1.7% | 68,009 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +154.1% | 66,875 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.15% | Reduce -0.5% | 66,456 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +3.7% | 64,611 | $1.3M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Add +1.2% | 59,940 | $1.2M |
| WT Wealth Management | 0.41% | Add +1.9% | 59,394 | $1.2M |
| Alaska Wealth Advisors, LLC | 0.18% | Reduce -2.4% | 59,503 | $1.2M |
| Ramiah Investment Group | 1.15% | Add +12.0% | 59,018 | $1.2M |
| Greenleaf Trust | 0.01% | No change | 58,056 | $1.2M |
| Clearview Wealth Advisors LLC | 0.97% | New | 55,695 | $1.1M |
| Becker Capital Management Inc. | 0.04% | No change | 54,962 | $1.1M |
| Tempus Wealth Planning, LLC | 0.46% | Add +1.0% | 55,126 | $1.1M |
| Apollon Financial, LLC | 0.35% | Add +8.1% | 53,627 | $1.1M |
| Breakwater Investment Management | 0.48% | Add +4.8% | 53,496 | $1.1M |
| Empower Advisory Group, LLC | 0.00% | Reduce -48.9% | 52,663 | $1.1M |
| Curbstone Financial Management Corp | 0.23% | Reduce -0.9% | 52,532 | $1.0M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -5.5% | 51,864 | $1.0M |
| Lederer & Associates Investment Counsel | 0.74% | Reduce -0.3% | 50,954 | $1.0M |
| Hexagon Capital Partners LLC | 0.22% | Add +3.5% | 50,854 | $1.0M |
| FMR LLC | 0.00% | Add +290.9% | 49,522 | $989K |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +0.1% | 49,276 | $984K |
| Corient Private Wealth LP | 0.00% | Reduce -7.0% | 48,953 | $978K |
| Capital Insight Partners, LLC | 0.17% | Reduce -5.5% | 46,317 | $925K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -10.3% | 45,686 | $912K |
| Walkner Condon Financial Advisors LLC | 0.20% | Reduce -2.8% | 45,461 | $908K |
| Root Financial Partners, LLC | 0.21% | Add +1.2% | 45,466 | $908K |
| Gradient Capital Advisors, LLC | 0.32% | Add +1.0% | 45,068 | $900K |
| Allworth Financial LP | 0.01% | Reduce -10.9% | 40,193 | $848K |
| Aletheian Wealth Advisors LLC | 0.44% | Add +0.0% | 42,167 | $842K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.9% | 41,955 | $838K |
| Kades & Cheifetz LLC | 0.52% | Add +2.7% | 41,468 | $828K |
| Watershed Private Wealth LLC | 0.35% | Reduce -5.8% | 41,224 | $823K |
| Bensler, LLC | 0.11% | Reduce -17.1% | 40,250 | $804K |
| Private Advisor Group, LLC | 0.01% | Reduce -21.3% | 40,193 | $803K |
| Engineers Gate Manager LP | 0.02% | Reduce -39.4% | 39,772 | $794K |
| Focus Financial Network, Inc. | 0.03% | Add +2.1% | 36,959 | $789K |
| Integral Investment Advisors, Inc. | 0.29% | Add +56.3% | 39,815 | $788K |
| VPR Management LLC | 0.29% | No change | 39,400 | $787K |
| Christensen, King & Associates Investment Services, Inc. | 0.38% | Reduce -0.7% | 38,976 | $778K |
| Altfest L J & Co. Inc. | 0.10% | Add +5.8% | 38,387 | $767K |
| Vanguard Group Inc. | 0.00% | Add +0.0% | 37,059 | $740K |
| Mission Wealth Management, LP | 0.02% | Reduce -17.8% | 36,745 | $734K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.2% | 36,672 | $732K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +0.2% | 36,672 | $732K |
| Forza Wealth Management, LLC | 0.38% | No change | 36,557 | $730K |
| Wrenne Financial Planning LLC | 0.50% | Add +15.2% | 36,388 | $727K |
| JFG Wealth Management, LLC | 0.20% | Reduce -43.0% | 35,479 | $709K |
| MML Investors Services, LLC | 0.00% | Reduce -18.3% | 34,493 | $689K |
| Waterloo Capital, L.P. | 0.08% | Reduce -6.4% | 34,411 | $687K |
| Rooted Wealth Advisors, Inc. | 0.30% | Reduce -0.9% | 31,831 | $674K |
| Interactive Financial Advisors, Inc. | 0.37% | Reduce -1.3% | 33,518 | $669K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -14.3% | 32,895 | $663K |
| Values Added Financial LLC | 0.48% | Reduce -7.5% | 33,073 | $660K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 31,657 | $632K |
| Certuity, LLC | 0.05% | Reduce -0.0% | 30,974 | $619K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.9% | 30,846 | $616K |
| Roundview Capital LLC | 0.05% | Reduce -3.5% | 30,799 | $615K |
| WealthShield Partners, LLC | 0.09% | Add +0.4% | 29,972 | $604K |
| Waverly Advisors, LLC | 0.01% | Add +7.6% | 30,221 | $604K |
| Evergreen Capital Management LLC | 0.02% | Add +1.6% | 29,934 | $603K |
| SigFig Wealth Management, LLC | 0.02% | Add +14.9% | 42,853 | $602K |
| EWG Elevate Inc. | 0.22% | Add +9.9% | 30,008 | $599K |
| Friedenthal Financial | 0.37% | Reduce -3.6% | 29,854 | $596K |
| Wakefield Asset Management LLLP | 0.21% | Add +2.3% | 29,371 | $587K |
| Palisades Hudson Asset Management, L.P. | 0.27% | No change | 29,337 | $586K |
| Juncture Wealth Strategies, LLC | 0.24% | Add +1.4% | 29,220 | $584K |
| Bank of New York Mellon Corp | 0.00% | Add +16.6% | 28,557 | $570K |
| Bigelow Investment Advisors, LLC | 0.27% | Add +17.4% | 28,358 | $566K |
| Liberty Capital Management, Inc. | 0.13% | Add +5.4% | 28,178 | $563K |
| Bangor Savings Bank | 0.06% | Reduce -15.7% | 28,116 | $561K |
| Foster Group, Inc. | 0.02% | Add +4.7% | 27,855 | $556K |
| Grey Fox Wealth Advisors, LLC | 0.19% | Reduce -2.1% | 26,809 | $540K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.9% | 26,858 | $536K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -37.4% | 26,718 | $534K |
| Millennium Management | 0.00% | Reduce -39.4% | 26,514 | $529K |
| Lee Financial Co | 0.09% | Reduce -11.2% | 26,109 | $525K |
| JPMorgan Chase & Co. | 0.00% | Reduce -89.2% | 26,223 | $524K |
| Cahill Financial Advisors Inc. | 0.07% | No change | 25,651 | $512K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Reduce -7.1% | 25,407 | $507K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.1% | 25,034 | $500K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 25,027 | $500K |
| WBH Advisory Inc. | 0.05% | Reduce -34.5% | 24,591 | $491K |
| Natixis | 0.00% | Reduce -0.7% | 24,460 | $486K |
| Avaii Wealth Management, LLC | 0.27% | Add +1.9% | 24,088 | $481K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -81.9% | 24,084 | $481K |
| Garde Capital, Inc. | 0.03% | Reduce -37.6% | 23,518 | $470K |
| Citigroup Inc. | 0.00% | Add +1349.1% | 23,244 | $464K |
| Human Investing LLC | 0.09% | Add +14.1% | 23,152 | $462K |
| Elser Financial Planning, Inc | 0.08% | — | 22,781 | $455K |
| Lodestar Private Asset Management LLC | 0.06% | Add +3.0% | 22,679 | $453K |
| Jane Street Group, LLC | 0.00% | Reduce -54.8% | 22,621 | $452K |
| Summit Financial Strategies, Inc. | 0.06% | Reduce -9.1% | 22,504 | $449K |
| Bluestem Financial Advisors, LLC | 0.22% | Add +7.3% | 22,249 | $444K |
| Droms Strauss Advisors Inc. /Mo/ | 0.16% | Reduce -7.8% | 22,232 | $444K |
| Stableford Capital II LLC | 0.17% | Reduce -0.8% | 20,514 | $438K |
| Tradition Wealth Management, LLC | 0.04% | Add +2.5% | 21,760 | $435K |
| Natixis Advisors, LLC | 0.00% | Reduce -3.1% | 21,654 | $432K |
| Comerica Bank | 0.00% | Add +4.4% | 21,585 | $431K |
| Embree Financial Group | 0.08% | Reduce -2.9% | 21,470 | $429K |
| Luts & Greenleigh Group, Inc. | 0.44% | — | 21,200 | $423K |
| Everhart Financial Group, Inc. | 0.11% | Reduce -4.5% | 21,116 | $422K |
| Yoder Wealth Management, Inc. | 0.27% | Add +3.7% | 21,110 | $422K |
| Whelan Financial | 0.19% | Reduce -0.8% | 20,849 | $416K |
| Captrust Financial Advisors | 0.00% | Reduce -11.9% | 20,775 | $415K |
| Cordant, Inc. | 0.23% | Add +0.2% | 20,598 | $411K |
| Fonville Wealth Management LLC | 0.16% | Reduce -1.8% | 20,245 | $408K |
| Raymond James & Associates | 0.00% | Reduce -13.9% | 20,211 | $404K |
| Valued Wealth Advisors LLC | 0.28% | Add +11.5% | 20,023 | $403K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +4.9% | 20,064 | $401K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 19,850 | $396K |
| One Capital Management, LLC | 0.01% | New | 19,715 | $394K |
| FF Advisors,LLC | 0.27% | No change | 19,478 | $389K |
| Cobblestone Capital Advisors LLC | 0.02% | Add +9.8% | 19,410 | $388K |
| Heritage Financial Services, LLC | 0.06% | Add +0.8% | 19,232 | $384K |
| Sculati Wealth Management, LLC | 0.16% | Reduce -49.2% | 19,205 | $384K |
| Maia Wealth LLC | 0.11% | — | 17,939 | $375K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.7% | 18,550 | $370K |
| Hardin Capital Partners, LLC | 0.24% | — | 18,305 | $366K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.5% | 18,227 | $364K |
| IFP Advisors, Inc | 0.01% | Add +54.2% | 18,202 | $364K |
| Callan Capital, LLC | 0.03% | Reduce -0.1% | 18,100 | $361K |
| Park Avenue Securities LLC | 0.00% | Add +1.1% | 17,731 | $354K |
| Asset Allocation Strategies LLC | 0.12% | New | 17,667 | $353K |
| Carrera Capital Advisors | 0.12% | — | 17,457 | $352K |
| Laraway Financial Advisors Inc | 0.30% | Reduce -1.6% | 17,341 | $346K |
| Providence First Trust Co | 0.15% | No change | 17,193 | $343K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -26.7% | 17,208 | $343K |
| Regis Management CO LLC | 0.10% | No change | 17,118 | $342K |
| Marotta Asset Management | 0.07% | Reduce -1.5% | 17,230 | $341K |
| Atria Investments, Inc | 0.00% | New | 17,059 | $341K |
| Allen Capital Group, LLC | 0.05% | Add +2.2% | 16,940 | $338K |
| Pinnacle Bancorp, Inc. | 0.10% | Add +0.9% | 16,867 | $337K |
| Phocas Financial Corp. | 0.04% | Add +23.6% | 16,861 | $337K |
| Perissos Private Wealth Management, LLC | 0.30% | Reduce -38.6% | 16,779 | $335K |
| Bailard, Inc. | 0.01% | Reduce -6.4% | 16,673 | $333K |
| Parkside Financial Bank & Trust | 0.05% | Reduce -10.8% | 16,393 | $327K |
| Alpha Omega Wealth Management LLC | 0.06% | No change | 16,177 | $323K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Add +3.1% | 15,245 | $322K |
| Commerce Bank | 0.00% | Add +8.2% | 15,931 | $318K |
| Dodds Wealth, LLC | 0.12% | Reduce -1.3% | 15,742 | $314K |
| Hoylecohen, LLC | 0.02% | Reduce -8.9% | 15,680 | $313K |
| Navis Wealth Advisors, LLC | 0.36% | No change | 15,633 | $312K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -8.9% | 15,457 | $312K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.1% | 15,581 | $311K |
| Ariadne Wealth Management, LP | 0.24% | — | 14,950 | $301K |
| IVC Wealth Advisors LLC | 0.17% | Reduce -12.3% | 15,072 | $301K |
| Websterrogers Financial Advisors, LLC | 0.11% | Reduce -0.4% | 14,827 | $296K |
| Lutz Financial Services LLC | 0.03% | Reduce -31.9% | 14,776 | $295K |
| Cambridge Advisors Inc. | 0.07% | Reduce -0.1% | 14,426 | $288K |
| Legacy Capital Wealth Partners, LLC | 0.07% | New | 14,031 | $280K |
| Creative Financial Designs Inc. | 0.02% | Add +5.2% | 14,000 | $280K |
| SignalPoint Asset Management, LLC | 0.07% | No change | 13,935 | $278K |
| Greenwood Capital Associates LLC | 0.04% | Add +2.4% | 13,559 | $271K |
| Sanctuary Advisors, LLC | 0.00% | — | 13,948 | $263K |
| MIdWestOne Financial Group, Inc. | 0.05% | Reduce -23.4% | 12,787 | $255K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.0% | 12,696 | $254K |
| Clearstead Advisors, LLC | 0.00% | No change | 12,692 | $253K |
| Thompson Investment Management, Inc. | 0.04% | Add +9.2% | 12,590 | $251K |
| PFG Advisors | 0.02% | Add +0.2% | 12,534 | $250K |
| Ascension Capital Advisors, Inc. | 0.13% | Reduce -1.8% | 12,494 | $250K |
| CAP Partners, LLC | 0.20% | Add +2.9% | 12,453 | $249K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.5% | 12,314 | $246K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 12,065 | $243K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -0.9% | 12,177 | $243K |
| Savvy Advisors, Inc. | 0.08% | Reduce -7.0% | 12,026 | $240K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -75.5% | 11,970 | $239K |
| Ballentine Partners, LLC | 0.00% | New | 11,807 | $236K |
| Brand Asset Management Group, Inc. | 0.10% | Add +10.0% | 11,713 | $234K |
| Whittier Trust Co. | 0.00% | No change | 11,567 | $231K |
| Mainstay Capital Management LLC | 0.04% | Reduce -57.8% | 11,557 | $231K |
| Cwm, LLC | 0.00% | Reduce -20.6% | 11,399 | $228K |
| Global Retirement Partners, LLC | 0.01% | Add +1.1% | 11,405 | $228K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -9.2% | 11,329 | $226K |
| Cape Investment Advisory, Inc. | 0.10% | Add +22.0% | 11,311 | $226K |
| Fortress Wealth Management, Inc. | 0.12% | Reduce -2.0% | 11,298 | $226K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -2.6% | 10,685 | $223K |
| Fisher Asset Management | 0.00% | Reduce -4.9% | 11,073 | $221K |
| Armor Investment Advisors, LLC | 0.10% | Reduce -0.8% | 11,063 | $221K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 11,059 | $221K |
| Skyline Advisors, Inc. | 0.09% | No change | 10,736 | $214K |
| World Investment Advisors | 0.01% | Reduce -2.5% | 10,475 | $209K |
| Roble, Belko & Company, Inc | 0.04% | No change | 10,482 | $209K |
| Integrated Advisors Network LLC | 0.01% | Reduce -2.4% | 10,358 | $207K |
| Garrison Asset Management, LLC | 0.11% | Reduce -3.7% | 10,344 | $207K |
| Strategic Family Wealth Counselors, L.L.C. | 0.08% | No change | 10,314 | $206K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.06% | No change | 10,270 | $205K |
| Wealthcare Capital Management LLC | 0.02% | Reduce -4.6% | 10,212 | $204K |
| WealthPLAN Partners, LLC | 0.02% | New | 10,206 | $204K |
| AdvisorNet Financial, Inc | 0.02% | Add +4.1% | 10,155 | $203K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 10,145 | $203K |
| Emergent Wealth Advisors, LLC | 0.16% | Add +0.8% | 10,106 | $202K |
| Kestra Advisory Services, LLC | 0.00% | Add +122.4% | 22,176 | $189K |
| Clear Investment Research, LLC | 0.23% | No change | 8,783 | $175K |
| CIBC Private Wealth Group LLC | 0.00% | Add +20.4% | 8,760 | $175K |
| Benjamin Edwards Inc. | 0.03% | Add +14.1% | 8,711 | $174K |
| Grove Bank & Trust | 0.03% | Reduce -29.1% | 8,156 | $163K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 7,819 | $158K |
| Fifth Third Bancorp | 0.00% | Add +1042.1% | 7,378 | $147K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -6.3% | 6,725 | $134K |
| Aptus Capital Advisors, LLC | 0.00% | Add +18.2% | 6,492 | $130K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 6,203 | $124K |
| Front Row Advisors LLC | 0.03% | No change | 4,660 | $94K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +1.1% | 4,501 | $91K |
| Arjuna Capital | 0.02% | New | 4,368 | $87K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -19.8% | 4,075 | $81K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.1% | 3,919 | $78K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.5% | 3,697 | $74K |
| Blume Capital Management, Inc. | 0.02% | No change | 3,630 | $72K |
| Blair William & Co. | 0.00% | Reduce -71.2% | 3,133 | $63K |
| NorthRock Partners, LLC | 0.00% | Add +11292.6% | 3,076 | $62K |
| Vestor Capital, LLC | 0.01% | No change | 3,108 | $62K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 2,935 | $59K |
| West Oak Capital, LLC | 0.02% | Reduce -5.9% | 2,876 | $57K |
| Capital Analysts, LLC | 0.00% | Add +211.4% | 2,681 | $54K |
| SRH Advisors, LLC | 0.02% | No change | 2,538 | $51K |
| Optimum Investment Advisors | 0.02% | Add +3.9% | 2,503 | $50K |
| Private Trust Co. NA | 0.01% | New | 2,437 | $49K |
| Montag A & Associates Inc. | 0.00% | No change | 2,102 | $42K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 2,068 | $41K |
| Covestor Ltd | 0.03% | Add +13.7% | 2,052 | $41K |
| Harbour Investments, Inc. | 0.00% | Add +7.7% | 2,025 | $40K |
| Ancora Advisors LLC | 0.00% | Add +2.2% | 1,893 | $38K |
| MeadowBrook Investment Advisors LLC | 0.03% | No change | 1,800 | $36K |
| Larson Financial Group LLC | 0.00% | Add +386.3% | 1,780 | $36K |
| Carmichael Hill & Associates, Inc. | 0.01% | Reduce -2.4% | 1,695 | $34K |
| Signaturefd, LLC | 0.00% | Reduce -27.0% | 1,649 | $33K |
| Assetmark, Inc. | 0.00% | Add +130.8% | 1,620 | $32K |
| Howe & Rusling Inc. | 0.00% | Add +122.9% | 1,589 | $32K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 1,536 | $31K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 1,499 | $30K |
| Mather Group, Llc. | 0.00% | Add +5211.1% | 1,434 | $29K |
| Crewe Advisors LLC | 0.00% | Reduce -4.5% | 1,280 | $26K |
| Jamison Private Wealth Management, Inc. | 0.00% | Add +52.8% | 1,271 | $25K |
| Asset Dedication, LLC | 0.00% | No change | 1,205 | $24K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 1,162 | $23K |
| UMB Bank, n.a. | 0.00% | Reduce -20.6% | 1,160 | $23K |
| Cardinal Strategic Wealth Guidance | 0.01% | New | 1,130 | $23K |
| Tompkins Financial Corp. | 0.00% | No change | 1,106 | $22K |
| Lanark Financial, Inc. | 0.00% | No change | 1,075 | $21K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +21.8% | 1,046 | $21K |
| Birchbrook, Inc. | 0.01% | No change | 1,005 | $20K |
| North Star Investment Management Corp. | 0.00% | No change | 994 | $20K |
| Global Financial Private Client, LLC | 0.01% | No change | 930 | $19K |
| Strategic Investment Solutions, Inc. | 0.01% | — | 506 | $19K |
| CVA Family Office, LLC | 0.00% | Reduce -61.5% | 882 | $18K |
| Investors Research Corp | 0.00% | Add +0.1% | 866 | $17K |
| Triad Wealth Partners, LLC | 0.01% | New | 845 | $17K |
| Main Street Group, LTD | 0.01% | Add +0.6% | 818 | $16K |
| MV Capital Management, Inc. | 0.00% | No change | 808 | $16K |
| Innealta Capital, LLC | 0.01% | New | 800 | $16K |
| Sandy Spring Bank | 0.00% | No change | 757 | $15K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 733 | $15K |
| Versant Capital Management, Inc | 0.00% | New | 726 | $14K |
| MCF Advisors LLC | 0.00% | No change | 674 | $13K |
| Private Ocean, LLC | 0.00% | Add +9.6% | 665 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -25.3% | 655 | $13K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 640 | $13K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -7.3% | 631 | $13K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 612 | $12K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 608 | $12K |
| AlphaCore Capital LLC | 0.00% | Reduce -90.8% | 580 | $12K |
| Clear Point Advisors Inc. | 0.01% | Reduce -8.7% | 557 | $11K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 553 | $11K |
| Spire Wealth Management | 0.00% | Reduce -87.2% | 533 | $11K |
| Valley National Advisers Inc. | 0.00% | No change | 546 | $10K |
| McIlrath & Eck, LLC | 0.00% | No change | 489 | $10K |
| Wagner Wealth Management, LLC | 0.00% | Add +14.6% | 487 | $10K |
| Bokf, NA | 0.00% | No change | 486 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | — | 460 | $9K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 456 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 430 | $9K |
| Gradient Investments LLC | 0.00% | Reduce -66.8% | 424 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Add +32.9% | 412 | $8K |
| Bfsg, LLC | 0.00% | Add +150.7% | 371 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 351 | $7K |
| Founders Financial Alliance, LLC | 0.00% | No change | 331 | $7K |
| M&R Capital Management Inc. | 0.00% | Add +6.8% | 312 | $6K |
| NewEdge Advisors, LLC | 0.00% | Add +10.0% | 309 | $6K |
| Smithfield Trust Co | 0.00% | No change | 312 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 300 | $6K |
| Delta Asset Management LLC | 0.00% | No change | 296 | $6K |
| Key Financial Inc | 0.00% | No change | 288 | $6K |
| American Capital Advisory, LLC | 0.00% | Reduce -12.1% | 275 | $6K |
| Abound Wealth Management | 0.00% | No change | 281 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 272 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 257 | $5K |
| Sachetta, LLC | 0.00% | Reduce -44.3% | 234 | $5K |
| REAP Financial Group, LLC | 0.00% | No change | 251 | $5K |
| Tsfg, LLC | 0.00% | No change | 228 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 250 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 241 | $5K |
| Arlington Trust Co LLC | 0.00% | No change | 242 | $5K |
| Chilton Capital Management LLC | 0.00% | Reduce -63.8% | 220 | $4K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 209 | $4K |
| Horrell Capital Management, Inc. | 0.00% | No change | 220 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 200 | $4K |
| Tidemark, LLC | 0.00% | No change | 194 | $4K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 184 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 185 | $4K |
| Princeton Global Asset Management LLC | 0.00% | Add +19.3% | 179 | $4K |
| Abich Financial Wealth Management LLC | 0.00% | Reduce -89.7% | 168 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 151 | $3K |
| Tucker Asset Management LLC | 0.00% | Add +3375.0% | 139 | $3K |
| Dogwood Wealth Management LLC | 0.00% | New | 135 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 130 | $3K |
| Archer Investment Corp | 0.00% | Reduce -39.8% | 130 | $3K |
| Continuum Advisory, LLC | 0.00% | Add +15.7% | 125 | $3K |
| Private Capital Management LLC | 0.00% | No change | 120 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 120 | $2K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -29.4% | 120 | $2K |
| West Branch Capital LLC | 0.00% | No change | 114 | $2K |
| ORG Partners LLC | 0.00% | New | 113 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.0% | 102 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 109 | $2K |
| International Assets Investment Management, LLC | 0.00% | New | 102 | $2K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 90 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 96 | $2K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -35.8% | 95 | $2K |
| CENTRAL TRUST Co | 0.00% | New | 94 | $2K |
| Independence Bank of Kentucky | 0.00% | Reduce -95.2% | 90 | $2K |
| Anfield Capital Management, LLC | 0.00% | Reduce -55.3% | 85 | $2K |
| Strategic Financial Concepts, LLC | 0.00% | New | 33,581 | $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% | No change | 66 | $1K |
| Element Wealth, LLC | 0.00% | No change | 62 | $1K |
| Dunhill Financial, LLC | 0.00% | No change | 61 | $1K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 59 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 59 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 54 | $1K |
| Avion Wealth | 0.00% | No change | 95 | $1K |
| City State Bank | 0.00% | Reduce -50.0% | 43 | $859 |
| Camelot Portfolios, LLC | 0.00% | New | 40 | $799 |
| Russell Investments Group, Ltd. | 0.00% | New | 36 | $719 |
| Salomon & Ludwin, LLC | 0.00% | No change | 32 | $639 |
| Rothschild Investment LLC | 0.00% | New | 31 | $619 |
| Custom Portfolio Group LLC | 0.00% | No change | 30 | $605 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 25 | $504 |
| Robinswood Financial LLC | 0.00% | No change | 22 | $441 |
| Raleigh Capital Management Inc. | 0.00% | No change | 16 | $321 |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 14 | $280 |
| Mfa Wealth Advisors, LLC | 0.00% | New | 14 | $280 |
| Maryland Capital Advisors Inc. | 0.00% | No change | 12 | $240 |
| Macroview Investment Management LLC | 0.00% | No change | 10 | $200 |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -95.3% | 10 | $200 |
| Smartleaf Asset Management LLC | 0.00% | No change | 8 | $158 |
| NewSquare Capital LLC | 0.00% | No change | 2 | $45 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $20 |
| 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.