Schwab US REIT ETFSCHHETF
13F holders, Q3 2024 (September 30)506holders +28
64new positions
36sold out
3famous investors
$23.16avg. 13F price*
At the end of Q3 2024, 506 institutions reported holding Schwab US REIT ETF (SCHH) in their 13F filings, up 28 from Q2 2024. 64 opened new positions and 36 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.2B), US Bancorp \de ($639.4M) and Creative Planning ($595.5M). 3 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $68.5M |
| Exits | 36 | $1.7B |
All 13F filers, Q2 2024 → Q3 2024: 33,182,565 shares bought and 89,277,811 shares sold, net −56,095,246 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 506 holders
| Financial Engines Advisors L.L.C. | 2.56% | Add +0.2% | 52,917,932 | $1.2B |
| US Bancorp \de | 0.82% | Add +1.2% | 27,594,397 | $639.4M |
| Creative Planning | 0.59% | Reduce -5.7% | 25,699,563 | $595.5M |
| FMR LLC | 0.03% | Add +49667.6% | 24,645,889 | $571.0M |
| Northwestern Mutual Wealth Management Co. | 0.16% | Reduce -2.3% | 7,546,960 | $174.9M |
| Envestnet Portfolio Solutions, Inc. | 0.53% | Add +2.1% | 6,981,493 | $161.8M |
| BlackRock, Inc. | 0.00% | — | 3,466,595 | $80.3M |
| Cerity Partners LLC | 0.17% | Add +15.5% | 3,294,126 | $76.3M |
| Rational Advisors, Inc. | 4.50% | Add +12.8% | 1,963,100 | $45.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.8% | 1,582,482 | $36.7M |
| Mason Street Advisors, LLC | 4.38% | Reduce -10.1% | 1,555,500 | $36.0M |
| Morningstar Investment Management LLC | 2.60% | New | 1,161,473 | $26.3M |
| Moneta Group Investment Advisors LLC | 0.37% | Reduce -4.2% | 1,100,916 | $25.5M |
| Hantz Financial Services, Inc. | 0.44% | Reduce -10.3% | 1,072,797 | $24.9M |
| BNP Paribas Financial Markets | 0.02% | Add +101.9% | 1,071,927 | $24.8M |
| Apollon Wealth Management, LLC | 0.70% | Add +2.4% | 1,071,578 | $24.8M |
| Charles Schwab Trust Co | 2.05% | Reduce -3.1% | 1,023,299 | $23.7M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -3.0% | 956,210 | $22.2M |
| Foster & Motley Inc. | 1.32% | Reduce -2.2% | 898,033 | $20.8M |
| M&T Bank Corp | 0.07% | Reduce -7.4% | 864,500 | $20.0M |
| Benjamin Edwards Inc. | 0.29% | Add +9727.8% | 856,099 | $19.8M |
| BlueSky Wealth Advisors, LLC | 2.98% | Add +3.4% | 828,468 | $19.2M |
| Elm Partners Management LLC | 1.34% | Add +21.6% | 811,645 | $18.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +81.3% | 744,707 | $17.3M |
| ZynergyRetirementPlanningLLC | 11.00% | Reduce -0.7% | 673,547 | $15.6M |
| Q3 Asset Management | 3.59% | Add +24.8% | 661,388 | $15.3M |
| Wealthfront Advisers LLC | 0.04% | Reduce -10.1% | 585,707 | $13.6M |
| HighTower Advisors, LLC | 0.02% | Add +223.9% | 584,344 | $13.5M |
| UBS Group AG | 0.00% | Reduce -12.9% | 581,581 | $13.5M |
| LPL Financial LLC | 0.01% | Add +98.7% | 552,915 | $12.8M |
| Betterment LLC | 0.03% | Add +3.1% | 547,563 | $12.7M |
| Pure Portfolios Holdings LLC | 4.73% | — | 541,009 | $12.5M |
| Tortoise Investment Management, LLC | 1.25% | Add +3.6% | 518,357 | $12.0M |
| Pioneer Wealth Management Group | 5.59% | Add +3.3% | 505,686 | $11.7M |
| POM Investment Strategies, LLC | 8.76% | New | 484,227 | $11.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -3.7% | 465,782 | $10.8M |
| Jackson Thornton Wealth Management, LLC | 1.40% | Reduce -2.8% | 456,993 | $10.6M |
| Mariner, LLC | 0.02% | Reduce -2.3% | 448,579 | $10.4M |
| Courage Miller Partners, LLC | 3.42% | Reduce -2.9% | 439,625 | $10.2M |
| Strategic Financial Planning, Inc. | 6.60% | Add +6.6% | 431,033 | $10.0M |
| Principal Securities, Inc. | 0.24% | Add +389.9% | 425,985 | $9.9M |
| Firestone Capital Management | 2.47% | Add +0.2% | 425,250 | $9.9M |
| Wealth Management Resources, Inc. | 3.60% | Add +1.9% | 387,997 | $9.0M |
| National Bank of Canada | 0.01% | Reduce -2.2% | 384,379 | $8.9M |
| Morgan Stanley | 0.00% | Add +28.8% | 372,856 | $8.6M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -5.1% | 366,104 | $8.5M |
| Townsquare Capital LLC | 0.10% | Add +4.7% | 360,751 | $8.4M |
| Sensible Financial Planning & Management, LLC. | 1.61% | Add +1.3% | 351,695 | $8.1M |
| Vise Technologies, Inc. | 1.03% | Reduce -7.0% | 350,874 | $8.1M |
| Brown Wealth Management, LLC | 2.90% | Add +4.1% | 347,202 | $8.0M |
| Wells Fargo & Company | 0.00% | Reduce -3.5% | 344,088 | $8.0M |
| Krilogy Financial LLC | 0.54% | Reduce -3.2% | 341,585 | $7.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 302,410 | $7.0M |
| Tudor Investment Corporation | 0.08% | New | 300,563 | $7.0M |
| Avior Wealth Management, LLC | 0.26% | Add +4.5% | 282,191 | $6.5M |
| Stratos Wealth Advisors, LLC | 0.30% | Add +6.1% | 279,013 | $6.5M |
| Jones Financial Companies LLLP | 0.01% | Add +7.1% | 237,988 | $5.5M |
| Omega Financial Group, LLC | 2.07% | Reduce -12.2% | 235,399 | $5.5M |
| WealthCollab, LLC | 3.58% | No change | 234,330 | $5.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.74% | Reduce -3.3% | 232,739 | $5.4M |
| Royal Bank of Canada | 0.00% | Add +138.0% | 217,850 | $5.0M |
| Passive Capital Management, LLC. | 1.71% | Add +0.7% | 210,865 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +1.9% | 201,022 | $4.7M |
| Appleton Partners Inc. | 0.34% | Reduce -0.8% | 199,554 | $4.6M |
| Upper Left Wealth Management, LLC | 4.01% | Add +5.7% | 202,651 | $4.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.3% | 194,470 | $4.5M |
| Elevation Wealth Partners, LLC | 1.88% | Add +5.8% | 188,729 | $4.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.12% | Reduce -24.0% | 182,128 | $4.2M |
| Pure Financial Advisors, LLC | 0.10% | Reduce -5.1% | 177,105 | $4.1M |
| Fiduciary Alliance LLC | 0.53% | Add +8.4% | 173,504 | $4.0M |
| Bank of America Corp. | 0.00% | Add +11.4% | 171,388 | $4.0M |
| Marshall Financial Group Inc. | 1.19% | Add +4.5% | 170,315 | $3.9M |
| Focus Partners Wealth | 0.01% | Reduce -4.2% | 164,680 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Add +0.9% | 164,397 | $3.8M |
| Vista Capital Partners, Inc. | 0.43% | Reduce -1.0% | 160,896 | $3.7M |
| Rooted Wealth Advisors, Inc. | 1.63% | Add +411.8% | 162,918 | $3.7M |
| Atlas Capital Advisors Inc. | 0.55% | Add +99.5% | 155,215 | $3.6M |
| CW Advisors, LLC | 0.05% | Reduce -0.3% | 153,983 | $3.6M |
| Smith, Moore & Co. | 0.34% | Add +17.3% | 153,864 | $3.6M |
| Financial Counselors Inc. | 0.05% | No change | 143,837 | $3.3M |
| Jackson Creek Investment Advisors LLC | 0.99% | Add +1.1% | 143,778 | $3.3M |
| Becker Capital Management Inc. | 0.11% | Add +159.0% | 142,331 | $3.3M |
| Farther Finance Advisors, LLC | 0.12% | Add +3374.4% | 141,582 | $3.3M |
| Cibc World Markets Corp. | 0.02% | Reduce -1.1% | 141,103 | $3.3M |
| Sachem Hill LLC | 0.65% | Reduce -1.2% | 138,442 | $3.2M |
| Cypress Point Wealth Management, LLC | 1.23% | Add +3.8% | 135,555 | $3.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -42.6% | 131,750 | $3.1M |
| LifePlan Investment Advisors, Inc. | 1.94% | Reduce -2.0% | 131,286 | $3.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +13.4% | 126,574 | $2.9M |
| Pacific Capital Wealth Advisors, Inc. | 0.48% | No change | 124,294 | $2.9M |
| Cascade Financial Partners, LLC | 0.36% | Reduce -4.8% | 126,058 | $2.9M |
| Perigon Wealth Management, LLC | 0.08% | Add +4.8% | 121,696 | $2.8M |
| Brooklyn FI, LLC | 0.98% | Reduce -1.1% | 120,141 | $2.8M |
| Kohmann Bosshard Financial Services, LLC | 0.34% | Add +0.3% | 119,300 | $2.8M |
| SWS Partners | 0.85% | Reduce -14.5% | 115,202 | $2.7M |
| JMG Financial Group, Ltd. | 0.09% | Reduce -13.7% | 110,745 | $2.6M |
| Fairview Capital Investment Management, LLC | 0.14% | No change | 108,325 | $2.5M |
| Koss-Olinger Consulting, LLC | 0.21% | No change | 105,742 | $2.5M |
| Glassy Mountain Advisors, Inc. | 0.85% | Add +4.5% | 104,290 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.1% | 102,821 | $2.4M |
"% of holder's portfolio" is SCHH's weight in each manager's 13F, not the share of Schwab US REIT ETF the manager owns.