Schwab US REIT ETFSCHHETF
13F holders, Q4 2024 (December 31)516holders +10
42new positions
49sold out
3famous investors
$21.07avg. 13F price*
At the end of Q4 2024, 516 institutions reported holding Schwab US REIT ETF (SCHH) in their 13F filings, up 10 from Q3 2024. 42 opened new positions and 49 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.1B), US Bancorp \de ($599.1M) and FMR LLC ($536.2M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $45.4M |
| Exits | 49 | $27.8M |
All 13F filers, Q3 2024 → Q4 2024: 8,890,110 shares bought and 7,765,019 shares sold, net +1,125,091 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 516 holders
| Financial Engines Advisors L.L.C. | 2.39% | Add +1.7% | 53,827,142 | $1.1B |
| US Bancorp \de | 0.78% | Add +3.1% | 28,445,009 | $599.1M |
| FMR LLC | 0.03% | Add +3.3% | 25,459,549 | $536.2M |
| Creative Planning | 0.50% | Reduce -5.5% | 24,294,749 | $511.6M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +1.4% | 7,649,861 | $161.1M |
| Envestnet Portfolio Solutions, Inc. | 0.50% | Add +3.6% | 7,234,435 | $152.4M |
| Cerity Partners LLC | 0.14% | Reduce -9.2% | 2,991,044 | $63.0M |
| BNP Paribas Financial Markets | 0.03% | Add +76.2% | 1,889,167 | $39.8M |
| Rational Advisors, Inc. | 3.52% | Reduce -15.9% | 1,650,624 | $34.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.4% | 1,512,887 | $31.9M |
| Mason Street Advisors, LLC | 4.05% | Reduce -4.5% | 1,486,000 | $31.3M |
| BlackRock, Inc. | 0.00% | Reduce -66.4% | 1,164,909 | $24.5M |
| Morningstar Investment Management LLC | 1.89% | Reduce -1.9% | 1,139,456 | $24.0M |
| Moneta Group Investment Advisors LLC | 0.33% | Add +1.6% | 1,118,663 | $23.6M |
| Apollon Wealth Management, LLC | 0.53% | Add +1.3% | 1,085,766 | $22.9M |
| Charles Schwab Trust Co | 1.96% | Add +5.9% | 1,083,343 | $22.8M |
| M&T Bank Corp | 0.07% | Add +21.0% | 1,046,400 | $22.0M |
| Hantz Financial Services, Inc. | 0.38% | Reduce -3.3% | 1,037,627 | $21.9M |
| Quadrature Capital Ltd | 0.42% | New | 1,007,838 | $21.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.1% | 916,850 | $19.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +22.5% | 912,204 | $19.2M |
| Foster & Motley Inc. | 1.24% | Add +0.7% | 904,666 | $19.1M |
| Benjamin Edwards Inc. | 0.27% | Add +3.7% | 888,041 | $18.7M |
| BlueSky Wealth Advisors, LLC | 2.80% | Add +2.7% | 850,696 | $17.9M |
| Elm Partners Management LLC | 1.20% | Add +2.7% | 833,340 | $17.6M |
| UBS Group AG | 0.00% | Add +37.1% | 797,432 | $16.8M |
| ZynergyRetirementPlanningLLC | 11.00% | No change | 673,547 | $15.6M |
| Wealthfront Advisers LLC | 0.04% | Add +18.1% | 691,502 | $14.6M |
| Betterment LLC | 0.03% | Add +6.4% | 582,627 | $12.3M |
| Pure Portfolios Holdings LLC | 4.50% | Add +6.3% | 575,078 | $12.1M |
| LPL Financial LLC | 0.00% | Reduce -2.6% | 538,565 | $11.3M |
| Tortoise Investment Management, LLC | 1.15% | Reduce -0.4% | 516,416 | $10.9M |
| Tradewinds Capital Management, LLC | 2.78% | Add +910294.6% | 500,717 | $10.5M |
| Mariner, LLC | 0.02% | Add +6.1% | 475,879 | $10.0M |
| Courage Miller Partners, LLC | 3.20% | Add +0.8% | 443,164 | $9.3M |
| Firestone Capital Management | 2.31% | Add +3.8% | 441,233 | $9.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -5.8% | 439,010 | $9.2M |
| Principal Securities, Inc. | 0.21% | Add +3.0% | 438,915 | $9.2M |
| Jackson Thornton Wealth Management, LLC | 1.17% | Reduce -4.1% | 438,243 | $9.2M |
| Strategic Financial Planning, Inc. | 6.24% | Add +0.8% | 434,521 | $9.2M |
| Wells Fargo & Company | 0.00% | Add +16.2% | 399,679 | $8.4M |
| National Bank of Canada | 0.01% | Add +1.8% | 391,409 | $8.2M |
| Vise Technologies, Inc. | 0.64% | Add +4.7% | 367,407 | $7.7M |
| Wealth Management Resources, Inc. | 2.83% | Reduce -6.2% | 363,799 | $7.7M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -1.0% | 362,515 | $7.6M |
| Townsquare Capital LLC | 0.08% | Reduce -1.0% | 357,042 | $7.5M |
| Krilogy Financial LLC | 0.50% | Add +4.0% | 355,203 | $7.5M |
| Sensible Financial Planning & Management, LLC. | 1.52% | Reduce -1.2% | 347,612 | $7.3M |
| Brown Wealth Management, LLC | 2.59% | Reduce -0.2% | 346,394 | $7.3M |
| Focus Partners Wealth | 0.02% | Add +88.3% | 310,108 | $6.5M |
| Avior Wealth Management, LLC | 0.22% | Add +3.3% | 291,421 | $6.1M |
| Manning & Napier Advisors LLC | 0.07% | New | 289,276 | $6.1M |
| Stratos Wealth Advisors, LLC | 0.27% | Reduce -2.7% | 271,461 | $5.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -11.1% | 268,790 | $5.7M |
| Neuberger Berman Group LLC | 0.00% | New | 256,000 | $5.4M |
| Morgan Stanley | 0.00% | Reduce -32.0% | 253,581 | $5.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +98.9% | 251,717 | $5.3M |
| WealthCollab, LLC | 3.39% | Add +7.3% | 251,326 | $5.3M |
| Jones Financial Companies LLLP | 0.01% | Add +4.9% | 249,557 | $5.3M |
| White & Co Financial Planning Inc | 4.37% | — | 244,549 | $5.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.66% | Reduce -4.8% | 221,536 | $4.7M |
| Passive Capital Management, LLC. | 1.63% | Add +4.4% | 220,079 | $4.6M |
| Omega Financial Group, LLC | 1.69% | Reduce -9.7% | 212,532 | $4.5M |
| Farther Finance Advisors, LLC | 0.16% | Add +49.0% | 210,945 | $4.4M |
| Cetera Investment Advisers | 0.01% | Add +2.6% | 206,170 | $4.3M |
| Upper Left Wealth Management, LLC | 3.67% | Add +0.6% | 203,912 | $4.3M |
| Appleton Partners Inc. | 0.31% | Reduce -0.1% | 199,386 | $4.2M |
| Goldman Sachs Group Inc. | 0.00% | No change | 194,470 | $4.1M |
| Kingsview Wealth Management, LLC | 0.08% | Add +499.7% | 192,186 | $4.0M |
| Fiduciary Alliance LLC | 0.40% | Add +8.6% | 188,405 | $4.0M |
| Asset Allocation Strategies LLC | 0.94% | Add +114.3% | 182,457 | $3.9M |
| Elevation Wealth Partners, LLC | 1.60% | Reduce -5.0% | 179,366 | $3.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -69.4% | 178,718 | $3.8M |
| Frisco Financial Planning LLC | 3.68% | — | 176,630 | $3.7M |
| Pure Financial Advisors, LLC | 0.08% | Reduce -1.8% | 173,986 | $3.7M |
| Bank of America Corp. | 0.00% | Add +0.6% | 172,360 | $3.6M |
| Rooted Wealth Advisors, Inc. | 1.36% | Add +3.4% | 168,478 | $3.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Reduce -10.0% | 163,935 | $3.5M |
| Smith, Moore & Co. | 0.31% | Add +4.3% | 160,498 | $3.4M |
| Raymond James Financial Inc. | 0.00% | — | 159,740 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.1% | 159,217 | $3.4M |
| Cypress Point Wealth Management, LLC | 1.03% | Add +16.0% | 157,276 | $3.3M |
| Vista Capital Partners, Inc. | 0.39% | Reduce -2.3% | 157,234 | $3.3M |
| CW Advisors, LLC | 0.04% | Add +0.1% | 154,127 | $3.2M |
| Marshall Financial Group Inc. | 0.96% | Reduce -12.6% | 148,893 | $3.1M |
| Jackson Creek Investment Advisors LLC | 0.94% | Add +2.6% | 147,474 | $3.1M |
| SWS Partners | 0.92% | Add +25.5% | 144,556 | $3.0M |
| Becker Capital Management Inc. | 0.10% | No change | 142,331 | $3.0M |
| RFG Holdings, Inc. | 0.98% | New | 140,676 | $3.0M |
| Perigon Wealth Management, LLC | 0.07% | Add +14.9% | 139,873 | $3.0M |
| Sachem Hill LLC | 0.60% | Reduce -1.9% | 135,806 | $2.9M |
| Financial Counselors Inc. | 0.04% | Reduce -8.3% | 131,879 | $2.8M |
| Cascade Financial Partners, LLC | 0.35% | Add +2.5% | 129,179 | $2.7M |
| LifePlan Investment Advisors, Inc. | 1.68% | Reduce -2.0% | 128,628 | $2.7M |
| Cibc World Markets Corp. | 0.02% | Reduce -9.8% | 127,291 | $2.7M |
| Pacific Capital Wealth Advisors, Inc. | 0.44% | No change | 124,294 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Add +19.9% | 123,260 | $2.6M |
| Tudor Investment Corporation | 0.03% | Reduce -59.1% | 122,801 | $2.6M |
| Epiq Partners, LLC | 1.43% | Add +137.0% | 120,615 | $2.5M |
| Brooklyn FI, LLC | 0.84% | Add +0.0% | 120,181 | $2.5M |
"% of holder's portfolio" is SCHH's weight in each manager's 13F, not the share of Schwab US REIT ETF the manager owns.