Schwab US REIT ETFSCHHETF
13F holders, Q1 2025 (March 31)508holders −8
46new positions
50sold out
1famous investor
$21.50avg. 13F price*
At the end of Q1 2025, 508 institutions reported holding Schwab US REIT ETF (SCHH) in their 13F filings, down 8 from Q4 2024. 46 opened new positions and 50 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.2B), US Bancorp \de ($641.4M) and FMR LLC ($561.8M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Schwab US REIT ETF
- CUSIP
- 808524847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $14.0M |
| Exits | 50 | $14.5M |
All 13F filers, Q4 2024 → Q1 2025: 6,819,714 shares bought and 7,620,524 shares sold, net −800,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 508 holders
| Financial Engines Advisors L.L.C. | 2.50% | Add +0.6% | 54,164,614 | $1.2B |
| US Bancorp \de | 0.86% | Add +4.8% | 29,816,470 | $641.4M |
| FMR LLC | 0.04% | Add +2.6% | 26,117,525 | $561.8M |
| Creative Planning | 0.47% | Reduce -3.7% | 23,399,832 | $503.3M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +0.1% | 7,656,587 | $164.7M |
| Envestnet Portfolio Solutions, Inc. | 0.62% | Add +3.4% | 7,480,975 | $160.9M |
| Cerity Partners LLC | 0.12% | Reduce -9.0% | 2,720,664 | $58.5M |
| Rational Advisors, Inc. | 4.00% | Add +7.4% | 1,772,703 | $38.1M |
| Ameriprise Financial Inc. | 0.01% | Add +10.1% | 1,665,268 | $35.8M |
| Benjamin Edwards Inc. | 0.45% | Add +69.3% | 1,503,329 | $32.3M |
| Mason Street Advisors, LLC | 4.07% | No change | 1,486,000 | $32.0M |
| Quadrature Capital Ltd | 0.69% | Add +44.4% | 1,455,557 | $31.3M |
| Charles Schwab Trust Co | 2.18% | Add +12.0% | 1,212,900 | $26.1M |
| BNP Paribas Financial Markets | 0.02% | Reduce -40.4% | 1,126,127 | $24.2M |
| Moneta Group Investment Advisors LLC | 0.33% | Reduce -0.1% | 1,117,273 | $24.0M |
| Morningstar Investment Management LLC | 2.04% | Reduce -2.0% | 1,116,708 | $24.0M |
| M&T Bank Corp | 0.08% | Add +0.0% | 1,046,486 | $22.5M |
| Foster & Motley Inc. | 1.25% | Add +1.8% | 920,550 | $19.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.8% | 877,828 | $18.9M |
| BlueSky Wealth Advisors, LLC | 2.91% | Add +2.8% | 874,246 | $18.8M |
| Hantz Financial Services, Inc. | 0.32% | Reduce -18.9% | 841,506 | $18.1M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -10.5% | 820,873 | $17.7M |
| BlackRock, Inc. | 0.00% | Reduce -33.7% | 771,998 | $16.6M |
| ZynergyRetirementPlanningLLC | 10.32% | Add +2.5% | 690,665 | $14.5M |
| Raymond James Financial Inc. | 0.01% | Add +306.6% | 649,417 | $14.0M |
| Wealthfront Advisers LLC | 0.04% | Reduce -8.4% | 633,652 | $13.6M |
| Betterment LLC | 0.03% | Add +3.5% | 603,085 | $13.0M |
| Pure Portfolios Holdings LLC | 4.76% | Add +4.7% | 601,791 | $12.9M |
| Pioneer Wealth Management Group | 5.22% | — | 563,075 | $12.1M |
| Tortoise Investment Management, LLC | 1.20% | Add +3.9% | 536,642 | $11.5M |
| Elm Partners Management LLC | 0.67% | Reduce -42.3% | 480,551 | $10.3M |
| Courage Miller Partners, LLC | 3.32% | Add +2.8% | 455,456 | $9.8M |
| Jackson Thornton Wealth Management, LLC | 1.27% | Add +5.2% | 460,865 | $9.5M |
| Firestone Capital Management | 2.49% | Add +0.1% | 441,824 | $9.5M |
| Strategic Financial Planning, Inc. | 6.55% | Add +1.7% | 441,816 | $9.5M |
| Principal Securities, Inc. | 0.21% | Add +1.1% | 443,607 | $9.3M |
| Mariner, LLC | 0.01% | Reduce -13.2% | 413,310 | $8.9M |
| UBS Group AG | 0.00% | Reduce -51.8% | 384,463 | $8.3M |
| Townsquare Capital LLC | 0.09% | Add +6.3% | 379,595 | $8.2M |
| Krilogy Financial LLC | 0.52% | Add +4.5% | 371,355 | $8.0M |
| Brown Wealth Management, LLC | 2.72% | Add +6.1% | 367,620 | $7.9M |
| Wealth Management Resources, Inc. | 2.86% | Add +0.8% | 366,515 | $7.9M |
| Wells Fargo & Company | 0.00% | Reduce -9.8% | 360,463 | $7.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -18.8% | 356,421 | $7.7M |
| Sensible Financial Planning & Management, LLC. | 1.53% | Add +2.3% | 355,555 | $7.6M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -3.9% | 348,535 | $7.5M |
| Neuberger Berman Group LLC | 0.01% | Add +29.3% | 331,000 | $7.1M |
| Focus Partners Wealth | 0.02% | Reduce -0.4% | 308,729 | $6.6M |
| Avior Wealth Management, LLC | 0.24% | Add +2.0% | 297,408 | $6.4M |
| LPL Financial LLC | 0.00% | Reduce -46.9% | 285,930 | $6.2M |
| National Bank of Canada | 0.01% | Reduce -27.4% | 284,213 | $6.1M |
| Stratos Wealth Advisors, LLC | 0.31% | Reduce -4.5% | 259,237 | $5.6M |
| Jones Financial Companies LLLP | 0.01% | Add +4.1% | 259,878 | $5.5M |
| WealthCollab, LLC | 3.40% | Add +1.4% | 254,911 | $5.5M |
| Passive Capital Management, LLC. | 1.73% | Add +15.6% | 254,336 | $5.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.0% | 244,690 | $5.3M |
| White & Co Financial Planning Inc | 4.52% | Add +0.6% | 246,027 | $5.2M |
| D. E. Shaw & Co. | 0.01% | New | 238,997 | $5.1M |
| Morgan Stanley | 0.00% | Reduce -6.8% | 236,402 | $5.1M |
| Upper Left Wealth Management, LLC | 3.47% | Add +10.4% | 225,085 | $4.8M |
| Manning & Napier Advisors LLC | 0.06% | Reduce -22.5% | 224,137 | $4.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.65% | Reduce -2.0% | 217,183 | $4.7M |
| Appleton Partners Inc. | 0.34% | Add +3.5% | 206,271 | $4.4M |
| Omega Financial Group, LLC | 1.70% | Reduce -3.2% | 205,748 | $4.4M |
| Cetera Investment Advisers | 0.01% | Reduce -1.9% | 202,202 | $4.3M |
| Asset Allocation Strategies LLC | 1.07% | Add +9.6% | 199,919 | $4.3M |
| Elevation Wealth Partners, LLC | 1.74% | Add +4.6% | 187,577 | $4.0M |
| Fiduciary Alliance LLC | 0.40% | Reduce -0.6% | 187,205 | $4.0M |
| Pure Financial Advisors, LLC | 0.08% | Add +7.4% | 186,897 | $4.0M |
| Frisco Financial Planning LLC | 3.81% | Add +3.4% | 182,665 | $3.9M |
| Grove Bank & Trust | 0.50% | Add +1360.0% | 173,190 | $3.7M |
| Smith, Moore & Co. | 0.34% | Add +7.0% | 171,646 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.0% | 168,062 | $3.6M |
| Cypress Point Wealth Management, LLC | 1.14% | Add +6.0% | 166,734 | $3.6M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +1325.3% | 164,539 | $3.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Reduce -4.0% | 157,459 | $3.4M |
| Vista Capital Partners, Inc. | 0.41% | Reduce -0.2% | 156,895 | $3.4M |
| RFG Holdings, Inc. | 1.09% | Add +10.3% | 155,142 | $3.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -39.0% | 153,663 | $3.3M |
| Jackson Creek Investment Advisors LLC | 1.03% | Add +2.6% | 151,319 | $3.3M |
| Rooted Wealth Advisors, Inc. | 1.40% | Reduce -3.7% | 162,314 | $3.2M |
| CW Advisors, LLC | 0.04% | Reduce -2.7% | 149,940 | $3.2M |
| Cibc World Markets Corp. | 0.03% | Add +17.2% | 149,229 | $3.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -6.7% | 148,624 | $3.2M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -86.7% | 144,994 | $3.1M |
| SWS Partners | 1.01% | Reduce -1.2% | 142,835 | $3.1M |
| Perigon Wealth Management, LLC | 0.08% | Add +1.2% | 141,492 | $3.0M |
| Epiq Partners, LLC | 1.60% | Add +10.9% | 133,815 | $2.9M |
| LifePlan Investment Advisors, Inc. | 1.64% | Add +2.8% | 132,254 | $2.8M |
| Texas Yale Capital Corp. | 0.12% | Add +32.4% | 131,948 | $2.8M |
| Sachem Hill LLC | 0.56% | Reduce -3.0% | 131,741 | $2.8M |
| Financial Counselors Inc. | 0.04% | Reduce -0.8% | 130,837 | $2.8M |
| CoreCap Advisors, LLC | 0.12% | Add +445.7% | 130,079 | $2.8M |
| Royal Bank of Canada | 0.00% | Add +140.7% | 127,006 | $2.7M |
| Brooklyn FI, LLC | 0.84% | Add +5.4% | 126,711 | $2.7M |
| Glassy Mountain Advisors, Inc. | 0.96% | Add +7.5% | 126,269 | $2.7M |
| Pacific Capital Wealth Advisors, Inc. | 0.46% | No change | 124,294 | $2.7M |
| JMG Financial Group, Ltd. | 0.09% | Add +11.6% | 120,957 | $2.6M |
| Black Diamond Financial, LLC | 0.39% | Add +1.5% | 119,550 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +734.2% | 117,136 | $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.