Schwab US REIT ETFSCHHETF
13F holders, Q2 2025 (June 30)517holders +9
55new positions
48sold out
3famous investors
$21.16avg. 13F price*
At the end of Q2 2025, 517 institutions reported holding Schwab US REIT ETF (SCHH) in their 13F filings, up 9 from Q1 2025. 55 opened new positions and 48 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.2B), US Bancorp \de ($646.3M) and FMR LLC ($559.1M). 3 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $27.1M |
| Exits | 48 | $59.9M |
All 13F filers, Q1 2025 → Q2 2025: 6,502,579 shares bought and 6,447,120 shares sold, net +55,459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 517 holders
| Financial Engines Advisors L.L.C. | 2.34% | Add +2.5% | 55,517,741 | $1.2B |
| US Bancorp \de | 0.81% | Add +2.4% | 30,541,227 | $646.3M |
| FMR LLC | 0.03% | Add +1.2% | 26,423,217 | $559.1M |
| Creative Planning | 0.41% | Reduce -3.3% | 22,634,627 | $478.9M |
| Envestnet Portfolio Solutions, Inc. | 0.61% | Add +5.2% | 7,866,902 | $166.5M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +2.6% | 7,856,664 | $166.2M |
| Cerity Partners LLC | 0.10% | Reduce -2.6% | 2,650,816 | $56.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.7% | 1,621,005 | $34.3M |
| Benjamin Edwards Inc. | 0.42% | Add +3.9% | 1,562,239 | $33.1M |
| Rational Advisors, Inc. | 3.41% | Reduce -12.5% | 1,550,514 | $32.8M |
| Mason Street Advisors, LLC | 3.68% | No change | 1,486,000 | $31.4M |
| Charles Schwab Trust Co | 1.90% | Reduce -1.4% | 1,196,513 | $25.3M |
| BlackRock, Inc. | 0.00% | Add +54.2% | 1,190,343 | $25.2M |
| Morningstar Investment Management LLC | 2.20% | Add +6.3% | 1,187,440 | $25.1M |
| Moneta Group Investment Advisors LLC | 0.29% | Add +3.7% | 1,159,031 | $24.5M |
| M&T Bank Corp | 0.08% | Reduce -0.0% | 1,046,400 | $22.1M |
| Foster & Motley Inc. | 1.17% | Add +3.7% | 954,619 | $20.2M |
| BlueSky Wealth Advisors, LLC | 2.85% | Add +5.9% | 925,957 | $19.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.0% | 903,722 | $19.1M |
| Hantz Financial Services, Inc. | 0.29% | Reduce -0.7% | 836,067 | $17.7M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.0% | 788,285 | $16.7M |
| ZynergyRetirementPlanningLLC | 10.35% | Add +5.6% | 729,453 | $15.4M |
| Wealthfront Advisers LLC | 0.04% | Add +5.0% | 665,432 | $14.1M |
| Betterment LLC | 0.03% | Add +5.1% | 633,937 | $13.4M |
| Pioneer Wealth Management Group | 4.81% | Add +8.8% | 612,777 | $13.0M |
| Pure Portfolios Holdings LLC | 4.22% | Reduce -2.2% | 588,659 | $12.5M |
| Focus Partners Wealth | 0.03% | Add +81.5% | 560,178 | $11.9M |
| Tortoise Investment Management, LLC | 1.05% | Reduce -2.9% | 520,883 | $11.0M |
| Principal Securities, Inc. | 0.20% | Add +11.2% | 493,298 | $10.4M |
| Courage Miller Partners, LLC | 3.24% | Add +6.1% | 483,252 | $10.2M |
| Strategic Financial Planning, Inc. | 5.99% | Add +2.9% | 454,559 | $9.6M |
| Jackson Thornton Wealth Management, LLC | 1.09% | Reduce -2.7% | 448,447 | $9.5M |
| Firestone Capital Management | 2.16% | Reduce -2.0% | 433,000 | $9.2M |
| Mariner, LLC | 0.01% | Reduce -0.3% | 412,061 | $8.7M |
| Tudor Investment Corporation | 0.06% | New | 402,763 | $8.5M |
| Christopher J. Hasenberg, Inc | 3.16% | New | 401,402 | $8.5M |
| Wealth Management Resources, Inc. | 2.82% | Add +6.5% | 390,304 | $8.3M |
| UBS Group AG | 0.00% | Add +1.2% | 389,227 | $8.2M |
| Wells Fargo & Company | 0.00% | Add +7.1% | 386,183 | $8.2M |
| Krilogy Financial LLC | 0.47% | Add +3.2% | 383,124 | $8.1M |
| Vise Technologies, Inc. | 0.33% | — | 381,474 | $8.1M |
| Brown Wealth Management, LLC | 2.37% | Reduce -1.9% | 360,476 | $7.6M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.1% | 348,237 | $7.4M |
| Elm Partners Management LLC | 0.42% | Reduce -28.1% | 345,732 | $7.3M |
| Vista Capital Partners, Inc. | 0.78% | Add +114.9% | 337,166 | $7.1M |
| Sensible Financial Planning & Management, LLC. | 1.34% | Reduce -6.1% | 333,901 | $7.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -70.4% | 333,356 | $7.1M |
| Neuberger Berman Group LLC | 0.01% | No change | 331,000 | $7.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -8.9% | 324,547 | $6.9M |
| Grove Bank & Trust | 0.85% | Add +85.1% | 320,589 | $6.8M |
| National Bank of Canada | 0.01% | Add +9.8% | 312,068 | $6.6M |
| Avior Wealth Management, LLC | 0.23% | Add +4.0% | 309,388 | $6.5M |
| LPL Financial LLC | 0.00% | Reduce -2.1% | 279,776 | $5.9M |
| Jones Financial Companies LLLP | 0.00% | Add +7.5% | 279,388 | $5.9M |
| Passive Capital Management, LLC. | 1.78% | Add +5.9% | 269,253 | $5.7M |
| Morgan Stanley | 0.00% | Add +9.3% | 258,501 | $5.5M |
| WealthCollab, LLC | 3.04% | Add +0.3% | 255,607 | $5.4M |
| White & Co Financial Planning Inc | 4.17% | Add +1.0% | 248,468 | $5.2M |
| Manning & Napier Advisors LLC | 0.06% | Add +1.2% | 226,848 | $4.8M |
| Asset Allocation Strategies LLC | 1.05% | Add +12.5% | 224,992 | $4.8M |
| Upper Left Wealth Management, LLC | 3.07% | Reduce -3.3% | 217,758 | $4.6M |
| Cetera Investment Advisers | 0.01% | Add +5.0% | 212,355 | $4.5M |
| Appleton Partners Inc. | 0.31% | Add +0.5% | 207,261 | $4.4M |
| Omega Financial Group, LLC | 1.52% | Reduce -3.3% | 198,979 | $4.2M |
| Pure Financial Advisors, LLC | 0.07% | Add +6.3% | 198,592 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -70.1% | 194,373 | $4.1M |
| Elevation Wealth Partners, LLC | 1.61% | Add +2.9% | 192,940 | $4.1M |
| Frisco Financial Planning LLC | 3.57% | Add +1.5% | 185,433 | $3.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.49% | Reduce -15.3% | 183,863 | $3.9M |
| Fiduciary Alliance LLC | 0.29% | Reduce -2.9% | 181,777 | $3.8M |
| Stratos Wealth Advisors, LLC | 0.20% | Reduce -31.7% | 177,149 | $3.7M |
| Cypress Point Wealth Management, LLC | 0.91% | Add +5.7% | 176,210 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Add +4.6% | 175,795 | $3.7M |
| Baird Financial Group, Inc. | 0.01% | Add +16.8% | 173,551 | $3.7M |
| Rooted Wealth Advisors, Inc. | 1.27% | Add +6.1% | 172,208 | $3.7M |
| Smith, Moore & Co. | 0.30% | Reduce -0.9% | 170,157 | $3.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +3.4% | 162,883 | $3.4M |
| RFG Holdings, Inc. | 0.97% | Add +1.7% | 157,750 | $3.3M |
| Brooklyn FI, LLC | 0.85% | Add +24.2% | 157,389 | $3.3M |
| CW Advisors, LLC | 0.03% | Add +1.1% | 151,668 | $3.2M |
| Jackson Creek Investment Advisors LLC | 0.85% | Reduce -1.1% | 149,694 | $3.2M |
| Epiq Partners, LLC | 1.67% | Add +11.0% | 148,515 | $3.1M |
| SWS Partners | 0.82% | Add +0.7% | 143,792 | $3.0M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -0.8% | 140,348 | $3.0M |
| CoreCap Advisors, LLC | 0.12% | Add +7.6% | 139,973 | $3.0M |
| Texas Yale Capital Corp. | 0.10% | Add +5.3% | 138,971 | $2.9M |
| Cibc World Markets Corp. | 0.02% | Reduce -8.3% | 136,890 | $2.9M |
| LifePlan Investment Advisors, Inc. | 1.39% | Add +0.3% | 132,596 | $2.8M |
| Midwest Trust Co | 0.04% | — | 130,837 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -14.9% | 130,694 | $2.8M |
| Glassy Mountain Advisors, Inc. | 0.87% | Add +0.7% | 127,119 | $2.7M |
| Guardian Financial Partners, LLC | 1.16% | Add +15.3% | 122,349 | $2.6M |
| Sachem Hill LLC | 0.53% | Reduce -7.3% | 122,184 | $2.6M |
| JMG Financial Group, Ltd. | 0.08% | Add +0.9% | 122,020 | $2.6M |
| Kohmann Bosshard Financial Services, LLC | 0.29% | Add +4.1% | 121,679 | $2.6M |
| Bank of America Corp. | 0.00% | Add +3.0% | 119,519 | $2.5M |
| Pacific Capital Wealth Advisors, Inc. | 0.46% | Reduce -5.0% | 118,138 | $2.5M |
| Sagace Wealth Management LLC | 1.83% | Add +4.2% | 115,418 | $2.4M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -23.0% | 111,594 | $2.4M |
| Fairview Capital Investment Management, LLC | 0.12% | Reduce -0.5% | 106,765 | $2.3M |
"% of holder's portfolio" is SCHH's weight in each manager's 13F, not the share of Schwab US REIT ETF the manager owns.