Schwab US REIT ETFSCHHETF
13F holders, Q3 2025 (September 30)539holders +22
64new positions
37sold out
4famous investors
$21.57avg. 13F price*
At the end of Q3 2025, 539 institutions reported holding Schwab US REIT ETF (SCHH) in their 13F filings, up 22 from Q2 2025. 64 opened new positions and 37 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.2B), US Bancorp \de ($691.9M) and FMR LLC ($602.5M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $33.1M |
| Exits | 37 | $32.0M |
All 13F filers, Q2 2025 → Q3 2025: 11,678,392 shares bought and 5,231,995 shares sold, net +6,446,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 539 holders
| Financial Engines Advisors L.L.C. | 2.35% | Add +2.8% | 57,075,509 | $1.2B |
| US Bancorp \de | 0.82% | Add +5.0% | 32,078,890 | $691.9M |
| FMR LLC | 0.03% | Add +5.7% | 27,934,116 | $602.5M |
| Creative Planning | 0.36% | Reduce -4.1% | 21,709,204 | $468.3M |
| Envestnet Portfolio Solutions, Inc. | 0.66% | Add +6.2% | 8,358,130 | $180.3M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -5.2% | 7,446,853 | $160.6M |
| Cerity Partners LLC | 0.09% | Reduce -0.6% | 2,635,665 | $56.9M |
| BNP Paribas Financial Markets | 0.03% | Add +420.2% | 1,734,132 | $37.4M |
| Ameriprise Financial Inc. | 0.01% | Add +5.1% | 1,704,173 | $36.7M |
| Benjamin Edwards Inc. | 0.41% | Add +7.5% | 1,679,553 | $36.2M |
| Mason Street Advisors, LLC | 3.64% | Add +9.5% | 1,627,170 | $35.1M |
| Rational Advisors, Inc. | 3.45% | Reduce -1.1% | 1,533,928 | $33.1M |
| Charles Schwab Trust Co | 1.87% | Add +6.7% | 1,276,521 | $27.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +34.1% | 1,212,307 | $26.1M |
| Moneta Group Investment Advisors LLC | 0.18% | Reduce -7.7% | 1,069,896 | $23.1M |
| BlackRock, Inc. | 0.00% | Reduce -11.3% | 1,055,459 | $22.8M |
| BlueSky Wealth Advisors, LLC | 2.88% | Add +7.0% | 990,848 | $21.4M |
| Foster & Motley Inc. | 1.12% | Add +0.7% | 960,971 | $20.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +7.8% | 849,647 | $18.3M |
| Hantz Financial Services, Inc. | 0.27% | Reduce -1.1% | 827,250 | $17.8M |
| ZynergyRetirementPlanningLLC | 10.15% | Add +2.3% | 746,401 | $16.1M |
| Betterment LLC | 0.03% | Add +11.6% | 707,629 | $15.3M |
| Pioneer Wealth Management Group | 4.85% | Add +13.7% | 696,520 | $15.0M |
| Wealthfront Advisers LLC | 0.03% | Reduce -3.7% | 640,790 | $13.8M |
| Compound Planning, Inc. | 0.44% | New | 628,872 | $13.6M |
| Pure Portfolios Holdings LLC | 4.22% | Add +6.2% | 625,013 | $13.5M |
| Principal Securities, Inc. | 0.21% | Add +19.4% | 589,221 | $12.7M |
| Elm Partners Management LLC | 0.61% | Add +63.1% | 564,041 | $12.2M |
| Courage Miller Partners, LLC | 3.33% | Add +6.5% | 514,416 | $11.1M |
| Morningstar Investment Management LLC | 0.40% | Reduce -57.2% | 508,037 | $11.0M |
| Tortoise Investment Management, LLC | 0.95% | Reduce -4.9% | 495,307 | $10.7M |
| Strategic Financial Planning, Inc. | 5.74% | Add +1.1% | 459,451 | $9.9M |
| Krilogy Financial LLC | 0.37% | Add +21.6% | 465,942 | $9.8M |
| Firestone Capital Management | 2.06% | Add +1.8% | 440,895 | $9.5M |
| Morgan Stanley | 0.00% | Add +65.0% | 426,415 | $9.2M |
| Jackson Thornton Wealth Management, LLC | 0.93% | Reduce -3.2% | 433,928 | $9.2M |
| Mariner, LLC | 0.01% | Reduce -2.3% | 402,792 | $8.7M |
| Wealth Management Resources, Inc. | 2.78% | Add +2.0% | 398,077 | $8.6M |
| Vise Technologies, Inc. | 0.32% | Add +3.0% | 392,930 | $8.5M |
| Wells Fargo & Company | 0.00% | Reduce -0.4% | 384,808 | $8.3M |
| UBS Group AG | 0.00% | Reduce -3.5% | 375,418 | $8.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +6.2% | 369,769 | $8.0M |
| Grove Bank & Trust | 0.92% | Add +13.8% | 364,834 | $7.9M |
| LPL Financial LLC | 0.00% | Add +23.4% | 345,396 | $7.5M |
| Focus Partners Wealth | 0.01% | Reduce -38.8% | 342,905 | $7.4M |
| Avior Wealth Management, LLC | 0.24% | Add +10.0% | 340,270 | $7.3M |
| Vista Capital Partners, Inc. | 0.74% | Reduce -0.1% | 336,879 | $7.3M |
| Neuberger Berman Group LLC | 0.01% | Add +0.9% | 333,978 | $7.2M |
| Sensible Financial Planning & Management, LLC. | 1.26% | Reduce -3.5% | 322,193 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.1% | 320,919 | $6.8M |
| Jones Financial Companies LLLP | 0.00% | Add +8.2% | 302,248 | $6.5M |
| National Bank of Canada | 0.01% | Reduce -5.5% | 294,926 | $6.4M |
| Cetera Investment Advisers | 0.01% | Add +37.4% | 291,748 | $6.3M |
| Passive Capital Management, LLC. | 1.98% | Add +4.6% | 281,740 | $6.1M |
| Brown Wealth Management, LLC | 1.70% | Reduce -22.0% | 281,133 | $6.1M |
| Manning & Napier Advisors LLC | 0.07% | Add +18.0% | 267,648 | $5.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +313.9% | 264,136 | $5.7M |
| WealthCollab, LLC | 2.57% | Add +1.1% | 258,304 | $5.6M |
| White & Co Financial Planning Inc | 4.10% | Add +1.7% | 252,648 | $5.4M |
| Asset Allocation Strategies LLC | 0.98% | Add +2.3% | 230,067 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +255.5% | 230,041 | $5.0M |
| Upper Left Wealth Management, LLC | 3.03% | Add +2.9% | 224,057 | $4.8M |
| CoreCap Advisors, LLC | 0.17% | Add +55.2% | 217,296 | $4.7M |
| Appleton Partners Inc. | 0.31% | Add +2.7% | 212,878 | $4.6M |
| Baird Financial Group, Inc. | 0.01% | Add +22.5% | 212,613 | $4.6M |
| Elevation Wealth Partners, LLC | 1.60% | Add +6.5% | 205,447 | $4.4M |
| Pure Financial Advisors, LLC | 0.07% | Add +2.6% | 203,749 | $4.4M |
| Frisco Financial Planning LLC | 3.68% | Add +7.9% | 200,091 | $4.3M |
| Omega Financial Group, LLC | 1.44% | Reduce -0.4% | 198,214 | $4.3M |
| Stanich Group LLC | 2.59% | New | 196,137 | $4.2M |
| Cypress Point Wealth Management, LLC | 0.85% | Add +10.9% | 195,361 | $4.2M |
| Fiduciary Alliance LLC | 0.27% | Add +3.8% | 188,632 | $4.1M |
| HighTower Advisors, LLC | 0.00% | Add +3.5% | 181,947 | $3.9M |
| Smith, Moore & Co. | 0.29% | Add +3.9% | 176,750 | $3.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.45% | Reduce -4.4% | 175,710 | $3.8M |
| Texas Yale Capital Corp. | 0.12% | Add +26.2% | 175,343 | $3.8M |
| Stratos Wealth Advisors, LLC | 0.18% | Reduce -1.4% | 174,729 | $3.8M |
| RFG Holdings, Inc. | 0.93% | Add +5.7% | 166,689 | $3.6M |
| Brand Asset Management Group, Inc. | 0.98% | Add +1474.7% | 162,024 | $3.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Reduce -0.6% | 161,982 | $3.5M |
| Assetmark, Inc. | 0.01% | Add +6412.9% | 161,586 | $3.5M |
| SWS Partners | 0.85% | Add +12.4% | 161,576 | $3.5M |
| Epiq Partners, LLC | 1.68% | Add +7.8% | 160,093 | $3.5M |
| Brooklyn FI, LLC | 0.77% | Add +1.5% | 159,813 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -21.8% | 151,994 | $3.3M |
| Clearstead Advisors, LLC | 0.05% | Add +1456.8% | 150,212 | $3.2M |
| LifePlan Investment Advisors, Inc. | 1.34% | Add +11.5% | 147,901 | $3.2M |
| Perigon Wealth Management, LLC | 0.06% | Add +3.8% | 145,735 | $3.1M |
| CIBC Bancorp USA Inc. | 0.02% | — | 141,200 | $3.0M |
| Rooted Wealth Advisors, Inc. | 0.88% | Reduce -21.9% | 134,579 | $2.9M |
| Bank of America Corp. | 0.00% | Add +12.4% | 134,323 | $2.9M |
| Midwest Trust Co | 0.04% | Add +0.2% | 131,050 | $2.8M |
| Guardian Financial Partners, LLC | 1.16% | Add +4.0% | 127,222 | $2.7M |
| Sagace Wealth Management LLC | 1.82% | Add +7.0% | 123,544 | $2.7M |
| JMG Financial Group, Ltd. | 0.08% | Add +0.8% | 122,993 | $2.7M |
| Gotham Asset Management | 0.01% | New | 116,009 | $2.5M |
| Glassy Mountain Advisors, Inc. | 0.74% | Reduce -10.8% | 113,370 | $2.4M |
| Ballast Advisors LLC | 0.66% | Add +7.1% | 110,589 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -16.1% | 109,708 | $2.4M |
| Madden Advisory Services, Inc. | 0.97% | Add +1.1% | 106,526 | $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.