Schwab US REIT ETFSCHHETF
13F holders, Q4 2025 (December 31)558holders +19
50new positions
59sold out
3famous investors
$20.89avg. 13F price*
At the end of Q4 2025, 558 institutions reported holding Schwab US REIT ETF (SCHH) in their 13F filings, up 19 from Q3 2025. 50 opened new positions and 59 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.3B), US Bancorp \de ($684.2M) and FMR LLC ($508.3M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $300.1M |
| Exits | 59 | $8.7M |
All 13F filers, Q3 2025 → Q4 2025: 22,686,100 shares bought and 7,938,068 shares sold, net +14,748,032 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 558 holders
| Financial Engines Advisors L.L.C. | 2.38% | Add +5.2% | 60,040,433 | $1.3B |
| US Bancorp \de | 0.80% | Add +2.1% | 32,751,460 | $684.2M |
| FMR LLC | 0.03% | Reduce -12.9% | 24,331,399 | $508.3M |
| Creative Planning | 0.32% | Reduce -2.8% | 21,105,120 | $440.9M |
| Two Sigma Investments, LP | 0.39% | New | 11,681,437 | $244.0M |
| Envestnet Portfolio Solutions, Inc. | 0.65% | Add +6.7% | 8,916,100 | $186.3M |
| Dumac, Inc. | 25.18% | — | 7,846,742 | $163.9M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +2.7% | 7,646,130 | $159.7M |
| Cerity Partners LLC | 0.08% | Add +0.8% | 2,655,805 | $55.5M |
| Ameriprise Financial Inc. | 0.01% | Add +17.2% | 1,996,820 | $41.7M |
| Benjamin Edwards Inc. | 0.42% | Add +7.8% | 1,811,444 | $37.8M |
| Mason Street Advisors, LLC | 3.52% | Add +5.3% | 1,713,085 | $35.8M |
| Rational Advisors, Inc. | 3.36% | Reduce -3.8% | 1,476,372 | $30.8M |
| Charles Schwab Trust Co | 1.87% | Add +6.6% | 1,360,354 | $28.4M |
| BlackRock, Inc. | 0.00% | Add +24.2% | 1,310,424 | $27.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.0% | 1,164,325 | $24.3M |
| Moneta Group Investment Advisors LLC | 0.17% | Reduce -1.0% | 1,059,654 | $22.1M |
| M&T Bank Corp | 0.07% | New | 1,046,422 | $21.9M |
| BlueSky Wealth Advisors, LLC | 2.83% | Add +3.6% | 1,026,973 | $21.5M |
| Foster & Motley Inc. | 1.08% | Add +0.5% | 965,695 | $20.2M |
| Hantz Financial Services, Inc. | 0.27% | Add +5.0% | 868,988 | $18.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -5.5% | 802,747 | $16.8M |
| Betterment LLC | 0.03% | Add +8.7% | 769,210 | $16.1M |
| ZynergyRetirementPlanningLLC | 9.69% | Add +0.7% | 751,590 | $15.7M |
| Pioneer Wealth Management Group | 4.50% | Add +1.9% | 709,659 | $14.8M |
| Pure Portfolios Holdings LLC | 4.03% | Add +2.6% | 641,124 | $13.4M |
| Principal Securities, Inc. | 0.21% | Add +8.4% | 638,775 | $13.3M |
| Elm Partners Management LLC | 0.59% | Add +11.2% | 627,312 | $13.1M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +128.4% | 603,192 | $12.6M |
| Morningstar Investment Management LLC | 0.70% | Add +11.3% | 565,481 | $11.8M |
| UBS Group AG | 0.00% | Add +43.4% | 538,400 | $11.2M |
| Tortoise Investment Management, LLC | 0.96% | Add +5.8% | 523,909 | $10.9M |
| Courage Miller Partners, LLC | 3.28% | Add +1.4% | 521,872 | $10.9M |
| Krilogy Financial LLC | 0.37% | Add +8.9% | 507,578 | $10.8M |
| Manning & Napier Advisors LLC | 0.13% | Add +83.6% | 491,379 | $10.3M |
| Strategic Financial Planning, Inc. | 5.75% | Add +5.3% | 483,962 | $10.1M |
| Firestone Capital Management | 1.97% | Add +0.9% | 445,084 | $9.3M |
| Jackson Thornton Wealth Management, LLC | 0.85% | Reduce -1.7% | 426,610 | $9.0M |
| Vise Technologies, Inc. | 0.17% | Add +6.4% | 418,055 | $8.7M |
| Mariner, LLC | 0.01% | Add +2.2% | 411,648 | $8.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -76.3% | 410,146 | $8.6M |
| Wells Fargo & Company | 0.00% | Add +6.3% | 409,068 | $8.5M |
| Wealth Management Resources, Inc. | 2.96% | Add +1.1% | 402,594 | $8.4M |
| Morgan Stanley | 0.00% | Reduce -6.0% | 400,676 | $8.4M |
| Grove Bank & Trust | 0.94% | Add +9.1% | 398,105 | $8.3M |
| Avior Wealth Management, LLC | 0.24% | Add +9.8% | 373,701 | $7.8M |
| Focus Partners Wealth | 0.01% | Add +6.4% | 364,963 | $7.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.3% | 353,936 | $7.4M |
| Vista Capital Partners, Inc. | 0.72% | Add +3.9% | 350,108 | $7.3M |
| LPL Financial LLC | 0.00% | Add +0.7% | 347,746 | $7.3M |
| Amicus Financial Advisors, LLC | 2.02% | — | 346,737 | $7.2M |
| National Bank of Canada | 0.01% | Add +15.6% | 340,936 | $7.1M |
| Wealthfront Advisers LLC | 0.02% | Reduce -47.0% | 339,329 | $7.1M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.4% | 332,787 | $7.0M |
| Cetera Investment Advisers | 0.01% | Add +11.3% | 324,764 | $6.8M |
| Jones Financial Companies LLLP | 0.00% | Add +6.4% | 321,551 | $6.7M |
| Bank of America Corp. | 0.00% | Add +137.2% | 318,556 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.7% | 305,777 | $6.4M |
| Passive Capital Management, LLC. | 1.96% | Add +6.4% | 299,841 | $6.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 281,389 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Add +20.6% | 277,377 | $5.8M |
| WealthCollab, LLC | 2.23% | Add +0.8% | 260,338 | $5.4M |
| Upper Left Wealth Management, LLC | 3.29% | Add +15.2% | 258,056 | $5.4M |
| White & Co Financial Planning Inc | 3.94% | Reduce -0.1% | 252,471 | $5.3M |
| Texas Yale Capital Corp. | 0.16% | Add +43.4% | 251,366 | $5.3M |
| Asset Allocation Strategies LLC | 0.94% | Add +5.3% | 242,349 | $5.1M |
| CoreCap Advisors, LLC | 0.17% | Add +7.8% | 234,315 | $4.9M |
| Williams Financial, LLC | 2.79% | New | 230,952 | $4.8M |
| Appleton Partners Inc. | 0.31% | Add +5.0% | 223,625 | $4.7M |
| Elevation Wealth Partners, LLC | 1.65% | Add +8.4% | 222,637 | $4.7M |
| Good Steward Wealth Advisors,LLC | 2.98% | New | 216,475 | $4.5M |
| Baird Financial Group, Inc. | 0.01% | Add +1.2% | 215,079 | $4.5M |
| Frisco Financial Planning LLC | 3.73% | Add +6.8% | 213,645 | $4.5M |
| Cypress Point Wealth Management, LLC | 0.97% | Add +8.4% | 211,763 | $4.4M |
| Stanich Group LLC | 3.31% | Add +7.3% | 210,418 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | New | 208,393 | $4.4M |
| Pure Financial Advisors, LLC | 0.06% | Add +1.7% | 207,156 | $4.3M |
| D. E. Shaw & Co. | 0.00% | Add +253.2% | 204,663 | $4.3M |
| Invesco Ltd. | 0.00% | New | 200,287 | $4.2M |
| Smith, Moore & Co. | 0.31% | Add +9.5% | 193,597 | $4.0M |
| Fiduciary Alliance LLC | 0.26% | Add +2.6% | 193,491 | $4.0M |
| Omega Financial Group, LLC | 1.34% | Reduce -2.6% | 193,108 | $4.0M |
| HighTower Advisors, LLC | 0.00% | Add +3.3% | 187,945 | $3.9M |
| Assetmark, Inc. | 0.01% | Add +15.6% | 186,711 | $3.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.41% | Reduce -1.6% | 172,816 | $3.6M |
| SWS Partners | 0.85% | Add +3.8% | 167,632 | $3.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +2.8% | 166,486 | $3.5M |
| RFG Holdings, Inc. | 0.87% | Reduce -0.8% | 165,267 | $3.5M |
| Stratos Wealth Advisors, LLC | 0.16% | Reduce -7.0% | 162,591 | $3.4M |
| Brooklyn FI, LLC | 0.69% | Reduce -3.1% | 154,803 | $3.2M |
| LifePlan Investment Advisors, Inc. | 1.30% | Add +3.0% | 152,263 | $3.2M |
| Rooted Wealth Advisors, Inc. | 0.89% | Add +8.1% | 145,466 | $3.1M |
| Clearstead Advisors, LLC | 0.04% | Add +0.0% | 150,251 | $3.1M |
| Perigon Wealth Management, LLC | 0.06% | Add +2.8% | 149,755 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.2% | 148,656 | $3.1M |
| Cibc World Markets Corp. | 0.02% | — | 147,022 | $3.1M |
| Flatrock Wealth Partners LLC | 1.45% | — | 144,579 | $3.0M |
| Brand Asset Management Group, Inc. | 0.82% | Reduce -13.5% | 140,202 | $2.9M |
| Guardian Financial Partners, LLC | 1.14% | Add +1.6% | 129,268 | $2.7M |
| Johnson Financial Group, LLC | 0.17% | Add +50.6% | 129,006 | $2.7M |
"% of holder's portfolio" is SCHH's weight in each manager's 13F, not the share of Schwab US REIT ETF the manager owns.