Schwab US REIT ETFSCHHETF
13F holders, Q1 2026 (March 31)569holders +11
63new positions
45sold out
5famous investors
$21.50avg. 13F price*
At the end of Q1 2026, 569 institutions reported holding Schwab US REIT ETF (SCHH) in their 13F filings, up 11 from Q4 2025. 63 opened new positions and 45 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.3B), US Bancorp \de ($723.7M) and FMR LLC ($540.2M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Steve Cohen (0.0% of Point72 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $33.8M |
| Exits | 45 | $24.1M |
All 13F filers, Q4 2025 → Q1 2026: 17,776,196 shares bought and 14,821,098 shares sold, net +2,955,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 569 holders
| Financial Engines Advisors L.L.C. | 2.61% | Reduce -0.3% | 59,885,676 | $1.3B |
| US Bancorp \de | 0.88% | Add +2.8% | 33,676,678 | $723.7M |
| FMR LLC | 0.03% | Add +3.3% | 25,136,358 | $540.2M |
| Creative Planning | 0.30% | Reduce -3.5% | 20,357,903 | $437.5M |
| Two Sigma Investments, LP | 0.22% | Add +2.9% | 12,023,737 | $258.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +848.6% | 11,044,733 | $237.4M |
| Dumac, Inc. | 20.77% | Add +1.1% | 7,929,093 | $170.4M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -1.0% | 7,570,352 | $162.7M |
| Cerity Partners LLC | 0.08% | Add +0.1% | 2,659,675 | $57.2M |
| Benjamin Edwards Inc. | 0.45% | Add +15.9% | 2,100,294 | $45.1M |
| Ameriprise Financial Inc. | 0.01% | Add +1.5% | 2,027,148 | $43.6M |
| Mason Street Advisors, LLC | 3.46% | Reduce -3.9% | 1,646,125 | $35.4M |
| Charles Schwab Trust Co | 2.09% | Add +10.2% | 1,499,321 | $32.2M |
| Rational Advisors, Inc. | 2.85% | Reduce -17.5% | 1,218,575 | $26.2M |
| BlackRock, Inc. | 0.00% | Reduce -10.5% | 1,172,980 | $25.2M |
| Moneta Group Investment Advisors LLC | 0.17% | Add +0.5% | 1,064,539 | $22.9M |
| M&T Bank Corp | 0.07% | No change | 1,046,422 | $22.5M |
| Elm Partners Management LLC | 0.93% | Add +61.1% | 1,010,445 | $21.4M |
| Foster & Motley Inc. | 1.10% | Add +2.5% | 990,058 | $21.3M |
| Hantz Financial Services, Inc. | 0.30% | Add +6.7% | 927,321 | $19.9M |
| Pioneer Wealth Management Group | 4.92% | Add +14.9% | 815,731 | $17.5M |
| ZynergyRetirementPlanningLLC | 10.48% | Add +7.3% | 806,322 | $17.3M |
| Betterment LLC | 0.03% | Add +3.5% | 795,744 | $17.1M |
| Waverly Advisors, LLC | 0.12% | Add +2599.4% | 746,140 | $16.0M |
| Manning & Napier Advisors LLC | 0.21% | Add +44.4% | 709,478 | $15.2M |
| Morningstar Investment Management LLC | 0.94% | Add +24.7% | 705,180 | $15.2M |
| Principal Securities, Inc. | 0.21% | Add +6.6% | 680,970 | $14.6M |
| Invesco Ltd. | 0.00% | Add +231.1% | 663,187 | $14.3M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +1.1% | 609,930 | $13.1M |
| Tortoise Investment Management, LLC | 1.00% | Add +7.1% | 561,307 | $12.1M |
| Krilogy Financial LLC | 0.38% | Add +1.8% | 516,526 | $11.9M |
| Courage Miller Partners, LLC | 3.17% | Add +0.0% | 522,062 | $11.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -35.6% | 516,843 | $11.1M |
| UBS Group AG | 0.00% | Reduce -9.1% | 489,474 | $10.5M |
| Firestone Capital Management | 2.13% | Add +7.1% | 476,701 | $10.2M |
| Waterford Advisors, LLC | 2.96% | New | 402,510 | $9.3M |
| Jackson Thornton Wealth Management, LLC | 0.81% | Reduce -6.4% | 399,423 | $9.0M |
| Wealth Management Resources, Inc. | 3.04% | Add +1.1% | 406,889 | $8.7M |
| Vise Technologies, Inc. | 0.17% | No change | 418,055 | $8.7M |
| Mariner, LLC | 0.01% | Reduce -2.7% | 400,565 | $8.6M |
| Wealthfront Advisers LLC | 0.02% | Add +17.3% | 397,966 | $8.6M |
| Avior Wealth Management, LLC | 0.24% | Add +6.3% | 397,445 | $8.5M |
| Morgan Stanley | 0.00% | Reduce -2.2% | 391,700 | $8.4M |
| Jones Financial Companies LLLP | 0.00% | Add +18.4% | 380,550 | $8.0M |
| LPL Financial LLC | 0.00% | Add +5.8% | 367,849 | $7.9M |
| Focus Partners Wealth | 0.01% | Reduce -1.4% | 359,962 | $7.7M |
| National Bank of Canada | 0.01% | Add +5.2% | 358,572 | $7.7M |
| Wells Fargo & Company | 0.00% | Reduce -12.9% | 356,186 | $7.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.2% | 354,640 | $7.6M |
| Amicus Financial Advisors, LLC | 2.10% | Add +2.2% | 354,241 | $7.6M |
| Vista Capital Partners, Inc. | 0.75% | Reduce -1.3% | 345,641 | $7.4M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.0% | 332,682 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +15.1% | 319,173 | $6.9M |
| Passive Capital Management, LLC. | 2.00% | Add +4.0% | 311,865 | $6.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -27.4% | 297,738 | $6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.5% | 294,005 | $6.3M |
| Tower Research Capital LLC (TRC) | 0.16% | Add +169.5% | 285,716 | $6.1M |
| White & Co Financial Planning Inc | 4.22% | Add +10.6% | 279,230 | $6.0M |
| Upper Left Wealth Management, LLC | 3.53% | Add +8.0% | 278,580 | $6.0M |
| CoreCap Advisors, LLC | 0.19% | Add +13.0% | 264,821 | $5.7M |
| WealthCollab, LLC | 2.32% | Add +0.5% | 261,708 | $5.6M |
| Texas Yale Capital Corp. | 0.15% | Add +0.7% | 253,118 | $5.4M |
| Bank of America Corp. | 0.00% | Reduce -21.7% | 249,408 | $5.4M |
| Asset Allocation Strategies LLC | 0.95% | Add +2.5% | 248,316 | $5.3M |
| Cypress Point Wealth Management, LLC | 1.07% | Add +9.5% | 231,864 | $5.0M |
| Elevation Wealth Partners, LLC | 1.78% | Add +3.8% | 231,107 | $5.0M |
| Williams Financial, LLC | 2.88% | Reduce -0.4% | 229,928 | $4.9M |
| Appleton Partners Inc. | 0.34% | Add +2.5% | 229,197 | $4.9M |
| Stanich Group LLC | 3.72% | Add +7.9% | 227,071 | $4.9M |
| Frisco Financial Planning LLC | 3.93% | Add +3.8% | 221,690 | $4.8M |
| Pure Financial Advisors, LLC | 0.07% | Add +6.8% | 221,134 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -29.7% | 214,979 | $4.7M |
| Good Steward Wealth Advisors,LLC | 3.01% | Add +0.7% | 218,046 | $4.7M |
| Fiduciary Alliance LLC | 0.28% | Add +4.5% | 202,261 | $4.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.4% | 207,839 | $4.5M |
| Smith, Moore & Co. | 0.32% | Add +6.7% | 206,643 | $4.4M |
| HighTower Advisors, LLC | 0.00% | Add +9.6% | 206,034 | $4.4M |
| Cetera Investment Advisers | 0.00% | Reduce -41.4% | 190,278 | $4.1M |
| Assetmark, Inc. | 0.01% | Reduce -0.7% | 185,356 | $4.0M |
| Omega Financial Group, LLC | 1.28% | Reduce -6.7% | 180,169 | $3.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.39% | Reduce -1.4% | 170,327 | $3.7M |
| Rooted Wealth Advisors, Inc. | 0.96% | Add +7.0% | 155,704 | $3.7M |
| Perigon Wealth Management, LLC | 0.07% | Add +12.7% | 168,788 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +71.8% | 167,737 | $3.6M |
| SWS Partners | 0.88% | Reduce -1.4% | 165,200 | $3.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -2.6% | 162,140 | $3.5M |
| Tudor Investment Corporation | 0.02% | New | 160,588 | $3.5M |
| Brooklyn FI, LLC | 0.70% | Add +0.7% | 155,955 | $3.4M |
| LifePlan Investment Advisors, Inc. | 1.27% | Reduce -1.1% | 150,569 | $3.2M |
| Clearstead Advisors, LLC | 0.03% | Add +0.0% | 150,274 | $3.2M |
| Flatrock Wealth Partners LLC | 1.44% | Add +2.7% | 148,526 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.1% | 144,067 | $3.1M |
| Ballast Advisors LLC | 0.79% | Add +9.3% | 125,904 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +88.1% | 124,084 | $2.7M |
| Sagace Wealth Management LLC | 1.79% | Reduce -0.9% | 123,193 | $2.6M |
| Guardian Financial Partners, LLC | 1.11% | Reduce -5.4% | 122,317 | $2.6M |
| Glassy Mountain Advisors, Inc. | 0.81% | Add +6.3% | 121,439 | $2.6M |
| SGL Investment Advisors, Inc. | 0.97% | Add +12.0% | 108,984 | $2.6M |
| Brand Asset Management Group, Inc. | 0.66% | Reduce -15.3% | 118,780 | $2.6M |
| Barclays PLC | 0.00% | New | 118,383 | $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.