Who owns Schwab U.S. REIT ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCHH from SEC Form 13F filings across 599 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 599 institutions disclosed 269.6M shares of Schwab U.S. REIT ETF worth $6.38B — about 58.8% of shares outstanding; the largest disclosed holder is Financial Engines Advisors L.L.C.. Source: SEC Form 13F filings, parsed by EvidInvest.
599
13F holders
$6.38B
value, 2026 filers
58.8%
of shares outstanding (269.6M sh)
86
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SCHH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 59.8M | $1.42B | 2.5% | 13.1% | -0.1% |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 49.8M | $1.18B | 0.6% | 10.9% | +557.8% |
| 3 | US BANCORP \DE\ | 34.3M | $813.1M | 0.9% | 7.5% | +2.0% |
| 4 | FMR LLC | 24.7M | $585.7M | 0.0% | 5.4% | -1.6% |
| 5 | Creative Planning | 19.7M | $465.5M | 0.3% | 4.3% | -3.4% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 11.8M | $278.4M | 0.1% | 2.6% | +6.4% |
| 7 | DUMAC, INC. | 7.9M | $187.8M | 17.1% | 1.7% | 0.0% |
| 8 | TWO SIGMA INVESTMENTS, LP | 3.2M | $75.5M | 0.1% | 0.7% | -73.5% |
| 9 | Cerity Partners LLC | 2.7M | $64.5M | 0.1% | 0.6% | +2.4% |
| 10 | BENJAMIN EDWARDS INC | 2.2M | $52.8M | 0.5% | 0.5% | +6.2% |
| 11 | AMERIPRISE FINANCIAL INC | 2.2M | $51.6M | 0.0% | 0.5% | +7.5% |
| 12 | MASON STREET ADVISORS, LLC | 2.2M | $51.2M | 4.6% | 0.5% | +31.3% |
| 13 | Elm Partners Management LLC | 1.8M | $43.0M | 1.5% | 0.4% | +79.7% |
| 14 | Charles Schwab Trust Co | 1.5M | $35.5M | 2.0% | 0.3% | 0.0% |
| 15 | RATIONAL ADVISORS, INC. | 1.4M | $32.4M | 3.0% | 0.3% | +12.1% |
| 16 | MONETA GROUP INVESTMENT ADVISORS LLC | 1.1M | $26.3M | 0.2% | 0.2% | +4.2% |
| 17 | M&T Bank Corp | 1.0M | $24.8M | 0.1% | 0.2% | +0.2% |
| 18 | HANTZ FINANCIAL SERVICES, INC. | 975,230 | $23.1M | 0.3% | 0.2% | +5.2% |
| 19 | MANNING & NAPIER ADVISORS LLC | 963,416 | $23.2M | 0.3% | 0.2% | +35.8% |
| 20 | FOSTER & MOTLEY INC | 944,793 | $22.4M | 1.0% | 0.2% | -4.6% |
| 21 | Invesco Ltd. | 944,500 | $22.4M | 0.0% | 0.2% | +42.4% |
| 22 | Pioneer Wealth Management Group | 883,192 | $20.9M | 5.1% | 0.2% | +8.3% |
| 23 | BlackRock, Inc. | 874,401 | $20.7M | 0.0% | 0.2% | -25.5% |
| 24 | ZynergyRetirementPlanningLLC | 820,717 | $19.4M | 10.5% | 0.2% | +1.8% |
| 25 | Betterment LLC | 794,598 | $18.8M | 0.0% | 0.2% | -0.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.