Who owns Schwab U.S. REIT ETF?
Institutional ownership of SCHH from SEC Form 13F filings across 333 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.
333
13F holders
$4.10B
value, 2026 filers
38%
of shares outstanding (174.3M sh)
49
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 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 49.8M | $1.18B | 0.6% | 10.9% | +557.8% |
| 2 | US BANCORP \DE\ | 34.3M | $813.1M | 0.9% | 7.5% | +2.0% |
| 3 | FMR LLC | 24.7M | $585.7M | 0.0% | 5.4% | -1.6% |
| 4 | Creative Planning | 19.7M | $465.5M | 0.3% | 4.3% | -3.4% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 11.8M | $278.4M | 0.1% | 2.6% | +6.4% |
| 6 | TWO SIGMA INVESTMENTS, LP | 3.2M | $75.5M | 0.1% | 0.7% | -73.5% |
| 7 | Cerity Partners LLC | 2.7M | $64.5M | 0.1% | 0.6% | +2.4% |
| 8 | BENJAMIN EDWARDS INC | 2.2M | $52.8M | 0.5% | 0.5% | +6.2% |
| 9 | AMERIPRISE FINANCIAL INC | 2.2M | $51.6M | 0.0% | 0.5% | +7.5% |
| 10 | RATIONAL ADVISORS, INC. | 1.4M | $32.4M | 3.0% | 0.3% | +12.1% |
| 11 | MONETA GROUP INVESTMENT ADVISORS LLC | 1.1M | $26.3M | 0.2% | 0.2% | +4.2% |
| 12 | M&T Bank Corp | 1.0M | $24.8M | 0.1% | 0.2% | +0.2% |
| 13 | Invesco Ltd. | 944,500 | $22.4M | 0.0% | 0.2% | +42.4% |
| 14 | BlackRock, Inc. | 874,401 | $20.7M | 0.0% | 0.2% | -25.5% |
| 15 | Betterment LLC | 794,598 | $18,816 | 0.0% | 0.2% | -0.1% |
| 16 | Waverly Advisors, LLC | 770,626 | $18.2M | 0.1% | 0.2% | +3.3% |
| 17 | PRINCIPAL SECURITIES, INC. | 733,151 | $17.4M | 0.2% | 0.2% | +7.7% |
| 18 | D. E. Shaw & Co., Inc. | 595,924 | $14.1M | 0.0% | 0.1% | +430.3% |
| 19 | Krilogy Financial LLC | 527,590 | $12.5M | 0.4% | 0.1% | +2.1% |
| 20 | LPL Financial LLC | 519,851 | $12.3M | 0.0% | 0.1% | +41.3% |
| 21 | PNC Financial Services Group, Inc. | 503,191 | $11.9M | 0.0% | 0.1% | -2.6% |
| 22 | JONES FINANCIAL COMPANIES LLLP | 478,950 | $11.6M | 0.0% | 0.1% | +25.9% |
| 23 | ASSETMARK, INC | 463,449 | $11.0M | 0.0% | 0.1% | +150.0% |
| 24 | Wealthfront Advisers LLC | 429,425 | $10.2M | 0.0% | 0.1% | +7.9% |
| 25 | Vise Technologies, Inc. | 423,519 | $10.0M | 0.1% | 0.1% | +1.3% |
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.