SCHWAB US REIT ETF SCHH
$24.07
+1.2% 52w: $20.14 – $24.22
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data20.1422.1824.22
Jun 20, 2025 Jul 2, 2026
Institutional holders
565
+10 QoQ
13F value
$4.97B
+3.8% QoQ
Smart-money holders
11
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
0.8×
$263K calls / $345K puts
Institutional value by quarter
Number of holders
Who owns SCHH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Wealth advisor | 59.9M | $1.29B | 2.6% | -0.3% |
| US BANCORP \DE\ | Wealth advisor | 33.7M | $723.7M | 0.9% | +2.8% |
| FMR LLC | Long only active | 25.1M | $540.2M | 0.0% | +3.3% |
| Creative Planning | Wealth advisor | 20.4M | $437.5M | 0.3% | -3.5% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 12.0M | $258.4M | 0.2% | +2.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 11.0M | $237.4M | 0.1% | +848.6% |
| DUMAC, INC. | Wealth advisor | 7.9M | $170.4M | 20.8% | +1.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 7.6M | $162.7M | 0.1% | -1.0% |
| Cerity Partners LLC | Diversified mechanical | 2.7M | $57.2M | 0.1% | +0.1% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 2.1M | $45.1M | 0.4% | +15.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.0M | $43.6M | 0.0% | +1.5% |
| MASON STREET ADVISORS, LLC | Wealth advisor | 1.6M | $35.4M | 3.5% | -3.9% |
| Charles Schwab Trust Co | Wealth advisor | 1.5M | $32.2M | 2.1% | +10.2% |
| RATIONAL ADVISORS, INC. | Wealth advisor | 1.2M | $26.2M | 2.7% | -17.5% |
| BlackRock, Inc. | Index provider | 1.2M | $25.2M | 0.0% | -10.5% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 1.1M | $22.9M | 0.2% | +0.5% |
| M&T Bank Corp | Diversified mechanical | 1.0M | $22.5M | 0.1% | Held |
| Elm Partners Management LLC | Wealth advisor | 1.0M | $21.4M | 0.9% | +61.1% |
| FOSTER & MOTLEY INC | Other | 990.1K | $21.3M | 1.1% | +2.5% |
| HANTZ FINANCIAL SERVICES, INC. | Wealth advisor | 927.3K | $19.9M | 0.3% | +6.7% |
| Pioneer Wealth Management Group | Wealth advisor | 815.7K | $17.5M | 4.9% | +14.9% |
| ZynergyRetirementPlanningLLC | Wealth advisor | 806.3K | $17.3M | 10.5% | +7.3% |
| Betterment LLC | Wealth advisor | 795.7K | $17.1M | 0.0% | +3.4% |
| Waverly Advisors, LLC | Wealth advisor | 746.1K | $16.0M | 0.1% | +2599.4% |
| MANNING & NAPIER ADVISORS LLC | Other | 709.5K | $15.2M | 0.2% | +44.4% |
| Morningstar Investment Management LLC | Other | 705.2K | $15.2M | 0.9% | +24.7% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 681.0K | $14.6M | 0.2% | +6.6% |
| Invesco Ltd. | Index provider | 663.2K | $14.3M | 0.0% | +231.1% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 609.9K | $13.1M | 0.1% | +1.1% |
| Tortoise Investment Management, LLC | Wealth advisor | 561.3K | $12.1M | 1.0% | +7.1% |
| Krilogy Financial LLC | Wealth advisor | 516.5K | $11.9M | 0.4% | +1.8% |
| Courage Miller Partners, LLC | Wealth advisor | 522.1K | $11.2M | 3.2% | 0.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 516.8K | $11.1M | 0.0% | -35.6% |
| UBS Group AG | Bank broker | 489.5K | $10.5M | 0.0% | -9.1% |
| Firestone Capital Management | Wealth advisor | 476.7K | $10.2M | 2.1% | +7.1% |
| Waterford Advisors, LLC | Wealth advisor | 402.5K | $9.3M | 3.0% | New |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | Wealth advisor | 399.4K | $9.0M | 0.8% | -6.4% |
| WEALTH MANAGEMENT RESOURCES, INC. | Wealth advisor | 406.9K | $8.7M | 3.0% | +1.1% |
| Vise Technologies, Inc. | Wealth advisor | 418.1K | $8.7M | 0.2% | Held |
| Mariner, LLC | Diversified mechanical | 400.6K | $8.6M | 0.0% | -2.7% |
| Wealthfront Advisers LLC | Wealth advisor | 398.0K | $8.6M | 0.0% | +17.3% |
| Avior Wealth Management, LLC | Wealth advisor | 397.4K | $8.5M | 0.2% | +6.4% |
| MORGAN STANLEY | Bank broker | 391.7K | $8.4M | 0.0% | -2.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 380.6K | $8.0M | 0.0% | +18.3% |
| LPL Financial LLC | Bank broker | 367.8K | $7.9M | 0.0% | +5.8% |
| Focus Partners Wealth | Wealth advisor | 360.0K | $7.7M | 0.0% | -1.4% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 358.6K | $7.7M | 0.0% | +5.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 356.2K | $7.7M | 0.0% | -12.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 354.6K | $7.6M | 0.0% | +0.2% |
| Amicus Financial Advisors, LLC | Wealth advisor | 354.2K | $7.6M | 2.1% | +2.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.