SCHWAB US REIT ETF (SCHH) Institutional Shareholders
SCHWAB US REIT ETF (SCHH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.02B in SCHH holdings during the latest filing period.
Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of SCHH tracked by InsiderSet, reporting ownership valued at approximately $1.29B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.45B, representing an estimated gain of +12.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed SCHH value among the investors covered in this analysis. Major shareholders include Financial Engines Advisors L.L.C., Us Bancorp \De\, Fmr Llc, and several other long-term asset managers with concentrated positions in SCHWAB US REIT ETF (SCHH).
This page ranks the largest institutional SCHH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
576
Total Reported Value
$5.02B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$1.29B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 2.61% | 59,885,676 | $1,286,943,177 | $1,454,024,213 | +$167,081,036 | +12.98% | |
| Us Bancorp \De\ | 0.88% | 33,676,678 | $723,723,109 | $817,669,742 | +$93,946,633 | +12.98% | |
| Fmr Llc | 0.03% | 25,136,358 | $540,180,333 | $610,310,772 | +$70,130,439 | +12.98% | |
| Creative Planning | 0.30% | 20,357,903 | $437,491,350 | $494,289,885 | +$56,798,535 | +12.98% | |
| Envestnet Asset Management Inc | 0.07% | 11,756,832 | $278,401,773 | $285,455,881 | +$7,054,108 | +2.53% | |
| Two Sigma Investments, Lp | 0.21% | 12,023,737 | $258,390,108 | $291,936,334 | +$33,546,226 | +12.98% | |
| Dumac, Inc. | 20.77% | 7,929,093 | $170,396,209 | $192,518,378 | +$22,122,169 | +12.98% | |
| Northwestern Mutual Wealth Management Co | 0.10% | 7,570,352 | $162,686,880 | $183,808,147 | +$21,121,267 | +12.98% | |
| Cerity Partners Llc | 0.08% | 2,659,675 | $57,156,422 | $64,576,909 | +$7,420,487 | +12.98% | |
| Benjamin Edwards Inc | 0.48% | 2,229,955 | $52,802,936 | $54,143,307 | +$1,340,371 | +2.54% | |
| Ameriprise Financial Inc | 0.01% | 2,027,148 | $43,563,050 | $49,219,153 | +$5,656,103 | +12.98% | |
| Elm Partners Management Llc | 1.54% | 1,816,239 | $43,008,542 | $44,098,283 | +$1,089,741 | +2.53% | |
| Charles Schwab Trust Co | 1.98% | 1,498,729 | $35,489,903 | $36,389,140 | +$899,237 | +2.53% | |
| Mason Street Advisors, Llc | 3.46% | 1,646,125 | $35,375,226 | $39,967,915 | +$4,592,689 | +12.98% | |
| Rational Advisors, Inc. | 2.97% | 1,366,280 | $32,353,510 | $33,173,278 | +$819,768 | +2.53% | |
| Blackrock, Inc. | 0.00% | 1,172,980 | $25,207,333 | $28,479,954 | +$3,272,621 | +12.98% | |
| Moneta Group Investment Advisors Llc | 0.17% | 1,064,539 | $22,876,944 | $25,847,007 | +$2,970,063 | +12.98% | |
| M&T Bank Corp | 0.08% | 1,046,422 | $22,487,609 | $25,407,126 | +$2,919,517 | +12.98% | |
| Pioneer Wealth Management Group | 5.05% | 883,192 | $20,913,984 | $21,443,902 | +$529,918 | +2.53% | |
| Zynergyretirementplanningllc | 10.54% | 820,717 | $19,434,579 | $19,927,009 | +$492,430 | +2.53% | |
| Waverly Advisors, Llc | 0.12% | 746,140 | $16,034,539 | $18,116,279 | +$2,081,740 | +12.98% | |
| Manning & Napier Advisors Llc | 0.21% | 709,478 | $15,246,681 | $17,226,126 | +$1,979,445 | +12.98% | |
| Morningstar Investment Management Llc | 0.93% | 705,180 | $15,154,318 | $17,121,770 | +$1,967,452 | +12.98% | |
| Principal Securities, Inc. | 0.21% | 680,970 | $14,634,050 | $16,533,952 | +$1,899,902 | +12.98% | |
| Invesco Ltd. | 0.00% | 663,187 | $14,251,889 | $16,102,180 | +$1,850,291 | +12.98% | |
| Beacon Pointe Advisors, Llc | 0.07% | 609,930 | $13,107,387 | $14,809,100 | +$1,701,713 | +12.98% | |
| Krilogy Financial Llc | 0.37% | 527,590 | $12,493,342 | $12,809,885 | +$316,543 | +2.53% | |
| Courage Miller Partners, Llc | 3.24% | 518,727 | $12,283,461 | $12,594,692 | +$311,231 | +2.53% | |
| Tortoise Investment Management, Llc | 1.00% | 561,307 | $12,062,487 | $13,628,534 | +$1,566,047 | +12.98% | |
| Firestone Capital Management | 2.17% | 491,986 | $11,650,218 | $11,945,420 | +$295,202 | +2.53% | |
| Assetmark, Inc | 0.02% | 463,449 | $10,974,484 | $11,252,542 | +$278,058 | +2.53% | |
| Pnc Financial Services Group, Inc. | 0.01% | 499,469 | $10,733,594 | $12,127,107 | +$1,393,513 | +12.98% | |
| Ubs Group Ag | 0.00% | 489,474 | $10,518,796 | $11,884,429 | +$1,365,633 | +12.98% | |
| Wealth Management Resources, Inc. | 2.97% | 407,235 | $9,643,336 | $9,887,666 | +$244,330 | +2.53% | |
| Avior Wealth Management, Llc | 0.25% | 403,264 | $9,549,288 | $9,791,250 | +$241,962 | +2.53% | |
| Waterford Advisors, Llc | 2.96% | 402,510 | $9,322,137 | $9,772,943 | +$450,806 | +4.84% | |
| Jackson Thornton Wealth Management, Llc | 0.81% | 399,423 | $9,034,948 | $9,697,990 | +$663,042 | +7.34% | |
| Vise Technologies, Inc. | 0.17% | 418,055 | $8,733,170 | $10,150,375 | +$1,417,205 | +16.23% | |
| Mariner, Llc | 0.01% | 400,565 | $8,607,581 | $9,725,718 | +$1,118,137 | +12.99% | |
| Wealthfront Advisers Llc | 0.02% | 397,966 | $8,552,289 | $9,662,614 | +$1,110,325 | +12.98% | |
| Morgan Stanley | 0.00% | 391,700 | $8,417,669 | $9,510,476 | +$1,092,807 | +12.98% | |
| Vista Capital Partners, Inc. | 0.72% | 349,509 | $8,276,372 | $8,486,079 | +$209,707 | +2.53% | |
| Amicus Financial Advisors, Llc | 2.02% | 347,827 | $8,236,555 | $8,445,240 | +$208,685 | +2.53% | |
| Jones Financial Companies Lllp | 0.00% | 380,550 | $8,030,096 | $9,239,754 | +$1,209,658 | +15.06% | |
| Lpl Financial Llc | 0.00% | 367,849 | $7,905,081 | $8,931,374 | +$1,026,293 | +12.98% | |
| Focus Partners Wealth | 0.01% | 359,962 | $7,735,588 | $8,739,877 | +$1,004,289 | +12.98% | |
| National Bank Of Canada | 0.01% | 358,572 | $7,705,712 | $8,706,128 | +$1,000,416 | +12.98% | |
| Wells Fargo & Company/Mn | 0.00% | 356,186 | $7,654,429 | $8,648,196 | +$993,767 | +12.98% | |
| Rockefeller Capital Management L.P. | 0.01% | 354,640 | $7,621,237 | $8,610,659 | +$989,422 | +12.98% | |
| Neuberger Berman Group Llc | 0.01% | 332,682 | $7,149,338 | $8,077,519 | +$928,181 | +12.98% |
Frequently asked questions about SCHH
Who owns the most SCHH stock?
The largest holders of SCHH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB US REIT ETF (SCHH).
Is SCHH widely held by superinvestors?
Many widely followed stocks like SCHH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCHH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.