SCHH Institutional Ownership & Shareholders
SCHWAB US REIT ETF (SCHH) is currently held by 579 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.11B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of SCHH tracked by InsiderSet, reporting ownership valued at approximately $1.42B in its June 30, 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 $1.38B, representing an estimated loss of -2.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% 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
579
Total Reported Value
$5.11B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$1.42B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 2.52% | 59,841,430 | $1,417,045,064 | $1,379,344,962 | -$37,700,103 | -2.66% | |
| Us Bancorp \De\ | 0.89% | 34,334,144 | $813,052,288 | $791,402,019 | -$21,650,269 | -2.66% | |
| Fmr Llc | 0.03% | 24,732,957 | $585,676,406 | $570,094,659 | -$15,581,747 | -2.66% | |
| Creative Planning | 0.24% | 19,218,489 | $423,575,503 | $442,986,171 | +$19,410,668 | +4.58% | |
| Envestnet Asset Management Inc | 0.07% | 11,756,832 | $278,401,773 | $270,994,978 | -$7,406,795 | -2.66% | |
| Dumac, Inc. | 17.06% | 7,929,093 | $187,760,922 | $182,765,594 | -$4,995,328 | -2.66% | |
| Two Sigma Investments, Lp | 0.06% | 3,186,737 | $75,461,932 | $73,454,288 | -$2,007,644 | -2.66% | |
| Cerity Partners Llc | 0.08% | 2,724,095 | $64,506,586 | $62,790,390 | -$1,716,196 | -2.66% | |
| Benjamin Edwards Inc | 0.48% | 2,229,955 | $52,802,936 | $51,400,463 | -$1,402,473 | -2.66% | |
| Ameriprise Financial Inc | 0.01% | 2,178,577 | $51,593,064 | $50,216,200 | -$1,376,864 | -2.67% | |
| Mason Street Advisors, Llc | 4.61% | 2,161,115 | $51,175,203 | $49,813,701 | -$1,361,502 | -2.66% | |
| Elm Partners Management Llc | 1.24% | 1,678,301 | $36,066,696 | $38,684,838 | +$2,618,142 | +7.26% | |
| Charles Schwab Trust Co | 1.89% | 1,484,025 | $32,707,911 | $34,206,776 | +$1,498,865 | +4.58% | |
| Rational Advisors, Inc. | 2.82% | 1,379,286 | $30,399,463 | $31,792,542 | +$1,393,079 | +4.58% | |
| Moneta Group Investment Advisors Llc | 0.19% | 1,109,653 | $26,276,578 | $25,577,502 | -$699,076 | -2.66% | |
| Manning & Napier Advisors Llc | 0.30% | 963,416 | $23,227,961 | $22,206,739 | -$1,021,222 | -4.40% | |
| Hantz Financial Services, Inc. | 0.31% | 975,230 | $23,093,000 | $22,479,052 | -$613,949 | -2.66% | |
| M&T Bank Corp | 0.07% | 1,046,422 | $22,487,609 | $24,120,027 | +$1,632,418 | +7.26% | |
| Foster & Motley Inc | 1.03% | 944,793 | $22,373,000 | $21,777,479 | -$595,521 | -2.66% | |
| Invesco Ltd. | 0.00% | 944,500 | $22,365,760 | $21,770,725 | -$595,035 | -2.66% | |
| Blackrock, Inc. | 0.00% | 874,401 | $20,705,809 | $20,154,943 | -$550,866 | -2.66% | |
| Pioneer Wealth Management Group | 4.83% | 928,542 | $20,465,071 | $21,402,893 | +$937,822 | +4.58% | |
| Zynergyretirementplanningllc | 10.12% | 859,959 | $18,953,496 | $19,822,055 | +$868,559 | +4.58% | |
| Betterment Llc | 0.03% | 794,598 | $18,816,000 | $18,315,484 | -$500,516 | -2.66% | |
| Waverly Advisors, Llc | 0.11% | 770,626 | $18,248,424 | $17,762,929 | -$485,495 | -2.66% | |
| Principal Securities, Inc. | 0.21% | 733,151 | $17,361,023 | $16,899,131 | -$461,892 | -2.66% | |
| Morningstar Investment Management Llc | 0.93% | 705,180 | $15,154,318 | $16,254,399 | +$1,100,081 | +7.26% | |
| Beacon Pointe Advisors, Llc | 0.07% | 625,162 | $14,803,841 | $14,409,984 | -$393,857 | -2.66% | |
| D. E. Shaw & Co., Inc. | 0.01% | 595,924 | $14,111,480 | $13,736,048 | -$375,432 | -2.66% | |
| Tortoise Investment Management, Llc | 1.01% | 570,742 | $13,515,172 | $13,155,603 | -$359,569 | -2.66% | |
| Lpl Financial Llc | 0.00% | 519,851 | $12,310,069 | $11,982,566 | -$327,503 | -2.66% | |
| Krilogy Financial Llc | 0.33% | 537,644 | $12,059,352 | $12,392,694 | +$333,342 | +2.76% | |
| Strategic Financial Planning, Inc. | 6.17% | 499,423 | $11,816,753 | $11,511,700 | -$305,053 | -2.58% | |
| Firestone Capital Management | 2.17% | 491,986 | $11,650,218 | $11,340,277 | -$309,941 | -2.66% | |
| Jones Financial Companies Lllp | 0.00% | 478,950 | $11,600,169 | $11,039,798 | -$560,372 | -4.83% | |
| Pnc Financial Services Group, Inc. | 0.01% | 487,075 | $11,533,938 | $11,227,079 | -$306,859 | -2.66% | |
| Courage Miller Partners, Llc | 3.03% | 520,450 | $11,470,725 | $11,996,373 | +$525,648 | +4.58% | |
| Assetmark, Inc | 0.02% | 466,335 | $10,278,024 | $10,749,022 | +$470,998 | +4.58% | |
| Wealthfront Advisers Llc | 0.02% | 429,425 | $10,168,784 | $9,898,246 | -$270,538 | -2.66% | |
| Mariner, Llc | 0.01% | 423,395 | $10,026,006 | $9,759,255 | -$266,751 | -2.66% | |
| Waterford Advisors, Llc | 2.71% | 429,163 | $9,926,530 | $9,892,207 | -$34,323 | -0.35% | |
| Vise Technologies, Inc. | 0.08% | 448,754 | $9,890,532 | $10,343,780 | +$453,248 | +4.58% | |
| Focus Partners Wealth | 0.01% | 395,395 | $9,363,348 | $9,113,855 | -$249,493 | -2.66% | |
| Morgan Stanley | 0.00% | 395,081 | $9,355,559 | $9,106,617 | -$248,942 | -2.66% | |
| Jackson Thornton Wealth Management, Llc | 0.74% | 394,256 | $9,335,982 | $9,087,601 | -$248,381 | -2.66% | |
| Wealth Management Resources, Inc. | 2.86% | 419,662 | $9,249,353 | $9,673,209 | +$423,856 | +4.58% | |
| Flow Traders U.S. Llc | 0.37% | 382,561 | $9,059,000 | $8,818,031 | -$240,969 | -2.66% | |
| Avior Wealth Management, Llc | 0.24% | 409,884 | $9,033,846 | $9,447,826 | +$413,980 | +4.58% | |
| Wells Fargo & Company/Mn | 0.00% | 354,243 | $8,388,487 | $8,165,301 | -$223,186 | -2.66% | |
| Vista Capital Partners, Inc. | 0.72% | 349,509 | $8,276,372 | $8,056,182 | -$220,190 | -2.66% |
Frequently asked questions about SCHH
Who are the largest institutional holders of SCHH?
The largest institutional holders of SCHH reported in the latest SEC Form 13F filings include Financial Engines Advisors L.L.C., Us Bancorp \De\, Fmr Llc, Creative Planning, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported SCHH position.
What is SCHH institutional ownership?
This page tracks SCHH positions reported by institutional investment managers through SEC Form 13F. SCHWAB US REIT ETF (SCHH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCHH?
InsiderSet currently tracks 579 institutional managers reporting SCHH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHH shareholders.
How much SCHH stock do institutions own?
Institutional investment managers disclosed approximately $5.11B in SCHH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCHH institutional ownership last updated?
The latest SCHH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCHH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHH position after the reporting date.
Are institutions buying or selling SCHH?
Institutional buying and selling can be analyzed by comparing SCHH positions across consecutive 13F reporting periods. InsiderSet's SCHH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHH ownership changes.
How has SCHH institutional ownership changed over time?
InsiderSet tracks SCHH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.