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 $4.64B 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 $1.42B 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 $1.45B, representing an estimated gain of +2.11% 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
586
Total Reported Value
$4.64B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$1.42B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
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 | $1,446,965,777 | +$29,920,713 | +2.11% | |
| Us Bancorp \De\ | 0.89% | 34,334,144 | $813,052,288 | $830,199,602 | +$17,147,314 | +2.11% | |
| Fmr Llc | 0.03% | 24,732,957 | $585,676,406 | $598,042,900 | +$12,366,494 | +2.11% | |
| Envestnet Asset Management Inc | 0.07% | 11,756,832 | $278,401,773 | $284,280,198 | +$5,878,425 | +2.11% | |
| Dumac, Inc. | 17.06% | 7,929,093 | $187,760,922 | $191,725,469 | +$3,964,547 | +2.11% | |
| Two Sigma Investments, Lp | 0.06% | 3,186,737 | $75,461,932 | $77,055,301 | +$1,593,369 | +2.11% | |
| Cerity Partners Llc | 0.08% | 2,724,095 | $64,506,586 | $65,868,617 | +$1,362,031 | +2.11% | |
| Benjamin Edwards Inc | 0.48% | 2,229,955 | $52,802,936 | $53,920,312 | +$1,117,376 | +2.12% | |
| Ameriprise Financial Inc | 0.01% | 2,178,577 | $51,593,064 | $52,677,992 | +$1,084,928 | +2.10% | |
| Mason Street Advisors, Llc | 4.61% | 2,161,115 | $51,175,203 | $52,255,761 | +$1,080,558 | +2.11% | |
| Elm Partners Management Llc | 1.54% | 1,816,239 | $43,008,542 | $43,916,659 | +$908,117 | +2.11% | |
| Charles Schwab Trust Co | 1.98% | 1,498,729 | $35,489,903 | $36,239,267 | +$749,364 | +2.11% | |
| Rational Advisors, Inc. | 2.97% | 1,366,280 | $32,353,510 | $33,036,650 | +$683,140 | +2.11% | |
| Moneta Group Investment Advisors Llc | 0.19% | 1,109,653 | $26,276,578 | $26,831,410 | +$554,832 | +2.11% | |
| M&T Bank Corp | 0.07% | 1,048,116 | $24,819,387 | $25,343,445 | +$524,058 | +2.11% | |
| Manning & Napier Advisors Llc | 0.30% | 963,416 | $23,227,961 | $23,295,399 | +$67,438 | +0.29% | |
| Invesco Ltd. | 0.00% | 944,500 | $22,365,760 | $22,838,010 | +$472,250 | +2.11% | |
| Pioneer Wealth Management Group | 5.05% | 883,192 | $20,913,984 | $21,355,583 | +$441,599 | +2.11% | |
| Blackrock, Inc. | 0.00% | 874,401 | $20,705,809 | $21,143,016 | +$437,207 | +2.11% | |
| Zynergyretirementplanningllc | 10.54% | 820,717 | $19,434,579 | $19,844,937 | +$410,358 | +2.11% | |
| Waverly Advisors, Llc | 0.11% | 770,626 | $18,248,424 | $18,633,737 | +$385,313 | +2.11% | |
| Principal Securities, Inc. | 0.21% | 733,151 | $17,361,023 | $17,727,591 | +$366,568 | +2.11% | |
| Morningstar Investment Management Llc | 0.93% | 705,180 | $15,154,318 | $17,051,252 | +$1,896,934 | +12.52% | |
| Beacon Pointe Advisors, Llc | 0.07% | 625,162 | $14,803,841 | $15,116,417 | +$312,576 | +2.11% | |
| D. E. Shaw & Co., Inc. | 0.01% | 595,924 | $14,111,480 | $14,409,442 | +$297,962 | +2.11% | |
| Tortoise Investment Management, Llc | 1.01% | 570,742 | $13,515,172 | $13,800,542 | +$285,370 | +2.11% | |
| Krilogy Financial Llc | 0.37% | 527,590 | $12,493,342 | $12,757,126 | +$263,784 | +2.11% | |
| Lpl Financial Llc | 0.00% | 519,851 | $12,310,069 | $12,569,997 | +$259,928 | +2.11% | |
| Courage Miller Partners, Llc | 3.24% | 518,727 | $12,283,461 | $12,542,819 | +$259,358 | +2.11% | |
| Strategic Financial Planning, Inc. | 6.17% | 499,423 | $11,816,753 | $12,076,048 | +$259,295 | +2.19% | |
| Firestone Capital Management | 2.17% | 491,986 | $11,650,218 | $11,896,221 | +$246,003 | +2.11% | |
| Jones Financial Companies Lllp | 0.00% | 478,950 | $11,600,169 | $11,581,011 | -$19,158 | -0.17% | |
| Pnc Financial Services Group, Inc. | 0.01% | 487,075 | $11,533,938 | $11,777,474 | +$243,536 | +2.11% | |
| Assetmark, Inc | 0.02% | 463,449 | $10,974,484 | $11,206,197 | +$231,713 | +2.11% | |
| Wealthfront Advisers Llc | 0.02% | 429,425 | $10,168,784 | $10,383,497 | +$214,713 | +2.11% | |
| Vise Technologies, Inc. | 0.11% | 423,519 | $10,028,925 | $10,240,689 | +$211,764 | +2.11% | |
| Mariner, Llc | 0.01% | 423,395 | $10,026,006 | $10,237,691 | +$211,685 | +2.11% | |
| Waterford Advisors, Llc | 2.71% | 429,163 | $9,926,530 | $10,377,161 | +$450,631 | +4.54% | |
| Wealth Management Resources, Inc. | 2.97% | 407,235 | $9,643,336 | $9,846,942 | +$203,606 | +2.11% | |
| Avior Wealth Management, Llc | 0.25% | 403,264 | $9,549,288 | $9,750,924 | +$201,636 | +2.11% | |
| Focus Partners Wealth | 0.01% | 395,395 | $9,363,348 | $9,560,651 | +$197,303 | +2.11% | |
| Morgan Stanley | 0.00% | 395,081 | $9,355,559 | $9,553,059 | +$197,500 | +2.11% | |
| Jackson Thornton Wealth Management, Llc | 0.74% | 394,256 | $9,335,982 | $9,533,110 | +$197,128 | +2.11% | |
| Wells Fargo & Company/Mn | 0.00% | 354,243 | $8,388,487 | $8,565,596 | +$177,109 | +2.11% | |
| Vista Capital Partners, Inc. | 0.72% | 349,509 | $8,276,372 | $8,451,128 | +$174,756 | +2.11% | |
| Amicus Financial Advisors, Llc | 2.02% | 347,827 | $8,236,555 | $8,410,457 | +$173,902 | +2.11% | |
| Osaic Holdings, Inc. | 0.01% | 343,604 | $8,136,821 | $8,308,345 | +$171,524 | +2.11% | |
| Rockefeller Capital Management L.P. | 0.01% | 342,801 | $8,117,572 | $8,288,928 | +$171,356 | +2.11% | |
| National Bank Of Canada | 0.01% | 336,652 | $7,971,919 | $8,140,245 | +$168,326 | +2.11% | |
| Neuberger Berman Group Llc | 0.01% | 332,271 | $7,868,169 | $8,034,313 | +$166,144 | +2.11% |
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.