13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SCHH

SCHWAB US REIT ETF

626 institutions still hold SCHWAB US REIT ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524847·Exchange Traded Fund·626 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$5.5B
visible holders
Holders
626
filers reporting
Concentration
26.00%
Financial Engines Advisors L.L.C. #1
top holder share
AI Holders Summary · Q2 2026

626 institutions reported SCHH in Q2 2026. Financial Engines Advisors L.L.C. leads at 26.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Financial Engines Advisors L.L.C.
CIK 0001420473
$1.4B59.8M2.52%Q2 202602
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$1.2B49.8M0.63%Q2 202603
US BANCORP \DE\
CIK 0000036104
$813M34.3M0.89%Q2 202604
FMR LLC
CIK 0000315066
$586M24.7M0.03%Q2 202605
Creative Planning
CIK 0001540235
$465M19.7M0.27%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$278M11.8M0.07%Q2 202607
DUMAC, INC.
CIK 0001584258
$188M7.9M17.06%Q2 202608
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$75M3.2M0.05%Q2 202609
Cerity Partners LLC
CIK 0001566475
$65M2.7M0.08%Q2 202610
BENJAMIN EDWARDS INC
CIK 0001451623
$53M2.2M0.48%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$52M2.2M0.01%Q2 202612
MASON STREET ADVISORS, LLC
CIK 0001167711
$51M2.2M4.61%Q2 202613
Elm Partners Management LLC
CIK 0001743941
$46M1.9M1.37%Q2 202614
Charles Schwab Trust Co
CIK 0001789219
$33M1.5M1.89%Q3 202615
RATIONAL ADVISORS, INC.
CIK 0001143565
$32M1.4M2.97%Q2 202616
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$26M1.1M0.19%Q2 202617
M&T BANK CORP
CIK 0000036270
$25M1.0M0.07%Q2 202618
MANNING & NAPIER ADVISORS LLC
CIK 0000062039
$23M963K0.30%Q2 202619
Invesco Ltd.
CIK 0000914208
$22M945K0.00%Q2 202620
FOSTER & MOTLEY INC
CIK 0001163902
$21M990K1.10%Q1 2026
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