13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
SCHH

SCHWAB US REIT ETF

609 institutions still hold SCHWAB US REIT ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524847·Exchange Traded Fund·609 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.2%
vs prior quarter
13F value held
$4.2B
73.0% inst. owned
of float
Holders
609
+13 QoQ
filers reporting
Activity
+15 / −94
+885 added · −735 reduced
this quarter
Concentration
30.76%
Financial Engines Advisors L.L.C. #1
top holder share
AI Holders Summary · Q1 2026

609 institutions reported SCHH in Q1 2026. Financial Engines Advisors L.L.C. leads at 30.8% of the visible book. +13 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Financial Engines Advisors L.L.C.
CIK 0001420473
$1.3B59.9M2.61%Q1 202602
US BANCORP \DE\
CIK 0000036104
$724M33.7M0.88%Q1 202603
FMR LLC
CIK 0000315066
$540M25.1M0.03%Q1 202604
Creative Planning
CIK 0001540235
$437M20.4M0.30%Q1 202605
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$258M12.0M0.21%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$237M11.0M0.06%Q1 202607
DUMAC, INC.
CIK 0001584258
$170M7.9M20.77%Q1 202608
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$163M7.6M0.10%Q1 202609
Cerity Partners LLC
CIK 0001566475
$57M2.7M0.08%Q1 202610
BENJAMIN EDWARDS INC
CIK 0001451623
$45M2.1M0.45%Q1 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$44M2.0M0.01%Q1 202612
MASON STREET ADVISORS, LLC
CIK 0001167711
$35M1.6M3.46%Q1 202613
Charles Schwab Trust Co
CIK 0001789219
$32M1.5M2.09%Q1 202614
RATIONAL ADVISORS, INC.
CIK 0001143565
$26M1.2M2.67%Q1 202615
BlackRock, Inc.
CIK 0002012383
$25M1.2M0.00%Q1 202616
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$23M1.1M0.17%Q1 202617
M&T BANK CORP
CIK 0000036270
$22M1.0M0.08%Q1 202618
Elm Partners Management LLC
CIK 0001743941
$21M1.0M0.93%Q1 202619
Pioneer Wealth Management Group
CIK 0001973339
$18M816K4.92%Q1 202620
ZynergyRetirementPlanningLLC
CIK 0002031137
$17M806K10.48%Q1 2026
Page 1 of 31
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