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

SCHWAB US REIT ETF

631 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·631 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$4.3B
visible holders
Holders
631
filers reporting
Concentration
30.15%
Financial Engines Advisors L.L.C. #1
top holder share
AI Holders Summary · Q1 2026

631 institutions reported SCHH in Q1 2026. Financial Engines Advisors L.L.C. leads at 30.1% 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
$1.3B59.9M2.61%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
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$278M11.8M0.07%Q2 202606
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$258M12.0M0.21%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
$53M2.2M0.48%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$44M2.0M0.01%Q1 202612
Elm Partners Management LLC
CIK 0001743941
$43M1.8M1.54%Q2 202613
Charles Schwab Trust Co
CIK 0001789219
$35M1.5M1.98%Q2 202614
MASON STREET ADVISORS, LLC
CIK 0001167711
$35M1.6M3.46%Q1 202615
RATIONAL ADVISORS, INC.
CIK 0001143565
$32M1.4M2.97%Q2 202616
M&T BANK CORP
CIK 0000036270
$25M1.0M0.07%Q2 202617
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$23M1.1M0.17%Q1 202618
FOSTER & MOTLEY INC
CIK 0001163902
$21M990K1.10%Q1 202619
Pioneer Wealth Management Group
CIK 0001973339
$21M883K5.05%Q2 202620
BlackRock, Inc.
CIK 0002012383
$21M874K0.00%Q2 2026
Page 1 of 32
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