Who Owns SCHH?
Schwab U.S. REIT ETF — Institutional Ownership & 13F Holdings
$23.13
+0.15 (+0.67%)
Market Cap
$9.7B
Shares Outstanding
400,793,600
Institutional Holders
501
Total Inst. Value
$3.4B
% of Float Held
—
QoQ Holder Change
+197
Institutional data as of Q1 2025
New Positions
155
Closed Positions
62
Increased
155
Decreased
126
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $1.2B | 54,164,614 |
| 2 | US BANCORP \DE\ | $641.4M | 29,816,470 |
| 3 | FMR LLC | $561.8M | 26,117,525 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $164.7M | 7,656,587 |
| 5 | RATIONAL ADVISORS, INC. | $38.1M | 1,772,703 |
| 6 | AMERIPRISE FINANCIAL INC | $35.8M | 1,665,268 |
| 7 | BENJAMIN EDWARDS INC | $32.3M | 1,503,329 |
| 8 | MASON STREET ADVISORS, LLC | $32.0M | 1,486,000 |
| 9 | Quadrature Capital Ltd | $31.3M | 1,455,557 |
| 10 | Charles Schwab Trust Co | $26.1M | 1,212,900 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Financial Engines Advisors L.L.C. | +337K | $1.2B |
| US BANCORP \DE\ | +1.4M | $641.4M |
| FMR LLC | +658K | $561.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +7K | $164.7M |
| RATIONAL ADVISORS, INC. | +122K | $38.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Brooklyn FI, LLC | -7.6M | $2.7M |
| Apollon Wealth Management, LLC | -941K | $3.1M |
| Creative Planning | -895K | $503K |
| BNP PARIBAS FINANCIAL MARKETS | -763K | $24.2M |
| Tradewinds Capital Management, LLC | -501K | $1K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold SCHH?
As of Q1 2025, 501 institutional investors report holding SCHH (Schwab U.S. REIT ETF) in their 13F filings.
Which hedge fund owns the most SCHH?
The largest institutional holder of SCHH is Financial Engines Advisors L.L.C. with $1.2B in shares.
Are institutions buying or selling SCHH?
This quarter, 155 institutions opened new positions in SCHH and 62 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.