Who Owns Schwab U.S. REIT ETF (SCHH)?Hedge Fund & Institutional Holders

$22.22+0.00 (+0.00%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.2542445080004656e+235T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$18.94$20.09$21.23$22.38$23.53Sep 24Jun 25Mar 26

SCHH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
TWO SIGMA INVESTMENTS, LPNew Position+11.7M+$244.0M
Envestnet Portfolio Solutions, Inc.New Position+8.9M+$186.0M
DUMAC, INC.New Position+7.8M+$163.9M
Cerity Partners LLCNew Position+2.7M+$54.0M
BENJAMIN EDWARDS INCNew Position+1.8M+$37.8M
MASON STREET ADVISORS, LLCNew Position+1.7M+$35.8M
ENVESTNET ASSET MANAGEMENT INCNew Position+1.2M+$24.0M
FOSTER & MOTLEY INCNew Position+966K+$20.2M
HANTZ FINANCIAL SERVICES, INC.New Position+869K+$18.0M
Elm Partners Management LLCNew Position+627K+$13.1M
Courage Miller Partners, LLCNew Position+522K+$10.9M
Krilogy Financial LLCNew Position+508K+$10.8M
MANNING & NAPIER ADVISORS LLCNew Position+491K+$10.3M
Firestone Capital ManagementNew Position+445K+$9.3M
JACKSON THORNTON WEALTH MANAGEMENT, LLCNew Position+427K+$9.0M

SCHH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
FMR LLCDecreased-3.6M-$602.0B
Creative PlanningDecreased-604K-$467.8B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-7.4M-$160.6B
BNP PARIBAS FINANCIAL MARKETSDecreased-1.3M-$37.4B
RATIONAL ADVISORS, INC.Decreased-58K-$33.1B
MONETA GROUP INVESTMENT ADVISORS LLCDecreased-10K-$23.1B
PNC FINANCIAL SERVICES GROUP, INC.Decreased-47K-$18.3B
Compound Planning, Inc.Decreased-602K-$13.6B
MORGAN STANLEYDecreased-26K-$9.2B
Rockefeller Capital Management L.P.Decreased-12K-$8.0B
Neuberger Berman Group LLCDecreased-1K-$7.2B
Omega Financial Group, LLCDecreased-5K-$4.3B
RFG HOLDINGS, INC.Decreased-1K-$3.6B
Brand Asset Management Group, Inc.Decreased-22K-$3.5B
EPIQ PARTNERS, LLCDecreased-62K-$3.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Financial Engines Advisors L.L.C.60,040,433$1.3B2.38%Share
2FMR LLC24,331,399$508.0M0.03%Share
3US BANCORP \DE\22,291,436$465.7M0.55%Share
4Creative Planning20,366,178$425.0M0.30%Share
5TWO SIGMA INVESTMENTS, LP11,681,437$244.0M0.34%Share
6Envestnet Portfolio Solutions, Inc.8,916,100$186.0M0.65%Share
7US BANCORP \DE\8,336,848$174.2M0.20%Share
8DUMAC, INC.7,846,742$163.9M25.18%Share
9Cerity Partners LLC2,386,390$49.0M0.07%Share
10US BANCORP \DE\2,073,803$43.3M0.05%Share
11AMERIPRISE FINANCIAL INC1,991,904$41.0M0.01%Share
12BENJAMIN EDWARDS INC1,794,440$37.5M0.41%Share
13MASON STREET ADVISORS, LLC1,713,085$35.8M3.52%Share
14RATIONAL ADVISORS, INC.1,476,372$30.0M3.07%Share
15Charles Schwab Trust Co1,360,354$28.4M1.87%Share
16ENVESTNET ASSET MANAGEMENT INC1,164,325$24.0M0.01%Share
17BlackRock, Inc.1,138,492$23.0M0.00%Share
18MONETA GROUP INVESTMENT ADVISORS LLC1,059,654$22.0M0.17%Share
19BlueSky Wealth Advisors, LLC1,026,973$21.5M2.83%Share
20FOSTER & MOTLEY INC965,695$20.2M1.08%Share
21HANTZ FINANCIAL SERVICES, INC.868,988$18.0M0.27%Share
22Betterment LLC769,210$16.1M0.03%Share
23ZynergyRetirementPlanningLLC751,590$15.7M9.66%Share
24Creative Planning738,942$15.0M0.01%Share
25PNC FINANCIAL SERVICES GROUP, INC.746,506$15.0M0.01%Share
26Pioneer Wealth Management Group709,659$14.8M4.50%Share
27PURE PORTFOLIOS HOLDINGS LLC641,124$13.4M4.03%Share
28Elm Partners Management LLC627,312$13.1M0.59%Share
29PRINCIPAL SECURITIES, INC.638,775$13.0M0.20%Share
30Beacon Pointe Advisors, LLC603,192$12.0M0.08%Share
31Morningstar Investment Management LLC565,481$11.8M0.70%Share
32Tortoise Investment Management, LLC523,909$10.9M0.96%Share
33Courage Miller Partners, LLC521,872$10.9M3.28%Share
34Krilogy Financial LLC507,578$10.8M0.37%Share
35MANNING & NAPIER ADVISORS LLC491,379$10.3M0.13%Share
36Strategic Financial Planning, Inc.483,962$10.1M5.75%Share
37UBS Group AG445,847$9.3M0.00%Share
38Firestone Capital Management445,084$9.3M1.97%Share
39WEALTH MANAGEMENT RESOURCES, INC.402,594$8.4M2.96%Share
40JACKSON THORNTON WEALTH MANAGEMENT, LLC390,199$8.2M0.78%Share
41Mariner, LLC401,406$8.0M0.01%Share
42Vise Technologies, Inc.418,055$8.0M0.16%Share
43BNP PARIBAS FINANCIAL MARKETS410,146$8.0M0.00%Share
44MORGAN STANLEY393,670$8.0M0.00%Share
45Avior Wealth Management, LLC373,701$7.8M0.24%Share
46Grove Bank & Trust356,549$7.4M0.84%Share
47VISTA CAPITAL PARTNERS, INC.350,108$7.3M0.72%Share
48Wealthfront Advisers LLC339,329$7.1M0.02%Share
49NATIONAL BANK OF CANADA /FI/340,936$7.0M0.01%Share
50Rockefeller Capital Management L.P.343,672$7.0M0.01%Share

SCHH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025536$4.5B+247
Q3 2025289$3.8T-191
Q2 2025480$3.8T-22
Q1 2025502$4.2T+91
Q4 2024411$121.9T+95
Q3 2024316$971.3T+12
Q2 2024304$1933.4T-1
Q1 2024305$800.5T—

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As of Q4 2025, 50 institutional investors hold SCHH (Schwab U.S. REIT ETF). The largest holder is Financial Engines Advisors L.L.C. with $1.3B in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own SCHH?

As of Q4 2025, 50 institutional investors report holding SCHH (Schwab U.S. REIT ETF) in their 13F filings.

Who is the largest institutional holder of SCHH?

The largest institutional holder of SCHH is Financial Engines Advisors L.L.C. with $1.3B in shares.

Is institutional ownership of SCHH increasing or decreasing?

This quarter, 15 institutions opened new positions in SCHH and 0 closed their positions.