Security Snapshot

Schwab U.S. REIT ETF - COMMON STOCK (SCHH) Institutional Ownership

CUSIP: 808524847

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

546

Shares (Excl. Options)

228,676,403

Price

$20.89

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Type / Class
Equity / COMMON STOCK
Symbol
SCHH
Shares outstanding
419,506,882
Price per share
$21.49
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
228,676,403
Total reported value
$4,777,889,051
% of total 13F portfolios
0.02%
Share change
+23,812,396
Value change
+$497,121,935
Number of holders
546
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • SCHH - Schwab U.S. REIT ETF - COMMON STOCK is tracked under CUSIP 808524847.
  • 546 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 546 to 150 between Q4 2025 and Q1 2026.
  • Reported value moved from $4,777,889,051 to $255,024,643.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 546 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 808524847?
CUSIP 808524847 identifies SCHH - Schwab U.S. REIT ETF - COMMON STOCK in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Schwab U.S. REIT ETF - COMMON STOCK (SCHH) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 5.8% $508,282,929 24,331,399 FMR LLC 31 Dec 2025

As of 31 Dec 2025, 546 institutional investors reported holding 228,676,403 shares of Schwab U.S. REIT ETF - COMMON STOCK (SCHH). This represents 55% of the company’s total 419,506,882 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Schwab U.S. REIT ETF - COMMON STOCK (SCHH) together control 47% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Financial Engines Advisors L.L.C. 14% 60,040,433 +5.2% 2.4% $1,254,244,638
US BANCORP \DE\ 7.8% 32,751,460 +2.1% 0.8% $684,184,227
FMR LLC 5.8% 24,331,399 -13% 0.03% $508,282,929
Creative Planning 5% 21,105,120 -2.8% 0.32% $440,885,975
TWO SIGMA INVESTMENTS, LP 2.8% 11,681,437 0.36% $244,025,219
Envestnet Portfolio Solutions, Inc. 2.1% 8,916,100 +6.7% 0.65% $186,257,338
DUMAC, INC. 1.9% 7,846,742 25% $163,918,440
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.8% 7,646,130 +2.7% 0.1% $159,727,649
Cerity Partners LLC 0.63% 2,655,805 +0.76% 0.08% $55,479,742
AMERIPRISE FINANCIAL INC 0.48% 1,996,820 +17% 0.01% $41,712,912
BENJAMIN EDWARDS INC 0.43% 1,811,444 +7.9% 0.42% $37,838,692
MASON STREET ADVISORS, LLC 0.41% 1,713,085 +5.3% 3.7% $35,786,346
RATIONAL ADVISORS, INC. 0.35% 1,476,372 -3.8% 3.2% $30,841,411
Charles Schwab Trust Co 0.32% 1,360,354 +6.6% 1.9% $28,417,795
BlackRock, Inc. 0.31% 1,310,424 +24% 0% $27,374,753
ENVESTNET ASSET MANAGEMENT INC 0.28% 1,164,325 -4% 0.01% $24,322,749
MONETA GROUP INVESTMENT ADVISORS LLC 0.25% 1,059,654 -0.96% 0.17% $22,136,172
M&T Bank Corp 0.25% 1,046,422 0.07% $21,859,756
BlueSky Wealth Advisors, LLC 0.24% 1,026,973 +3.6% 2.8% $21,453,458
FOSTER & MOTLEY INC 0.23% 965,695 +0.49% 1.1% $20,173,000
HANTZ FINANCIAL SERVICES, INC. 0.21% 868,988 +5% 0.27% $18,153,000
PNC Financial Services Group, Inc. 0.19% 802,747 -5.5% 0.01% $16,769,380
Betterment LLC 0.18% 769,210 +8.7% 0.03% $16,069,000
ZynergyRetirementPlanningLLC 0.18% 751,590 +0.7% 9.7% $15,700,715
Pioneer Wealth Management Group 0.17% 709,659 +1.9% 4.5% $14,824,773

Institutional Holders of Schwab U.S. REIT ETF - COMMON STOCK (SCHH) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 11,795,712 $255,024,643 -$19,032,153 $21.49 150
2025 Q4 228,676,403 $4,777,889,051 +$497,121,935 $20.89 546
2025 Q3 206,000,140 $4,442,587,921 +$108,879,745 $21.57 535
2025 Q2 200,171,506 $4,235,747,978 +$17,468,156 $21.16 509
2025 Q1 199,454,527 $4,288,716,986 +$1,237,966 $21.51 498
2024 Q4 200,045,498 $4,214,409,160 +$3,797,856 $21.06 510
2024 Q3 199,036,699 $4,610,542,107 -$1,037,904,778 $23.17 500
2024 Q2 255,606,250 $5,114,530,878 +$80,695,449 $19.97 472
2024 Q1 250,028,082 $5,074,759,645 +$32,525,439 $20.30 492
2023 Q4 244,779,698 $5,068,295,375 +$251,260,089 $20.71 501
2023 Q3 232,154,933 $4,120,487,947 -$39,661,876 $17.75 455
2023 Q2 226,808,331 $4,428,869,948 +$110,408,775 $19.53 452
2023 Q1 219,968,323 $4,288,865,974 +$114,242,320 $19.50 465
2022 Q4 211,291,028 $4,082,243,379 +$149,689,292 $19.29 477
2022 Q3 203,308,984 $3,801,014,388 -$293,990 $18.69 431
2022 Q2 203,085,236 $4,283,996,050 -$101,750,791 $21.09 439
2022 Q1 207,636,507 $5,165,049,094 +$2,630,350,738 $24.89 442
2021 Q4 100,041,074 $5,270,783,079 +$165,942,129 $52.69 446
2021 Q3 96,584,135 $4,418,998,118 +$153,940,537 $45.68 383
2021 Q2 92,555,062 $4,241,693,513 +$24,419,067 $45.79 381
2021 Q1 92,163,683 $3,790,136,709 +$222,039,264 $41.09 364
2020 Q4 87,118,731 $3,309,711,323 +$128,758,850 $37.97 346
2020 Q3 83,102,266 $2,938,459,553 -$1,828,720 $35.37 332
2020 Q2 83,661,291 $2,942,838,402 -$581,527,310 $35.22 359
2020 Q1 100,046,721 $3,276,841,901 +$335,933,257 $32.74 382
2019 Q4 89,572,238 $4,116,576,317 -$209,428,949 $45.96 409
2019 Q3 93,299,648 $4,400,433,161 +$542,578,620 $47.17 373
2019 Q2 81,650,611 $3,627,578,703 +$52,247,763 $44.44 352
2019 Q1 80,280,332 $3,565,725,381 +$117,030,509 $44.43 346
2018 Q4 68,316,914 $2,632,485,712 -$18,225,478 $38.51 312
2018 Q3 75,890,426 $3,166,326,692 +$188,574,609 $41.73 286
2018 Q2 71,275,636 $2,977,287,239 +$220,130,841 $41.78 284
2018 Q1 65,713,278 $2,547,253,690 +$177,838,996 $38.25 261
2017 Q4 60,869,705 $2,531,980,927 +$216,969,582 $41.62 267
2017 Q3 55,174,637 $2,269,494,984 +$369,291,584 $41.13 226
2017 Q2 46,132,822 $1,900,710,813 +$246,862,873 $41.21 225
2017 Q1 39,991,913 $1,630,956,121 +$52,523,705 $40.78 210
2016 Q4 38,886,000 $1,595,811,732 +$127,978,737 $41.04 205
2016 Q3 34,909,433 $1,487,875,329 +$183,824,382 $42.65 187
2016 Q2 30,463,575 $1,323,689,410 +$258,692,210 $43.44 176
2016 Q1 24,413,373 $1,010,636,161 +$36,861,435 $41.40 151
2015 Q4 23,528,031 $932,643,665 +$147,460,940 $39.64 153
2015 Q3 19,844,472 $737,292,541 +$85,130,829 $37.19 129
2015 Q2 17,423,476 $633,045,519 +$295,828,341 $36.32 120
2015 Q1 9,148,392 $370,744,724 -$40,846,084 $40.55 127
2014 Q4 10,206,771 $397,608,991 +$4,062,594 $38.95 119
2014 Q3 9,604,388 $327,163,810 -$31,357,378 $34.06 94
2014 Q2 10,678,295 $372,256,884 +$30,659,217 $35.37 88
2014 Q1 9,756,324 $318,927,824 +$182,105,432 $33.11 80