Latest Period
Q1 2026
Security Snapshot
Schwab U.S. REIT ETF - COMMON STOCK (SCHH) Institutional Ownership
CUSIP: 808524847
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
564
Shares (Excl. Options)
231,201,471
Price
$21.49
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- SCHH
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 231,201,471
- Total 13F value
- $4,971,003,768
- Portfolio coverage rank
- 0.02%
- Share change
- +3,483,669
- Value change
- +$75,784,913
- Number of holders
- 564
- Shares outstanding
- 419,506,882
- SEC-reported price per share
- $23.68
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SCHH - Schwab U.S. REIT ETF - COMMON STOCK is tracked under CUSIP 808524847.
- 564 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 564 to 43 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $4,971,003,768 to $102,107,537.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 564 institutions filings for Q1 2026.
Security key
808524847
Latest holder period
Q1 2026
13F holders
564
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 808524847:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
SCHH
| 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 Mar 2026, 564 institutional investors reported holding 231,201,471 shares of Schwab U.S. REIT ETF - COMMON STOCK (SCHH). This represents 55% of the company’s total 419,506,882 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
47%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 14% | 59,885,676 | -0.26% | 2.6% | $1,286,943,177 |
| US BANCORP \DE\ | 8% | 33,676,678 | +2.8% | 0.88% | $723,723,109 |
| FMR LLC | 6% | 25,136,358 | +3.3% | 0.03% | $540,180,333 |
| Creative Planning | 4.9% | 20,357,903 | -3.5% | 0.3% | $437,491,350 |
| TWO SIGMA INVESTMENTS, LP | 2.9% | 12,023,737 | +2.9% | 0.21% | $258,390,108 |
| ENVESTNET ASSET MANAGEMENT INC | 2.6% | 11,044,733 | +849% | 0.06% | $237,351,303 |
| DUMAC, INC. | 1.9% | 7,929,093 | +1% | 21% | $170,396,209 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.8% | 7,570,352 | -0.99% | 0.1% | $162,686,880 |
| Cerity Partners LLC | 0.63% | 2,659,675 | +0.15% | 0.08% | $57,156,422 |
| BENJAMIN EDWARDS INC | 0.5% | 2,100,294 | +16% | 0.45% | $45,132,747 |
| AMERIPRISE FINANCIAL INC | 0.48% | 2,027,148 | +1.5% | 0.01% | $43,563,050 |
| MASON STREET ADVISORS, LLC | 0.39% | 1,646,125 | -3.9% | 3.5% | $35,375,226 |
| Charles Schwab Trust Co | 0.36% | 1,499,321 | +10% | 2.1% | $32,220,408 |
| RATIONAL ADVISORS, INC. | 0.29% | 1,218,575 | -17% | 2.7% | $26,187,177 |
| BlackRock, Inc. | 0.28% | 1,172,980 | -10% | 0% | $25,207,333 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 0.25% | 1,064,539 | +0.46% | 0.19% | $22,876,944 |
| M&T Bank Corp | 0.25% | 1,046,422 | 0% | 0.08% | $22,487,609 |
| Elm Partners Management LLC | 0.24% | 1,010,445 | +61% | 0.93% | $21,391,117 |
| FOSTER & MOTLEY INC | 0.24% | 990,058 | +2.5% | 1.1% | $21,276,000 |
| HANTZ FINANCIAL SERVICES, INC. | 0.22% | 927,321 | +6.7% | 0.3% | $19,928,000 |
| Pioneer Wealth Management Group | 0.19% | 815,731 | +15% | 4.9% | $17,530,067 |
| ZynergyRetirementPlanningLLC | 0.19% | 806,322 | +7.3% | 10% | $17,327,860 |
| Betterment LLC | 0.19% | 795,744 | +3.4% | 0.03% | $17,101,000 |
| Waverly Advisors, LLC | 0.18% | 746,140 | +2599% | 0.12% | $16,034,539 |
| MANNING & NAPIER ADVISORS LLC | 0.17% | 709,478 | +44% | 0.21% | $15,246,681 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 4,310,990 | $102,107,537 | -$120,229 | $23.68 | 43 |
| 2026 Q1 | 231,201,471 | $4,971,003,768 | +$75,784,913 | $21.49 | 564 |
| 2025 Q4 | 229,066,076 | $4,786,031,628 | +$497,482,928 | $20.89 | 553 |
| 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 |