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

Q1 2026

Institutions Reporting

554

Shares (Excl. Options)

231,122,130

Price

$21.49

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Type / Class
Equity / COMMON STOCK
Symbol
SCHH
Shares outstanding
419,506,882
Price per share
$23.06
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
231,122,130
Total reported value
$4,969,299,074
% of total 13F portfolios
0.02%
Share change
+3,486,209
Value change
+$75,839,503
Number of holders
554
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.
  • 554 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 549 to 554 between Q4 2025 and Q1 2026.
  • Reported value moved from $4,782,911,168 to $4,969,299,074.

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 554 institutions filings for Q1 2026.

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 Q1 2026 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 Mar 2026, 554 institutional investors reported holding 231,122,130 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% 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

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 231,122,130 $4,969,299,074 +$75,839,503 $21.49 554
2025 Q4 228,916,811 $4,782,911,168 +$497,481,800 $20.89 549
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
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