SCHH

SCHWAB US REIT ETF
USCUSIP 808524847
Institutional Owners
129
+20 QoQ
13F Value Held
$1.5B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)60 adding · 33 trimming
Insider net (180d)+$0
Price history not yet available for SCHH.

Top institutional holders

129 13F filers
#FundPosition valueSharesLast moveAs of
1Financial Engines Advisors L.L.C.
$1.3B
59.89MReducedQ1 2026
2BENJAMIN EDWARDS INC
$44.8M
2.08MAddedQ1 2026
3Elm Partners Management LLC
$21.4M
1.01MAddedQ1 2026
4Waverly Advisors, LLC
$16.0M
746.1KAddedQ1 2026
5MANNING & NAPIER ADVISORS LLC
$15.2M
709.5KAddedQ1 2026
6PRINCIPAL SECURITIES, INC.
$14.6M
681.0KAddedQ1 2026
7Beacon Pointe Advisors, LLC
$13.1M
609.9KAddedQ1 2026
8Vise Technologies, Inc.
$8.7M
418.1KHeldQ1 2026
9Wealthfront Advisers LLC
$8.6M
398.0KAddedQ1 2026
10Texas Yale Capital Corp.
$5.4M
253.1KAddedQ1 2026
11Pure Financial Advisors, LLC
$4.8M
221.1KNewQ1 2026
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$4.7M
215.0KReducedQ1 2026
13ASSETMARK, INC
$4.0M
185.4KReducedQ1 2026
14Perigon Wealth Management, LLC
$3.6M
168.8KAddedQ1 2026
15Orion Porfolio Solutions, LLC
$3.6M
167.7KAddedQ1 2026
16Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma
$3.5M
162.1KReducedQ1 2026
17TUDOR INVESTMENT CORP ET AL
$3.5M
160.6KNewQ1 2026
18Clearstead Advisors, LLC
$3.2M
150.3KAddedQ1 2026
19Wealthcare Advisory Partners LLC
$2.7M
124.1KAddedQ1 2026
20Midwest Trust Co
$2.3M
105.9KHeldQ1 2026
21MGO ONE SEVEN LLC
$2.2M
104.0KReducedQ1 2026
22Gotham Asset Management, LLC
$2.1M
99.1KReducedQ1 2026
23Summit Financial, LLC
$2.1M
95.6KAddedQ1 2026
24Bleakley Financial Group, LLC
$2.0M
95.2KAddedQ1 2026
25EP Wealth Advisors, LLC
$1.9M
86.8KAddedQ1 2026

Fund activity — latest quarter

Opened (NEW)
23
funds
Added
37
funds
Reduced
33
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

121 funds+120 since Q2 2020
061121Q2 2020Q1 2021Q4 2021Q3 2022Q2 2025Q1 2026
funds holding aggregate valuelatest $1.5B

Funds that own SCHH also own

CompanyCo-held byCombined value
Microsoft Corp - USMSFT126 funds$26.4B
Apple Inc - USAAPL125 funds$34.5B
Nvidia Corp - USNVDA125 funds$32.0B
Broadcom Inc - USAVGO125 funds$12.5B
Lilly Eli & CoLLY125 funds$6.8B
TATE STR SPDR S&P 500 ETF TSPY124 funds$25.9B
Jpmorgan Chase & Co - USJPM124 funds$11.8B
Meta Platforms Inc Class AMETA124 funds$11.2B
Costco Wholesale Corp - USCOST124 funds$6.1B
Mastercard Inc Class AMA124 funds$4.7B
Procter & Gamble CoPG124 funds$4.6B
Amazon.Com Inc - USAMZN123 funds$19.2B

Ranked by how many of SCHH's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SCHH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.