SCHH

Schwab US REIT ETFETF
UnclassifiedUSCUSIP 808524847◍ Confluence graph
Tracked 13F Holders
540
-81 QoQ
13F Value (tracked)
$5.1B
13F Moves · latest Q
34 added
11 trimmed
Recent Filings
0

Who owns SCHH?

540 tracked 13F filers

540 tracked 13F filers disclose a position in SCHH as of the latest SEC 13F filings, a combined $5.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Financial Engines Advisors L.L.C.
$1.4B
59.8M
−0.1%
Reduced · −44K sh
Q2 2026
2US BANCORP \DE\
$723.7M
33.7M
+2.8%
Added · +925K sh
Q1 2026
3FMR LLC
$540.2M
25.1M
+3.3%
Added · +805K sh
Q1 2026
4Creative Planning
$437.5M
20.4M
−3.5%
Reduced · −747K sh
Q1 2026
5TWO SIGMA INVESTMENTS, LP
$258.4M
12.0M
+2.9%
Added · +342K sh
Q1 2026
6ENVESTNET ASSET MANAGEMENT INC
$237.4M
11.0M
+849%
Added · +9.9M sh
Q1 2026
7DUMAC, INC.
$187.8M
7.9M
Held
Q2 2026
8NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$162.7M
7.6M
−1.0%
Reduced · −76K sh
Q1 2026
9Cerity Partners LLC
$57.2M
2.7M
+0.1%
Added · +4K sh
Q1 2026
10BENJAMIN EDWARDS INC
$52.8M
2.2M
+6.2%
Added · +130K sh
Q2 2026
11MASON STREET ADVISORS, LLC
$51.2M
2.2M
+31%
Added · +515K sh
Q2 2026
12AMERIPRISE FINANCIAL INC
$43.6M
2.0M
+1.5%
Added · +30K sh
Q1 2026
13Elm Partners Management LLC
$43.0M
1.8M
+80%
Added · +806K sh
Q2 2026
14Charles Schwab Trust Co
$35.5M
1.5M
~0%
Reduced · −592 sh
Q2 2026
15RATIONAL ADVISORS, INC.
$32.4M
1.4M
+12%
Added · +148K sh
Q2 2026
16BlackRock, Inc.
$25.2M
1.2M
−10%
Reduced · −137K sh
Q1 2026
17MONETA GROUP INVESTMENT ADVISORS LLC
$22.9M
1.1M
+0.5%
Added · +5K sh
Q1 2026
18M&T BANK CORP
$22.5M
1.0M
Held
Q1 2026
19Pioneer Wealth Management Group
$20.9M
883K
+8.3%
Added · +67K sh
Q2 2026
20ZynergyRetirementPlanningLLC
$19.4M
821K
+1.8%
Added · +14K sh
Q2 2026
21Waverly Advisors, LLC
$16.0M
746K
27×
Added · +718K sh
Q1 2026
22PRINCIPAL SECURITIES, INC.
$17.4M
733K
+7.7%
Added · +52K sh
Q2 2026
23MANNING & NAPIER ADVISORS LLC
$15.2M
709K
+44%
Added · +218K sh
Q1 2026
24Morningstar Investment Management LLC
$15.2M
705K
Held
Q2 2026
25Beacon Pointe Advisors, LLC
$14.8M
625K
+2.5%
Added · +15K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SCHH being bought or sold by institutions?

Last quarter, 2 funds opened a new position in SCHH and 32 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
32
funds
Reduced
11
funds
Exited
0
funds

Funds that own SCHH also own

CompanyCo-held byCombined value
APPLE INCAAPL296 funds$76.0B
MICROSOFT CORPMSFT291 funds$66.5B
NVIDIA CORPNVDA289 funds$93.7B
AMAZON.COM INCAMZN288 funds$48.5B
ALPHABET INC-CL AGOOGL287 funds$42.0B
ALPHABET INC-CL CGOOG281 funds$28.7B
SS SPDR S&P 500 ETF TRUST-USSPY276 funds$15.1B
BERKSHIRE HATHAWAY INC-CL BBRK/B276 funds$12.2B
ISHARES CORE S&P 500 ETFIVV272 funds$18.1B
VANGUARD S&P 500 ETFVOO272 funds$13.6B
META PLATFORMS INC-CLASS AMETA270 funds$24.3B
JPMORGAN CHASE & COJPM269 funds$20.8B

Ranked by how many of SCHH's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

417 funds+68 since Q3 2024
0249498Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.3B

Share classes

Class13F holdersValue held
SCHDmc1938 funds$22.1B
SCHGcs1528 funds$27.7B
SCHFcs1527 funds$36.6B
SCHXmc1472 funds$27.6B
SCHBcs1266 funds$13.4B
SCHAmc1255 funds$8.0B
SCHMmc985 funds$9.1B
SCHVmc903 funds$11.4B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

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

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Ask your agent what changed in SCHH

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SCHH/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SCHH.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + 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.