Security record
SCHH
Schwab U.S. REIT ETF · Financial Services · Asset Management
65Tracked holders
-1Δ holders
219.54MShares held
$5.20BReported value
+3New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -1.5% ·
share flow +18.7% ·
net new positions -1.5%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 65 | -1 | 219.54M | $5.20B | +3 | −4 |
| Q1 2026 | 67 | +4 | 184.92M | $3.97B | +5 | −1 |
| Q4 2025 | 63 | +1 | 174.17M | $3.64B | +1 | — |
| Q3 2025 | 9 | +1 | 29.84M | $643.67M | +1 | — |
| Q2 2025 | 5 | +1 | 27.75M | $587.20M | +1 | — |
| Q1 2025 | 1 | -1 | 239.00K | $5.14M | +1 | −2 |
| Q4 2024 | 2 | 0 | 92.41K | $1.95M | +1 | −1 |
| Q3 2024 | 2 | -1 | 69.97K | $1.62M | +1 | −2 |
| Q2 2024 | 3 | — | 212.25K | $4.24M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 59.84M | -0.1% | $1.42B | 2.5% | ▼ Trim | 3 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 49.79M | +557.8% | $1.18B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 3 | Us Bancorp \De\ | 34.33M | +1.9% | $813.05M | 0.9% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Fidelity (FMR) ✦ | 24.73M | -1.6% | $585.68M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 5 | Creative Planning | 19.66M | -3.4% | $465.47M | 0.3% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 11.76M | +6.5% | $278.40M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 3.19M | -73.5% | $75.46M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cerity Partners LLC | 2.72M | +2.4% | $64.51M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Ameriprise Financial Inc | 2.18M | +7.5% | $51.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Invesco Ltd. | 944.50K | +42.4% | $22.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 874.40K | -25.4% | $20.71M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 12 | D. E. Shaw & Co. ✦ | 595.92K | +430.3% | $14.11M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 13 | LPL Financial LLC | 519.85K | +41.3% | $12.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 503.19K | -2.6% | $11.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 15 | Jones Financial Companies Lllp | 478.95K | +25.9% | $11.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Assetmark, Inc | 463.45K | +150.0% | $10.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wealthfront Advisers LLC | 429.43K | +7.9% | $10.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mariner, LLC | 423.39K | +5.7% | $10.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Focus Partners Wealth | 395.39K | +9.8% | $9.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 395.08K | +0.9% | $9.36M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 21 | Wells Fargo & Company/Mn | 354.24K | -0.6% | $8.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 22 | Osaic Holdings, Inc. | 343.60K | +7.7% | $8.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | Rockefeller Capital Management L.P. | 342.80K | -3.3% | $8.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | National Bank Of Canada /Fi/ | 336.65K | -6.1% | $7.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Neuberger Berman Group LLC | 332.27K | -0.1% | $7.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | UBS AM, a distinct business unit of… | 293.98K | 0.0% | $6.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | Bnp Paribas Financial Markets | 283.56K | -4.8% | $6.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 283.40K | +13.6% | $6.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 29 | UBS Group AG | 253.72K | -48.2% | $6.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Baird Financial Group, Inc. | 209.61K | +0.8% | $4.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | HighTower Advisors, LLC | 209.29K | +1.6% | $4.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 201.71K | -6.2% | $4.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Cetera Investment Advisers | 191.17K | +0.5% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Raymond James Financial Inc | 170.24K | +18.2% | $4.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | Mercer Global Advisors Inc /Adv | 136.34K | +30.5% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | CIBC Bancorp USA Inc. | 129.90K | +14.4% | $3.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Renaissance Technologies ✦ | 124.90K | New | $2.96M | 0.0% | New | 1 | SEC ↗ |
| 38 | Hrt Financial Lp | 103.34K | -8.4% | $2.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Gotham Asset Management ✦ | 99.06K | 0.0% | $2.35M | 0.0% | Held | 4 | SEC ↗ |
| 40 | Mml Investors Services, Llc | 92.04K | +84.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 81.86K | +18.1% | $1.97M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 42 | Stifel Financial Corp | 78.21K | +0.9% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 43 | Bank of New York Mellon Corp | 66.20K | +64.9% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 44 | Royal Bank Of Canada | 65.76K | -2.6% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 45 | Commonwealth Equity Services, Llc | 60.66K | +9.0% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Empower Advisory Group, LLC | 58.33K | -2.8% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Truist Financial Corp | 56.58K | -5.8% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 48 | Quantinno Capital Management LP | 44.17K | +67.7% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Captrust Financial Advisors | 39.81K | +8.5% | $942,750 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Corient Private Wealth LP | 38.45K | +285.1% | $910,489 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Northern Trust Corp | 38.02K | -10.9% | $900,290 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Nuveen, LLC | 28.31K | New | $670,291 | 0.0% | New | 1 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 26.51K | +38.4% | $627,817 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 54 | Rakuten Investment Management, Inc. | 25.69K | -40.0% | $619,385 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Qube Research & Technologies Ltd | 22.86K | New | $541,420 | 0.0% | New | 1 | SEC ↗ |
| 56 | Sei Investments Co | 20.65K | +0.3% | $489,040 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Goldman Sachs Group ✦ | 17.23K | +8.1% | $408,054 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | Fifth Third Bancorp | 16.45K | +244.6% | $389,453 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Sumitomo Mitsui Trust Group, Inc. | 15.80K | +46.5% | $374,073 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Point72 Asset Management ✦ | 12.60K | -82.7% | $298,439 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 2.95K | +7.5% | $69,785 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Blair William & Co/Il | 1.84K | -59.6% | $43,595 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Bank Of Montreal /Can/ | 1.83K | +693.9% | $43,240 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 64 | TD Waterhouse Canada Inc. | 208 | 0.0% | $4,942 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Citigroup Inc | 34 | -95.4% | $805 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $2.96M | 0.0% |
| Nuveen, LLC | $670,291 | 0.0% |
| Qube Research & Technologies… | $541,420 | 0.0% |
Exited
| Tudor Investment Corp Et Al | $3.45M | was 0.0% |
| Barclays Plc | $2.54M | was 0.0% |
| Susquehanna International… | $1.19M | was 0.0% |
| Franklin Resources Inc | $17,708 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 561 holders, 231.15M shares, $4.90B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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