SCHH
Schwab U.S. REIT ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +5.1% ·
net new positions +11.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 674.82K | $14.84M | n/a | n/a |
| 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 | n/a |
| Q3 2025 | 9 | +1 | 29.84M | $643.67M | +1 | n/a |
| Q2 2025 | 5 | +1 | 27.75M | $587.20M | +1 | n/a |
| 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 | n/a | 212.25K | $4.24M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 27.93M | +5.7% | $602.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (passive) | 1.06M | -11.3% | $22.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 426.42K | n/a | $9.20M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | JPMorgan Chase ✦ | 180.09K | n/a | $3.88M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 5 | Gotham Asset Management ✦ | 116.01K | New | $2.50M | 0.0% | New | 1 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 57.94K | -40.6% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 29.61K | n/a | $638,666 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | The Vanguard Group ✦ (passive) | 27.18K | -0.9% | $586,316 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | AQR Capital Management ✦ | 14.33K | +21.0% | $309,007 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Gotham Asset Management | $2.50M | 0.0% |
Exited
| No tracked exits this quarter. |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.