Who Owns Charles Schwab US REIT (SCHH) (SCHH)? -- Institutional Holders (2026-06-30)

642 institutions reported holding $6.38B of Charles Schwab US REIT (SCHH) (SCHH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Financial Engines Advisors L.L.C. ($1.42B), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($1.18B), US BANCORP \DE\ ($813.1M), FMR LLC ($585.7M), Creative Planning ($465.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Financial Engines Advisors L.L.C.	$1.42B	59.8M	Trimmed
2	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.18B	49.8M	Added
3	US BANCORP \DE\	$813.1M	34.3M	Added
4	FMR LLC	$585.7M	24.7M	Trimmed
5	Creative Planning	$465.5M	19.7M	Trimmed
6	ENVESTNET ASSET MANAGEMENT INC	$278.4M	11.8M	Added
7	DUMAC, INC.	$187.8M	7.9M	Hold
8	TWO SIGMA INVESTMENTS, LP	$75.5M	3.2M	Trimmed
9	Cerity Partners LLC	$64.5M	2.7M	Added
10	BENJAMIN EDWARDS INC	$52.8M	2.2M	Added
11	AMERIPRISE FINANCIAL INC	$51.6M	2.2M	Added
12	MASON STREET ADVISORS, LLC	$51.2M	2.2M	Added
13	Elm Partners Management LLC	$43.0M	1.8M	Added
14	Charles Schwab Trust Co	$35.5M	1.5M	Trimmed
15	RATIONAL ADVISORS, INC.	$32.4M	1.4M	Added
16	MONETA GROUP INVESTMENT ADVISORS LLC	$26.3M	1.1M	Added
17	M&T Bank Corp	$24.8M	1.0M	Added
18	MANNING & NAPIER ADVISORS LLC	$23.2M	963,416	Added
19	HANTZ FINANCIAL SERVICES, INC.	$23.1M	975,230	Added
20	FOSTER & MOTLEY INC	$22.4M	944,793	Trimmed
21	Invesco Ltd.	$22.4M	944,500	Added
22	Pioneer Wealth Management Group	$20.9M	883,192	Added
23	BlackRock, Inc.	$20.7M	874,401	Trimmed
24	ZynergyRetirementPlanningLLC	$19.4M	820,717	Added
25	Betterment LLC	$18.8M	794,598	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30