Who Owns Schwab U.S. REIT ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Schwab U.S. REIT ETF.
Who crossed 5% of SCHH →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Pioneer Wealth Management GroupUS REIT ETF928.5K shadded | $20.5M |
| ZynergyRetirementPlanningLLCUS REIT ETF860K shadded | $19M |
| CoreCap Advisors, LLCETF251.8K shtrimmed | $5.5M |
| ELEVATION WEALTH PARTNERS, LLCUS REIT ETF234.7K shtrimmed | $5.2M |
| Frisco Financial Planning LLCExchange Traded Fund233K shadded | $5.1M |
| Farther Finance Advisors, LLCETF187.5K shadded | $4.1M |
| Davis Capital ManagementETF111.1K shadded | $2.4M |
| EPIQ PARTNERS, LLCUS REIT ETF96.5K shtrimmed | $2.1M |
| FC Advisory LLCUS REIT ETF89K shtrimmed | $2M |
| Peterson Wealth Advisors, LLCUS REIT ETF49.8K shtrimmed | $1.1M |
| SigFig Wealth Management, LLCUS REIT ETF44K shtrimmed | $970.3K |
| Aletheian Wealth Advisors LLCUS REIT ETF36.4K shtrimmed | $802.9K |
| Dorato Capital ManagementUS REIT ETF26.8K shtrimmed | $582.2K |
| Hardin Capital Partners, LLCUS REIT ETF20.6K shadded | $454K |
| Everhart Financial Group, Inc.US REIT ETF17.1K shadded | $375.8K |
| Bangor Savings BankUS REIT ETF15.7K shtrimmed | $345.4K |
| Grove Bank & TrustUS REIT ETF13.4K shadded | $295.4K |
| Heartwood Wealth Advisors LLCETF12.3K shheld | $270.8K |
| CYPRESS FINANCIAL PLANNING LLCUS REIT ETF12.2K shtrimmed | $268.4K |
| Apella Capital, LLCUS REIT ETF11.3K sh— | $246.3K |
| Plan A Wealth LLCUS REIT ETF9.5K shadded | $210.3K |
| Bullock Wealth Management GroupETF3.2K shadded | $69.7K |
| GILPIN WEALTH MANAGEMENT, LLCUS REIT ETF1.2K shheld | $26.4K |
| TOMPKINS FINANCIAL CORPUS REIT ETF1.1K shheld | $24.4K |
| MJT & Associates Financial Advisory Group, Inc.ETF991 shheld | $21.8K |
| GAMMA Investing LLCETF390 shtrimmed | $8.6K |
| Investors Research CorpUS REIT ETF231 shheld | $5.1K |
| Horrell Capital Management, Inc.US REIT ETF220 shheld | $4.8K |
| ATMOS ADVISORY, LLCUS REIT ETF92 shheld | $2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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