SCHWAB STRATEGIC TR US REIT ETF is a security (CUSIP 808524847) tracked across SEC portfolio filings. 626 institutional managers reported $5.0B on Form 13F as of 2026-06-30; 2 registered fund positions totaling $13.3M via N-PORT as of 2026-04-30.
Showing 15 of 626 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | SANTA CLARA, CA | $1.3B | 59,885,676 |
| US BANCORP \DE\ | MINNEAPOLIS, MN | $723.7M | 33,676,678 |
| FMR LLC | BOSTON, MA | $540.2M | 25,136,358 |
| Creative Planning | Overland Park, KS | $437.5M | 20,357,903 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $278.4M | 11,756,832 |
| TWO SIGMA INVESTMENTS, LP | New York, NY | $258.4M | 12,023,737 |
| DUMAC, INC. | DURHAM, NC | $170.4M | 7,929,093 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $162.7M | 7,570,352 |
| Cerity Partners LLC | NEW YORK, NY | $57.2M | 2,659,675 |
| BENJAMIN EDWARDS INC | Clayton, MO | $52.8M | 2,229,955 |
| Elm Partners Management LLC | Philadelphia, PA | $43.0M | 1,816,239 |
| Charles Schwab Trust Co | HENDERSON, NV | $35.5M | 1,498,729 |
| MASON STREET ADVISORS, LLC | MILWAUKEE, WI | $35.4M | 1,646,125 |
| RATIONAL ADVISORS, INC. | San Juan, PR | $32.4M | 1,366,280 |
| BlackRock, Inc. | New York, NY | $25.2M | 1,172,980 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Schwab VIT Growth Portfolio | SCHWAB ANNUITY PORTFOLIOS | $10.2M | 592.03% |
| Morningstar Global Income Fund | Morningstar Funds Trust | $3.1M | 210.14% |