# SCHWAB STRATEGIC TR US REIT ETF

SCHWAB STRATEGIC TR US REIT ETF is a security (CUSIP 808524847) tracked across SEC portfolio filings. 627 institutional managers reported $5.0B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $10.2M via N-PORT as of 2026-03-31.

## Summary

- Issuer: SCHWAB STRATEGIC TR
- Class: US REIT ETF
- CUSIP: 808524847
- Asset category: EC
- 13F holders: 627
- 13F value: $5.0B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $10.2M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 627 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](https://search.stillhousedata.com/firm/105348) | Overland Park, KS | $437.5M | 20,357,903 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $278.4M | 11,756,832 |
| [TWO SIGMA INVESTMENTS, LP](https://search.stillhousedata.com/firm/137137) | 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](https://search.stillhousedata.com/firm/151559) | NEW YORK, NY | $57.2M | 2,659,675 |
| BENJAMIN EDWARDS INC | Clayton, MO | $52.8M | 2,229,955 |
| [Elm Partners Management LLC](https://search.stillhousedata.com/firm/167225) | Philadelphia, PA | $43.0M | 1,816,239 |
| Charles Schwab Trust Co | HENDERSON, NV | $35.5M | 1,498,729 |
| [MASON STREET ADVISORS, LLC](https://search.stillhousedata.com/firm/114085) | MILWAUKEE, WI | $35.4M | 1,646,125 |
| [RATIONAL ADVISORS, INC.](https://search.stillhousedata.com/firm/111452) | San Juan, PR | $32.4M | 1,366,280 |
| BlackRock, Inc. | New York, NY | $25.2M | 1,172,980 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Schwab VIT Growth Portfolio](https://search.stillhousedata.com/fund/S000036328) | SCHWAB ANNUITY PORTFOLIOS | $10.2M | 592.03% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/808524847.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.