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Schwab US REIT ETF
SCHH

Overview Fund Activity

505 hedge funds and large institutions have $4.22B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 175 reducing their positions, and 43 closing their positions.

Holders
505
Holders Change
+5
Holders Change %
+1%
% of All Funds
6.78%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.15%
New
63
Increased
185
Reduced
175
Closed
43
Calls
$918K
Puts
$320K
Net Calls
+$598K
Net Calls Change
+$368K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.17B
2
US Bancorp
2
US Bancorp
Minnesota
$646M
3
BlackRock
3
BlackRock
New York
$25.2M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$8.52M
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$8.49M

Top Sellers

1
QC
1
Quadrature Capital
United Kingdom
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$7.05M
3
Creative Planning
3
Creative Planning
Kansas
$479M
4
Raymond James Financial
4
Raymond James Financial
Florida
$4.11M
5
TC
5
TownSquare Capital
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.17B 55,517,741 +1,353,127 +2%
US Bancorp
2
US Bancorp
Minnesota
$646M 30,541,227 +724,757 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$559M 26,423,217 +305,692 +1%
Creative Planning
4
Creative Planning
Kansas
$479M 22,634,627 -765,205 -3%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$166M 7,866,902 +385,927 +5%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$166M 7,856,664 +200,077 +3%
Cerity Partners
7
Cerity Partners
New York
$56.1M 2,650,816 -69,848 -3%
Ameriprise
8
Ameriprise
Minnesota
$34.3M 1,621,005 -44,263 -3%
BEI
9
Benjamin Edwards Inc
Missouri
$33.1M 1,562,239 +58,910 +4%
RA
10
Rational Advisors
New York
$32.8M 1,550,514 -222,189 -13%
MSA
11
Mason Street Advisors
Wisconsin
$31.4M 1,486,000 – –
CST
12
Charles Schwab Trust
Nevada
$25.3M 1,196,513 -16,387 -1%
BlackRock
13
BlackRock
New York
$25.2M 1,190,343 +418,345 +54%
MIM
14
Morningstar Investment Management
Illinois
$25.1M 1,187,440 +70,732 +6%
MGIA
15
Moneta Group Investment Advisors
Missouri
$24.5M 1,159,031 +41,758 +4%
M&T Bank
16
M&T Bank
New York
$22.1M 1,046,400 -86 -0%
FM
17
Foster & Motley
Ohio
$20.2M 954,619 +34,069 +4%
BWA
18
BlueSky Wealth Advisors
North Carolina
$19.6M 925,957 +51,711 +6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$19.1M 903,722 +25,894 +3%
HFS
20
Hantz Financial Services
Michigan
$17.7M 836,067 -5,439 -0.6%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$16.7M 788,285 -32,588 -4%
Wealthfront Advisers
22
Wealthfront Advisers
California
$14.1M 665,432 +31,780 +5%
Betterment LLC
23
Betterment LLC
New York
$13.4M 633,937 +30,852 +5%
PWMG
24
Pioneer Wealth Management Group
Texas
$13M 612,777 +49,702 +9%
PPH
25
Pure Portfolios Holdings
Oregon
$12.5M 588,659 -13,132 -2%
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