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Schwab US REIT ETF
SCHH

Overview Fund Activity

508 hedge funds and large institutions have $4.23B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 177 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+8
Holders Change %
+1.6%
% of All Funds
6.81%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
63
Increased
186
Reduced
177
Closed
43
Calls
$1.26M
Puts
$320K
Net Calls
+$935K
Net Calls Change
+$705K

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 Holding Trade Value Shares
Change 		Shares
Change %
SFWC
226
Strategic Family Wealth Counselors
New Jersey
$508K +$4.55K +215 +0.9%
AWM
227
Aegis Wealth Management
Maryland
$508K – – –
B
228
Bailard
California
$507K -$23.6K -1,113 -4%
Natixis Advisors
229
Natixis Advisors
Massachusetts
$502K -$1.86K -88 -0.4%
SFS
230
Summit Financial Strategies
Ohio
$495K +$65.3K +3,084 +15%
TWM
231
Tradition Wealth Management
Minnesota
$494K -$487 -23 -0.1%
CB
232
Commerce Bank
Missouri
$491K +$92.9K +4,392 +23%
LF
233
Lee Financial
Texas
$486K -$24.1K -1,139 -5%
Bank of New York Mellon
234
Bank of New York Mellon
New York
$484K +$3.3K +156 +0.7%
N
235
Natixis
France
$483K -$27.8K -1,331 -5%
BFA
236
Bluestem Financial Advisors
Illinois
$482K +$47.5K +2,243 +11%
EFP
237
Elser Financial Planning
Indiana
$481K -$7.72K -365 -2%
EGWAG
238
Elwood & Goetz Wealth Advisory Group
Georgia
$481K -$16.9K -801 -3%
Goldman Sachs
239
Goldman Sachs
New York
$479K +$28.9K +1,365 +6%
SCI
240
Stableford Capital II
Arizona
$464K – – –
WC
241
Waterloo Capital
Texas
$462K -$550 -26 -0.1%
AWS
242
Atria Wealth Solutions
New York
$459K +$2.22K +104 +0.5%
RFP
243
Root Financial Partners
California
$453K -$314K -14,820 -41%
LGG
244
Luts & Greenleigh Group
Maryland
$449K – – –
KAS
245
Kestra Advisory Services
Texas
$448K +$260K +12,274 +138%
PFA
246
Portland Financial Advisors
New York
$444K -$2.81K -133 -0.6%
AI
247
Atria Investments
North Carolina
$443K +$1.27K +60 +0.3%
Kovitz Investment Group Partners
248
Kovitz Investment Group Partners
Illinois
$438K +$129K +6,114 +42%
PFT
249
Providence First Trust
Arizona
$437K – – –
DWS
250
Discipline Wealth Solutions
South Carolina
$436K +$3.26K +154 +0.8%
8 9
10
11 12