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Schwab US REIT ETF
SCHH

Overview Fund Activity

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
-10
Holders Change %
-1.96%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
54
Increased
205
Reduced
156
Closed
52
Calls
$391K
Puts
$161K
Net Calls
+$230K
Net Calls Change
+$1.53M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$29.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.2M
3
BEI
Benjamin Edwards Inc
Missouri
+$13.2M
4
Raymond James Financial
Raymond James Financial
Florida
+$10.5M
5
QC
Quadrature Capital
United Kingdom
+$9.63M

Top Sellers

1
AWM
Apollon Wealth Management
South Carolina
-$20.2M
2
Creative Planning
Creative Planning
Kansas
-$19.2M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$16.4M
4
TCM
Tradewinds Capital Management
Washington
-$10.7M
5
UBS Group
UBS Group
Switzerland
-$8.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWC
226
Strategic Family Wealth Counselors
New Jersey
$512K +$243K +11,319 +91%
Natixis Advisors
227
Natixis Advisors
Massachusetts
$512K +$25.2K +1,170 +5%
AWM
228
Aegis Wealth Management
Maryland
$508K -$10.3K -480 -2%
EGWAG
229
Elwood & Goetz Wealth Advisory Group
Georgia
$506K -$51.1K -2,376 -9%
TWM
230
Tradition Wealth Management
Minnesota
$503K -$21.2K -987 -4%
LPAM
231
Lodestar Private Asset Management
California
$502K -$8.63K -401 -2%
EFP
232
Elser Financial Planning
Indiana
$497K -$1.29K -60 -0.3%
HI
233
Human Investing
Oregon
$493K -$21.1K -983 -4%
IWC
234
Integrated Wealth Concepts
Massachusetts
$490K +$69.3K +3,222 +16%
Bank of New York Mellon
235
Bank of New York Mellon
New York
$489K -$229K -10,640 -32%
DSA
236
Droms Strauss Advisors
Missouri
$486K -$1.01K -47 -0.2%
WC
237
Waterloo Capital
Texas
$471K -$24.5K -1,139 -5%
PFG
238
Prospect Financial Group
Virginia
$466K +$3.89K +181 +0.8%
AWS
239
Atria Wealth Solutions
New York
$461K +$22.7K +1,056 +5%
Goldman Sachs
240
Goldman Sachs
New York
$457K -$3.73M -173,205 -89%
LGG
241
Luts & Greenleigh Group
Maryland
$456K – – –
PFA
242
Portland Financial Advisors
New York
$455K +$27.2K +1,265 +6%
RW
243
REDW Wealth
New Mexico
$450K -$542K -25,206 -55%
AI
244
Atria Investments
North Carolina
$449K +$10.9K +508 +2%
VWA
245
Valued Wealth Advisors
Utah
$447K -$3.46K -161 -0.8%
CIA
246
Cape Investment Advisory
Georgia
$445K +$1.83K +85 +0.4%
PFT
247
Providence First Trust
Arizona
$445K +$74.7K +3,473 +20%
WWM
248
WT Wealth Management
Arizona
$444K +$42K +1,951 +10%
SCI
249
Stableford Capital II
Arizona
$443K +$27.6K +1,335 +7%
BFA
250
Bluestem Financial Advisors
Illinois
$442K +$559 +26 +0.1%
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