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

Top Sellers

1
QC
Quadrature Capital
United Kingdom
$0
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$7.05M
3
Creative Planning
Creative Planning
Kansas
$479M
4
Raymond James Financial
Raymond James Financial
Florida
$4.11M
5
TC
TownSquare Capital
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
251
Fifth Third Securities
Ohio
$432K -$1.76K -83 -0.4%
Sumitomo Mitsui Trust Group
252
Sumitomo Mitsui Trust Group
Japan
$431K +$169K +7,976 +64%
AC
253
AlphaCore Capital
California
$429K +$390K +18,450 +1,013%
Citigroup
254
Citigroup
New York
$428K -$500K -23,627 -54%
BSB
255
Bangor Savings Bank
Maine
$419K -$13.2K -623 -3%
JEST
256
JTC Employer Solutions Trustee
Jersey
$419K – – –
IWA
257
IVC Wealth Advisors
Pennsylvania
$416K +$18.2K +859 +5%
HSA
258
HBK Sorce Advisory
Pennsylvania
$408K -$428K -20,226 -51%
WA
259
WBH Advisory
Maryland
$408K -$17.1K -810 -4%
FWM
260
Fonville Wealth Management
Virginia
$405K +$254 +12 +0.1%
CI
261
Cordant Inc
Oregon
$402K -$1.8K -85 -0.4%
WF
262
Whelan Financial
California
$393K -$15.3K -721 -4%
HFS
263
Heritage Financial Services
Massachusetts
$392K -$18.7K -884 -5%
FPCP
264
Fort Point Capital Partners
California
$387K +$387K +18,302 New
CA
265
Calton & Associates
Florida
$377K -$1.06K -50 -0.3%
IAN
266
Integrated Advisors Network
Texas
$376K +$164K +7,771 +78%
VWA
267
VSM Wealth Advisory
Maryland
$373K -$24.8K -1,173 -6%
HCP
268
Hardin Capital Partners
South Carolina
$371K +$915 +43 +0.2%
EFG
269
Embree Financial Group
Illinois
$367K -$4.11K -194 -1%
PB
270
Pinnacle Bancorp
Nebraska
$367K -$20.8K -982 -5%
GCA
271
Greenwood Capital Associates
South Carolina
$361K -$7.24K -342 -2%
OIA
272
OneDigital Investment Advisors
Kansas
$360K -$151K -7,152 -30%
LFA
273
Laraway Financial Advisors
Minnesota
$359K +$63 +3 +0%
WWM
274
Western Wealth Management
Colorado
$359K -$6.79K -321 -2%
CAMG
275
CWA Asset Management Group
Florida
$358K -$5.88K -278 -2%
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