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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 %
FTS
251
Fifth Third Securities
Ohio
$441K -$171K -7,929 -28%
BSB
252
Bangor Savings Bank
Maine
$440K -$116K -5,392 -21%
DWS
253
Discipline Wealth Solutions
South Carolina
$440K +$2.02K +94 +0.5%
EFG
254
Everhart Financial Group
Ohio
$439K -$1.46K -68 -0.3%
SFS
255
Summit Financial Strategies
Ohio
$437K -$65.7K -3,053 -13%
WA
256
WBH Advisory
Maryland
$432K -$22.2K -1,034 -5%
JEST
257
JTC Employer Solutions Trustee
Jersey
$427K – – –
AWM
258
Ariadne Wealth Management
California
$425K – – –
HFS
259
Heritage Financial Services
Massachusetts
$418K +$12.7K +589 +3%
WF
260
Whelan Financial
California
$415K -$21.1K -981 -5%
RIM
261
Rakuten Investment Management
Japan
$414K +$414K +19,429 New
CI
262
Cordant Inc
Oregon
$410K -$3.23K -150 -0.8%
IWA
263
IVC Wealth Advisors
Pennsylvania
$405K +$2.97K +138 +0.7%
VWA
264
VSM Wealth Advisory
Maryland
$404K -$69.9K -3,249 -15%
CB
265
Commerce Bank
Missouri
$404K -$22.4K -1,043 -5%
B
266
Bensler
Washington
$403K -$242K -11,229 -37%
FWM
267
Fonville Wealth Management
Virginia
$398K -$13.6K -652 -3%
PB
268
Pinnacle Bancorp
Nebraska
$394K -$989 -46 -0.3%
MFGP
269
Marshall Financial Group (Pennsylvania)
Pennsylvania
$386K -$2.82M -130,965 -88%
CA
270
Calton & Associates
Florida
$384K +$384K +17,861 New
CC
271
Callan Capital
California
$381K – – –
EFG
272
Embree Financial Group
Illinois
$377K -$71.8K -3,340 -16%
GCA
273
Greenwood Capital Associates
South Carolina
$375K +$137K +6,391 +58%
HCP
274
Hardin Capital Partners
South Carolina
$374K -$18.2K -844 -5%
Pathstone Holdings
275
Pathstone Holdings
New Jersey
$372K +$372K +17,360 New
9 10
11
12 13