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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 %
Truist Financial
276
Truist Financial
North Carolina
$357K -$7.03K -332 -2%
PFC
277
Phocas Financial Corp
California
$347K – – –
KGP
278
Keystone Global Partners
Colorado
$345K -$21 -1 -0%
GWM
279
GSB Wealth Management
Connecticut
$341K +$286K +10,139 +516%
SWA
280
Strata Wealth Advisors
Texas
$335K +$335K +15,819 New
ATC
281
Advantage Trust Company
Kansas
$333K +$333K +15,740 New
OFS
282
OneAscent Financial Services
Alabama
$332K -$9.14K -432 -3%
SC
283
Savant Capital
Illinois
$323K +$121K +5,724 +60%
CFD
284
Creative Financial Designs
Indiana
$319K +$35.9K +1,697 +13%
AWM
285
Ariadne Wealth Management
California
$315K -$107K -5,100 -25%
Koshinski Asset Management
286
Koshinski Asset Management
Illinois
$313K +$973 +46 +0.3%
TIM
287
Thompson Investment Management
Wisconsin
$311K +$19.8K +936 +7%
LCWP
288
Legacy Capital Wealth Partners
Arkansas
$309K -$7.47K -353 -2%
WFA
289
Websterrogers Financial Advisors
South Carolina
$308K -$36.6K -1,732 -11%
AOWM
290
Alpha Omega Wealth Management
Virginia
$307K -$9.08K -429 -3%
RDWM
291
Red Door Wealth Management
Tennessee
$304K -$444 -21 -0.1%
SWA
292
Sax Wealth Advisors
New Jersey
$302K -$5.21K -246 -2%
CA
293
Cambridge Advisors
Nebraska
$293K +$106 +5 +0%
TSS
294
Two Sigma Securities
New York
$289K +$289K +13,662 New
ACG
295
Allen Capital Group
Nebraska
$285K -$20K -945 -7%
CFP
296
Cypress Financial Planning
New Jersey
$271K +$17.1K +807 +7%
FA
297
FF Advisors
California
$270K – – –
HWA
298
Hillcrest Wealth Advisors
New Jersey
$268K +$268K +12,675 New
PWPS
299
Pinnacle Wealth Planning Services
Ohio
$268K +$268K +12,658 New
CCA
300
Cobblestone Capital Advisors
New York
$267K -$18.1K -855 -6%
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