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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 %
WWM
276
Western Wealth Management
Colorado
$371K +$5.36K +249 +1%
CAMG
277
CWA Asset Management Group
Florida
$370K -$39.9K -1,853 -10%
Truist Financial
278
Truist Financial
North Carolina
$370K -$236K -10,949 -39%
LFA
279
Laraway Financial Advisors
Minnesota
$365K -$2.3K -107 -0.6%
PFC
280
Phocas Financial Corp
California
$353K – – –
WFA
281
Websterrogers Financial Advisors
South Carolina
$351K +$7.83K +364 +2%
KGP
282
Keystone Global Partners
Colorado
$350K +$350K +16,289 New
OFS
283
OneAscent Financial Services
Alabama
$347K -$8.5K -395 -2%
PA
284
PFG Advisors
Arizona
$342K +$48.8K +2,270 +17%
GC
285
Garde Capital
Washington
$334K -$120K -5,583 -26%
LCWP
286
Legacy Capital Wealth Partners
Arkansas
$321K +$11.3K +524 +4%
AOWM
287
Alpha Omega Wealth Management
Virginia
$321K -$9.68K -450 -3%
Koshinski Asset Management
288
Koshinski Asset Management
Illinois
$318K +$1.29K +60 +0.4%
Kovitz Investment Group Partners
289
Kovitz Investment Group Partners
Illinois
$313K +$313K +14,562 New
SWA
290
Sax Wealth Advisors
New Jersey
$312K +$312K +14,504 New
ACG
291
Allen Capital Group
Nebraska
$311K -$53.3K -2,476 -15%
RDWM
292
Red Door Wealth Management
Tennessee
$309K +$309K +14,375 New
CA
293
Cambridge Advisors
Nebraska
$298K +$65 +3 +0%
TIM
294
Thompson Investment Management
Wisconsin
$296K +$4.95K +230 +2%
BCWM
295
Bartlett & Co Wealth Management
Ohio
$294K +$143K +6,659 +95%
CCA
296
Cobblestone Capital Advisors
New York
$290K -$86.9K -4,040 -23%
MFG
297
MidWestOne Financial Group
Iowa
$289K – – –
CFD
298
Creative Financial Designs
Indiana
$288K -$8.48K -394 -3%
CA
299
Clearstead Advisors
Ohio
$281K +$473 +22 +0.2%
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$276K +$26.5K +1,236 +11%
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